We've put your most essential tools - the ones you use every day to support your clients - in one consistent place, no matter whose books you're working on.
What will you find in the Accountant Toolbox?
Even when you're inside a client's books, you can always click
on the icon at the top of your dashboard to access:
Automatically map your QuickBooks Online clients' accounts to tax forms for free. Generate and file tax returns via ProConnect Tax Online.
What can the Management Reports
feature do for you?
Free up more time to advise clients. With the Management Reports feature you can:
Choose either the Basic Company Financials or the Expanded Company Financials template as a starting point and then edit and save modified templates for future use.
Add a cover page, a table of contents and any number of preliminary pages, then use the built-in text editor to create the content you need.
Use the drop-down menu to add or remove reports, and add even more customization with over 40 report options to choose from.
Use "Advanced Settings" to add optional details like accountant name, firm name and report end date.
Start creating your own professional report packs today.
Here are two simple ways to access Management Reports inside QuickBooks Online Accountant:
- Open a client's QuickBooks Online file and click on "Reports". Management Reports will be the default selection.
- Open a client's QuickBooks Online file and click on the Accountant Toolbox icon. Select Management Reports from the drop-down menu.
Another way to stay streamlined
Now that you're familiar with how to access the toolbox from inside a client's books, look at the tab next to it. Use this tab to jump right to another client's books—no need to go back to the dashboard.