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Source: Intuit QuickBooks University

In QuickBooks Online Accountant, we’ve put your most essential tools, the ones you use every day to support your clients, in one consistent place, no matter whose books you’re working on.

Using the accountant toolbox

 

Read step-by-step instructions

Using the accountant toolbox

 

Trial Balance was designed by accountants for accountant use only and is intended to save time and effort at year end.

Close Books allows you to set a date so the user will get a warning not to change/add a transaction before that date.

Management Reports is where you can customize templates, create introductory pages, choose report options, add personalized endnotes, include finishing touches, and save and share with clients.

Report Tools is where you can set a date range for the period in which you will be working.

New Window allows you to duplicate the screen you currently have open in a new tab. This allows you to navigate to other screens within QuickBooks […]

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