How to Switch to the “Accountant View” in Quickbooks

Step 1: Log in to QuickBooks Online

1. Launch your web browser and navigate to the QuickBooks Online login page.

2. Enter your login credentials (username and password) to access your account.

Step 2: Access the "Accountant View"

1. Once logged in, click on the gear icon located in the top right corner of the dashboard.

2. From the drop-down menu, select "Switch to Accountant View."

Step 3: Explore the "Accountant View" Features

1. In the "Accountant View," you will notice several enhanced features and tools designed to facilitate collaboration with your accountant.

2. Some notable features include:

   • Accountant Toolbox: Access to accounting tools, adjustments, and the ability to work with trial balances.

   • Reclassify Transactions: Ability to reclassify transactions to different accounts easily.

Step 4: Switch Back to "Business View"

1. If you wish to switch back to the standard "Business View," click on the gear icon again.

2. From the drop-down menu, select "Switch to Business View."

Step 5: Verify the View Change

1. After switching back to "Business View," review the interface to ensure you are back to the standard dashboard and functionalities.

Please follow these guidelines diligently when switching between "Business View" and "Accountant View" in QuickBooks Online. By adhering to this SOP, you can make the most of the enhanced features available in the "Accountant View" while maintaining seamless access to your regular "Business View."