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accountants

QuickBooks Ledger - Your Solution for Less-Complex Clients

QuickBooks Ledger is a powerful solution designed to support accountants in efficiently managing their low transacting or non-trading clients' finances. It integrates seamlessly within QuickBooks Online Accountant (QBOA), delivering streamlined accounting that saves time and increases productivity. By leveraging QuickBooks Ledger, accounting professionals can serve low complexity clients with ease, achieving better outcomes and significant cost savings.

Streamlining Your Accounting Workflow

QuickBooks Ledger delivers a solution to automate manual workflows for low transacting or non-trading clients. It streamlines accounts preparation, reduces time spent switching between accounting solutions, and efficiently manages clients all in one place. Additionally, since Ledger is built into QuickBooks Online Accountant, you can still communicate with your team and clients via your existing practice management tools.

Meeting Your Clients' Needs More Efficiently

With automated bank feeds and coding, QuickBooks Ledger ensures accountants are working with the latest and most accurate data at all times. Clients’ bank transactions flow into Ledger automatically, reducing manual data entry, and enabling access to real-time data. Accountants can manage their client’s books end-to-end, or invite their clients to log in to connect their bank feeds, review their transactions, or view their reports. As a part of the QuickBooks family, you can easily upgrade a client from Ledger to another QuickBooks Online plan to support their growing business.

Accelerating Firm Growth

Maximise opportunities to support your firm's growth using QuickBooks Ledger. Ledger automates time-consuming manual accounting workflows for low transacting or non-trading clients, freeing up time for you to focus on high-value services your clients appreciate. QuickBooks Ledger works the same as QuickBooks Online, making adoption easy, team onboarding and training straightforward. 

As an accounting professional, managing basic accounting needs for low or non-trading clients can be time-consuming and inefficient. The good news is that QuickBooks Ledger provides a cost-effective solution. 

Significantly reduce the time spent on data entry work, increase operational efficiencies, and empower your clients with real-time financial insights. Say goodbye to manual bookkeeping and hello to QuickBooks Ledger. 

Get in touch today to find out how QuickBooks Ledger can help transform your accounting workflows.

Request a callback from your Account Manager or click to find out more about how QuickBooks Ledger can help transform your accounting workflows.