Thanks for reaching out to us, mbell1.
While we're unable to directly recommend what software to use, you'll want to visit our QuickBooks App Market to search for one. There are plenty of third-party applications integrated to QuickBooks Online that can help boost your company's financial forecasting and reporting.
You may also search for an app for both your firm and your clients through the Apps menu. Here's how to do it:
- Sign in to your QBOA account.
- Select Apps from the sidebar menu.
- Head to the Find apps tab.
- Enter a keyword in the search bar or click the Browse category drop-down menu to filter the results.
Lastly, here's an article that you can read to learn how to find, add, and manage apps in QuickBooks Online Accountant: Install and use apps.
Do you have any other questions in mind? Feel free to leave them below and I'll get back to you.