CA-INTUIT
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 .
View source version on businesswire.com: http://www.businesswire.com/news/home/20180319005190/en/
Contact:
Intuit Inc.
Mindy King, 214-387-2244
mindy_king@intuit.com
or
Access
Communications
Jen Garcia, 415-844-6244
jeng@accesstheagency.com
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
FLATEXDEGIRO-AG25.4.2024 20:20:33 CEST | Press release
flatexDEGIRO Starts Into Expected Record Year 2024 With a Jump in Revenues and Earnings
CA-OPENGATE-CAPITAL25.4.2024 19:15:32 CEST | Press release
OpenGate Capital Completes Sale of SMAC
FARCANA25.4.2024 17:41:30 CEST | Press release
Farcana Announces Gateway: Showdown - Playtest Kicks Off April 30th, with a 1,000,000 $FAR token prize pool!
ANTOGNOLLA25.4.2024 16:40:29 CEST | Press release
Antognolla at International Hospitality Investment Forum: Growing Interest in the Italian Market from Hotel Operators and Investors
CA-LASERFICHE25.4.2024 16:31:29 CEST | Press release
Digital Transformation’s Next Era: Generative AI and Laserfiche 12 at 2024 Empower Conference
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom