Here’s a quick overview of what you can do from within QuickBooks with XenettGo.
XenettGo adds a menu across the top of QuickBooks.
The menu has links to different screens and a drop-down menu. The drop-down menu lets you edit the settings, invite users, and get to the regular Xenett.
Let’s take a quick look at each of the pages.
This opens the client dashboard:
Clean-up Mode is where you go work on client clean-ups. You can change the dates for the clean-up on the left:
The Close Mode screen helps you keep track of the tasks you need to do for closing clients’ books:
Questions is where you can ask your client questions about transactions in their QuickBooks:
To do shows you your to do list. It lets you know what you need to do and when it needs to be done (again it’s blank because this is a sample file):
Other QuickBooks Online Review Apps
While I use Xenett there are other review apps you can check out:
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Below is a video if you prefer to watch a walkthrough.
If you have questions about review apps for QuickBooks Online click the green button below to schedule a free consultation.