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Accountants · problems and fixes

Common problems accountants face, and how to fix them

Each page takes one problem accountants tell us about, explains why it happens, and gives fixes you can use today.

19 problems

Lazur for accountants →

Accountant reviewing a list for 1099-NEC corrections at a desk with a laptop

Accountants · problemHow to handle 1099-nec corrections on Mac: Type 1 or Type 2, and what each costsFix a wrong 1099-NEC on Mac. Learn when one corrected return is enough, when you need two, what IRS penalties cost, and how to file.

Accountant at a laptop reviewing client email as part of accountant email management

Accountants · problemAccountant email management on Mac: fix client inbox overload in Outlook, 2026Accountant email management on Mac: why client inboxes overload, what it costs, and free Outlook and Apple Mail fixes you can start today.

Accountant at a laptop reviewing audit tickmarks in Excel workpapers

Accountants · problemHow to audit tickmarks in Excel workpapers on Mac: legends and cross-references, 2026Set up a tickmark legend and cross-references in Excel on Mac. Build the index, link each mark to its workpaper, and check for broken references.

Accountant at a desk reviewing converted bank statement pdf to Excel columns merged data on a laptop

Accountants · problemBank statement pdf to Excel columns merged? How accountants split them on Mac, 2026Bank statement pdf to Excel columns merged on Mac? Fix it with CSV exports, Text to Columns and Preview copy steps for 2026.

Accountant at a desk sorting paperwork while chasing clients for missing documents

Accountants · problemChasing clients for missing documents on Mac: a weekly routine for accountants in 2026Chasing clients for missing documents takes real hours each week. Here is what it costs, why it keeps happening, and fixes you can run on a Mac today.

Accountant at a laptop checking CPA CPE credit tracking by state records

Accountants · problemHow to do cpa cpe credit tracking by state on a Mac for 2026Track CPA CPE credits by state on your Mac with one rule sheet per license, a dated log and proof of attendance. Free fixes for 2026.

Accountant at a desk working on a laptop while reviewing an Excel workbook

Accountants · problemHow to fix the data model could not be accessed error in Excel on MacExcel on Mac says the data model could not be accessed after an update. Learn why it happens, what it costs, and free fixes to try first.

An accountant at a desk comparing bank records to find duplicate transactions before closing the month

Accountants · problemHow to delete duplicate transactions in QuickBooks Online on Mac: bank feed fixes, 2026To delete duplicate transactions in QuickBooks Online, exclude the bank feed copy and delete only manual entries. Check each pair against your statement first.

An accountant at a laptop reviewing a spreadsheet on a desk, the kind of work Excel for Mac is used for

Accountants · problemExcel for Mac alt shortcuts not working: KeyTips and Option fixes for accountantsAlt shortcuts do nothing in Excel for Mac? Turn on KeyTips in version 16.89 or later, pick Option, and use the fallbacks for older builds.

Accountant at a desk working on a laptop with a spreadsheet open

Accountants · problemExcel pivot table cannot group dates by month or year on Mac: fixes for Microsoft 365Excel pivot table cannot group dates? Convert text dates, clear blanks, refresh, then right-click > Group > Months on Mac. Step by step.

Accountant at a desk reviewing a client tax payment schedule on a laptop

Accountants · problemWhy an extension doesn't extend payment: IRS rules accountants need on Mac, 2026An extension to file is not an extension to pay. Learn the IRS payment deadline, penalty math and free fixes for accountants and their clients.

Accountant reviewing invoice PDFs on a laptop before manual data entry from invoices and PDFs

Accountants · problemHow to cut manual data entry from invoices and pdfs on Mac for accountants in 2026Manual data entry from invoices and PDFs eats hours each week. Use Excel's Data from Picture, Preview column copy and a total check to cut it on Mac.

Accountant at a laptop reviewing a spreadsheet in Excel for the web on a desk

Accountants · problemPower Query not refreshing in Excel for the web on Mac: fixes for accountantsPower Query not refreshing in Excel for the web? Microsoft limits refresh for some sources. Here are the causes, costs and fixes you can test on a Mac.

Accountant at a laptop checking bank feed transactions at a desk

Accountants · problemQuickBooks Online error 324 after a bank account change: fixes for Mac, step by stepQuickBooks Online error 324 means the bank feed cannot find your account. Here is how to disconnect the old feed and relink it on a Mac.

Accountant at a desk with a laptop, checking a bank statement during a reconciliation.

Accountants · problemQuickBooks reconciliation difference not zero: causes and fixes on Mac for accountantsReconciliation difference not zero in QuickBooks? Check three balances first, run the discrepancy report, then fix the cause on your Mac without a plug.

Accountant at a laptop at a desk, checking why Sage 50 accounting is not responding

Accountants · problemSage 50 accounting not responding on Mac: what to try before you call SageSage 50 is Windows software, so a freeze on a Mac starts in a Windows setup. Check your setup, restart the services, then try these free fixes.

Accountant working on a laptop at a desk while reviewing bank transactions for a client

Accountants · problemXero bank rules miscategorizing transactions on Mac: causes and fixes for 2026Xero bank rules miscategorizing transactions usually come from rule order, broad text matches and short bank descriptions. Here is how to fix them on Mac.

Accountant working at a laptop on a desk, checking an Excel spreadsheet for lookup errors

Accountants · problemXLOOKUP returns #N/A for values that exist: fixes for accountants in Excel on MacXLOOKUP returns #N/A when no exact match exists. Usually the cause is stray spaces, text stored as numbers, or a range that stops too early. Check each one.

Accountant at a laptop checking an XLOOKUP formula in a client spreadsheet of numbers

Accountants · problemXLOOKUP showing #NAME? after an Office update on Mac: fixes for accountantsXLOOKUP showing #NAME? on Mac after an Office update? Check your Excel version, license and name clash first, then run a blank test.