![]() Create (+) icon Create a new client, a new QuickBooks Online Accountant user or a new request. Client QuickBooks menu Choose a client to go right into their QuickBooks account. Contents Navigating Get around in QuickBooks Online Accountant 3 The Client Dashboard 4 Working with clients Add a client 5 Dig into client details 6 Work in client books 7 Work on a client s payroll 8 Do a client s taxes 9 Managing your firm Manage your own firm 12 Add a user to QuickBooks Online Accountant 13 Give a user permissions and clients 14 Access ProAdvisor benefits 15 Getting help Get more information 16 Sharing documents Request documents 10 Track a document request 11 2ģ NAVIGATING Get around in QuickBooks Online Accountant Let s start with some QuickBooks Online Accountant navigation tools: Navigation bar Get to your client list, your firm s books, your ProAdvisor info and more. This guide gives you a roadmap to the changes we ve made. 1 Online Accountant QUICKBOOKS ONLINE ACCOUNTANT Welcome GuideĢ Welcome to QuickBooks Online Accountant We ve remade QuickBooks Online Accountant, inspired by input from you, our users.
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