Accountant and bookkeeper product update - Your Books is now "Advanced"

QuickBooks Online Accountant is a platform designed to support ProAdvisors, accountants and bookkeepers, to manage their practice and their clients in one place. This support includes a free QuickBooks Online subscription to manage your practice financials, which is found under Your Books in the left navigation of QuickBooks Online Accountant. 

With the recent successful launch of QuickBooks Online Advanced, we have upgraded Your Books for ProAdvisors from a QuickBooks Online Plus subscription, to QuickBooks Online Advanced subscription, enabling you to use the latest functionality to help you manage your practice. This is at no extra cost to you, and no action is required from you to use the new Advanced functionality. 

An example of the new functionality you’ll be able to use once Your Books has been upgraded to Advanced  includes:

Tasks

Streamline activities in your practice by creating and allocating practice related tasks for yourself and/or your team members. Create tasks to automatically repeat every day, week, month or year. Set the date the tasks are to start and to end. You can even attach documents like workpapers or checklists to your tasks. Best of all, you can easily filter your task information to review the status of tasks assigned to yourself or your team members.

Please note the Tasks created in Your Books differ from the Project Tasks created in Work. Consider Project Tasks to relate to client-related tasks and Your Books Tasks to relate to practice-related tasks.

Workflows

The powerful workflow functionality in QuickBooks Online Advanced boosts productivity by automating the firm’s business processes. You can customise key practice related processes relating to invoices, bills and expenses and receive automatic notifications or approval requests to keep the practice running smoothly and consistently.

Roles and Permissions

To have better control over what your team can see and edit in QuickBooks Online Accountant, we’ve introduced enhanced roles and permissions. You can create roles and assign the required permissions to them, then assign the role to the relevant team member.

Want to explore all the features and functionality of QuickBooks Advanced? 

See all what QuickBooks Advanced has to offer. Discover QuickBooks Advanced

Interested to learn more about QuickBooks Advanced for your clients? Request a callback to speak to our Sales team. 

See QuickBooks Advanced in action 

Watch the webinar to learn more about QuickBooks Advanced for your clients. 

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