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April 22, 2024
Question

How to get the Accountant Tool option in QBO?

  • April 22, 2024
  • 1 reply
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1 reply

April 22, 2024

I can assist you in getting the Accountant Tool feature for QuickBooks Online (QBO), @finance-briteort.

 

These tools are exclusively available to accountants who use QBO Accountant (QBOA). Apart from ProAdvisor benefits, you also get access to accountant-specific tools that improve your bookkeeping. These tools help you to review your QBO client's accounts more efficiently. 

 

When you're reviewing a client's QBO account, you can select the Accountant tools link in the top bar and choose one of the tools. Additionally, these tools can be used for your bookkeeping as well.

 

For more detailed information, you can visit this article: Use accountant tools and features in QuickBooks Online Accountant.

 

To learn more about QBOA, you can visit our products and solutions page. From there, you can contact our sales team if you need help choosing a plan.

 

In case you want to add an accountant in QBO, you can check out this article for more guidance: Add accountant users in QuickBooks Online.

 

If you've got any other concerns besides the accountant tools, please add a reply below. We'll be there to help. Have a great day!