About Accountant View

Available in Microsoft Office Accounting Professional 2008 or 2009 only.

Accountant View is a separate program that is installed with Microsoft Office Accounting. From Accountant View, accountants can perform tasks for and on behalf of their clients, such as payroll activities, creating journal entries, importing and exporting data files, and managing posting periods. Accountant View allows an accountant to open a client company and then return to the home page without having to open and close a company file.

Open Accountant View

To open Accountant View, do one of the following:

  • From within Accounting   

    On the File menu, click Open Accountant View.

  • Without running Accounting    

    Click Start, point to All Programs, point to Microsoft Office, point to Microsoft Office Accounting Tools, and then click Accountant View.

Use the Accountant View home page

The Accountant View home page is designed to help you quickly start common tasks and find the information that you need to manage your client tasks. It is made up of two main sections: the content area and the Navigation Pane.

Content area

The content area covers the main part of the screen. It contains the following areas and options.



My Clients

Use the My Clients box to enable online data file transfers with your clients, open company files, or send e-mail messages to your clients.

Client Tasks

Click the Client Tasks buttons to create and manage the most common client tasks.

More Tasks

Click the More Tasks buttons to create or start other common client tasks.

Client List

Click the arrow below Select a client to select a client to work with.

View Reports

Choose from a number of report types. Select from the lists, and then click Display to view the report, or Print to print the report.

Navigation Pane

The Navigation Pane is located on the left side of the Accountant View home page. Under Start a Task, click one of the following to help you quickly accomplish the tasks you need to do for your clients.



Payroll Center

Complete various payroll activities for your clients.

Receive Client's Books

Open Accountant Transfer: Receive to manually receive client's books for review.

New Client

Open Company Setup to create a new client company file.

Open Client

Open an existing client company file.

Delete Client

Open the Select a company to delete dialog box to delete a client company file.

Close Accountant View

Close the Accountant View home page.

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