Manage All Clients Easily with QuickBooks Online Accountant!

Editorial & Advertiser disclosure

Global Banking & Finance Review® is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

Accounting Professionals Can Now Organise and Manage All Their Clients In QuickBooks Online Accountant, Including Non-QuickBooks Clients

Delivering on its open platform approach to provide seamless integrations across an ecosystem of accounting-focused solutions, Intuit (Nasdaq: INTU) today announced that QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all of their clients – even those that don’t use QuickBooks – within the product. This innovation is now available globally for QBOA users in the United States, Canada, United Kingdom, Australia, South Africa and France. It enables accountants to organise and view client information, notes and details in one consolidated place – meaning fewer headaches, missed deadlines and confusion.

“With this new capability, QBOA continues to evolve as the one place for our accounting and tax professionals to meet the needs of all their clients, no matter what accounting product or spreadsheet tool they use,” said Rich Preece, leader of the Accountant Segment, Small Business and Self Employed Group at Intuit. “We’re pleased our open platform strategy continues to provide value and helps meet the practice management needs of all our accounting partners – regardless of the products used by their client base.”

This latest QBOA enhancement is yet another proof point in Intuit’s open platform approach, which ensures that different solutions work together seamlessly, providing accounting and tax professionals with the vital information and insights they need, when they need them to help their small business and self-employed clients thrive.

QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is called “Quick add,” which enables accountants to add non-QuickBooks clients in three clicks while in the process of creating workflows to manage that client. Accountants click on the Work tab within QBOA, select “Create project” or “Create client request,” and then click “+Add new” to create a new project or request for their client. The new client task will be added to the accountant’s practice management dashboard so the firm can engage and manage client work immediately.

Once a non-QuickBooks client is added to the accountant’s QBOA client list, the accountant can then add client notes as well as create, assign and track projects and tasks for that client in the same way they can for their QuickBooks Online clients. The accountant can also send client requests for source documents, such as bank statements, through QuickBooks Online Accountant as well as store those documents within QBOA.

The result is a complete client list within the QuickBooks Online Accountant client dashboard from where accounting professionals can track, monitor and perform tasks from one place to ensure nothing falls through the cracks.

For more information, please visit https://quickbooks.intuit.com/accountants/online/.

Accounting Professionals Can Now Organise and Manage All Their Clients In QuickBooks Online Accountant, Including Non-QuickBooks Clients

Delivering on its open platform approach to provide seamless integrations across an ecosystem of accounting-focused solutions, Intuit (Nasdaq: INTU) today announced that QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all of their clients – even those that don’t use QuickBooks – within the product. This innovation is now available globally for QBOA users in the United States, Canada, United Kingdom, Australia, South Africa and France. It enables accountants to organise and view client information, notes and details in one consolidated place – meaning fewer headaches, missed deadlines and confusion.

“With this new capability, QBOA continues to evolve as the one place for our accounting and tax professionals to meet the needs of all their clients, no matter what accounting product or spreadsheet tool they use,” said Rich Preece, leader of the Accountant Segment, Small Business and Self Employed Group at Intuit. “We’re pleased our open platform strategy continues to provide value and helps meet the practice management needs of all our accounting partners – regardless of the products used by their client base.”

This latest QBOA enhancement is yet another proof point in Intuit’s open platform approach, which ensures that different solutions work together seamlessly, providing accounting and tax professionals with the vital information and insights they need, when they need them to help their small business and self-employed clients thrive.

QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is called “Quick add,” which enables accountants to add non-QuickBooks clients in three clicks while in the process of creating workflows to manage that client. Accountants click on the Work tab within QBOA, select “Create project” or “Create client request,” and then click “+Add new” to create a new project or request for their client. The new client task will be added to the accountant’s practice management dashboard so the firm can engage and manage client work immediately.

Once a non-QuickBooks client is added to the accountant’s QBOA client list, the accountant can then add client notes as well as create, assign and track projects and tasks for that client in the same way they can for their QuickBooks Online clients. The accountant can also send client requests for source documents, such as bank statements, through QuickBooks Online Accountant as well as store those documents within QBOA.

The result is a complete client list within the QuickBooks Online Accountant client dashboard from where accounting professionals can track, monitor and perform tasks from one place to ensure nothing falls through the cracks.

For more information, please visit https://quickbooks.intuit.com/accountants/online/.