QBO Accountant will be working. This allows for all reports and tools to automatically open with the needed date range, rather than with the client’s default report settings.
Note: You must have Accountant user within the company, in order to use the Accountant tools. For instructions on how you can be invited to the company as an Accountant user and sign up for QBOA, see Invite an accountant to your QBO company.
To access the Reports Tools:
NOTE: To see the options, you must be signed into the client via QBOA
- Click on the Accountant Toolbox icon, located in the Accountant Toolbar.
- From the drop-down, select Reports Tools.
- From here, you can set a date range and all reports and tools (i.e. Reclassify Transactions, etc) that you open will now default to these settings.