QuickBooks Online Accountant

Access the benchmarking feature in QuickBooks Online Accountant.

Select the client and their industry.

Review the comparative data for key performance indicators (KPIs).

Identify areas where the client's performance is below average.

Develop recommendations for improvement and present them to the client.

Initiate the Month-End Review workflow.

Review automated checks for errors and discrepancies.

Make necessary adjustments and corrections.

Reconcile bank accounts and credit card statements.

Generate financial reports and review them with the client.

Create a new client profile in QuickBooks Online Accountant.

Import client data from their previous accounting system.

Customize the chart of accounts and other settings.

Provide training to the client on using QuickBooks Online.

Set up recurring tasks and workflows.

Access QuickBooks Capital through QuickBooks Online Accountant.

Review the client's eligibility for a term loan or line of credit.

Submit the application using the client's QuickBooks data.

Receive a decision within minutes.

If approved, facilitate the funding process.

Gather all necessary financial documents.

Review the client's QuickBooks data for accuracy.

Use ProConnect Tax to prepare the tax return.

Review the return with the client.

File the return electronically.