Support complex clients with the QuickBooks Online ecosystem

QuickBooks for medium-sized businesses

A powerful platform built for smooth scaling

Customize the QuickBooks ecosystem to connect and collaborate with growing clients, strengthen your team, and get more done—all in one place.

Call 800-736-5096

Schedule a call

QuickBooks Online Advanced customer Artesani and Brown legal firm

Grow your business and serve your clients with the QuickBooks ecosystem

Scale with efficiency

Automate more everyday tasks and close your clients' books faster so you can work on more complex projects.

Manage with ease

Keep track of your team’s work across clients and projects from start to finish, all in one cloud-based platform.**

Consult with confidence

An integrated suite of tools frees you up to focus on insight-driven advisory services that help your clients strategize for the future.

Support more complex business needs

As a business employs 10+ workers, their needs can change. The enhanced features and integrations in QuickBooks Online enable you to support those changing needs.

Business operations Advisory services Client benefits Product support

Streamline so you can strategize

Make the most of every minute and reduce errors with automated workflows.
Streamline project and client management with QuickStart templates and communication tools all in one cloud-based platform.**
Customize client data access by user to maintain client privacy.
Get US-based ProAdvisor support for you and Priority Circle benefits for your clients with 24/7 access.**

Business operations

Streamline so you can strategize

Make the most of every minute and reduce errors with automated workflows.
Streamline project and client management with QuickStart templates and communication tools all in one cloud-based platform.**
Customize client data access by user to maintain client privacy.
Get US-based ProAdvisor support for you and Priority Circle benefits for your clients with 24/7 access.**

Advisory services

Provide meaningful insights

Up your advisory game and deliver timely, tailored insights to help clients make informed decisions.
Give clients the big picture by showing them a holistic view of their business with real-time KPIs.
Help clients stay ahead with robust industry data, benchmarking tools, and views into their local and regional markets.**

Male accountant advising client on tablet

Client benefits

Help clients do more

Give your clients a suite of intuitive products with dashboards and workflows that scale with their business.
Let your clients keep information in the right hands with custom roles and permissions for up to 25 users.**
Automate and simplify payroll and benefits for your clients while giving them more control.**
Tailor QuickBooks to client needs with over 750 general and industry-specific third-party apps.**

Female accountant working with clients on video call

Product support

Offer feedback and get support

We're continually taking your feedback in our products and across community channels to improve our tools and features.
Get expedited access to knowledgeable, US-based ProAdvisor support with shorter wait times.**
Get dedicated accountant resources including the Firm of the Future website and monthly product update emails.

Woman on smartphone at laptop working with support

Solutions to help you better serve larger businesses

Stay in sync with a suite of connected tools that let you collaborate with your clients like never before.

Financial management

QuickBooks Online Advanced and integrated tools like QuickBooks Payments let you create automated financial solutions for your clients.**

QuickBooks Online Advanced

QuickBooks Online

QuickBooks Payments

Workforce management

Track time, manage employee benefits, and make payroll easier for your clients.**

QuickBooks Online Payroll

QuickBooks Time

Marketing & business needs

Recommend tailored solutions for your clients with more than 750 integrated apps in the QuickBooks Online ecosystem.**

Mailchimp

Third-party apps

See why accountants recommend QuickBooks Online for their highest-performing clients

93%

of customers agree that QuickBooks Online Advanced will grow with them.¹

91%

of customers agree that QuickBooks Online Advanced gives them the data they need to make better decisions.²

3 out of 4

accountants recommend QuickBooks Payroll to their clients.³

3.9hours

Your clients can combine accounting, payroll, and time tracking in QuickBooks to save 3.93 hours per week.⁴

Finding the right digital tools for your clients

Digital tools are an essential part of any growing business. They support critical data and process management. With so many options, finding the right tools for your client’s unique business needs is key.

Learn more

Leslie J., Finance Manager, Graywolf Press

All respondents received remuneration.

Help your clients see how you and the QuickBooks ecosystem can support their business

Learn how business owners and their accountants use the QuickBooks Online ecosystem to successfully manage and grow their business.

Resources to grow your accounting firm

We've got you covered with specialized content and videos to help you expand your practice and serve your clients.

Grow your business with Client Advisory Services

Discover how to work less, earn more, and make a difference in your clients’ lives with CAS.

Read

Workforce automation and advisory for accounting firms

Get our guide to workforce automation and unlock the power of client advisory services.

Read

QuickBooks Online Advanced customer Joli restaurant employees

QuickBooks Online Advanced | Overview for Accountants

See how QuickBooks Online Advanced can benefit you and your growing clients.

QuickBooks Online Accountant: How to add a client

How to add a client in QuickBooks Online Accountant

Learn how to set up a new client, create an account for them, and select their billing options.

Frequently asked questions

How do I know if my client is a medium-sized business?

What solutions does QuickBooks offer for my client’s business?

How does QuickBooks keep my client’s data protected?

How can I find out which products and offers are right for my client’s business?

What is the best accounting software for medium-sized businesses?

Add your clients in QuickBooks Online Accountant

Not using QuickBooks Online Accountant yet? Sign up and get started today.
To learn more, call 800-736-5096 or schedule a call.

- **QuickBooks Online Features
  
  Anywhere Access: QuickBooks Online Mobile: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
  
  Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.
  
  ProAdvisor Support: Support hours are subject to change without notice. Phone and messaging support for Premium level is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Intuit reserves the right to change these hours without notice. Review full ProAdvisor Program terms & conditions.
  
  QuickBooks Online Advanced Standard Technical Support: Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change hours without notice. For hours of support and how to contact support, visit: https://quickbooks.intuit.com/learn-support/en-us.
  
  QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Additional terms and conditions apply.
  
  QuickBooks Time: Additional terms and fees may apply.
  
  Third party apps: Apps may require a third-party subscription. Third party applications available on apps.com. Subject to additional terms, conditions, and fees.
  
  **QuickBooks Online Advanced Features
  
  Industry Benchmarks: Feature availability varies and is dependent on available data. Only supports businesses which use accrual accounting.
  
  Priority Circle: Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
  
  **QuickBooks Payroll Features
  
  QuickBooks Online Payroll: Requires a separate QuickBooks Online Payroll subscription. Additional fees will apply. For more information about QuickBooks Online Payroll see here.
  
  Health benefits: Powered by SimplyInsured and requires acceptance of SimplyInsured’s Privacy Policy and Terms of Use. Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and depends solely on the rules of the insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.
  
  HR services: HR support is provided by experts at Mineral, Inc. Requires acceptance of Mineral’s Privacy Policy and Terms of Service. HR support center is available only to QuickBooks Online Premium and Elite subscriptions. HR advisor support is only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.
  
  **Product Information
  
  QuickBooks Online system requirements: QuickBooks Online requires a requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection (a high-speed connection is recommended). Network fees may apply.
  
  QuickBooks Online mobile apps: The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
  
  QuickBooks Online Advanced usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.
  
  Testimonials
  
  All respondents received remuneration.
  
  # Claims
  1. Based on a QuickBooks commissioned survey April 2022, among remunerated QuickBooks Online Advanced users who had an opinion.
  2. Based on a QuickBooks commissioned survey April 2022, among remunerated QuickBooks Online Advanced users who had an opinion.
  3. Based on an Intuit survey of 2040 QuickBooks Online Payroll customers in February 2023.
  4. Based on an Intuit survey of 2040 QuickBooks Online Payroll customers in February 2023. Results are based on customer reported savings per week. On average, respondents who report time savings save 3.93 hours per week.