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Learn about the clients, overview, and bookkeeping tabs in QuickBooks Online Accountant
by Intuit• Updated 3 months ago
Learn how to quickly review your client's open tasks and contact information.
In QuickBooks Online Accountant, the Clients tab lets you quickly see your client's info and tasks. At a glance, you can see things like banking activity. You can also check the status of year-end tasks like tax prep.
Review client info and open tasks
- Sign in to QuickBooks Online Accountant.
- Go to the Clients menu.
- Select the Overview or Bookkeeping tab.
Note: Any changes you make in the Overview and Bookkeeping tabs update in real-time. But, bank transactions might be delayed since they come from your client's bank.
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