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    Lesson 4

    Uploaded by

    Luc Steve Essoe
    The document provides an overview of navigating a client's QuickBooks Online account as an accountant. It discusses how accountants can effortlessly switch between their own QuickBooks Online Accountant view and a client's account without returning to the home page. It also explains that accountants have access to special features and menu options in a client's account that clients cannot see, to efficiently perform accounting tasks. The document then demonstrates how to switch between Accountant and Business views in QuickBooks Online and identifies the Accountant Tools area as where accountant-only features like tax preparation, transaction reclassification, and invoice write-offs can be found.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Lesson 4

    Uploaded by

    Luc Steve Essoe
    52 views5 pages
    The document provides an overview of navigating a client's QuickBooks Online account as an accountant. It discusses how accountants can effortlessly switch between their own QuickBooks Online Accountant view and a client's account without returning to the home page. It also explains that accountants have access to special features and menu options in a client's account that clients cannot see, to efficiently perform accounting tasks. The document then demonstrates how to switch between Accountant and Business views in QuickBooks Online and identifies the Accountant Tools area as where accountant-only features like tax preparation, transaction reclassification, and invoice write-offs can be found.

    Original Description:

    Quickbooks training 4

    Original Title

    lesson 4

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    The document provides an overview of navigating a client's QuickBooks Online account as an accountant. It discusses how accountants can effortlessly switch between their own QuickBooks Online Accountant view and a client's account without returning to the home page. It also explains that accountants have access to special features and menu options in a client's account that clients cannot see, to efficiently perform accounting tasks. The document then demonstrates how to switch between Accountant and Business views in QuickBooks Online and identifies the Accountant Tools area as where accountant-only features like tax preparation, transaction reclassification, and invoice write-offs can be found.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    52 views5 pages

    Lesson 4

    Uploaded by

    Luc Steve Essoe
    The document provides an overview of navigating a client's QuickBooks Online account as an accountant. It discusses how accountants can effortlessly switch between their own QuickBooks Online Accountant view and a client's account without returning to the home page. It also explains that accountants have access to special features and menu options in a client's account that clients cannot see, to efficiently perform accounting tasks. The document then demonstrates how to switch between Accountant and Business views in QuickBooks Online and identifies the Accountant Tools area as where accountant-only features like tax preparation, transaction reclassification, and invoice write-offs can be found.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 5

    The story so far

    To support your clients, you’ll need to know your way around their QuickBooks Online
    companies. 
    It’s time we worked with a QuickBooks Online client company. Let’s take a look at Craig’s
    Landscaping. Craig needs your help fast if his business is to meet its potential.

    How can QuickBooks Online help?

    You can effortlessly switch between QuickBooks Online Accountant and your clients. The
    Client Switcher drop-down menu in the top toolbar contains all your clients, allowing you to
    move between accounts without having to return to your practice's QuickBooks Online
    Accountant page each time.
    The clients you see in the Client List are the clients’ accounts you have access to. In this
    lesson, you’ll see the basics of a client's QuickBooks Online company.
    When you work with your client companies through QuickBooks Online Accountant, you can
    access features and menu options that the client won’t ever see. These allow you to efficiently
    carry out bookkeeping-only or accountant-only tasks.
    Ready to get started? 
    The QuickBooks Online ecosystem is constantly evolving to meet your needs.

    Your current experience may differ from what you see here.
    Continue training
    Learning outcomes
    In this lesson, we'll cover:

     How to navigate your client’s QuickBooks Online company


    Topics

     Switch between Accountant and Business view


     Finding your way around
     Navigation options

    Switch between Accountant and Business view


    In QuickBooks Online, there are two user views: Business and Accountant. You can switch
    between them at any time.
    The main difference between the two is their appearance. Feature, menu, and button names
    are different, but the actions you can take in each view are identical in most cases. Some
    features are only available in one view and not the other.
    Select the tabs to find out more.
     Accountant view
     Business view
     How to switch views
    There might be times when you want to switch to see your client's file in Business view, or to
    ask your client to switch to Accountant view. Changing views doesn’t affect your client’s
    accounts or data.
    Here's how to make the switch:

    1. Select the Gear icon
    2. Select Switch to Business view or Switch to Accountant view

    ProAdvisor tip

    As an accountant or bookeeper you'll find Accountant view most helpful, so this is what you'll
    see in all the product demonstrations in this training.
    Continue training

    Knowledge check
    Now let’s see how easy it is to navigate around a client's QuickBooks Online company.

    Where would you go to find the following accountant-only features? Prep for taxes,
    Reclassify Transactions, Voided/Deleted Transactions, and Write Off invoice
     Reports

     Banking
     + New button

     Accountant Tools

    Check Answer
    That’s right!
    Accountant Tools is the place to go.
    Continue training

    Finding your way around


    A QuickBooks Online company is essentially made up of lists, transactions, and reports that
    represent the activities of the company. 
    As you know, this isn’t as straightforward as some people might think. It’s the story of a
    business. It records successes and disappointments, growth periods and downturns, who owes
    the client money and what the client owes others.
    The easy-to-use navigation tools bring all this information to your fingertips. Let’s take a
    closer look. 
    Continue training

    Navigation options
    Navigating your way around a client's QuickBooks Online company should be easy.  We have
    designed several ways to get the same information via links, searches, and distinct areas
    where transactions like sales and expenses live together. 
    Select each hotspot in turn to see further information.
    The Gear menu

    This is where your client can manage the company. It’s also where you add users, change settings, and access most lists and
    tools. 
    BackNext
    Continue training

    Summing up
    Learning outcomes

    Well done. In this lesson, we covered:

     How to navigate your client’s QuickBooks Online company

    The next lesson in the category is: The dashboard


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