QuickBooks Online For Dummies, 7th Edition

Chapter 16

Using Accountant Tools

IN THIS CHAPTER

Working with sales tax

Reviewing tools for accountants

Accountant tools are available to QB Accountant users working in any QuickBooks Online company. You can become a user in a QuickBooks Online company in one of two ways:

• As described in Chapter 13, your client can invite you to be the accountant user on their account. Each QuickBooks company can have only two accountant users.
• As described in Chapter 12, the master administrator of the QB Accountant account can set up users. Any user established by the master administrator can log in to QB Accountant, open any QuickBooks company assigned to them, and use the tools on the Accountant Tools menu that I describe in this chapter.

In addition to describing the tools on the Accountant Tools menu, this chapter covers reporting and paying sales tax (an activity that accountants often perform for their clients, so I start with that information), as well as using QB Accountant’s Work Flow feature.

Reporting and Paying Sales Taxes

You or your client can manage and pay sales tax. Open any QuickBooks company; click Taxes on the navigation bar; then click Sales Tax to display Sales Tax Center, where you’ll see all sales tax returns that are due and any that are overdue. To file and pay ...