QuickBooks Ledger | FAQs
by Intuit• Updated 1 week ago
Since 2019, QuickBooks Firm Only Ledger has been available to help accountants manage low-transacting, non-trading, or ‘do it for me’ clients.
With the global launch of the purpose-built QuickBooks Ledger in mid 2024, we will discontinue selling QuickBooks Firm Only Ledger on 1 August 2024. However, we will continue to support this product and any promotional offers for the foreseeable future.
To help you understand the differences between these two products, outlined below is a comparison of each product’s features to help you choose the best ledger product for you and your clients.
Feature | QuickBooks Ledger | QuickBooks Firm Only Ledger |
---|---|---|
Automated bank feeds | Client and Firm Access | Firm Only Access |
Import bank transactions | Client and Firm Access | Firm Only Access |
Reconcile bank transactions | Client and Firm Access | Firm Only Access |
Automated transaction coding | Client and Firm Access | Firm Only Access |
Financial Statements & Reports | Client and Firm Access | Firm Only Access |
Client access to connect bank feeds | Client and Firm Access | Up to 60 days |
Client access to reports | Client and Firm Access | Not Available |
Client access for bank reconciliation | Client and Firm Access | Not Available |
Integration with QuickBooks Tax powered by LodgeiT for BAS and Tax lodgment | Firm Only Access | Firm Only Access |
Access via QuickBooks Online Accountant (QBOA) | Firm Only Access | Firm Only Access |
Available to purchase in QuickBooks Online Accountant | Firm Only Access | Not Available |
3rd-Party app connections | Firm Only Access | Firm Only Access |
Track sales income and GST | Firm Only Access | Firm Only Access |
Create and send invoices | Not Available | Firm Only Access |
Create and send quotes | Not Available | Firm Only Access |
Capture and organise receipts | Not Available | Firm Only Access |
Manage and pay bills from suppliers | Not Available | Not Available |
Should you require more information, please connect with your Partner Manager or call the team on 1800 618 521.
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:
Feature | Access Level |
---|---|
Automated bank feeds | Client and Firm Access |
Import bank transactions | Client and Firm Access |
Reconcile bank transactions | Client and Firm Access |
Automated transaction coding | Client and Firm Access |
Financial Statements & Reports | Client and Firm Access |
Client access to connect bank feeds | Client and Firm Access |
Client access to reports | Client and Firm Access |
Client access for bank reconciliation | Client and Firm Access |
Access via QuickBooks Online Accountant (QBOA) | Firm Only Access |
Available to purchase in QuickBooks Online Accountant | Firm Only Access |
3rd-Party app connections | Firm Only Access |
Track sales income and taxes | Firm Only Access |
Create and send invoices | Not Available |
Create and send quotes | Not Available |
Capture and organise receipts | Not Available |
Manage and pay bills from suppliers | Not Available |
Frequently Asked Questions
Should you require more information, please connect with your Partner Manager or contact our support team.
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