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Intuit
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How to access accountant tools

QuickBooks Online Accountant gives you access to a unique set of features called accountant tools. The accountant tools include special utilities designed to help you efficiently review and maintain your clients' financial data, as well as shortcuts to useful areas of QuickBooks Online.

To access the Accountant Toolbox in a QuickBooks Online company, or from within the Your Books section of your firm’s own QuickBooks Online Accountant company:

User-added image

Select the briefcase icon on the Accountant Toolbelt. The Accountant Tools will display in a drop-down menu.

Now you know how to access the Accountant Tools and can explore the features.

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