"Utilizing QBO’s Client Collaboration Tools"

1. Shared Documents: Use the Document Center to share and store documents. Clients can upload receipts, invoices, and other financial documents directly into QBO, where you can access them.

2. My Accountant: The 'My Accountant' tab in QBO allows clients to send messages and share documents securely with their accountant. This centralized communication channel helps keep track of conversations and requests.

3. Requests: Accountants can use QBO to send requests for information or documents, which clients can respond to directly within the platform. This avoids the back-and-forth often associated with email communication.

4. Live Bookkeeping: For hands-on assistance, QBO offers a Live Bookkeeping service where clients can collaborate with a certified bookkeeper for real-time support and to get questions answered.

5. Comments on Reports: Leave comments on reports within QBO to ask questions or provide insights directly related to specific line items or financial data.

6. Transaction Pro: This tool allows for the import, export, and delete of transaction or list data. When working with a client, you can quickly update large numbers of transactions based on collaborative review.

7. QBO Projects: Track the progress of client projects within QBO, manage tasks, and allocate time effectively. This visibility helps both parties stay informed on the ongoing work and deadlines.

8. Access Rights: Customize user access to control what clients can see and do within their QBO file. This can help prevent errors and maintain data integrity while still allowing for collaborative input.

9. Audit Log: Utilize the audit log to track changes, see who made them, and collaborate on any corrections that need to be made. It’s an excellent tool for accountability and collaboration.

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