As a professional accountant, you understand the stress of dividing your time between multiple clients. Creating reports, tracking transactions, and communicating back and forth is time-consuming work. The shuffle of switching between clients and projects takes up time that you might otherwise invest in your practice, professional development, or personal life. Fortunately, there is a helpful and convenient tool designed specifically for financial professionals in your situation. QuickBooks Accountant can help you take your time back, all while making your work more efficient and fulfilling.
QuickBooks Accountant is a software program made for the needs of accountants and bookkeepers who serve multiple clients. It emphasizes collaboration, convenience, and a user-friendly interface. Instead of your work sprawling across multiple projects, QuickBooks helps you access and track financial data, create reports, manage transactions and collaborate with your clients on the same platform. You will love the ease of communication and simplified workflow, and your clients will love the timely and accurate results. Tools like batch transactions and advanced custom fields will help you meet their needs even more efficiently. With these features and more, QuickBooks Accountant is an indispensable tool that streamlines your work, saves you time, and helps you meet your clients’ needs.
Signing up for QuickBooks Accountant is simple and easy to do. The program will request that you enter some basic information, including your name, email, and the name of your company. Once you complete the registration, you will be able to access QuickBooks Online Accountant and will be ready to use the program. You will need internet access and your login information in order to get into your account.
Overview of QuickBooks Accountant Features
QuickBooks Accountant is designed to provide bookkeepers and accountants a reliable and efficient platform to manage the finances of multiple people or businesses. Its features are designed to promote efficiency and collaboration in accounting and bookkeeping, which helps you generate accurate results in minimal time.
QuickBooks Online Accountant allows you to manage and connect with multiple clients from a single dashboard, removing any guesswork from tracking financial information and staying organized. From there, you can easily switch between different accounts easily and take advantage of advanced reporting options, user roles, and permissions. Another convenient feature of the program is that users can easily and securely share financial data, files, and other information back and forth, and even allows multiple transactions to be sent at one time. The program also helps you avoid errors. With the Client Data Review feature, users can quickly identify and fix common mistakes in financial data, which helps you to ensure accuracy and compliance with relevant laws and regulations. Users also have the option of managing their entire inventory process via QuickBooks Online Accountant. These features save you time, streamline your workflow, and keep precious financial information safe.
These benefits are only the beginning of what Intuit QuickBooks offers busy financial professionals. QuickBooks Online Accountant also comes with a suite of specific features that help you provide the highest quality financial services. These features include:
- Direct access to clients’ QuickBooks account and tax returns
- Full sale billing
- Project and task management
- Real-time progress tracking
- Bank-level security
- Multiple user restriction options
- QuickBooks Self-Employed
- Use of other QuickBooks programs
- Free dedicated tech support
QuickBooks Accountant Benefits
QuickBooks Online Accountant allows you to manage all of your clients’ information from a single, centralized location. It’s very easy for your clients to add you as their accountant. They will simply edit the users of their account; then, they will navigate to the Invite my Accountant field, enter your name, and send an email. You will then see an email in your inbox explaining how to access QuickBooks Online Accountant.
QuickBooks gives you the power to work directly in your client’s accounts, which is an extremely convenient tool. You can easily navigate from your client list to a specific client’s QuickBooks page, and they can be confident that you have access to the necessary information you need while being restricted from other actions. Furthermore, you can add notes for each client and share documents in just a couple of clicks. All of these convenient features are possible because of QuickBooks’ bank-level security and free cloud storage. With a secure platform, your clients can have peace of mind that their information is safe.
Users of QuickBooks Online Accountant are also able to view their records and information at any time, no matter their location. This real-time access enables you to work more efficiently and cut down on lost time. Moreover, QuickBooks takes advantage of automated services and artificial intelligence to deliver the best possible value to financial professionals and their clients. QuickBooks has recently implemented automated technology provided by artificial intelligence. For example, artificial intelligence will scan your last month of entries and identify any discrepancies or omissions.
QuickBooks Online Accountant also uses artificial intelligence to provide powerful analytics. QuickBooks’ artificial intelligence generates key trends in financial data, indicators of performance, and financial ratios. With these analytics on your side, you have access to data-backed solutions that will help your clients grow their business. The program also offers tips on how you can improve your usage efficiency, which saves you even more time.
What if you are part of a team of accountants, rather than an independent professional? Fortunately, QuickBooks makes it easy to add staff members to your QuickBooks Online Accountant team. Up to five users with QuickBooks licenses can share a document or task. You also have the option to set restrictions for each user: for example, by restricting access to client information and delegating administrative tasks to specific users. There are several options you can choose from, including custom restrictions.
There are also numerous third-party apps that compliment the program’s features. You can use these apps to make your work more efficient and less time-consuming. A portion of your bookkeeping work can be automated, which saves you hours and often days. Automation also guarantees that your clients receive results more quickly. In order to help guide you through the software options, QuickBooks provides its users a list of top apps and the functions that are compatible with its programs. Simply consult their list to find the app that suits your needs and circumstances.
QuickBooks Accountant and ProAdvisor
QuickBooks Accountant is designed to help you get better at using the platform over time. That’s why it provides its users with access to free training and product support. This also comes with free access to the QuickBooks ProAdvisor program, another popular product for financial professionals looking to expand their practice. QuickBooks ProAdvisor includes all the different QuickBooks products that your customers could be using. Thus, no matter their needs or software setup, you will be able to support them. Whether you are serving a mid-market company on Enterprise or a small service company that is using QuickBooks Pro, you will be prepared to provide high quality financial services.
What if you have any issues using the program? Thankfully, QuickBooks Accountant offers valuable technical support. ProAdvisor certified accountants have access to a dedicated support team, which will respond to inquiries and give suggestions on how you can solve any problems with the program. This support team is even trained in accounting, so they know how to meet your needs as a financial professional. Additionally, QuickBooks gives its users access to increased credibility, marketing, and educational resources. Accountants can make use of training modules and other educational material, which helps with your professional development. These features are also listed on the QuickBooks Certified ProAdvisor website, where numerous companies search for a trustworthy financial professional.
QuickBooks Accountant Online Pricing
After finding out all the great features and benefits of this QuickBooks version, you may be wondering how much QuickBooks Accountant costs. The answer may surprise you, because accounting professionals get QuickBooks Online Accountant for free. How could QuickBooks Online Accountant possibly be free, when it provides so much value? The simple answer is that QuickBooks believes in rewarding accounting professionals for bringing new customers onto the platform. Accountants thus use the program at no cost, and everyone wins.
What do you pay for as a financial professional? If you want to control the entire purchase and setup process, you will pay only a small fraction of the price using QuickBooks Payroll Service for QuickBooks Online Essentials or QuickBooks Online Plus (currently 50% or $17.50/mo or $25.00/mo, respectively) for each client as long as you are subscribed. Alternatively, you can have your clients pay for the subscription themselves. They will also receive a 50% discount on the program. Unlike the financial professional, though, clients get the discounted price for only one year.
QuickBooks regularly makes amazing offers for accountants, which makes their software even more affordable. For example, some offers include a subscription for just $1/month for three months or 50 subscriptions for just $500 for a whole year. For more information about pricing and offers, check out the official QuickBooks website.
Bottom Line
QuickBooks Accountant is an amazing opportunity for financial professionals to optimize their performance, make their work more efficient, and deliver superior services to multiple parties. When asked what they like the best about QuickBooks Online Accountant, one professional raved that “QBO has really improved the way I manage my clients[,] as well as how easy it is to have the information as up to date as possible.” Another person loved that “QuickBooks accountant is structured around making the bookkeeping/accounting process seamless for the bookkeeper/accountant”. There are a huge number of positive reviews, and this is no surprise: this program delivers amazing value at an affordable price. Financial professionals love the efficient interface and access to helpful tools, while their customers love the timely and accurate fulfillment of their bookkeeping and accounting needs.
If you are a financial professional, joining QuickBooks Accountant is an excellent way to optimize your performance and grow your practice. As you add satisfied clients to your roster, though, you may find that you are running short on time to crunch all of those numbers. Even streamlining software won’t be able to reduce the burden after a certain point. How can you take back your time?
You can grow your accounting business without devoting all of your precious time to balancing books. Instead, delegate to seasoned professionals who will do it for you! BooksTime’s outsourced bookkeeping services provide you with a dedicated team of knowledgeable ProAdvisors who will manage bookkeeping tasks for your clients. Outsourcing saves you time at extremely affordable rates, which gives you happier customers and increased profits.
