You can see important things coming up in your clients books, payroll and taxes in the Client Dashboard. Green gear icon Get to Settings, Lists, Tools and Your Company menus lots to do and explore here! 3Ĥ NAVIGATING The Client Dashboard The Client Dashboard is the jumpingoff point for many tasks you do for your clients. Create (+) icon Create a new client, a new QuickBooks Online Accountant user or a new request. Client QuickBooks menu Choose a client to go right into their QuickBooks account. Contents Navigating Get around in QuickBooks Online Accountant 3 The Client Dashboard 4 Working with clients Add a client 5 Dig into client details 6 Work in client books 7 Work on a client s payroll 8 Do a client s taxes 9 Managing your firm Manage your own firm 12 Add a user to QuickBooks Online Accountant 13 Give a user permissions and clients 14 Access ProAdvisor benefits 15 Getting help Get more information 16 Sharing documents Request documents 10 Track a document request 11 2ģ NAVIGATING Get around in QuickBooks Online Accountant Let s start with some QuickBooks Online Accountant navigation tools: Navigation bar Get to your client list, your firm s books, your ProAdvisor info and more. This guide gives you a roadmap to the changes we ve made. 1 Online Accountant QUICKBOOKS ONLINE ACCOUNTANT Welcome GuideĢ Welcome to QuickBooks Online Accountant We ve remade QuickBooks Online Accountant, inspired by input from you, our users.
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