Chapter 17
Client and Team Management
IN THIS CHAPTER
Initializing QuickBooks Online Accountant
Building out your client list
Overseeing your clients’ books
Managing administrative rights for QuickBooks companies
Establishing your team
QuickBooks Online Accountant is a free practice management platform that enables accountants and their authorized team members to easily access their clients’ QuickBooks companies on the fly with a single sign-on. Accounting practice owners receive a free QuickBooks Online Advanced subscription and a free Payroll Elite subscription for use in managing the accounting records for their firm. The platform also enables accountants to access subscription discounts that can be retained or shared with their clients, depending on who is paying for the subscription. You can manage any type of QuickBooks Online subscription in the Accountant version, including Self-Employed, Schedule C, and ProConnect Tax Online clients.
Getting Started with QuickBooks Online ...
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