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Use accountant tools and features in QuickBooks Online Accountant

by Intuit•1• Updated 6 months ago

Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant.

Beyond your ProAdvisor benefits, you also get accountant-specific tools to enhance your bookkeeping. These tools make reviewing your QuickBooks Online client's accounts more efficient. They let you get more done in less time.

Learn about QuickBooks Online Accountant features

Client dashboard

The Client dashboard provides one-click access to client books, and payroll, as well as easy access to your QuickBooks Online, Self-Employed.

Go to the Client menu to see all of your clients. You can see your connected QuickBooks Online and Self-Employed clients who invited you to be their accountant, payroll clients, and clients who aren't connected.

ProAdvisor program

Improve your QuickBooks accounting knowledge and grow your practice. Go to the ProAdvisor tab to access free product training, certification opportunities, discounts, and other exclusive resources.

Wholesale discount

Wholesale discount (we bill your firm) gives you exclusive pricing for QuickBooks Online clients.

Learn about accountant tools

Prep for taxes: Review your client's accounts and make adjusting journal entries at the end of the year. This works just like a traditional trial balance.
Workpapers
Reclassify transactions: Edit or move multiple transactions at once.
Write off invoices: Cancel and zero-out bad invoices that won't get paid.
Undo reconciliations: Reset a reconciliation and start over fresh.
Reporting tools: Set default date ranges and filters for financial reports.

Use an accountant tool

Whenever you're reviewing a client's QuickBooks Online account, select the Accountant tools link in the top bar. Then select one of the tools.

Tip: You can also use these tools for your own bookkeeping.

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