Communicate With Your Accountant in QBO

By Adeline Bertrix

1 min read

When you own a small business, keeping track of everything you have to do can be a job in itself. Those time-consuming, behind-the-scenes tasks that keep the lights on require a lot of attention—and even more time. Between emails, text messages, voicemails and snail mail, collaborating with business partners like your accountant requires some serious juggling skills.

Starting today, communicating with your accountant will be easier than ever before, thanks to exciting new features that are completely free and ready to use within your existing QuickBooks® Online account. Just click on the “My Accountant” tab on the left navigation bar, and you’ll be able to receive messages, share documents, manage deadlines and more, all in one place.

Ready to achieve “Dream Team” status with your accountant? Here’s how to do it.

Track Requests From Your Accountant in One Central Location

Now, your accountant can send you messages and document requests with due dates directly within QuickBooks Online. Tracking your tasks by deadline makes it easy to manage your workload.

Optional email notifications let you know when your accountant has sent you a message or document within QuickBooks Online, so you won’t miss a thing.

Securely Share Important Documents Within QuickBooks Online

You can respond to your accountant’s requests and share documents securely inside QuickBooks. Rest easy knowing your sensitive information is safe.

Easily Access and Organize Your Shared Documents

View, download and delete the documents you’ve shared with your accountant all in one place. Quickly sort by name and date to find what you need in a flash.

In order to take advantage of these features, your accountant will need to connect to your QuickBooks Online account via QuickBooks Online Accountant. If you already have an accountant, simply invite them to connect through QuickBooks Online Accountant for free.

Still searching for an accountant? Finding a Certified QuickBooks ProAdvisor with expertise in your industry is easier than you think!

As a small business owner, nothing can replace the satisfaction of crossing things off your to-do list—but streamlined communication sure comes close. Take your new features for a spin today!

 

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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