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Use accountant tools and features in QuickBooks Online Accountant

SOLVEDby QuickBooksQuickBooks Accountant OnlineUpdated July 28, 2021

Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant.

Beyond your Advisor 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.

The Client dashboard provides one-click access to client books and payroll, as well as easy access to your QuickBooks Online

Learn how to manage clients on the Client Dashboard.

Go to the Client menu to see all of your clients. You can see your connected QuickBooks Online who invited you to be their accountant and clients who aren't connected. 

Learn about accountant tools

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.

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