Chapter 18
Accountant Tools and Pages
IN THIS CHAPTER
Reviewing the dual sidebar menus
Exploring the Client Overview and Books Review pages
Utilizing the Accountant tools
Reversing a completed bank reconciliation
Creating custom charts for clients
The Accountant version of QuickBooks Online adds additional commands to the sidebar menu and the top of the screen within your client’s companies. In this chapter, I walk you through the tools and pages that empower accountants to support their clients effectively and efficiently. I also show you how to open and exit any client’s set of books, as well as your firm’s books.
Understanding the Dual Sidebar Menus
The sidebar menu is light gray when you’re accessing the Your Practice and Your Books area of QuickBooks Online, but it’s dark gray when you’re accessing a client’s books. The New button at the top of the sidebar creates new transactions in your books when the sidebar is light gray and in the QuickBooks company that you’re working ...
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