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QuickBooks Online For Dummies, 2024 Edition
book

QuickBooks Online For Dummies, 2024 Edition

by David H. Ringstrom
November 2023
Beginner content levelBeginner
464 pages
10h 41m
English
For Dummies
Content preview from QuickBooks Online For Dummies, 2024 Edition

Chapter 17

Client and Team Management

IN THIS CHAPTER

Bullet Initializing QuickBooks Online Accountant

Bullet Building out your client list

Bullet Overseeing your clients’ books

Bullet Managing administrative rights for QuickBooks companies

Bullet 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.

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Publisher Resources

ISBN: 9781394206513Purchase Link