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Further, these reports can be automatically emailed from QuickBooks Online. Reports can be scheduled for an entire group or just a single report. The option to share the customized report is also available. You can enter a custom report name and add the report to a particular group. After you’ve selected the options for the report, click on Save Customization. The option is present on the upper-right corner of every report. The options to customize the reports can be accessed from the Customize option. Every time you make a change to this report and want the change reflected, you should click on Run Report. Once you’ve entered the basic information, you should save the report. This list is available from the accountant toolbox. Once saved, you can access them from the My Custom Reports list. Further, you can save the templates for these reports. These reports can be configured and customized according to the requirements of your client.

The Reports tab lists all the reports available to your client under his or her current subscription. If you’re managing the client’s billing and subscription, then the option will not be available. The Billing & Subscription tab is also available but only if your clients will pay their own subscription fee. On this page, you’ll find a summary of the entire company file including sales, expenses, income, invoices, profit & loss, and Bank Accounts. Let’s look at some of the layout features of QuickBooks online:ĭashboard: The dashboard is what greets you when you open up a client’s company file. Some users have an affinity for the desktop layout, but it’s a fact that the online version has a better layout, which offers a simpler and more efficient workflow. Unlike many desktop based software, QuickBooks online is available on multiple platforms and can be accessed anytime, anywhere. New LayoutĪs with any other software, understanding the layout and features of QuickBooks Online is the most important thing. Here are the Top 10 Features for Accountants in QuickBooks Online 1. Top Features For Accountants in QB Online
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It is also helpful to generate professional invoices and pay employees salaries. This latest version is very reliable and helps you to handle your finances.

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