Chapter 17
Managing Your Clients’ Books
IN THIS CHAPTER
Creating a client company
Understanding the Client Overview page
Finding out more about the Chart of Accounts
Discovering online accountant tools
Using Accountant tools like reports, Books Review, and write-offs
Wielding the Prep for Taxes tool
Aclient’s QuickBooks company looks and feels the same in QuickBooks Online Accountant (QB Accountant), with the addition of some accountant tools that you can use but that your clients cannot access. In this chapter, I give you a tour of the accountant tools so you’ll know what to expect when you’re working in a client’s books.
Opening a Client’s Company
Unless they have multiple QuickBooks subscriptions, your clients are typically managing a single set of books. You, on the other hand, are potentially overseeing numerous sets of books. Accordingly, you have two options for opening a QuickBooks ...
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