Question

Which 3 of these can you do from the Team menu in QuickBooks Online Accountant?

Answer 1

In QuickBooks Online Accountant, you can perform actions from the Team menu such as adding a client, accessing a client's books, and transferring a client to another accountant.

Step-by-step explanation:

In QuickBooks Online Accountant, there are several actions you can perform from the Team menu. Three of these actions are:

1. Add a Client: You can add a new client to your QuickBooks Online Accountant from the Team menu by clicking on 'Add Client' and entering the client's information.
2. Access Client's Books: You can access a client's books by selecting the client from the Team menu and clicking on 'Access Client's Books'. This allows you to view and manage the client's financial information.
3. Transfer a Client: If you need to transfer a client to another accountant, you can do so from the Team menu by selecting the client and clicking on 'Transfer Client'. This allows you to securely transfer all client data to the new accountant.