Exciting new features in QuickBooks Online will help your clients pay bills easier, calculate sales tax, and better manage projects and personnel.
These four new features will help your clients be more organized and accurate.
Helps clients organize all the pieces of a project in one place.
Allows your clients to bill incrementally and accept payments throughout the course of a job, instead of just at the beginning or end.
Ensures clients collect the right amount of sales tax every time, everywhere.
Helps your clients manage and pay contractors.
QuickBooks Online Accountant integrates seamlessly with QuickBooks Online
to help you manage all your clients, all for free.
Manage clients' books
Access your clients’ books directly from QuickBooks Online Accountant.
Access time-saving resources to cut out manual entry and work efficiently.
Work with clients easier with real-time file sharing and communication.
What is the difference between QuickBooks Online Accountant and QuickBooks Online?
QuickBooks Online Accountant is a free platform designed exclusively for accounting pros while QuickBooks Online is intended for small business clients. By signing up for QuickBooks Online Accountant, you have access to unique offerings such as the Accountant Toolbox, new practice management and client collaboration tools, training resources, and discounts for your clients. In addition, QuickBooks Online Accountant allows accountants like you to access all of the client books from one place instead of having to log into them separately.
How can I add new QuickBooks Online clients to QuickBooks Online Accountant? Also, how do I connect with my existing QuickBooks Online clients via QuickBooks Online Accountant?
a. To add a new QuickBooks Online client to QuickBooks Online Accountant, you can go to the Client tab, then click on “Add Client” on the top right hand corner. Then you can enter in your client’s information, choose the appropriate subscription, and then hit “Save.”
b. To add an existing QuickBooks Online client to QuickBooks Online Accountant, you can ask your client to send you an invitation to connect by logging into QuickBooks Online, going to the Gear icon at the top right hand corner, then clicking on “Manage Users.” Under the Accounting Firms section, your client can click on “Invite Accountant” and enter in your QuickBooks Online Accountant email address. You will then receive an invitation to connect via QuickBooks Online Accountant.
Which QuickBooks Online plan is right for my clients?
Quickbooks Online is available in three different plans: Simple Start, Essentials, Plus. Find the plan that works best for you and your clients here.