Question

Which 2 of the statements below are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files?
a. You can import QuickBooks Online Trial Balance data into ProConnect Tax Online to prepare tax returns via the client dashboard.
b. You can start a new tax return from the client dashboard for non QuickBooks Online clients or clients that are using QuickBooks Online.

Answer 1

The given two statements are correct.

Explanation:

The Client Outlook (Overview Tab) is an accountant view within a QuickBooks Online client file, which allows accountants to communicate their clients confidentially with each other via access to important QuickBooks customer data about the company, bank activity, and common issues.

To order to prepare the tax returns you can import QuickBooks Online Trial Balance data through ProConnect Tax Online through the dashboard.

You can start a new tax return for non-QuickBooks Online customers or customers with QuickBooks Online from the consumer dashboard.