November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 18
Utilizing Accountant Tools and Screens
IN THIS CHAPTER
Reviewing the dual sidebar menus
Exploring the Client Overview and Books Review screens
Utilizing the Accountant tools
Reversing a completed bank reconciliation
Learning about the Performance Center
Creating custom charts for clients
The Accountant version of QuickBooks Online adds 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 screens 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 areas of QuickBooks Online, but it’s black when you’re accessing a client’s books. The New button at ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.