QuickBooks for Accountants: Managing Client Books
The practice side of QuickBooks: QuickBooks Online Accountant as a client hub, onboarding and managing clients, working in client books with accountant tools, closing and locking periods, cleaning up messy data, and maintaining ProAdvisor certification.
Who it is for: Accounting professionals and bookkeepers who manage multiple client companies and want the accountant-toolkit view of QuickBooks Online Accountant and QuickBooks Desktop.
Length: about 120 minutes, 8 modules, 50 quiz questions, certificate of completion.
What you will learn
- Use QuickBooks Online Accountant to manage multiple clients from a single dashboard and apply accountant-only tools inside client books
- Onboard new clients, request or transfer access, add team members, and run a bookkeeping review workflow
- Reclassify transactions in bulk, write off bad debt, and use recurring journal entries to keep client books accurate
- Set closing dates and passwords, document the close, and handle prior-year corrections without breaking the lock
- Clean up messy client data using the audit log, merge duplicates, and decide when a cleanup job needs Intuit data services
- Use QuickBooks Desktop Accountant features including Accountant's Copy, batch tools, and Client Data Review
- Build custom reports, management report packages, KPI dashboards, and scheduled reports for client presentations
- Navigate ProAdvisor certification options, exam requirements, and the Find-a-ProAdvisor profile setup
Course outline
| Module | What it covers |
|---|---|
| QuickBooks Online Accountant: The Practice Hub | The dashboard, client list, accountant tools, and ProAdvisor benefits |
| Onboarding and Managing Clients | Access requests, new companies, admin transfers, and review workflows |
| Accountant Tools in the Client's Books | Reclassify, write off, journal entries, tasks, and read-only review |
| Closing and Locking Client Books | Closing dates, period locks, adjusting entries, and prior-year corrections |
| Cleaning Up Messy Client Data | Audit log, balances, duplicates, and escalation decisions |
| Accountant Features in QuickBooks Desktop | Accountant's Copy, reclassification, client data review, and edition choices |
| Reporting for Clients: Custom and Management Reports | Custom report building, management packages, KPIs, scheduling, and exports |
| ProAdvisor Certification and Find-a-ProAdvisor | Certification paths, exams, CPE, listings, and marketing badges |
How the course works
Each course is self-paced. Slides unlock as you read them, most carry a short check, and every module ends with a quiz you pass at 80 percent. A final assessment and a signed attestation complete the course, and you receive a certificate of completion.
Checked against the sources
The course was checked against the 31 published sources it cites, from QuickBooks. A few of them:
- Getting Started with QuickBooks Online Accountant – ProAdvisor (QuickBooks)
- How to Manage Clients in QuickBooks Online Accountant (QuickBooks)
- Use accountant tools and features in QuickBooks Online Accountant (QuickBooks)
- Learn about benefits, tiers, and points – QuickBooks (QuickBooks)
- Add clients to Intuit Accountant Suite – QuickBooks (QuickBooks)
- Invite accountant users – QuickBooks (QuickBooks)
Access
Courses run in the EEZYCLOUD learning player for signed-in learners. To get access for yourself or your team, email clientservices@eezycloud.com.
More QuickBooks training
- QuickBooks Online Fundamentals for Bookkeepers
- Bookkeeping Workflows in QuickBooks Online: From Transaction to Report
- QuickBooks Desktop Operations for Bookkeepers
- QuickBooks Payroll Essentials
- QuickBooks Inventory, Products, and Job Costing
- QuickBooks Integrations, Apps, and Data Exchange
Running QuickBooks Desktop for a team? See QuickBooks hosting and how to automate QuickBooks Desktop.
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