If you are using Wholesale Billing, you’ll manage the client’s billing and subscription through QuickBooks Online Accountant.Ī great Chart of Accounts is key to solid reporting. Note: The Billing & Subscription tab will only appear if your client is paying for their subscription. Here, you’ll find options such as Close the Books (where you can set a closing date and password) and Enable Account Numbers. Once inside the Account and Settings section, I recommend all accountant users get familiar with the Advanced tab. This is where you and your clients can configure their QuickBooks Online to best fit the needs of their company. Under the Gear Menu, you’ll find the Account and Settings. If you have a long list of clients, quickly jump to the one you’re looking for by typing the company name in the Find a client field. Here, you’ll find tools that are exclusive to accountants, as well as shortcuts to the tools and transactions we think you’ll use most.Ĭlient drop-down: As an accountant, you can toggle back and forth between clients or jump into your own practice by clicking on the client drop-down list. Note: Use Advanced Search in the bottom right to fine-tune your search.Īccountant toolbox: This menu will only appear if you are signed in as an accountant user. Clicking the search box once will also show a list of recent transactions added to the books. Just start typing the name of the report or account. Accountants can also use it to quickly open a report or bank account register. Search bar: The search bar allows you to quickly find a transaction. Just click the Create (+) icon next to the search bar to select what you’d like to add. Note: When a small gear icon appears in the upper corner of a list, table, transaction or report, you’ll find options there to configure the settings.Ĭreate (+) icon: All the types of transactions and activities you and your client can create in QuickBooks Online are in one menu. Gear icon: By clicking on the gear icon in the upper right corner, you’ll be able to access your clients’ Account and Settings, Lists, Tools, and more. Note: Use the Hamburger icon (yes, that’s the real name, even outside of QuickBooks!) to collapse and expand the left navigation to give yourself more space to work. For example, by clicking the Sales tab, you can access these subcategories: All Sales, Invoices, Customers and Products and Services. When you click on a tab, smaller subcategories will appear along the top. Left navigation: In this panel you’ll find the various tabs you need for working in your clients’ QuickBooks, broken up by category. Let’s walk through it piece by piece.ĭashboard: When you open a client’s company, the home page will show you an interactive overview of their Invoices, Sales, Expenses, Profit and Loss, and Bank Accounts. If you’re accustomed to desktop software, the cloud-based layout can take a little getting used to. Unlike traditional desktop software, QuickBooks Online is accessible across multiple devices and operating systems, much like an app you’d use on a smartphone or tablet. Here are my 10 key steps to getting comfortable with QuickBooks Online. Rest assured, it’s not as daunting as it may seem. Accountants and bookkeepers often ask me what they should do first to familiarize themselves with their clients’ QuickBooks® Online accounts.
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