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BENEFITS FOR CLIENTS

Help your clients work smarter

With QuickBooks Online, your clients can collaborate in real time, automate time-consuming tasks, and get a clear view of their business performance. Integrated tools and third-party apps let them take payments, manage payroll, track time, and more—all in one place.**


Sign in to QuickBooks Online Accountant to add clients and choose the subscription that fits their needs. 

Start adding clients
Female accountant talking with male client

Do more and earn more with the QuickBooks Online ecosystem

Find a plan for your client
Male business owner sending an invoice on mobile device

The payment features in QuickBooks Online allow your clients to take payments online or in person by credit or debit card, bank transfer, or with Apple Pay,® PayPal, or Venmo.** QuickBooks then automatically reconciles their books and adds the deposits for every payment they accept.**

Female business owner tracking time on mobile device

By combining QuickBooks Online with integrated tools like QuickBooks Time** and QuickBooks Payroll,** your clients can more easily manage people, projects, and payroll. Your clients can track time, pay their team, and access health benefits and HR support from one platform. Plus, they can seamlessly sync time tracking data to accounting for more efficient payroll and invoicing.

QuickBooks Ledger banking interface detail

When you migrate clients to the new QuickBooks Ledger, you can manage their files end-to-end, or encourage them to get involved by signing in to connect their bank feeds, review their transactions, or view their reports.

third-party app directory

Over 750 industry-specific apps help your clients tailor QuickBooks to meet the unique needs of their industry and business.**


More complex clients can use a combination of QuickBooks Online Advanced and third-party apps to create one powerful financial solution. 

Explore the power of all-in-one business management for your clients

Automate and reportCollaborateWork your way
Time-saving automation

Time-saving automation

You and your clients can boost productivity and spend less time entering data by streamlining everyday tasks. Use automated features to simplify invoice approvals, track and calculate sales tax, manage bank reconciliations,** categorize expenses, and more.

QuickBooks Online customer running sales report on mobile device

Reports tailored to fit your clients’ needs

Customizable reports and real-time insights show your clients how their business is doing, and where they can improve.

Plus, reports that your clients customize or mark as a favorite in Desktop will appear online after migration, making the transition faster. 

How can QuickBooks help your client?

This helps us personalize the rest of the quiz, so we can recommend the products that fit your client’s needs.

Choose all that apply
  • Our solutions can help you:
    Track income and expenses, stay tax-ready, invoice, pay bills, manage inventory, run reports, and more.
  • Our solutions can help you:
    Auto-pay employees and contractors, get payroll taxes done for you, stay compliant with HR laws, and access 401(k) and healthcare to offer your team.
  • Our solutions can help you:
    Know when and where your team is working, approve timesheets, and make schedule changes from any device.
Choose one
  • This is a good fit if:
    You need to handle basic accounting tasks and get a business started on the right foot.
  • This is a good fit if:
    You want all the standard features, plus an easier way to organize and pay bills and collaborate with your team.
  • This is a good fit if:
    You need extra capabilities to help scale your business. Track all your projects in one place, get alerts when inventory is low, track cost of goods, and more.
  • This is a good fit if:
    You need to run a large, complex business efficiently with our most customizable tools. Get deeper insights, send multiple invoices at once, connect premium apps, back up data automatically, and much more—all with a dedicated account team to help 24/7.
Choose one
  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one
  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one
  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    All reports we have to offer, including everything from our comprehensive category

    Customizable dashboards to monitor key metrics at a glance

    Ability to measure performance against several criteria

Choose one
  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    All reports we have to offer, including everything from our comprehensive category

    Customizable dashboards to monitor key metrics at a glance

    Ability to measure performance against several criteria

Choose one
  • This is a good fit if:
    You need to handle basic accounting tasks and get a business started on the right foot.
  • This is a good fit if:
    You want all the standard features, plus an easier way to organize and pay bills and collaborate with your team.
  • This is a good fit if:
    You need extra capabilities to help scale your business. Track all your projects in one place, get alerts when inventory is low, track cost of goods, and more.
  • This is a good fit if:
    You need to run a large, complex business efficiently with our most customizable tools. Get deeper insights, send multiple invoices at once, connect premium apps, back up data automatically, and much more—all with a dedicated account team to help 24/7.
Choose one
  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one

  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one
  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    All reports we have to offer, including everything from our comprehensive category

    Customizable dashboards to monitor key metrics at a glance

    Ability to measure performance against several criteria

Choose one
  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    -All reports we have to offer, including everything from our comprehensive category

    -Customizable dashboards to monitor key metrics at a glance

    -Ability to measure performance against several criteria

Choose one
  • You have employees if:
    You use W-2 tax forms to report their wages and payroll tax withholdings.
  • You have contractors if:
    You use 1099 tax forms to report their wages.
Choose one
  • This is a good fit if:
    You’re looking to cover your team’s basic payroll and benefits needs.
  • This is a good fit if:
    You want all the standard features plus some extra ways to take care of your team, including getting workers’ comp quotes right in QuickBooks.
  • This is a good fit if:
    You want access to our most comprehensive payroll and HR tools, including coverage for up to $25,000 in the unlikely event of an IRS fine and support from our Tax Resolution team to resolve the issue.
Choose one
  • What does this include?

    Step-by-step help

    Troubleshooting assistance

    Tips and resources

  • What does this include?

    Expert product support

    Review of your payroll setup by a QuickBooks expert

    Data-entry review if you're switching from another provider

Choose one
  • What does this include?

    Step-by-step help and troubleshooting assistance

    Review of your payroll setup by a QuickBooks expert

    Data-entry review if you're switching from another provider

  • What does this include?

    Expert product support

    Expert review

    Prioritized support, day or night

    Payroll setup will be done for you

Choose one
  • What does this include?

    Step-by-step help and troubleshooting assistance

    Review of your payroll setup by a QuickBooks expert

    Data-entry review if you're switching from another provider

  • What does this include?

    Expert product support

    Expert review

    Prioritized support, day or night

    Payroll setup will be done for you

Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
  • What does this include?

    Support center resources

    Guidance from a certified HR advisor on critical issues

    Custom handbooks and policies made just for you

Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
  • What does this include?

    Support center resources

    Guidance from a certified HR advisor on critical issues

    Custom handbooks and policies made just for you

Choose one
  • This is a good fit if:
    You need to handle basic accounting tasks and get a business started on the right foot.
  • This is a good fit if:
    You want all the standard features, plus an easier way to organize and pay bills and collaborate with your team.
  • This is a good fit if:
    You need extra capabilities to help scale your business. Track all your projects in one place, get alerts when inventory is low, track cost of goods, and more.
  • This is a good fit if:
    You need to run a large, complex business efficiently with our most customizable tools. Get deeper insights, send multiple invoices at once, connect premium apps, back up data automatically, and much more—all with a dedicated account team to help 24/7
Choose one
  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one
  • What else is included?

    Expense reports

    Balance sheets

    Invoice lists

  • What else is included?

    All standard reports

    Accounts payable and receivable reports

    Ability to create custom tags and run reports for a detailed view of where you make and spend the most

Choose one

  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    All reports we have to offer, including everything from our comprehensive category

    Customizable dashboards to monitor key metrics at a glance

    Ability to measure performance against several criteria

Choose one
  • What else is included?

    All standard reports like profit & loss, balance sheets, and accounts payable and receivable

    Extra sales and profitability reports

    Budgeting, expense, and class reports

    Access to templates to customize reports to your needs

  • What else is included?

    All reports we have to offer, including everything from our comprehensive category

    Customizable dashboards to monitor key metrics at a glance

    Ability to measure performance against several criteria

Choose one
  • This is a good fit if:
    You’re looking to cover your team’s basic payroll and benefits needs.
  • This is a good fit if:
    You want all the standard features plus some extra ways to take care of your team, including getting workers’ comp quotes right in QuickBooks.
  • This is a good fit if:
    You want access to our most comprehensive payroll and HR tools, including coverage for up to $25,000 in the unlikely event of an IRS fine and support from our Tax Resolution team to resolve the issue.
Choose one
  • What does this include?

    Step-by-step help and troubleshooting assistance

    Review of your payroll setup by a QuickBooks expert

    Data-entry review if you're switching from another provider

  • What does this include?

    Expert product support

    Expert review

    Prioritized support, day or night

    Payroll setup will be done for you

Choose one
  • What does this include?

    Step-by-step help and troubleshooting assistance

    Review of your payroll setup by a QuickBooks expert

    Data-entry review if you're switching from another provider

  • What does this include?

    Expert product support

    Expert review

    Prioritized support, day or night

    Payroll setup will be done for you

Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
  • What does this include?

    Support center resources

    Guidance from a certified HR advisor on critical issues

    Custom handbooks and policies made just for you

Choose one
  • What does this include?
    Access articles and resources created by HR pros that help you stay compliant and learn best practices.
  • What does this include?

    Support center resources

    Guidance from a certified HR advisor on critical issues

    Custom handbooks and policies made just for you

Choose all that apply
  • Why this is beneficial:
    Record how much your team is driving during the workday to simplify tax filing and expense reimbursement.
  • Why this is beneficial:
    Know when your team enters or leaves a job site, and send automatic reminders to clock in and out.
  • Why this is beneficial:
    Keep everyone on the same page with a central place to leave notes on job progress.
  • Why this is beneficial:
    Let your team sign their timesheets conveniently on their mobile device, and get proof of work completed.

Ready to migrate your clients to QuickBooks Online?

Get started now

Show clients why businesses are switching to the QuickBooks ecosystem

How the move to Online helps businesses get more done


WashPros QuickBooks customer story
ARTICLE

WashPros

See why this woman-owned business migrated to QuickBooks Online to save time and money.

Read more
Cabo Yacht Charters QuickBooks customer story
ARTICLE

Cabo Yacht Charters

Cabo Yacht Charters uses QuickBooks Online to sail the high seas with flexibility and ease.

Read more

Let us help you get started

Call us at 1-855-315-4577 to connect with our experts and learn more about choosing the right products for your clients.