QuickBooks Online For Dummies, 5th Edition

Chapter 15

Using Accountant Tools

IN THIS CHAPTER

Working with sales tax

Reviewing tools for accountants

Accountant tools are available to anybody who opens a client QBO company from QBOA.

You can become a user in a QBO company in one of two ways:

• As described in Chapter 12, your client can invite you to be the accountant user on his account. But each QBO company can have only two accountant users.
• As described in Chapter 11, the master administrator of the QBOA account can set up users. Any user established by the master administrator can log in to QBOA, open any client QBO company for which the user has privileges, and use the tools found on the Accountant Tools menu that I describe in this chapter.

In addition to the tools found on the Accountant Tools menu, this chapter covers reporting and paying sales tax — an activity that accountants often perform for their clients, so I’ll start off with that information — and using QBOA’s Work Flow feature.

Reporting and Paying Sales Taxes

You or your client can manage and pay sales tax. Open any client QBO company and, in the Navigation bar on the left, click Taxes and then Sales Tax to display the Sales Tax Center. On the Sales Tax Center page you’ll see all sales tax returns that are due, including any that are overdue. To file ...