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Community Manager
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Use the Accountant Center

The Accountant Center gives easy access to the QuickBooks features that accountants use most.

 

Note: The Accountant Center is only available in QuickBooks Accountant.

To open the Accountant Center

Choose Accountant > Accountant Center.

Tools

Click a link in the Tools section to use that feature. To add to or remove links from the Tools section, click the Customize link. This section includes tools also available in the Client Data Review.

Reconciliation

For each bank or credit card account in the company file, the Reconciliation section shows:

  • The date of the last reconciliation

  • The reconciled balance

  • The current balance

Click an account link to open that account's register. To begin reconciliation for any account, click the Reconcile button.

Memorized Reports

This section lists memorized reports. Click the Select Group drop-down arrow to select a group from the memorized reports list. Click the Display Group button to view or print multiple reports.

Accountant Updates

Click the links in the Accountant section to stay up to date with offers and advice from Intuit.

Best answer 02-26-2019 08:53 AM

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Community Manager

Re: Use the Accountant Center

Please see this brief overview if you need help using the Accountant Center.

1 Comment
Highlighted
Community Manager

Re: Use the Accountant Center

Please see this brief overview if you need help using the Accountant Center.