Intuit has announced that QuickBooks Online Accountant (QBOA) now allows UK accounting professionals to manage all of their clients within the product – even those that don’t use QuickBooks.
The development enables accountants to organise and view client information, notes and details in one consolidated place.
“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 (pictured, above).
Manage that client
QBOA users can add their non-QB clients in two ways. The first is to simply click on the “Add client” button on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option “Quick add,” enables accountants to add clients in three clicks while creating workflows to manage that client.
Accountants click on the Work tab, 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-QB client is added to the accountant’s client list, the accountant can then add client notes as well as create, assign and track projects and tasks. The accountant can also send client requests for source documents, such as bank statements, through QBOA as well as store those documents within QBOA.
The result is a complete client list within the dashboard from where accounting professionals can track, monitor and perform tasks from one place to ensure nothing falls through the cracks., says the company.
