Diagnosing QuickBooks Online - New Overview tool

[@Hortensemm]

I adore your page. Appreciate your effort in assisting us beginners. I'm launching a bookkeeping business in Alaska. ❤❤❤

[@5MinuteBookkeeping]

How exciting! I love Alaska, by the way. I've been there twice while on cruises.

[@likeskittys]

Have things changed after 5 years, do you have a updated video?

[@5MinuteBookkeeping]

Hi. Yes things have changed. I don't have an updated video on using this tool. I have my own process for reviewing a client's books. I cover it in other videos.

[@5MinuteBookkeeping]

Hey Everyone! Since I did this video, Intuit added a Transaction Volume section. Check it out. I really like it!

[@lorikaitken]

I love it, too. It's so helpful!

[@danielm.wekesa809]

Thanks,

[@5MinuteBookkeeping]

You're welcome!

[@ahavataxservice3427]

Thanks for the overview Veronica!

[@5MinuteBookkeeping]

You're welcome!

[@darlenewallace1390]

Hi Veronica, how do you gain access to the client's books? Do you need to be invited by them?

[@5MinuteBookkeeping]

Hi Darlene. You would need to sign up for a QBOA (QuickBooks Online Accountant) account. It's free to sign up. Then you would ask your client to send you an accountant invitation via Manage Users in QBO.