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