Getting started with QuickBooks – Part 4

Getting started in Quickbooks online accountant - part 4

Getting started in Quickbooks online accountant - part 4

Getting started with QuickBooks? Easy! Become a QuickBooks Online ProAdvisor! We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new program. Special thanks to moderator, Cheryl Grindell, for this amazing pdf!

In the first three plus weeks of this series, we looked at signing up for QuickBooks Online Accountant,  we explored features in the program and last week we looked at some good tips on test taking to become 
certified in QuickBooks Online, we looked at a cool section that is your work management tool.  And now, wow!  We made it to the final part of this series where we explore the accountant's toolbox and a few other interesting things to help you navigate the program. 


Again, a special thank you to Matthew Fulton of Parkway Business Solutions for joining me in becoming a newbie again!


Here are the links to access part one or part two and part three and part 3a of the series.

Accountant's Toolbox:

Reclassification tool:   Matthew and I both agree that this is one of our favorite tools in our tool belts!


It is only in QuickBooks Online Accountant and is super helpful when you are trying to clean up your client's books. This works even if you are doing your work and you realize you put something in the wrong category. You can select the transactions and then in one click, move them into a new account.  The only limitation is that you cannot move things that are are items-based, like transactions that are in invoices. If you find something that is not appropriately categorized in an item, you edit the item and make sure you check off the small box that says update all historical transactions. See that box in the picture below:

Reports Tool Section:

The other favorite place in the accountant's toolbox is that reports tool section. You can change the date range globally for your reports here as well as for the reclassification tool. Also, at a glance, see what accounts have been reconciled. You can reconcile accounts like security deposit if you're working in real estate, prepaid rent or any other asset or liability. I work with attorneys, and I can see the client trust matters and reconcile them right from this page.

Other tools:

There's also a voided and deleted report that's helpful. You may find that a client had deleted transactions and simply by  clicking this report you can see what they deleted and when they did it.

The other features are writing off invoices, you can access journal entries right from the toolbox, and you can close the books. You can access your accounting reports, your management reports, your custom reports.

The Work Tab:

Organize this list with three separate screens. One is a list view, a calendar view, and a card view. You can see what tasks you need to accomplish for your clients. It is your work management tool.

There's the client tab where you can access your clients QuickBooks online files very easily by clicking the green QB icon.


Also in the PDF is a link to a pretty nifty keyboard shortcut list. This is a big timesaver. We both had to admit we don't use shortcuts much as we have our own way of navigating around in the program. But if you're open to remembering some of the shortcuts, it will save you time.

Check out the app for QuickBooks. There's an app for QuickBooks Mac and an app for QuickBooks windows. Matthew uses the app for QuickBooks PC. We both recommend it for training clients that you are moving from Desktop QuickBooks to QuickBooks Online. He called it "the training wheels for QBO". I have to agree. We have both used this app when we work with clients that are just starting in QuickBooks Online. This way it is not such a striking difference of look and feel. It allows the client to be comfortable in the changes from one platform to the other.

So that's it. We covered all four sections of getting started with QuickBooks Online ProAdvisor as a newbie. We hope you enjoyed the series as much as we did in presenting it. It's fun to go back and be new again. If you take anything from what we discussed, it's paramount that you consider taking that Free Training in getting comfortable in the program. If you continue to be Advanced Certified, you'll learn more in-depth accounting strategies and specialized transactions. You won't regret it!

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!