Answered

Get reliable answers to your questions at Westonci.ca, where our knowledgeable community is always ready to help. Get detailed and accurate answers to your questions from a community of experts on our comprehensive Q&A platform. Get detailed and accurate answers to your questions from a dedicated community of experts on our 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 trusting us with your questions. We're here to help you find accurate answers quickly and efficiently. We hope this was helpful. Please come back whenever you need more information or answers to your queries. Get the answers you need at Westonci.ca. Stay informed with our latest expert advice.