The client overview is a great way to see your client’s account at a glance. Concise subscription information is the key benefit of this.
Customer overview allows you to view and manage all your customers in one place. You can also customize the display of key customer information and tasks. Email/Phone - Easy access to customer contact information. Payroll - View upcoming payroll tasks such as pay dates and tax payments.
QuickBooks® Online (QBO) has released a new client overview feature. With Client Overview, you can view a prospect's QBO file and quickly estimate how much work is required to organize and maintain the books.
