Your work isn’t easy.
But managing it
should be.

Experience new practice management features now inside QuickBooks Online Accountant.

Sign up | Always free

Rely on new practice management features
to help make sure nothing falls through the cracks.

Easy quarterly taxes

Keep everything on track.

 

Free workflow management solutions are here to help you never miss a deadline. From your phone, tablet, or desktop.

 

Add to-do’s in seconds

Create overall projects to be done, as well as individual tasks within each project.

Delegate with a quick click

Instantly assign tasks to yourself or members of your practice.
 

Monitor status at a glance

See exactly what’s due, when, and check progress in real time. Filter by client or assignee.

Make updates, get updates

Edit project details right from the dashboard, plus see clients’ QuickBooks notifications there, too.

Save time on tax prep

Connect with clients like never before.

 

Built-in communication features help
you get what you need, when you need it.

 

Compose right where
you are

Send messages and requests to clients, and receive replies, all without leaving your workflow.

Streamline your
communications

Share client documents and keep them organized in a password-protected environment.

 

Stay visible and
accessible

Post notifications that clients can see in their QuickBooks QuickBooks Online account and in their email inbox.

Access on one list
and on the go

Easily access shared documents from one client list, and get on-the-go access on your mobile device.

Discover more with answers to these
frequently asked questions.

Q: How can I filter my projects and Tasks? 

A: Users can filter by client, user, and/or work item (e.g. Projects, Tasks, and Requests). At this time, there is not a way to see tasks or projects that are further than 30 days in the future.  Longer term planning views will be added soon. 

 

Q: Who has access to view or update a project? 

A: The ability to view or update a specific task is controlled by the Client Access tab.  Firm users who have access to the client for which the project has been created will be able to view and/or edit the tasks under that project.  Client Access also controls who appears as selectable in the Assigned to drop-down menu within projects and tasks. 

 

Q: Will Intuit automatically suggest actions to be taken within my clients’ books? 

A: Yes!  Tasks like payroll deadlines and reconciliation will automatically be shown as tasks to complete.  This feature can be turned off via the “from QuickBooks” toggle switch. 

 

Q: Will I be able to track tasks and projects for ALL of my clients or just those with QuickBooks Online subscriptions? 

A: Practice Management can track projects and tasks for any client listed in your client list, even if they are not attached to a QuickBooks Online subscription. Currently, the feature does not support client requests, since this is linked through the client’s QBO account. 

 

Q: How do I duplicate a task or make a task recurring? 

A: In this current iteration of Practice Management, duplicate or recurring tasks must be created manually.  We will expand on this feature in future updates. 

 

Q: How can I reassign a project or task? 

A: To reassign a project or task: 1) Click on the project or task. 2)Select a name from the Assigned to drop-down. That’s it!

 

Q: Are there limits on files I can exchange with my client through the collaboration feature?  

A: Almost any file type can be uploaded.  The service filters for files that might be viruses or something similar. For instance, you cannot upload an executable (.exe) file or a JavaScript (.js) file. 

 

The file size limitation 30MB (megabytes) per file, and there are no limitations on the number of files that can be uploaded. 

Q: Can I turn off the My Accountant tab for my client if I prefer they email me? 

A: The My Accountant tab is a portal by which your client has access to your requests and communications.  When an accountant is not attached to a client’s subscription – for instance, if you work with them by using their login details - this portal offers them the opportunity to be matched with an accountant.  For this reason, the My Accountant tab cannot be turned off or removed. 

 

Q: Can I access Practice Management on a mobile device? 

A: Practice Management is compatible with your mobile device as well as the QuickBooks Online App for desktop. 

 

 

Take advantage of leading tax software now
integrated with QuickBooks Online Accountant.

Give yourself streamlined efficiency by moving your tax practice to QuickBooks Online Accountant.
You’ll get our strongest integration with ProConnect Tax online the #1 online professional tax software.

 

Receive 10 free returns to get you started.1

 

 

This is only the beginning.

Stay tuned for even more breakthrough enhancements
coming soon to QuickBooks Online Accountant.

Important offers, pricing details, & disclaimers

1 Get 10 Free Tax Returns (5 1040 returns + 5 business returns) from Intuit ProConnect Tax Online (PTO) by clicking the link above or calling 844-708-9859.  The offer is restricted to new PTO customers (only with one redemption per PTO account) and may not be combined with any other offer or previous 25 Free Redeemers.  Customers will need to provide a credit card to claim free returns online at ito.intuit.com; your credit card will not be charged.  No purchase required.  The offer is only available to the intended recipient of this email communication and is not applicable to current PTO customers.  Offer ends at 6pm Central, December 31, 2017.