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 Workpapers.
Review client's 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.