Explains what QuickBooks Online Accountant is, how to sign up, how clients invite you, and the accountant tools for working on client books.
Customize columns on QuickBooks Online reports and forms, hide the Service Date, export clean numbers to Excel, and fix display issues.
How to change the work week in QuickBooks Online, fix a form labeled Pledges, and work around limits such as per-line discounts and refresh.
Moving a QuickBooks Online company back to QuickBooks Desktop -- what the built-in export does and does not handle, which lists and transactions carry over, and how to verify the Desktop file before cancelling your subscription.
Why the country edition and home currency cannot be changed on an existing QuickBooks Online company, what it takes to move your lists and history into a new one, how the two accountant invitations work, and the one step that cannot be undone.
How QuickBooks Self-Employed limits upgrades, merchant accounts, Square sync, and tax payments, plus the workarounds that still help.
How QuickBooks Self-Employed differs from QuickBooks Online, what the Tax Bundle covers, and what it takes to move your data between the two products.