Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files?
(Select all that apply)
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Clients who don't have a QuickBooks Online Company can't have their details displayed on the Client List screen of QuickBooks Online Accountant
You can import QuickBooks Online Prep for Taxes data into ProConnect Tax Online to prepare tax returns via the client dashboard
You can start a new tax return from the client dashboard for non-QuickBooks Online clients or clients that are using QuickBooks Online
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Option 3. and 4. both are correct about using the client details and dashboard screens of QBOA.
Explanation:
- Prep for taxes tool in QuickBooks Online Accountant lets the user evaluate a client’s accounts from a separate dashboard.
- It can be used for any clients who have QuickBooks Online. After reviewing the client's accounts, Prep for taxes export accounts automatically to the appropriate lines on tax forms.
- Mapped tax forms can be exported to ProConnect Tax Online to get a head start on your clients' tax returns.
- The user can also start a new tax return from the client dashboard for clients that are using QuickBooks Online or non-QuickBooks Online clients.
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