New features in QuickBooks Online Accountant

By Jake Martin

2 min read

Today we are pleased to announce some exciting developments to our QuickBooks Online Accountant product.  We pride ourselves on working closely with our customers to ensure that the evolution of our products reflects the changing demands placed upon them, and know that accountancy professionals are under increasing pressure to develop the services they’re delivering and the tools they are using. The updates we’re implementing today have been developed following feedback from our global customer base who are looking for ways to increase efficiency, save time and improve collaboration between their colleagues and clients.

Existing QuickBooks Online Accountant customers will have the option to ‘Try it now’ with the button located at the top of their QuickBooks Accountant screen.

This is the first in a series of updates that will come this year which will enable accountancy professionals to make better use of cloud-based platforms.

The key changes visible from today include:

–        New Client List – visible from the home screen, accountants can check out notes assigned against each client by clicking on their company/client name, emails can be sent directly from this page and tasks can be carried out.

New ' Client List' Feature in QuickBooks Online Accountant

New ‘ Client List’ Feature in QuickBooks Online Accountant (click the image to see complete screenshot)

–     Notes and Tasks – accountants within the same firm can now collaborate together seamlessly, to ensure their tasks and notes are assigned against the relevant client and the correct accountant owner is assigned to complete the task by a set date. Users can create and share tasks quickly, securely and seamlessly with all colleagues.

Create Notes and tasks quickly, securely and seamlessly with this new feature in QuickBooks Online Accountants. (click the image to see complete screenshot)

Share the notes or tasks with your accountants/employees/ colleagues in your firm.

–        Unlimited users – Add in as many Accountant users to your firm. Once added, they can work on the books of your clients and carry out their accounting/bookkeeping tasks. You can also send them notes and assign tasks with due dates so they can manage their day to day work within QuickBooks Online Accountant. All invitees will get their own unique QuickBooks Online Accountant login, so you can manage your own firm’s workflow effectively by collaborating with other accountants/employees in your firm.

Invite an unlimited number of employees linked to your firm via the Employees tab

If you want to try these new features login or signup to QuickBooks Online Accountant or the QuickBooks Cloud ProAdvisor Programme – it’s free.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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