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Feature Minute
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Credits: Laura Madeira, Named to the Top 10 QuickBooks ProAdvisors, Author of QuickBooks Training Books and Videos, Advanced Certified QuickBooks ProAdvisor, www.quick-training.com , info@quick-training.com
Unlock the Accountant's Toolbox in Pro & Premier
The Accountant’s Toolbox unlocks powerful tools for working with the client’s data when you are on-site with any client who is using QuickBooks 2015 Pro or Premier.
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Credits: Laura Madeira, Named to the Top 10 QuickBooks ProAdvisors, Author of QuickBooks Training Books and Videos, Advanced Certified QuickBooks ProAdvisor, www.quick-training.com , info@quick-training.com
The Tools inside the Accountant's Toolbox
ProAdvisors and Accountants are already familiar with the tools inside the Accountant's Toolbox, they are the same tools found inside QuickBooks 2015 Accountant.
Accountant’s Toolbox unlocks from QuickBooks 2015 Pro & Premier (See Figure 2)
While the Accountant’s Toolbox is a feature available within QuickBooks 2015 Pro or Premier; it is only accessible by accounting professionals with an active QuickBooks Accountant Desktop Plus Subscription or an active ProAdvisor Membership. The Accountant’s Toolbox is only accessible when logged-in as an External Accountant type user.
The Accountant’s Toolbox unlocks powerful tools for working with the client’s data while you are on-site at the client's business. (See Figure 3) These tools include many of the features found within the Accountant’s version of QuickBooks 2015 including those associated with Client Data Review.
To unlock the Accountant's Toolbox you need to log into the client’s file as an External Accountant user. From the Menu bar choose Company, then Accountant Toolbox and then Unlock Accountant Toolbox. QuickBooks will display the Unlock Accountant Toolbox Dialog box, enter your Email Address and Password associated with your QuickBooks ProAdvisor Membership or QuickBooks Accountant Desktop Plus Subscription.