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Online Accountant

QuickBooks Online Accountant – Books Review

With so much going on for every client, it can be hard to stay on top of everything. Use the Books review tool to finish specific tasks in each client’s QuickBooks Online account every month. The Books review tool focuses on common yet tricky bookkeeping areas: incomplete transactions, reconciliations, and account balances. It lists key tasks so you can quickly tie up any loose ends and prioritize work, and customize your own tasks for review. You can even collaborate on transactions with your client directly in QuickBooks, send and receive messages, and upload documents. This video explains some of the new features in Books review tool – Setup, Client requests and Wrap-up. Not a QuickBooks Online Accountant user? Sign up now. Learn more about reviewing your client’s books and the Books review tool in QuickBooks Online Accountant.

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