Loading…
The preparer's sign-off will be cleared. They must fix and re-submit.
The preparer's sign-off will be cleared. They must fix and re-submit.
| Name / Email | Role | ||
|---|---|---|---|
| Loading… | |||
Periods that have sign-off or custom task data stored. Clearing a period permanently deletes all its data.
| Period | Sign-offs | Custom Tasks | |
|---|---|---|---|
| Loading… | |||
Assign QBO accounts to categories. Accounts appear in the Reconciliations tab with the same preparer → reviewer sign-off flow.