Part III
Managing the Books for the Accountant
Check out the free articles at www.dummies.com/extras/quickbooksonline to read details about data conversion and its limitations if you plan to convert a desktop QuickBooks company to a QBO company.
In this part …
Examine the QBOA interface, set up QBOA users, and work with the QBOA Client List, free company, and sample company.
Learn how to add clients to the Client List, including importing desktop QuickBooks companies.
Become familiar with working with a client QBO company from QBOA.
Learn how to use notes and tasks to keep track of information and how to communicate with clients from within their QBO companies.
Use tools available to accountants to manage client QBO companies.
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