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QuickBooks Ledger | FAQs

by Intuit• Updated 3 weeks ago

QuickBooks Ledger has been designed for accounting professionals to service clients and/or entities with basic accounting needs. 

To help you understand what QuickBooks Ledger can help you achieve for your clients, see its full range of features below:

FeatureAccess Level
Automated bank feedsClient and Firm Access
Import bank transactions Client and Firm Access
Reconcile bank transactionsClient and Firm Access
Automated transaction codingClient and Firm Access
Financial Statements & ReportsClient and Firm Access
Client access to connect bank feedsClient and Firm Access
Client access to reportsClient and Firm Access
Client access for bank reconciliationClient and Firm Access
Access via QuickBooks Online Accountant (QBOA) Firm Only Access
Available to purchase in QuickBooks Online AccountantFirm Only Access
3rd-Party app connectionsFirm Only Access
Track sales income and taxesFirm Only Access
Create and send invoicesNot Available
Create and send quotesNot Available
Capture and organise receiptsNot Available
Manage and pay bills from suppliersNot Available

Frequently Asked Questions

FeatureQuickBooks LedgerSimple Start
Bank Connections - Daily Bank Feeds✔✔
Download Bank Transactions and Import✔✔
Reconcile Bank Transactions✔✔
Automated Transaction Matching✔✔
Financial Statements & Reports✔✔
Client Access to Connect Bank Feeds✔✔
Client Access to Reports✔✔
Client Access for Bank Reconciliation✔✔
Integration with Tax Filing Tools ✔✔
Practice Tools: QuickBooks Online Accountant (QBOA) or Xero HQ/Practice Manager ✔✔
3rd-Party App Connections✔✔
Import data from DT or Quickbooks✔✔
Apps Integration diagnosticsNot Available✔
Track sales and sales tax Not Available✔
Invoice and accept payments Not Available✔
Create and send estimates Not Available✔
Capture and organise receiptsNot Available✔

You can add your clients to QuickBooks Ledger through your QuickBooks Online Accountant (QBOA) account. You add subscriptions individually however if you need to add 10 or more Ledger subscriptions, our sales team is available to help.

No. QuickBooks Ledger is only available to accounting professionals with an active QuickBooks Online Accountant subscription, which means that your clients can’t sign up on their own.

No, you don’t have to but you can. You can use QuickBooks Ledger without providing your client with direct access. However, if you would like your client to log in to connect their bank feeds, view their transactions, or upload documents, you can give them access. 

You can provide client access by inviting your client into the file via Manage Users in Settings. Alternatively, when you set up the QuickBooks Ledger subscription you can give them primary admin access.

Yes. Since QuickBooks Ledger is a part of the QuickBooks Online family, you can upgrade your clients to QuickBooks Online Simple Start, Essentials, Plus, or Advanced depending on what they need to manage their business.

Downgrading from other QuickBooks Online subscriptions into QuickBooks Ledger is currently restricted and you can only set up new clients/companies on Ledger.

No. QuickBooks Ledger is only available in QuickBooks Online Accountant and is non-transferrable. Should your client upgrade to another QuickBooks product, you will then be able to transfer the billing to your client.

Should you require more information, please connect with your Partner Manager or contact our support team.

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