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2017-12-18 20:23:43QuickBooks Online AccountantEnglishThe new workflow feature in QBOA lets you plan, assign and collaborate with your team and your clients through one shared dashboard. Learn...https://quickbooks.intuit.com/au/resources/au_qrc/uploads/2017/12/Email-video.pnghttps://quickbooks.intuit.com/au/resources/quickbooks-online-accountant/set-and-never-forget-with-projects/Set and Never Forget with Projects | QuickBooks Online Accountant

Set and never forget with Projects

2 min read

QuickBooks Online Accountant (QBOA) is designed to help you and your team manage your clients from one login. You can access your client’s business data when you want, request and track information from them as well as manage all your activity in one place so nothing falls through the cracks.

Take a look at Work in action

Want a bird’s eye view of what needs to get done this week, this month, this quarter? Maybe you’d like to see what work you have on by client or by team member? Now you can with the new workflow feature in QBOA.

When you go to Work (the new workflow tab) you can see and manage every project in progress in your practice. Plan, assign and collaborate with your team and your clients through one shared Work dashboard and never miss a deadline again.

Take a tour of Work and learn how your practice can grow to be more efficient and collaborative.

Introducing secure client collaboration

Are your practice’s tasks stalled due to missing documentation? Take the wait time out of getting information from your clients with the new Client Request feature in QBOA.

When you go to Work (the new workflow tab) you can see all the projects or jobs in progress for your practice. Got a query for your client? Missing some documentation? Now, you can request information and documents securely through QBOA and your clients can reply directly with the information you’re after.

We’ve even included email functionality and alerts in their QuickBooks Online file so you can be sure your clients receive your message loud and clear.

Take a tour of Client Requests and receive the information you need, first time, every time.

Set and never forget your reoccurring tasks

When it comes to managing your practice, you shouldn’t be bogged down in the tedious admin of scheduling jobs that occur all the time. We’ve updated the functionality in your QBOA Work Tab to create those reoccurring tasks with greater ease.

When it comes to managing your practice workflow, manage all the jobs you have on the go with Projects. This feature helps you track and automate those repeating tasks, like BAS statements or payroll, at the frequency you choose.

So now you can focus on providing your clients with insights and ongoing value, instead of focusing on the systems required to run your business.

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Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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