QuickBooks Online For Dummies, 8th Edition

Chapter 18

Practice Management

IN THIS CHAPTER

Getting up to speed with the Work page

Finding out how to communicate with team members

QuickBooks Online Accountant makes it easy for you to monitor your clients’ individual QuickBooks companies. The single sign-on feature alone means QB Accountant saves you a lot of time and hassle. You can take things further by utilizing its practice management features. For instance, QB Accountant can generate an automated to-do list that alerts you when work needs to be completed within a particular QuickBooks company, such as reviewing downloaded transactions or processing payroll. You can supplement this to-do list by creating projects comprised of tasks that you can assign to yourself or to team members. You can also initiate and track client requests, rather than running the risk of correspondence getting buried in your email inbox. Let’s begin with a look at the Work page.

Introducing the Work Page

The Work page in QB Accountant is a centralized to-do list that all your team members — but not your clients — can access. You can further determine which elements of the Work page each team member can see. As shown in Figure 18-1, the Work page enables you to track work to be completed for both your clients and your own firm. This is a mix of ...