I don't have much experience with Quickbooks and one of my clients just switched, so I need some help.
1. She converted her accounts from Quicken to Quickbooks and on one of them, it stopped in October and didn't convert Nov or Dec. All the other accounts converted the whole year. What could have caused the missing months?
2. When I go to her account list to make some inactive, I am going one by one and clicking them individually to make the change. I tried to "grab" more than one at a time by using ctrl or shift, but it doesn't work. Is there a way to "grab" multiple items from a list?
3. Is there a way to set up two different charts of accounts, one for business and one for personal? She has everything in one and it makes the list so long. I would really like to separate the accounts.
4. Is there a need to separate by 'class' vs 'file'?
Thanks so much.