As a bookkeeper, you have a unique perspective on managing your client's needs effectively, Bev. Rest assured, we can find the best product that supports your input and customer self-entry in QuickBooks, ensuring a smooth workflow for everyone involved.
QuickBooks Desktop Accountant will be an excellent fit for you since it provides tools tailored for bookkeeping professionals. It allows you to manage multiple clients efficiently while giving them the flexibility to input data as needed. This way, you can oversee the accounting processes while supporting your clients.
It also offers several key features like:
- Client Data Review
- Batch Transactions
- Accountant Toolbox
- Multi-User Access
- Reporting Tools
For more details, see this link: QuickBooks Accountant Desktop Accounting Software.
Also, some of the QuickBooks Desktop (QBDT) versions have been discontinued. The only available desktop product for your client is QuickBooks Desktop Enterprise. This robust version provides comprehensive features that meet their business needs, especially if they require advanced capabilities such as enhanced reporting and inventory management.
You can visit this page about the product that Intuit no longer sells: Can't buy QuickBooks Desktop US subscriber.
Since you mentioned that some of your clients handle their own data input while you manage the input for others, they can also use QuickBooks Online (QBO) for greater flexibility and collaboration. QBO allows you and your clients to access real-time data anytime, from any location. It can streamline your workflow since you and your clients can work in the same system simultaneously, which is often more efficient for bookkeeping tasks.
We also have QuickBooks Online Accountant (QBOA) if you want a cloud-based solution. This product allows you to manage multiple clients seamlessly from anywhere. Key features include:
- Real-Time Collaboration
- Client Management
- Automated Reporting
- Bank Feeds
- Mobile Access
To learn more about the product, you can see the articles below:
Furthermore, see this link to learn about setting up and using different reports in QuickBooks Desktop to understand your cash flow: Track your cash flow.
Tag my name in the comment below if you have other questions about a product that suits your needs. I want to ensure you can get the best product for your business.
