We know that as advisors to your clients you need to be on top of every change and addition that is made to QuickBooks Online. As accountants and bookkeepers, you also need to stay abreast of the changes to QuickBooks Online Accountant, so you can do your work in a more streamlined and efficient way.
That’s why we are introducing our “What’s New” webinar series. Each quarter a qualified accountant or bookkeeper from our QuickBooks Trainer and Writer Network will walk you through every detail of the updates and additions we developed for QuickBooks Online and QuickBooks Online Accountant.
Our latest webinar covered everything new in 2018 including the new Tax Centre for small businesses, banking improvements, default settings for products and services, new report styles and much more. Here are our top three new features.
Wholesale pricing for apps
To add another revenue stream to your practice we are rolling out wholesale pricing for selected apps for accountants and bookkeepers who use QuickBooks Online Accountant. You can pass this discount onto your clients or bundle the cost into your value pricing.
This will be available to all Advisors by the end of April 2017, so keep checking your Apps tab in QuickBooks Online Accountant for updates.
Customise your client list
We know you don’t view your clients as just one long, alphabetical list, so why should your client list in QuickBooks Online Accountant look that way? Customise and manage how you display your clients with the new client groups feature in QuickBooks Online Accountant.
This new functionality enables you to categorise and view your clients in a way that is relevant for your practice. Whether you run your business by type of client or regularity of work, you will be able to create grouping names and then easily drag and drop clients into their appropriate category.
Changes to the GST Centre for small businesses
If you have clients who are new to QuickBooks Online, there’s a chance they are seeing a new enhanced experience in their GST Centre. This change is incrementally being rolled out to new users of QuickBooks Online over the coming months.
This change introduces support for monthly IAS (to ensure monthly PAYGW is calculated correctly) and monthly activity statements.
We have also made significant changes to the overall BAS preparation experience including:
- renaming BAS Suspense to ATO clearing account
- a whole new BAS preparation experience
- creating journal entries as of the end of the statement period
- enhancing journal entries to show the details at an obligation level
Want to attend the next live webinar? All our upcoming training courses and events are available in your ProAdvisor Portal.