Client Dashboard

See which clients need your attention,
review deadlines, and save time with
one-click access to each client's books.

UK Welcome Guide

We’ll help you get started


Change can be hard. But it can also be rewarding. Learn to harness the time-saving rewards of the new Client Dashboard with the QuickBooks Accountant Welcome Guide.


The new Client Dashboard is your portal
to a more efficient workflow.
If it’s on your to-do list, it’s in your Client Dashboard.



  • Review the status of all your
    clients, whether or not they use QuickBooks.
  • NEW Easily view which clients are on Wholesale.


  • Track which clients need attention and why.


  • Customise how your client list is displayed.
  • NEW Choose exactly how much detail you want to see.


  • Access any QuickBooks Online client's books with one click.




Take a guided tour


See for yourself how easy it is to streamline your workflow
with the Client Dashboard.