Client and Bookkeeper Roles in QuickBooks - Who Does What?
What tasks in QuickBooks are done by the bookkeeper, and which are the responsibility of your client?
In this video, I break down different scenarios about what can be done by bookkeepers vs. clients. Ninety percent of my clients really have NO desire to be in QBO, so I'm the only one in there (which I typically prefer).
I talk about bookkeeper workflows with large and small clients... and also how to discourage clients from messing with your QBO file.
Watch the video to hear more about the client/bookkeeper roles inside QuickBooks:
My experience and what my clients do
Larger and smaller clients
How to set up systems
How to get your clients out of QuickBooks
RESOURCES MENTIONED IN VIDEO:
Small, medium, large clients: https://youtu.be/8A877-pVRKA
Which QuickBooks to use? https://youtu.be/4f9WFu5EgKY
