Introduction to QuickBooks Online Accountant

In this video, I want to give you a quick walkthrough of the QuickBooks Online Accountant

version so that you kind of have that high level view before you dig into the training

So you're going to see over on the side, your practice and your books

So this is all about you. This is about your business and your own books

So when you're an accountant, not only are you keeping track of your clients' books

you're keeping track of your own books as well. And that's where this is going to happen over in this Your Books section

In the Your Practice section, these are things where you're actually building your own company

So it is the build your business side of things. So if you click on the Your Books side of things

It's going to show you information about the way your company is set up to keep track with

your accounting, what you sell to your customers, your client fees, and the expenses that you incur

in making those fees. So you're going to see something that's very similar to what you see

in your client's books or in the sample company books. So you're going to have a very similar

dashboard. You're going to have tasks that you can do. You've got your new button. You're going

to have your new button with the same types of things that you were able to do elsewhere

with a little extra. But all of that's going to look very similar with some extras because you're

special. You have the accountant version. But that's all going to work exactly the same as it

does for your clients for the sample company that you already done for any companies that work with moving forward It all going to be very similar So on the client client side you gonna be able to look at a list of clients and it going to tell you like

what is the stage that you're at? You need to review data, you need to create a tax return

all of those things will be here. And who is the lead person

If you've got people on your team, somebody else may be the lead person on that particular client

You'll be able to see who the lead is. So if you get a question, You can say, hey, Joe, I've got a question about this particular client

Can you help me out with that? And then your pro-advisor side of things where you're going to see your training and benefits

that are available. And then your work and app sections are going to show you what you need to do

And the app section is going to be what are the available apps that you could use for

your practice. So all of those things kind of live in that your practice section

It's all about building your business. Your books is about keeping track of your own accounting

And then if we go up to the top here and click on this drop down, we can go to any one of

our client companies. And we'll just jump into the Seagram Inflow Heating and Cooling Company

So for every one of your clients, when you jump into their company, this is what you're

going to see. you're going to see something that's very similar to the sample company that you've been working with

So everything that you need to do to build your business, to keep track of the books for your

accounting or bookkeeping service, and to take care of your client's books, it's all right here

in QuickBooks Online Accountant. So when you jump into the Intuit QuickBooks Online Accountant

training, it's going to take you step-by-step through all of the different parts of the software

so that you can see the power of the tools that are available to you right here in the QuickBooks

online ecosystem. I'll see you in the next video