Learn how to use the new Client dashboard in QuickBooks Online Accountant.
We always look for ways to empower you in running your practice. The new Client dashboard helps you get more work done with just one click.
Use the new columns to check what needs your attention then complete what's required by selecting the appropriate action.
Here's a list of what you can do under each column:
- Banking - review, match, or exclude transactions
- Prep for taxes - review and adjust account balances
- Tax return - create or edit returns
- Actions - edit client info or hide inactive clients
Frequently Asked Questions
I want to see my client’s Bookkeeping and Payroll information.
Just select your client’s name. You can go to the appropriate tab (Bookkeeping, Tax, etc.) to see their info.
I don’t like the new dashboard.
We hear and appreciate your thoughts about our product. You can select the Send feedback link to send it directly to our product team so they can prioritize enhancements to this feature.
How can I add or remove columns?
Select Settings ⚙ beside the Client ▼drop-down menu, then uncheck or select the appropriate columns.
I only want to see my QuickBooks Online clients.
From the Client ▼ drop-down menu at the upper right, select QuickBooks Online.
Why do I see all my inactive clients?
By default, we want you to see all your clients. If you want to hide them, select Settings ⚙ beside the Client ▼ drop-down menu, then uncheck Include inactive client.
Where do I find my Wholesale Billing clients?
- Go to Settings ⚙ and select Your Account.
- Scroll down to the Manage Wholesale Clients section.
I received an error saying "Something went wrong." How do I fix this?
Log out, then log back in to your account. If you can still see the error, clear your browser’s cache and log back in.