WebQ6 Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files? Your answer: You can import QuickBooks Online Prep for Taxes data into ProConnect Tax Online to prepare tax returns via the client dashboard You can start a new tax return … WebStep 1: Create a client request or project Create a client request. If you need your client to do something for you like answer a question, upload a document, or do some work in their company, you can send a client request to them. It appears in the client's company under the My Accountant tab. Go to Work. Select Create client request. The ...
The Dashboard Page in QuickBooks Online- Instructions
WebFeb 1, 2024 · The advantage of QuickBooks Essentials vs Simple Start is the ability to assign hours worked to specific customers. Very small businesses that bill customers for hourly services usually find that … WebSep 7, 2024 · From the dashboard, you’ll see the listing of all the bank accounts for your client’s books. If the account has been connected to the bank to get a direct bank feed, then you’ll see additional information on … metric length chart
COM0123 - Which 3 of these features are benefits of QuickBooks Online ...
WebJun 1, 2024 · You’ve got lots of space to record all the details you need. To add a note to a client, click on the relevant client in your QBOA client list then click on the Notes tab. Figure 1 – US screenshot displayed. This … Each client gets their own notes. You create and view notes one client at a time: 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notes tab, then select + Add note. 4. Enter your note in the Add a note field. You can mention a team member with @[name]to notify them via email. 5. If you … See more Star important notes so they're easy to find at a glance: 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notestab. 4. Select the star icon on the note. Note: The icon … See more Keep in mind, editing a note overwrites everything. You can't recover the previous version. 1. Go to the Clientsmenu. 2. Select the name of … See more Keep in mind, deleting notes is permanent. 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notestab. 4. Select the ellipsis icon on the note you want to delete, then select Delete. 5. Select Delete to … See more WebMar 21, 2024 · Add_Client_No_Subscription. The second option is called “ Quick add ,” which enables accountants to add non-QuickBooks clients in three clicks while in the process of creating workflows to manage that client. Accountants click on the Work tab within QBOA, select “ Create project ” or “ Create client request ,” and then click ... how to adjust a motorcycle headlight