How can you adjust a client’s project status using QuickBooks Online Accountant?

Adjusting a client’s project status in QuickBooks Online Accountant is done by accessing the Work menu, where you can directly update the project details. This allows for a streamlined and efficient way to manage projects, ensuring that all changes are reflected in real-time. The Work menu provides the necessary tools and features to edit project statuses without the need for external actions like notifications or contacting support, which may introduce delays or require extra steps.

Utilizing the available options within the Work menu ensures that updates are done accurately and promptly, keeping project management within the application itself. This capability allows accountants and users to maintain control over their projects, ensuring that the status reflects the current state of work effectively. Additionally, manually closing project statuses could lead to inconsistency or errors if not documented properly.