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

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06-01-2022
Business

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

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Martebi Martebi · Answer 1 · 2022-01-14T14:05:48+01:00

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

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