Learn more about Client Insights in QuickBooks Online Accountant

Client Insights in the Intuit Accountant Suite Accelerate beta offers a high-level view of your clients' accounts. This feature allows you to monitor key client metrics and provide proactive advice efficiently, without needing to access each client's books one by one. This guide covers how to access the Client Insights feature and create data views either by using predefined templates or by building custom views.

Prerequisites

To use Client Insights, your firm must switch to the Intuit Accountant Suite Accelerate beta. Your firm’s primary admin can make this change.

Access Client Insights overview

Follow these steps to access the Client Insights overview page.

1. Sign in to Intuit Online Accountant.
2. Hover over My apps.
3. Hover over Client Insights.
4. Select Overview.

Result: The Overview page appears, displaying data views that you have previously saved or marked as favorites.

Create a data view using templates

Use predefined templates to generate a dashboard quickly.

1. Sign in to Intuit Online Accountant.
2. Access the Client Insights Overview page by hovering over My apps, then Client Insights, and selecting Overview.
3. Select Create new data view.
4. On the Create new page, find the template you wish to use.
5. Select Create view on the chosen template. A new dashboard will be generated and displayed.
6. Change the dashboard's name by selecting the Edit next to the current name.
7. Personalize the dashboard content by selecting the Customize . This opens a customization panel on the right.
   • Use the panel to select columns, group data, and filter data.
   • Look for insights marked with a [sparkle-icon], which indicate an AI-identified anomaly or trend. Select the icon for more details.
8. When you’re finished personalizing your data view, select X to close the panel.

Result: Your dashboard is created and updated based on the selected template and any customizations.

Create a custom data view

To build a data view tailored to your specific needs, follow these steps.

1. Sign in to Intuit Online Accountant.
2. Access the Client Insights Overview page by hovering over My apps, then Client Insights, and selecting Overview.
3. Select Create new data view.
4. On the Create new page, select Create custom views. A dashboard will be generated for customization.
5. Change the dashboard's name by selecting Edit next to the current name.
6. Select Customize to open the customization panel.
7. Use the panel to choose options for your view, including columns, data grouping, and data filtering.
8. When you’re finished, select X to close the panel.

Result: Your custom dashboard is created and updated with your chosen settings.