Navigating QuickBooks Online Accountant Flashcards
What are the two ways to access clients’ QuickBooks Online companies from QuickBooks Online Accountant?
Accountants can access clients’ QuickBooks Online companies by either selecting the “qb” icon next to the client’s business name in the Client List or by choosing a client’s business name from the GO TO QUICKBOOKS dropdown at the top of the screen.
What is the purpose of the color difference in the navigation menu in QuickBooks Online Accountant?
In QuickBooks Online Accountant, the left-hand navigation is pale gray when in the firm’s QuickBooks Online Accountant. When an accountant user navigates to a client’s QuickBooks Online company, the navigation menu turns black. This color difference helps to indicate whether you are working in your own books or in a client’s QuickBooks Online company.
What does the “qb” icon next to a client’s business name in the Client List indicate in QuickBooks Online Accountant?
The “qb” icon next to a client’s business name in the Client List indicates that the client uses QuickBooks Online and has connected you as an accountant. Selecting this icon allows you to open the client’s QuickBooks Online company and manage their accounts.
What features and functions does QuickBooks Online Accountant offer to assist accountants in managing their clients’ books?
QuickBooks Online Accountant offers features and functions including basic bookkeeping, tax preparation support, and free copies of QuickBooks Online Advanced, QuickBooks Time, and QuickBooks Payroll Elite to help manage the accountant’s own firm’s books.
What are the learning outcomes covered in the lesson about QuickBooks Online Accountant?
The learning outcomes covered in the lesson about QuickBooks Online Accountant include understanding the features and menu options in QuickBooks Online Accountant and exploring the QuickBooks Online Accountant dashboard.
