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Learn about the clients, overview, and bookkeeping tabs in QuickBooks Online Accountant

by Intuit•1• Updated 5 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.

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.

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.
Banking - Review client's uncategorised banking transactions.
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.

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