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Published: Jul 18, 2022, 2:00pm
QuickBooks Online Accountant is a way for accounting firms to grow their business with a reputable and reliable software partner. The platform allows accountants to enroll clients with the firm by serving as their ProAdvisor, helping accountants bring all the necessary tools to the client relationship to perform accounting tasks and help with strategic planning.
QuickBooks Online Accountant is a software platform that allows accountants to manage clients using the QuickBooks platform. As the accountant signing up clients, you can have the system bill you or bill the client directly for their subscription to the service. The cost is the same initially, though when billed to the firm, there is a 30% discount on subscriptions where the client only enjoys 12 months at a discounted rate.
You can enroll clients in any of the four subscription services. The costs are:
When you become a QuickBooks Online Accountant, you can be listed in the Find a ProAdvisor website. This is where consumers go to find well-qualified QuickBooks accountants, giving you the ability to expand your business. There is a lot of education and tutorial help in the program as well. There are self-paced guides to walk you through functions, video recordings to hone your skills and webinars to stay abreast of current changes in the field.
Clients in the system are part of the secure message center where you can send direct messages and requests for information to your client. You can consolidate notes in the dashboard so that everything you need is in one convenient spot for your clients.
Accountants love the Accountant Toolbox that puts everything at their fingertips. They can run bulk processes and batch reports for convenience. It also allows them to jump to management reports and a chart of accounts to get a higher-level look at the accounts. One particular time-saving feature is the custom bank feeds that help clean up data quickly and accurately.
While data and notes are collected and kept on the dashboard, don’t expect QuickBooks Online Accountant to work like a traditional customer relationship management (CRM) software. It is designed to make their accounting a seamless process with your firm, not to track calls and communications. This means that some data may be displayed but not always in the most efficient way.
Choosing an accounting software to use with your clients is a big decision. You want a solution that is easy for you to use and easy for your clients to use. QuickBooks Online Accounting, Wave Accounting and Sage Business Cloud Accounting are three popular solutions.
When it comes to cost, Wave is the winner with a zero-dollar fee for the basic service. This is for accounting and invoicing. It has paid add-ons for merchant services and payroll. Sage Business Cloud Accounting will review your business needs before giving you a quote, whereas QuickBooks Online Accounting is a per-client charge that is easy to understand.
All three options have a mobile app to make meetings with clients convenient and help you stay abreast of data while away from your computer.
QuickBooks is one of the most popular accounting software platforms because it gets the job done in an easy-to-understand and easy-to-use format. As an accountant, if your clients agree to use QuickBooks, you’ll be able to streamline how you manage their books. This is a positive thing for you and your clients. Grow your business with the ProAdvisor and take your business to the next level.
Accountants have complete access to a company’s books when using QuickBooks Online Accountant. They can run trial balances, export data for taxes, void or delete transactions and reclassify transactions in bulk to save time.
QuickBooks Online Accountant is a cloud-based portal that allows an accountant to access their clients’ data in QuickBooks Online from any computer.
By using QuickBooks Online Accountant, accountants can add customers to their client list and work on their books through the portal.
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