Quickbooks accountant desktop plus feature

Note: The Master Admin for your QuickBooks Online Accountant account must set up a Box account before you can request or receive documents. BOOKS-TO-TAX > MAPPING TO A TAX FORM 9ДЎ0 SHARING DOCUMENTS Request documents You can request and share documents with your clients right inside of QuickBooks Online Accountant. QuickBooks Online Accountant connects to Intuit Tax Online so you can file or print the tax form. ACCOUNTANT TOOLBOX > CHOOSE BOOKS-TO-TAX Make any adjustments needed to the tax form. To do a client s taxes: Go to the Accountant Toolbox and choose Books-to-Tax. CLIENT DASHBOARD > PAYROLL TAB 8Д© WORKING WITH CLIENTS Do a client s taxes With Books-to-Tax, you can map your clients books directly and into tax forms. You can now offer your clients wholesale Payroll integrated with QuickBooks Online. ACCOUNTANT HOME PAGE > CLIENT DASHBOARD > PAYROLL STATUS Payroll Details On the Payroll details tab, you can see recent payroll tax payments and form filings. To get to a client s Payroll details, click that client s name in the dashboard. Client QuickBooks Payroll Click the QB icon to drill into a client s QuickBooks Payroll account. 7ДЁ WORKING WITH CLIENTS Work on a client s payroll From the Client Dashboard, you can see a client s last paycheck date and the next payroll item coming due. Choose a different client to go directly to their books. Open the Accountant Toolbox to access some of your most commonly used tools. 6Д§ WORKING WITH CLIENTS Work in client books Let s start with some QuickBooks Online Accountant navigation tools: Return to QuickBooks Online Accountant home. Store shared and private documents inside QuickBooks Online Accountant. See payroll tax payments and recent forms filed. Go straight to the right place in this client s QuickBooks to do this task. Click to start doing taxes for this client using Books-to-Tax. There s lots to see and do on this page: See this client s contact info. ADD CLIENT > QUICKBOOKS ONLINE PRODUCTS > CHOOSE BILLING OPTION 5Д¦ WORKING WITH CLIENTS Dig into client details Click the name of any client in the Client Dashboard to see lots of information about that client. QUICK TIP Wholesale billing lets you both make a profit and pass on a never-expiring discount to your clients for QuickBooks Online with or without Payroll. Choose the Master Admin for this client s QuickBooks Online account.

(Optional) ADD CLIENT > FILL OUT CLIENT INFO > CHOOSE QUICBOOKS PRODUCT Choose wholesale (you get billed) or retail (client gets billed) billing. Choose a QuickBooks product (with or without Payroll) to subscribe this client to. If this client doesn t use QuickBooks Online, click Save. 4ДҐ WORKING WITH CLIENTS Add a client Here s how you add all your clients to QuickBooks Online Accountant: QB ACCOUNTANT HOME > ADD CLIENT BUTTON Click the big blue Add Client button. QUICK TIP From the gray gear icon (number 6), you can add a Tax column to your Client Dashboard, remove Payroll, and make other changes to optimize the Client Dashboard for your practice. You can see important things coming up in your clients books, payroll and taxes in the Client Dashboard. Green gear icon Get to Settings, Lists, Tools and Your Company menus lots to do and explore here! 3Д¤ NAVIGATING The Client Dashboard The Client Dashboard is the jumpingoff point for many tasks you do for your clients. Create (+) icon Create a new client, a new QuickBooks Online Accountant user or a new request.

Client QuickBooks menu Choose a client to go right into their QuickBooks account. Contents Navigating Get around in QuickBooks Online Accountant 3 The Client Dashboard 4 Working with clients Add a client 5 Dig into client details 6 Work in client books 7 Work on a client s payroll 8 Do a client s taxes 9 Managing your firm Manage your own firm 12 Add a user to QuickBooks Online Accountant 13 Give a user permissions and clients 14 Access ProAdvisor benefits 15 Getting help Get more information 16 Sharing documents Request documents 10 Track a document request 11 2ДЈ NAVIGATING Get around in QuickBooks Online Accountant Let s start with some QuickBooks Online Accountant navigation tools: Navigation bar Get to your client list, your firm s books, your ProAdvisor info and more. This guide gives you a roadmap to the changes we ve made. 1 Online Accountant QUICKBOOKS ONLINE ACCOUNTANT Welcome GuideДў Welcome to QuickBooks Online Accountant We ve remade QuickBooks Online Accountant, inspired by input from you, our users.

Quickbooks accountant desktop plus feature