Total client management,
all in one place

NOW THAT’S THE WAY TO WORK.™

See how instant accessibility to clients’ books and ways to communicate
faster than ever are right here at your fingertips.

What can the Client Tab do for you?

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Access

See your QuickBooks Online clients’ books and payroll in just one click

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Track

Notifications alert you to items that need your attention

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Customize

Display the data that matters to you by customizing columns on your dashboard

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Review

Check the status of all your clients from just one place

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How It Works

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Get all your clients on one page

Click your client’s name to view contact info, save notes and view all shared documents.

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Easy access to client books

With one-click access to your client books from the logo next to their name, you can quickly take action on your tasks and transactions.

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Manage payroll at a glance

Review and prioritize clients with upcoming payroll due dates to the top of your list.

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Customize your view

Create and organize clients into specific groups or filter columns to show more streamlined views of their information.

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Quickly switch between clients

At the top of your screen, a drop-down menu lists all your clients, so you can quickly switch between them and start the next task. To get back to your Client Tab, just click the QuickBooks logo in the top left corner

Moving clients to QuickBooks Online

 

Now that you’ve learned how to manage your clients’ books more effectively, find out how simple it is to add other clients to your list.