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.