Introduction to QuickBooks Online Accountant
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In this video, I want to give you a quick walkthrough of the QuickBooks Online Accountant
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version so that you kind of have that high level view before you dig into the training
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So you're going to see over on the side, your practice and your books
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So this is all about you. This is about your business and your own books
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So when you're an accountant, not only are you keeping track of your clients' books
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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
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In the Your Practice section, these are things where you're actually building your own company
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So it is the build your business side of things. So if you click on the Your Books side of things
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It's going to show you information about the way your company is set up to keep track with
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your accounting, what you sell to your customers, your client fees, and the expenses that you incur
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in making those fees. So you're going to see something that's very similar to what you see
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in your client's books or in the sample company books. So you're going to have a very similar
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dashboard. You're going to have tasks that you can do. You've got your new button. You're going
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to have your new button with the same types of things that you were able to do elsewhere
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with a little extra. But all of that's going to look very similar with some extras because you're
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special. You have the accountant version. But that's all going to work exactly the same as it
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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
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what is the stage that you're at? You need to review data, you need to create a tax return
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all of those things will be here. And who is the lead person
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If you've got people on your team, somebody else may be the lead person on that particular client
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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
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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
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that are available. And then your work and app sections are going to show you what you need to do
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And the app section is going to be what are the available apps that you could use for
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your practice. So all of those things kind of live in that your practice section
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It's all about building your business. Your books is about keeping track of your own accounting
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And then if we go up to the top here and click on this drop down, we can go to any one of
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our client companies. And we'll just jump into the Seagram Inflow Heating and Cooling Company
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So for every one of your clients, when you jump into their company, this is what you're
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going to see. you're going to see something that's very similar to the sample company that you've been working with
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So everything that you need to do to build your business, to keep track of the books for your
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accounting or bookkeeping service, and to take care of your client's books, it's all right here
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in QuickBooks Online Accountant. So when you jump into the Intuit QuickBooks Online Accountant
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training, it's going to take you step-by-step through all of the different parts of the software
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so that you can see the power of the tools that are available to you right here in the QuickBooks
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online ecosystem. I'll see you in the next video
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