QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to efficient work in clients’ QuickBooks Online company files. It is designed to identify errors quickly. There are also tools to correct client errors and record adjustments.
QuickBooks Online Accountant is also a tool to manage your practice with tools for project management, client requests, and integration with Pro Tax Online for efficient tax preparation. You will also receive a free QuickBooks Online company file to manage your own books and records.
DESIGNED FOR
QuickBooks users in public accounting, bookkeeping firms, and tax practices.
BENEFITS
- Gain access to clients’ company files
- Use Accountant Tools to make corrections and update clients’ books and run reports
- Allow staff (team) access to selected client data
- Create projects to schedule work and client requests and track due dates
- Transfer client data to Intuit Pro Connect Online software to reduce data entry
HIGHLIGHTS
- Accessing and working on clients' QuickBooks Online company files
- Setting up Access for Staff
- Creating Projects & Client Request for information
- Transfer records to tax application
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None