QBO ProAdvisor Certification Part 1 Slides

QuickBooks Online
ProAdvisor Certification
Part 1
Handouts
http://tinyurl.com/QBOCertification1
Information about Today’s Webinar
● This webinar is being recorded and a link will be emailed to you within 24 hours.
● This webinar is part listening and part demonstration.
● You can download the handouts located in your Control Panel at any time during
this webinar.
● There will be a short break at about the halfway mark.
● Please limit your questions to today’s webinar content.
NOTE: The QuickBooks Online ecosystem is constantly evolving to meet your needs.
Your current experience may differ from what you see here.
4 Intuit Confidential and Proprietary

Is this the right course for you?
If you answer YES to these questions, then you are ready to complete the
QuickBooks Online ProAdvisor Certification course!
• I am a bookkeeper or accounting professional
• I understand basic accounting principles and terminology
• I know how to navigate QuickBooks Online Accountant and have my own user ID
• I can use simple money-in and money-out workflows to support QuickBooks Online
Not quite ready yet?

• Register for ”Introduction to QuickBooks Online for Accountants”
• Training link: https://quickbooks.intuit.com/ca/accountants/training/
• Or access all courses via the ProAdvisor tab inside QBOA
Continuing Professional Development (CPD) Process
To receive CPD credits you must be in attendance

for 80% of the scheduled duration.
CPD certificates are emailed to you within 10

business days of attending the webinar.
Today’s course is eligible for 3.5 CPD credits.

Recorded webinars are not eligible for CPD credits.

Agenda
PART 1
Module 1: Introduction to QuickBooks Online Accountant
Module 2: Introduction to QuickBooks Online
Module 3: Customers and sales
Module 4: Suppliers and purchases
PART 2
Module 5: Banking
Module 6: Reporting
Module 7: Company setup
Module 8: Period end
Module 9: Your training and certification journey
QuickBooks Online
MODULE 1:
Introduction to QuickBooks Online Accountant
Lesson 1: Welcome to QuickBooks Online Accountant

Lesson 2: Getting started in QuickBooks Online Accountant
Lesson 3: The Benefits of a ProAdvisor Membership
Lesson 4: Managing your Team
Lesson 5: Managing your Clients
Lesson 6: The QuickBooks Online Ecosystem

LEARNING OUTCOMES
Upon completion of this module, you should be able to:
● Differentiate between QuickBooks Online Accountant and QuickBooks Online

● Understand the benefits of QuickBooks Online Accountant
● Identify the supported browsers
● Navigate in QuickBooks Online Accountant
● Manage your team and your clients in QuickBooks Online Accountant
● Understand the QuickBooks Online ecosystem

QuickBooks Online
MODULE 1:
LESSON 1:
Welcome to QuickBooks Online Accountant
Browser Requirements
Supported Web Browsers:

● Google Chrome
● Mozilla Firefox
● Edge
● Safari (Mac only)
System requirements for QuickBooks Online

QuickBooks Online Dashboard (Client view)

QuickBooks Online (QBOA View)

QuickBooks Online Accountant (QBOA) Dashboard

QuickBooks Online Accountant Exclusive Features
● Manage your firm’s clients, staff and work schedule
● Complete all the bookkeeping and accounting for your firm
● Sign into any client file with your own user ID and password
● Reduce the time spent on client file management
● Share documents with your clients
● Open, and work in, client files from any supported web browser and mobile device
● Manage less technology by eliminating the need for backups, file versions or complicated
file sharing
● Use specific tools – including working papers and tax returns – designed for accountants
and bookkeepers
● Find additional efficiencies by connecting your client files to dedicated, third party
applications
Learn more about QBO Accountant tools and features

Benefits of Completing the Certification Exam
● Gives clients confidence that you are knowledgeable

with QBO
● Ensures you are familiar with all aspects of QBO
● Earns you a Certified ProAdvisor Badge
● Use your badge on your website, business cards, etc.
● Create or Update your ProAdvisor Profile in the Find
a ProAdvisor Referral Database.

Additional Resources
Accountant QuickBooks Training:

https://quickbooks.intuit.com/ca/accountants/training/
Firm of the Future Blog:

https://www.firmofthefuture.com/?countrySelect=Canada/
QuickBooks New Features:

https://quickbooks.intuit.com/ca/product-updates/

QuickBooks Online
MODULE 1:
LESSON 2:
Getting started in QuickBooks Online Accountant
Key menus and icons in QuickBooks Online Accountant
1. Accountant
2. Accountant Tools
3. Key icons
4. Your Practice
5. Your Books

Accessing the Sample company in QuickBooks Online Accountant
• Go to the Gear icon > Sample company

QuickBooks Online
MODULE 1:
LESSON 3:
The Benefits of a ProAdvisor Membership
Benefits of your ProAdvisor membership
● QuickBooks Online Accountant is always free to you
● A free QuickBooks Online Plus subscription, along with Payroll
and QuickBooks Time, that you can use to manage your own
firm’s bookkeeping and accounting
○ Accessible via YOUR BOOKS from the navigation bar of your
QBOA dashboard
● Free webinars, events, training material
● Unlimited product support
● Discounts on clients’ QuickBooks subscriptions and other
products
● Dedicated Account Manager
Learn about ProAdvisor benefits, tiers, and points
From the Benefits tab in the ProAdvisor

window, you will see:
• The name of your Account Manager.
Stay in touch to learn about programs
and additional services available to
you.
• Your Current Points and Tier level. The
higher your tier, the more growth
opportunities, marketing resources
and product support & discounts
you’ll enjoy.

From the Training tab in the ProAdvisor

window, you will see:
• The types of training resources
available to you and the dates of live
webinars
• Links to the certification exams

Once you complete the ProAdvisor

certification exam you are eligible
to list your firm for free on the Find
a ProAdvisor directory
How to Publish your ProAdvisor Profile

QuickBooks Online
MODULE 1:
LESSON 4:
Managing your Team
Team User Details
• Access the Team centre from the navigation bar

• Team member access levels are only applicable
to the firm’s QBO file
• All Team members are ‘Accountant Users’ when
added to client QBO files
• All Team members have same permissions as
’Company admin’ within client QBO files
• Not possible to adjust a Team member’s user
access level for individual client files
• Team member view of Client list includes only
those clients to which member granted access

Team Access Levels to the firm’s QBOA Account
Full access
• Allows the user to edit QuickBooks Online Accountant firm information, modify
team users, update the firm’s wholesale subscription billing account, and access
the firm’s books.
Basic access (default)

• Provides the user view-only access to QuickBooks Online Accountant firm
information, but no access to team and subscription billing, and no access to the
firm’s books.
Custom access
• Allows the user to select a different mix of these permissions for the team user.

Adding a Team User in QuickBooks Online Accountant
1. Sign in to QuickBooks Online Accountant
2. Select Team in the Navigation bar
3. Select Add user
Manage your Accounting Team

Audit Log – QBOA View
Displays the individual team member’s name next to the transaction activity
allowing you (the firm owner) to track and manage your team’s work

Audit Log – Client View Client vs. Accountant view of Audit log
Displays the Lead Accountant name for activities recorded by them – activities
recorded by all other team members will display the firm name only

How a lead accountant is assigned
• Add Client: The team member

that creates the subscription from
QBOA becomes the Lead
Accountant by default
• Lead Accountant displays as the
Primary Admin on the client view
• QBOA Primary Admin remains
unchanged on the QBOA account
• Lead Accountant Primary Admin is
a sub-role to QBOA Primary
Admin

How lead accountant is changed
● From the QBOA Dashboard

● Click the FILTER icon then click Edit leads
● Make the required change(s) and click Apply
Assign or Change the Lead Accountant

Manage Users – Client View
Manager Users – Accounting firms
• Client will see the Lead Accountant Name and Firm name

QuickBooks Online
MODULE 1:
LESSON 5:
Managing your Clients
The Client List
● Two key tabs:

○ Overview
○ Bookkeeping
● Edit Client details:
○ Notes
○ Shared Documents

The Client List - Benefits (even if clients aren’t using QBO)
● Keep all client contact info, notes and documents in one place
● Access all Pro Tax Online clients from the same dashboard
● Create projects and tasks for non-QuickBooks Online clients in the Work
tab
● Stay on top of important client deadlines

The Work Centre
● Filters:
○ All / Clients only / Firm only / Individual client
○ Team: Everyone / Individual member
○ Type: All / Projects / Tasks / Requests
○ Tasks: Include / exclude from within QBO (e.g. Payroll, Bank feed actions)
● Status: Colour Bars: Orange (Overdue) / Blue (Current) / Navy (Future)
● View: Kanban / List / Calendar

The Work Centre – Managing Your Work
● Create projects and tasks for all clients, even if they don’t use QBO!
● Assign projects and tasks to appropriate team member
● Set up repeating projects for the same client
● Duplicate existing projects across multiple clients

The Work Centre: Create a client request
• Select Client / Title / Due date / Details / Documents / Share with Client / Share
Manage and Track Your Work with Client Requests, Projects, and Tasks

Client request: What your client sees

QuickBooks Online
MODULE 1:
LESSON 6:
The QuickBooks Online Ecosystem
QuickBooks Online Ecosystem of Quality-assured Apps
● All apps must be approved by Intuit before being listed.
● Apps are available in the QBOA Apps tab or the QuickBooks
App Centre at apps.com.
● You can add Listed apps to your client’s account, or they can
sign up themselves.
● Some of our most trusted app partners have teamed up with us to offer
wholesale billing discounts or other special offers.
● You can find out what discounts are available by visiting the QuickBooks
Online Accountant App tab.
● When you add one of our featured apps for clients, you can get one itemized,
consolidated bill sent directly to your firm. To do this, choose “Buy now with
accountant discount (firm is billed)” when checking out.

How do QuickBooks Online apps work?

Best practices for finding the right apps for your clients
● Read Reviews and talk to other ProAdvisors or users

● Testing – start a free trial or request a demo
● Understanding the Supplier’s billing policy
● Understand the Supplier’s onboarding and support services
● Finding apps:
○ Inside of QBOA or
○ From apps.com: choose Canadian flag
Install and Use Apps

QuickBooks Online
MODULE 2:
Introduction to QuickBooks Online
Lesson 1: Navigating in QuickBooks Online

Lesson 2: The Chart of Accounts
Lesson 3: The Products and Services list
Lesson 4: Sales taxes

LEARNING OUTCOMES
Upon completion of this module, you should be able to:
• Learn how to navigate in QuickBooks Online

• Recognize the importance of the Chart of Accounts and the Products and
Services list
• Recognize why and how to change the Chart of Accounts
• Recognize the four types of products and services and when to use them
• Recognize how to set up products and services

QuickBooks Online
MODULE 2:
LESSON 1:
Navigating in QuickBooks Online
Logging into QuickBooks Online
● Launch Chrome or Firefox
● Go to: qbo.intuit.com
● Sign-in with your user ID
● Find the client (QBO file) to open
● Click the qb icon to open the file
● => Dashboard: Get things done / Business overview

+New menu
● At top of Navigation bar

● Columns: Customers / Suppliers /
Employees / Other
● Day-to-day work from here

Navigation menu
● Overview ● Projects
● Books to Tax ● Payroll
● Dashboard ● Reports
● Banking ● Taxes
● Sales ● Mileage
● Expenses ● Accounting
● Cash flow ● My accountant
● Apps

Gear icon
● Top right: Your company / Lists / Tools / Profile

● Accountant view ⇔ Business view

Additional information and Keyboard Shortcuts
To access:
For PC users:
CTRL + ALT + ?
For Mac users:

CTRL + OPT + ?
More keyboard shortcuts

Date shortcuts
To use the date shortcuts, place your cursor in any data field in QBO and then press
any of the following shortcut keys:
T – enters today’s date

W – enters the first day of the week
K – enters the last day of the week
Y – enters the first day of the year
R – enters the last day of the year
M – enters the first day of the month
H – enters the last day of the month

QuickBooks Online
MODULE 2:
LESSON 2
The Chart of Accounts
Chart of Accounts
• Accounting > Chart of Accounts
OR
• Accountant tools > Chart of Accounts
OR
• Gear icon > All lists > Chart of Accounts
Learn About the Chart of Accounts

Account types

Ways to Customize the Chart of Accounts (COA)
Edits to a default COA can include:
● Add accounts
● Edit accounts
● Add account numbers
● Create subaccounts
● Merge duplicate accounts
● Make accounts inactive (can’t actually delete)
● Make inactive accounts active again
● Import accounts
Note: Many firms use a standard Chart of Accounts across all their clients
Add an account

Edit an account

Add account numbers
Enable Account Numbers in the Account and Settings

Add account numbers
Adding and editing account numbers on the Chart of Accounts

Create Subaccounts
Create subaccounts to break down
account types into more detail.
For example:
Utilities (parent account)

● Gas (subaccount of parent)
● Water (subaccount …)
● Hydro (subaccount …)

Merge accounts and make accounts inactive
A cluttered COA is confusing for clients and causes reports to become less effective.
When to make an account inactive:
● The account is not relevant to the client’s business
● The account has been closed and the balance is zero
● The account is no longer needed
When to merge an account:
● Two accounts are serving the same categorical purpose
● Duplication exists (example: misspelling)
IMPORTANT: Merging accounts is not reversible. It is permanent and cannot be undone, and can
change some historical reports.

Merge accounts
• Select Accountant Tools

• Choose Chart of accounts
• Locate the account to be
merged
• Select the downward arrow
under the ACTION column
• Select Edit

Merge accounts

Merge accounts

Make an account inactive / active
• Select the drop down

from the ACTION column
• Choose Make inactive
• Select YES to confirm

Import the Chart of Accounts

Import the Chart of Accounts
If you need an Excel

template to help you
create an item list,
select: Download a
sample file

Chart of Account Limitations
Can edit name but can’t
Account Name
make Inactive
Undeposited Funds ✔
Opening Balance Equity ✔
Retained Earnings ✔
Inventory / Cost of Goods Sold* ✔
Reconciliation Discrepancies ✔
Unapplied Cash Payment Income / Expense ✔
Sales Tax (agency name) payable ✔
Sales / Services ✔
Uncategorized Asset / Expense / Income ✔
Owner’s Equity ✔
* If you edit or delete these accounts, Products/Services can recreate them

QuickBooks Online
MODULE 2:
LESSON 3:
The Products and Services list
The four types of Products and Services
Available in the Plus & Advanced subscriptions ONLY
• Inventory (FIFO method)

These are products (such as a generator, electrical
panel, or air filter) that you purchase and sell for which
you want to track quantities on hand.
Available in Essentials, Plus & Advanced subscriptions
• Non-inventory
• Service
• Bundle

Product and Service Settings

Adding a Product / Service
Service item
setup
Inventory
item setup
More info

Import the Products and Services List

Add a Preferred Supplier to a Product / Service
Benefits of adding a Preferred Supplier:
• Easily identify which Supplier to order from

• Populates the Supplier name when creating a
Purchase order for a single item from the Product
/ Services list
• Only one Preferred Supplier is allowed per item
• You can ADD NEW Supplier on the fly, if required
How to add a preferred supplier and create a

purchase order

QuickBooks Online
MODULE 2:
LESSON 4:
Sales taxes
Getting started with Sales Taxes in QuickBooks Online
Assessing federal sales tax requirements

• Where are they located?
• Do they do business in more than one province?
• To which agencies do they need to pay sales tax?
• What is the filing frequency?
• What is their GST/HST Number?

Set up sales tax Set up and use sales tax in QuickBooks Online

Set up sales tax

Set up sales tax
• Choose the Start of tax

period
• Choose Filing Frequency
• Select Reporting method
• Enter the GST/HST number
• Click Next

Set up sales tax
You will see receive a Confirmation Window. Click OK to return to Sales Tax page

The Sales Tax page

Manage sales tax

Adding a custom rate
● Enter the Tax name, in this case M&E @ 50%
● Add description (optional)
● Under Tax Agency: Check the box – I pay this on
purchases
● Enter the Tax on purchases tax rate
● Under Account, click the dropdown arrow and select
Liability
● Show tax amount on return line: Click the dropdown
column and select the appropriate the tax line on CRA’s
GST/HST return
○ In this case, Input tax credits
● Click Add
How to set up a new sales tax code

Add a new tax
Enter the following:
• The applicable Province

• The period the Next period starts
• The Filing frequency
• The Reporting method
• The provincial tax account Number
• Click Add
Set up where you collect sales tax

Sales Taxes on transaction forms and lists

10
MINUTE BREAK
QuickBooks Online
MODULE 3:
Customers and Sales
Module 3: Customers and Sales
Lesson 1: Customers and the Sales centre

Lesson 2: Understanding Sales workflows
Lesson 3: Invoicing with the mobile app
Lesson 4: Undeposited funds
Lesson 5: Setting up QuickBooks payments
Lesson 6: QuickBooks Payments Workflows
Lesson 7: Credits, Refunds and Statements
Lesson 8: Non-posting customer transactions

Module 3: Customers and the Sales Centre
LEARNING OUTCOMES
Upon completion of this topic, you should be able to:
• Work with the customer list

• Understand the different sales workflows
• Recognize the role of common sales transactions
• Record customer payments
• Understand the purpose of Undeposited Funds
• Work with non-posting transactions
• Invoice using the mobile app

QuickBooks Online
MODULE 3:
Customers and Sales
LESSON 1:
Customers and the Sales centre
The Sales Centre

The Customers list

Add customers
Add and manage

customers

Make customers inactive

Import customers

QuickBooks Online
MODULE 3:
Customers and Sales
LESSON 2:
Understanding Sales workflows
The payment at time of sales workflow
PAYMENT AT TIME OF SALE
Step 1 Step 2
Sales Receipt Deposit

Record sale and Group multiple
payment in a payments to a
single step single bank
deposit

How to create a Sales Receipt
Understanding
transactions
The sales on account workflow
PAYMENT ON ACCOUNT (A/R)
Step 1 Step 2 Step 3
Invoice Payment Deposit

Invoice from Apply payments Group multiple
estimates or to open invoices payments to a
create from manually or single bank
scratch automatically deposit

How to create an Invoice
Creating
Invoices

Add an attachment
More on
Attachments

How to receive customer payments
Receiving
Payments

QuickBooks Online
MODULE 3:
Customers and Sales
LESSON 3:
Invoicing with the mobile app
• Open the mobile and tap Invoice

• Choose the Customer
• Tap Add product or service
Recording Invoices
on-the-go

• Select the item

• Verify the quantity and rate
• Choose the tax code
• Tap Save

• Tap Send invoice

• Tap Send

QuickBooks Online
MODULE 3:
Customers and Sales
LESSON 4:
Undeposited funds
Undeposited Funds
Payment
Undeposited
More info on Undeposited Funds Deposit

Undeposited funds

Undeposited funds

Undeposited funds

Must I always use undeposited funds?
● Deposit to field is
”sticky”
● It remembers the last
account used

QuickBooks Online
MODULE 3:
Customers and sales transactions
LESSON 5:
Setting up QuickBooks Payments
QuickBooks Payments QuickBooks Online Payments Overview
Key Features

Set up QuickBooks Payments

Set up QuickBooks Payments Set up Bank Payments



Set Up QuickBooks
Payments
IMPORTANT: Make sure your client submits the application for a QuickBooks Payments
account and not you on their behalf! It is a legal contract.

QuickBooks Online
MODULE 3:
LESSON 6:
QuickBooks Payments Workflows
Set up Invoice to accept credit card payments

How QuickBooks Payments work

Customer can enter their payment details and pay electronically

Payments via Invoices and Sales Receipts

Invoice status is updated in the Invoices tab

Payment notification and updates
Get Paid with

QuickBooks Payments

Recurring Sales Receipts


QuickBooks Online
MODULE 3:
LESSON 7:
Credits, refunds and statements
Why use Credit Memos
Why use a credit memo instead of just editing the transaction?
This can cause confusion and isn’t great record keeping. If the Invoice is in a prior
period, it will change prior period amounts.
Why not just reduce the next invoice?

It is important to create a new transaction for each exchange between the supplier
and the customer. Inventory quantities on hand can become out of sync for a period.
Why not just refund in cash? And not record?

It’s important to capture all transactions, paid in cash or not, to ensure clients’ records
are complete

Credit memo settings

Create a Credit Memo
Create and apply credit

memos or delayed credits

Manually apply a Credit Memo to an Invoice

Refund Receipts
Create a Refund Receipt

Customer Statement Types
Statement Type Description
This customer statement type shows a list of invoices and payments with

BALANCE
opening and ending balance, for date range selected.
FORWARD
OPEN ITEM This customer statement type shows a list of all open and/or unpaid invoices
(LAST 365 DAYS) for the last 365 days.
This customer statement type shows a list of transactions between two set
TRANSACTION
dates.

Customer Statements
Create and send

customer
statements

Customer Statements

QuickBooks Online
MODULE 3:
LESSON 8:
Non-posting customer transactions
Non-posting transactions

Working with estimates
Create and send

estimates

QuickBooks Online
MODULE 4:
Suppliers and supplier transactions
Module 4: Suppliers and supplier transactions
Lesson 1: Suppliers and the Expenses centre

Lesson 2: Payment on account workflow
Lesson 3: Pay at time of purchase workflow
Lesson 4: Expenses and the mobile app
Lesson 5: Credit notes and purchase orders

Module 4: Suppliers and supplier transactions
LEARNING OUTCOMES
Upon completion of this topic, you should be able to:
• Work in the supplier list

• Recognize the different supplier workflows
• Enter and pay bills
• Work with supplier credits and purchase orders
• Write cheques
• Work with non-posting transactions
• Work with suppliers using the mobile app
QuickBooks Online
MODULE 4:
Supplier transactions
LESSON 1:
Suppliers and the Expenses centre
Suppliers and the Expenses centre

The Suppliers tab

Adding a supplier

Make a supplier inactive

Importing a Supplier list

QuickBooks Online
MODULE 4:
LESSON 2:
Payment on account workflow
Payment on account workflow
PAY BILLS LATER (A/P)
Step 1 Step 2
Bill Payment
Enter bill from Apply payments
Purchase Order to open bills with
or create from debit/credit
scratch cards or cheque

Purchases on account
To record a bill:
• Click +New
• Select Bill
OR
• Click Expenses
Centre
• Select Suppliers tab
• Scroll to the supplier
• From ACTION column,
Create bill
Enter bills and record bill payments
Purchases on account

Paying one or more supplier bills Enter bills and record bill payments

QuickBooks Online
MODULE 4:
LESSON 3:
Pay at time of purchase workflow
Expense & Supplier Workflows
PAY AT TIME OF PURCHASE
Option 1 Option 2 Option 3
Expense Cheque Bank Feed

Record Record purchases Code expenses
purchases with and write/print with bank
debit or credit paper Cheques downloads
cards
Money Out: suppliers and expenses
Recording an expense Enter and manage expenses

Recording a cheque Create and record cheques

Bills, cheques, &
Cheque and expense: compare and contrast expenses

QuickBooks Online
MODULE 4:
LESSON 4:
Expenses and the mobile app
Tracking expenses
using the mobile app



QuickBooks Online
MODULE 4:
LESSON 5:
Credit notes and purchase orders
Supplier Credit Workflow
• Decreases Accounts Payable balances

• Can be applied to an existing open bill
• Can be held to apply to a future bill
• Can be automatically applied if setting is selected
(like the Credit Memo)

Supplier credit notes
Enter supplier credits

and refunds

Set up Purchase orders
Create and send

purchase orders

Create a Purchase order / Add Purchase order to Bill

Remember to register for part 2
http://tinyurl.com/REG-QBOCertification2
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What is the purpose of the webinar?

What is the purpose of the webinar?

What are the requirements to take the certification course?

What are the requirements to take the certification course?

QuickBooks Online

4 Intuit Conﬁdential and Proprietary

Not quite ready yet?

To receive CPD credits you must be in attendance

CPD certiﬁcates are emailed to you within 10

Today’s course is eligible for 3.5 CPD credits.

6 Intuit Conﬁdential and Proprietary

Lesson 1: Welcome to QuickBooks Online Accountant

9 Intuit Conﬁdential and Proprietary

Upon completion of this module, you should be able to:

● Differentiate between QuickBooks Online Accountant and QuickBooks Online

10 Intuit Conﬁdential and Proprietary

Supported Web Browsers:

System requirements for QuickBooks Online

12 Intuit Conﬁdential and Proprietary

13 Intuit Conﬁdential and Proprietary

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15 Intuit Conﬁdential and Proprietary

Learn more about QBO Accountant tools and features

● Gives clients conﬁdence that you are knowledgeable

17 Intuit Conﬁdential and Proprietary

Accountant QuickBooks Training:

Firm of the Future Blog:

QuickBooks New Features:

18 Intuit Conﬁdential and Proprietary

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• Go to the Gear icon > Sample company

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From the Beneﬁts tab in the ProAdvisor

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From the Training tab in the ProAdvisor

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Once you complete the ProAdvisor

How to Publish your ProAdvisor Proﬁle

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• Access the Team centre from the navigation bar

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Basic access (default)

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1. Sign in to QuickBooks Online Accountant

2. Select Team in the Navigation bar

3. Select Add user

Manage your Accounting Team

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• Add Client: The team member

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● From the QBOA Dashboard

Assign or Change the Lead Accountant

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● Two key tabs:

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