We’ve enhanced QuickBooks Accountant, inspired by the input from you, our users.
This guide provides you with an overview of how to get started using the software including all the latest features. Let’s get started.
Learn your way around QuickBooks Online Accountant with these navigation tools.
Navigation bar. Get to your Client List, books for your company, and more.
Client QuickBooks menu. Choose a client to go directly into their QuickBooks account.
Create (+) icon. Create a new client, new QuickBooks Accountant user, or a new request.
Green Gear icon. Get Settings, Lists, Tools, and Your Company menus -- there's lots to do and explore here!
The client dashboard is the starting point for many tasks you do for your clients.
Click a client's name to review details for that client or company.
Click qb to review and update the Quickbooks account for that client.
See bookkeeping activities.
Click qb in the Payroll status column to view more information about ongoing transactions.
View payroll activities.
Customize your client dashboard.
QUICK TIPFrom the gray gear icon (number 6), you can add a Tax column to your client dashboard, remove Payroll, and make other changes to optimize the client dashboard for your practice.
Here's how you can add clients to QuickBooks Accountant.
Click the Add Client button.
Fill out the contact information for this client. If this client does not use QuickBooks Online, click Next, Next, and Save. You're done.
Click Next and choose a QuickBooks product (with or without Payroll) to subscribe this client to. (Optional)
In Billing choices, choose My firm will pay (wholesale) (you get billed) or My client will pay.
Choose the Master Admin for the QuickBooks Online account of this client. Click Next.
Click Next. Select your team members who should have access to the client's company.
Click Save.
Wholesale billing allows you and your clients to reduce expenses while you share a discount that never expires with your clients for QuickBooks Online with or without Payroll.
Click a client's name in the dashboard to see lots of info about that client.
Click the arrow to see contact info for your client.
Access your client's Quickbooks with a single click.
Make or change notes about your client.
See accounts that need review.
See payroll tax payments and recent filed forms.
Check recent requests for documents.
Store shared and private documents inside QuickBooks Accountant.
Here's some QuickBooks Accountant navigation tools:
Return to QuickBooks Accountant home.
Open the Accountant toolbox to access some of your most commonly used tools.
Choose a different client to go directly to their books.
Create new transactions in your clients books.
From the client dashboard, you can see the client's last paycheck date and the next payroll item due.
Client QuickBooks Payroll
Click the QB icon to drill into a client's Quickbooks Payroll account. To get payroll details, click that client's name in the dashboard. Then click the payroll tab.
Payroll Details
On the Payroll Details tab, you can see recent payroll tax payments and form filings.
You can request and share documents with your clients directly in QuickBooks Accountant.
The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents.
To request documents:
Click the Create (+) icon.
Choose Request.
Choose the client to request a document form.
Fill out the form. Optionally, click Add a due date at the top of the screen to set a day for completion.
Send your request. On the right side of the Request window, you can review the email your client receives.
You can request up to 10 documents at once.
When your client sends you back the document you requested, you'll be notified in QuickBooks Accountant.
To access the document:
In the Client List, click the name for that client.
On the client page, click the Requests tab.
You'll see your request, whether your client has uploaded the documents that you need, and when they uploaded each document.
QUICK TIPTo see all your shared and private documents in a list, click the Documents tab.
You get a free subscription to QuickBooks Online with Payroll to manage your own company when you sign up with QuickBooks Accountant.
Click Your Books in the navigation bar on the left side of the screen to manage your own firm’s books and payroll.
When you enter clients into your practice, they are automatically added to your Quickbooks as customers.
To add a coworker to your QuickBooks Online Accountant team:
On the navigation bar under Your Practice, click Team.
Click New user.
Enter the profile information for that user and click Next.
Give this user Full or Basic access to QuickBooks Online Accountant.
Choose whether this user can View or Manage different parts of your firm.
Click Next.
Specify which clients this user can access by selecting the box next to each client name.
If you're a member of Intuit's ProAdvisor Program, you can access all your ProAdvisor benefits inside QuickBooks Online Accountant.
You will find:
Free QuickBooks certification training and exams
Additional (non-certification) training and resources
Discounts on Intuit products for you and your clients
A place to edit and publish your online directory profile (to help generate client leads)
This Welcome Guide is just the beginning!
When you have questions or need assistance with a task in QuickBooks Accountant Online (or Quickbooks Online), click the Help menu.
You can:
Search for a help topic.
Chat with a support agent.
Join our Accountant Community.
Follow useful links to more information.
Place an order online or call us at
QuickBooks ProAdvisor Program (for Accountants):
Contact QuickBooks Online Support.
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