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Learn about the clients, overview, and bookkeeping tabs

by Intuit• Updated 1 week 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 All apps , select Clients, then select Client list (Take me there).
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.

Learn more about the Overview tab

In the client overview, you can view and manage all your clients in one place. You can also customise your view of important client information and tasks.

Email/phone - Easily access your client's contact info.
Payroll - View upcoming payroll tasks like pay dates and tax payments.
Banking - Review client's uncategorised banking transactions.
Prep for taxes - Quickly access your client's accounts to prepare for taxes.
Lead - View the client's lead accountant.

Learn more about the Bookkeeping tab

In the bookkeeping tab, you can easily check the status of current month-end reviews for each of your clients.

In the month-end review column, you can start a review for the current month. If it's not finished, select the icons to see what you need to do next. Learn more about month-end reviews for your clients.