Client Dashboard

See which clients need your attention,
review deadlines, and save time with
one-click access to each client's books.

UK Welcome Guide

We’ll help you get started

 

Change can be hard. But it can also be rewarding. Learn to harness the time-saving rewards of the new Client Dashboard with the QuickBooks Accountant Welcome Guide.

 

The new Client Dashboard is your portal
to a more efficient workflow.
If it’s on your to-do list, it’s in your Client Dashboard.

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  • Review the status of all your
    clients, whether or not they use QuickBooks.
  • NEW Easily view which clients are on Wholesale.
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  • Track which clients need attention and why.
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  • Customise how your client list is displayed.
  • NEW Choose exactly how much detail you want to see.
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  • Access any QuickBooks Online client's books with one click.

 

 

 

Take a guided tour

 

See for yourself how easy it is to streamline your workflow
with the Client Dashboard.