QuickBooks Online Accountant now lets you create a custom client-ID in it’s own unique field to track clients with internal identifiers you and your firm currently use.
The new Client Number makes it easier to locate and navigate their QuickBooks data and streamlines client management by allowing you to associate your internal tracking numbers with the client’s QuickBooks information.
Implementing custom Client-IDs can significantly enhance your client management and workflows within QuickBooks Online Accountant by providing…
The remaining portion of this post appears for FREE on Insightful Accountant’s membership site. You can continue reading this article for FREE by clicking this link to take you to “the rest of the feature.”
