Accountants Professional Tax and Accounting Solutions

As a result, businesses are increasingly turning to accountants as trusted advisors, rather than just compliance specialists. Accountants are stepping up to the challenge and leveling up their work. QuickBooks Accountant Desktop, an on-premise accounting software, provides bookkeepers and accountants with special tools for serving their clients who use QuickBooks Desktop Pro or Premier.

Accounting Software

• Nearly all respondents (99%) say they’ve used AI to help clients over the last 12 months.
• Nothing is actually imported, but you’ll have real-time access to their QuickBooks account through a portal in your QuickBooks Online Accountant.
• Also, you can manually choose the start and end dates of the previous quarter to pull up the data you want to view.
• Scale confidently with multi-entity management designed to enhance productivity and profitability for the most complex operations.
• Sign up to receive more well-researched accounting articles and topics in your inbox, personalized for you.
• Intuit provides several training resources to help familiarize you with QuickBooks.

Technology is cutting time with compliance, and creating a new standard of excellence when it comes to strategic business advisory. The platform also has some helpful features that make it easy to transfer and access your clients’ QuickBooks company files. For instance, you can open client files from the preceding two years without updating the file. This enables your client to still access the file with their older version of QuickBooks.

Intuit’s QuickBooks Online Phone Support

You can earn ProAdvisor points and rewards, such as free training and software discounts, by completing actions like doing QuickBooks Online training, adding clients, and achieving QuickBooks certifications. If your client already has a QuickBooks Online account, ask them to send you an invitation link to become their accountant. Once you receive it, sign in using your user ID and password, and select the correct firm if you manage multiple firms. In comparison, Xero Practice Manager struggles with poor customer support and a weaker feature set, which doesn’t justify its cost.

Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Inc., or its affiliates do not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Eight in 10 (83%) respondents agree that while the rate of inflation has slowed, high prices and higher interest rates still pose a threat to their clients’ growth over the next 12 months. If you have clients who use Pro or Premier versions of QuickBooks Desktop, then you need QuickBooks Accountant Desktop.

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• Accountants probably aren’t worried that AI will replace them — they’re likely more worried about accuracy.
• QuickBooks Online Accountant is a cloud-based practice management software tailored to accounting professionals handling clients who use QuickBooks Online.
• You can also set up partial payments, schedule recurring transactions, and create A/P reports so that you can better track and manage your payables.
• The menu lets you access the special tools you need, such as the Accountant Center and the Client Review tool.
• One of the key ways that accounting firms can manage this challenge is by embracing technology.

It’s best to conduct additional research and reach out to actual users who have experience with the software. QuickBooks Online Accountant could have earned a better rating in my review if it provided direct phone support. Currently, you first send a request, and then an agent will call you back when they are available to assist you. If your client wants you to handle their payroll, you can add QuickBooks Payroll to their account.

Once you complete the training, pass the exam, and become a QuickBooks ProAdvisor, you’re eligible to list your profile for free in the Find-a-ProAdvisor Directory. Essentially, the faster your firm grows and earns points, the faster you’ll elevate your status and gain access to rewards. Then, you’ll need to tell QB Support exactly what you need help with. You can select customer and vendor payments, track time, and payroll using QuickBooks, or ask about something else. Once you’ve connected with support, you’ll want to share any error message you received.

Meanwhile, TaxWorkFlow offers decent support and bookkeeping features but lacks the same level of usability, making it less ideal for firms seeking simplicity. Overall, my assessment found that QuickBooks dominates in both functionality and user satisfaction. At Fourlane, our QuickBooks experts love helping our clients grow in their knowledge and gain the most from their QuickBooks edition. Empowering QuickBooks users with valuable resources, training, insight, and support gives us a sense of fulfillment.

Instead, they’ve focused on building a quality platform for the community, where many of the challenges a user faces will likely have a solution someone else has discovered. In addition to Intuit’s Community Forum, you may also see references to Intuit’s Knowledge Base and Help Center. Each resource is part of Intuit’s main Learn and Support page, where you can search for specific topics, videos, articles, and community support. Keep me posted if you have additional questions about changing your address or phone number or other account-related concerns. I enter the date filter (by quarter) and it shows previous months and they are random.

Not far behind is better communication (59%) and increased capacity to collect data for strategic advisory (59%). Working with tech advanced clients impacts job satisfaction as well. More than 1 in 2 (55%) respondents say working with these clients keeps job satisfaction high. Accountants aren’t just leveraging technology for added benefits in their work — they’re also choosing to partner with more tech-advanced clients.

Is QuickBooks Online Accountant Right for You?

If you upgrade to Premium or Elite, you’ll get access to HR tools, such as onboarding checklists and performance tools. This includes adjusting entries and mapping account balances to specific tax lines. You can also view your firm’s upcoming deadlines and urgent tasks and filter by clients, assigned team members, or type of task. Additionally, you can manage employee permissions by quickbooks accountant support allowing access to specific information. The client menu lets you add new clients, edit existing clients’ details, or make a client inactive. Intuit makes multiple versions of QuickBooks and provides different direct support options for general QuickBooks questions and more advanced or version-specific questions.

A good accounting practice management software should offer fundamental bookkeeping features to support your firm. Some of the essential bookkeeping features the Fit Small Business accounting team looks for include general ledger (GL), A/P, and A/R management. QuickBooks Online Accountant is a cloud-based practice management software tailored to accounting professionals handling clients who use QuickBooks Online. It allows seamless access to client books, making it easy to manage transactions, review records, and make necessary adjustments. The platform also includes QuickBooks Online Advanced, which you can utilize for your own firm’s operations. For some accounting firms, compliance work can be a significant drain on resources, leaving little time for providing more value-added services to clients.

Customized Solutions for Enterprise Users

QuickBooks Online Accountant isn’t just a portal to your client’s books—it’s the one place to grow and manage your entire practice, at your pace. The program essentially has the same user interface as the other QuickBooks Desktop products, except for the addition of the Accountant menu. The menu lets you access the special tools you need, such as the Accountant Center and the Client Review tool. QuickBooks Accountant Desktop allows you to run various standard reports, such as profit and loss statements, balance sheets, cash flow statements, and more. You can also create customized reports to meet your specific business needs. They specify a dividing date, usually the end of the most recent period.