November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 19
Orchestrating Practice Management
IN THIS CHAPTER
Getting up to speed with the Work screen
Communicating with team members
Taking advantage of the free QuickBooks Online Advanced subscription
In this chapter, I walk you through the practice management features that the Accountant version provides. The practice management tools are immediately available whenever you log in to the Accountant version. You can also return to them at any time by clicking on your client’s company name at the top of the screen and then choosing Back to Practice.
Introducing the Work Screen
The Work command appears within the Your Practice section of the sidebar in the Accountant version. Your clients can’t see the Work screen, and you decide which elements of the Work screen each of your team members can see. As shown in Figure 19-1, the Work screen tracks work to be completed for both your clients and your members of your firm by way of
- Automated notifications from your clients’ QuickBooks companies
- Projects and tasks that you create
- Requests that you send to your clients
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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.