QuickBooks Online Accountant

QuickBooks Online Accountant is a platform designed to support accountants and bookkeepers to manage their practice and their clients in one place. This support includes a free QuickBooks Online Plus subscription you can use to manage your firm financials. This is found under Your Books in the left navigation of QuickBooks Online Accountant. 

With QuickBooks Online Advanced, you’ll have access to the latest functionality to help you manage your practice better.

An example of the new functionality you’ll soon be able to use includes:

Tasks

Streamline activities in your firm by creating and allocating firm related tasks for yourself and/or your team members. Create tasks to automatically repeat every day, week, month or year. Set the date the tasks are to start and to end. You can even attach documents like workpapers or checklists to your tasks. Best of all, you can easily filter your task information to review the status of tasks assigned to yourself or your team members.



Please note the Tasks created in Your Books differ from the Project Tasks created in Work. Consider Project Tasks to relate to client-related tasks and Your Books Tasks to relate to firm-related tasks.

Workflows

The powerful workflow functionality in QuickBooks Online Advanced boosts productivity by automating the firm’s business processes. You can customize key practice related processes relating to invoices, bills and expenses and receive automatic notifications or approval requests to keep the practice running smoothly and consistently.

Roles and Permissions

To have better control over what your team can see and edit in QuickBooks Online Accountant, we’ve introduced enhanced roles and permissions. You can create roles and assign the required permissions to them, then assign the role to the relevant team member.

You can learn more about the functionality of QuickBooks Online Advanced by reviewing the additional information and training here.