Accounting Professionals Can Now Organize and Manage All Their Clients In QuickBooks Online Accountant, Including Non-QuickBooks Clients
MOUNTAIN VIEW, Calif.-Tuesday, March 20th 2018 [ AETOS Wire ]
(BUSINESS WIRE) --
Delivering on its open platform approach to provide seamless
integrations across an ecosystem of accounting-focused solutions, Intuit
(Nasdaq:INTU) today announced that QuickBooks Online Accountant (QBOA)
now allows accounting professionals to manage all of their clients –
even those that don’t use QuickBooks – within the product. This
innovation is now available globally for QBOA users in the United
States, Canada, United Kingdom, Australia, South Africa and France. It
enables accountants to organize and view client information, notes and
details in one consolidated place – meaning fewer headaches, missed
deadlines and confusion.
“With
this new capability, QBOA continues to evolve as the one place for our
accounting and tax professionals to meet the needs of all their clients,
no matter what accounting product or spreadsheet tool they use,” said
Rich Preece, leader of the Accountant Segment, Small Business and Self
Employed Group at Intuit. “We’re pleased our open platform strategy
continues to provide value and helps meet the practice management needs
of all our accounting partners – regardless of the products used by
their client base.”
This
latest QBOA enhancement is yet another proof point in Intuit’s open
platform approach, which ensures that different solutions work together
seamlessly, providing accounting and tax professionals with the vital
information and insights they need, when they need them to help their
small business and self-employed clients thrive.
QBOA
users can add their non-QuickBooks clients in two ways. The first is to
simply click on the “Add client” button located on the QBOA home page,
enter the client’s contact information and select “no subscription right
now.” The second option is called “Quick add,” which enables
accountants to add non-QuickBooks clients in three clicks while in the
process of creating workflows to manage that client. Accountants click
on the Work tab within QBOA, select “Create project” or “Create client
request,” and then click “+Add new” to create a new project or request
for their client. The new client task will be added to the accountant’s
practice management dashboard so the firm can engage and manage client
work immediately.
Once
a non-QuickBooks client is added to the accountant’s QBOA client list,
the accountant can then add client notes as well as create, assign and
track projects and tasks for that client in the same way they can for
their QuickBooks Online clients. The accountant can also send client
requests for source documents, such as bank statements, through
QuickBooks Online Accountant as well as store those documents within
QBOA.
The
result is a complete client list within the QuickBooks Online
Accountant client dashboard from where accounting professionals can
track, monitor and perform tasks from one place to ensure nothing falls
through the cracks.
For more information, please visit https://quickbooks.intuit.com/accountants/online/.
About Intuit
Intuit’s
mission is to Power Prosperity Around the World. Its global products
and platforms, including TurboTax, QuickBooks, Mint and Turbo, are
designed to empower consumers, self-employed, and small businesses
to improve their financial lives, finding them more money with the least
amount of work, while giving them complete confidence in their actions
and decisions. Intuit’s innovative ecosystem of financial management
solutions serves partners and 46 million customers worldwide, unleashing
the power of many for the prosperity of one. For the latest news and
in-depth information about Intuit and its brands, visit Intuit.com and follow on Facebook.
Contacts
Intuit Inc.
Mindy King, 214-387-2244
mindy_king@intuit.com
or
Access Communications
Jen Garcia, 415-844-6244
jeng@accesstheagency.com
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