Learn how to set a default date range for viewing clients' company files.
In QuickBooks Online Accountant, you can set a default date range to view clients' accounting data. This makes it a bit easier to review specific time periods, like year-end and reconciliations. When you open their company file, QuickBooks automatically sets reports and tools to the default date range. This only changes your view of things, not what your client sees.
Set a default date range
If you haven't already, ask your client to invite you to be their accountant. When you're ready to set a date range for a specific client:
- In QuickBooks Online Accountant, select GO TO QUICKBOOKS and then your client's company file.
- Select Accountant Tools and then Reports options.
- Select a time period in the Date field and date range in the From and To fields. You can also set the accounting method in the Basis field.
Now all reports and tools for your client are set to this date range.