QuickBooks Online suits a wide variety of clients. We’ve looked at some of the most popular, as a way to prioritise which clients to convert first and why this is a great time of the year to migrate your clients to QuickBooks.
Shoebox and Excel clients
QuickBooks Online makes manual bookkeeping a thing of the past. Save time and improve your accuracy by cutting manual calculations. Direct bank feeds, automatic reporting, and other smart features will give you back the time you need to guide your clients to success.
A cloud-based solution is perfect for clients who have outgrown their desktop solution or want to manage their books on the go. Our cloud system keeps you in the loop all year long. So no more late nights or last-minute rushes at BAS time.
Small businesses with staff
Are your clients ready for Single Touch Payroll? QuickBooks Online integrated payroll (provided by Keypay) streamlines payday with features that simplify the payroll processes and keep you and your client compliant.
Clients on the run
Your clients can now run their business anywhere, anytime and on any device. With flexibility, simplicity and security at their fingertips, they can access customer info, send invoices, capture photos of receipts, and more, all on the go.
Taking the lead
To help your clients get comfortable with QuickBooks Online, give it a go yourself. If you’re not already using ‘Your Books’ in QuickBooks Online Accountant, try the demo file. See how quick it is to set up, show the benefits of payroll or talk them through running a business from our mobile app. We also have online training and a Sydney-based Customer Success team to help you and your clients along the way.
You’ll find a whole stack of useful resources in your QuickBooks Online Accountant dashboard under the ‘ProAdvisor’ tab.