As a QuickBooks Online Accountant firm, you can use the Your Books feature to manage your firm's own financial records as a QuickBooks Online Plus company with Enhanced or Full Service Payroll, using the same program you use to manage your clients.

Your firm appears in your Client list to allow you to manage your firm like a client company, while the Your Books section of the left navigation menu provides access to the features you need to manage your firm's finances.

Because this feature is intended to help you to manage your practice, the customer list in Your Books and your Client List are synchronized so that each of your clients is treated as a customer in Your Books and vice versa, making it easy to invoice your clients using QuickBooks Online Accountant.

Note: For help with importing data from QuickBooks Desktop into Your Books, see How to import data into Your Books.