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Have you ever wanted to….print the Client Overview?

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Have you ever wanted to….print the Client Overview?

Why would you want to print the Client Overview?

 

  • Helpful report when onboarding clients about their QBO account
  • Writing notes for yourself or your team about the work needed to clean up a client's file
  • Your own record keeping

 

“I like the overview tab, but it would be nice to have a print option. Right now I have to do screenshots to try to include in the quote.”



QBOA introduced the Client Overview last year.  The biggest trend in feedback about that feature was having the ability to print it.  As of June 2019, you can now print out the Client Overview.

 

Just as a reminder, this is an accountant-only view for those using QBOA and have QBO companies on their client list.

 

Overview_Where to Print.jpg

 

ClientOverviewPrintout.jpg