Answered

At Westonci.ca, we make it easy to get the answers you need from a community of informed and experienced contributors. Our Q&A platform offers a seamless experience for finding reliable answers from experts in various disciplines. Discover in-depth answers to your questions from a wide network of professionals on our user-friendly Q&A platform.

What resource is available to help scope out your clients' needs in QBO

Sagot :

Martebi

There are ways to use a filter in one's client list so as to aid one to see the needs of the clients in a QuickBooks Online. This is done through Client list lead filter or the new Client Overview feature.

Why use a Client list lead filter or QuickBooks Online

  • Client list lead filter is often used by firms that has multiple employees. With this, one can organize one's team by giving everyone a lead bookkeeper to all client in one's QuickBooks Online Accountant client list.

Through the assignment process, One can filter his or her client list so as to only see the clients that has been given to you or one of your team members.

The new Client Overview feature is a feature on the QuickBooks Online (QBO). It is a Client Overview that helps one to know more about prospect's QBO file and quickly have a rough overview of how much work one needs to do in cleaning up and maintaining the books.

Learn more about QuickBooks Online from

https://brainly.com/question/25592743

Thank you for choosing our service. We're dedicated to providing the best answers for all your questions. Visit us again. Your visit means a lot to us. Don't hesitate to return for more reliable answers to any questions you may have. Find reliable answers at Westonci.ca. Visit us again for the latest updates and expert advice.