Use accountant tools and features in QuickBooks Online Accountant

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 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.You can also map and export your client's accounts to ProConnect Tax Online.
• Reclassify transactions: Edit or move multiple transactions at once.
• ProConnect Tax Online: Start new tax returns for clients in ProConnect Tax Online.
• 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.
• Management reports: Create personalized and professionally-branded report packs.

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.