If you happen to be an accountant or bookkeeper, you certainly understand the significance of having top-notch tools to handle your clients’ funds properly. That is precisely the reason why QuickBooks Online Accountant (QBOA) takes place.
It is a unique version of QuickBooks that has been designed specifically for accountants and bookkeepers. It allows you to plan, access and manage client information, and also, increase your business, all from one platform.
Moreover, to smooth your workflow, you can rapidly fix common issues with QuickBooks by utilizing the QuickBooks Tool Hub as a handy tool. Consequently, the QuickBooks Time login feature allows you and your team to keep a correct record of billable hours and also, manage the time efficiently. Collectively, these resources enhance the QBOA experience, making it possible for users to have an easy, all-in-one financial management ecosystem that they can rely on.
What Is QuickBooks Online Accountant?
QuickBooks Online Accountant is a web-based platform with no charge which is made by Intuit just for accounting professionals. In this way, you are synced with your clients’ QuickBooks Online accounts and you can virtually manage their books. You also get the necessary tools to assist you in going through transactions, performing reconciliations, and preparing financial statements.
Still, it is not just a simple financial application. QBOA works as a control center for your whole accounting office. This application assists you with maintaining your schedule, monitoring assignments, and even developing your branch.
Key Features of QuickBooks Online Accountant
These are the features that make QBOA the most convenient software:
1. Client Dashboard
The whole list of clients is right before your eyes. Every client’s QuickBooks Online account is linked with your dashboard, so you can check each one without being logged out.
2. Accountant Tools
QBOA empowers you with unique resources that standard QuickBooks users lack. Some of these tools are the following:
Trial balance: Get the sum of the accounts in no time.
Reclassify transactions: Do corrections of multiple errors at the same time.
Undo reconciliations: Make it possible to go back and fix reconciliation mistakes.
Prep for taxes: Set up everything for tax season.
3. Work and Task Management
You can do project management by creating, assigning, and setting deadlines for you or your team members. This makes the you become your own boss and it is a proven way of not missing any deadline or task.
4. Team Access
You can invite your staff to QBOA and determine the extent to which they can view information and functions. This is suitable if you are working in a firm or have employees helping you.
5. Free QuickBooks Online for Accountants
You get a free QuickBooks Online Plus subscription for your own firm’s bookkeeping. This is a nice bonus!
Difference between QuickBooks Online Accountant vs QuickBooks Online
| Feature | QuickBooks Online (QBO) | QuickBooks Online Accountant (QBOA) |
| Primary User | Business owners | Accounting professionals |
| Client Management | Single client | Multiple clients |
| Collaboration Tools | Limited | Advanced (client communication within platform) |
| Reporting | Standard financial reports | Advanced and customizable reports |
| Practice Management | Basic | Comprehensive (workflow, task tracking) |
| Access to Resources | Standard support | Exclusive training and support |
How to QuickBooks Online Accountant Helps Manage Clients Efficiently
QuickBooks Online Accountant (QBOA) is an effective solution that was built expressly for accounting professionals and the firms that desire to be more productive in the way they manage their client base. It is through this program that professionals are able to have better workflow, efficiency to complete tasks and better client management.
1. Centralized Client Management
QBOA represents a single platform from where you can both have an overview and get access to all your clients’ QuickBooks Online accounts. This covers:
- One-click access to client files
- Quick overview of client books
- Notes, tasks, and deadlines for each client
- Sorting/filtering clients by type, status, or priority
It is a time saver and there is no need to log in and out of different accounts.
2. Accountant-Specific Tools
QBOA consists of diverse instruments that are not accessible in regular QuickBooks accounts:
- Reclassify transactions in bulk
- Write off invoices quickly
- Undo bank reconciliations (when needed)
- View and adjust journal entries
These tools make it easier for you to perform your tasks quickly and handle mistakes efficiently.
3. Workflow & Task Management
Practice Management tools that come with QBOA allow you to assign and track tasks as well:
- Set up projects and due dates for clients
- Assign work to team members
- Use templates for recurring accounting tasks (e.g., month-end close)
QBOA assists with monitoring team’s productivity and staff are kept reminded of their duties as well as it provides a clear overview of those that are yet to be completed.
4. Real-Time Collaboration
QBOA is designed in a way that it can facilitate interaction between you and your clients without any difficulty:
- Access client books in real time
- Leave notes or comments directly in the client file
- Reduce back-and-forth emails by working in the same system
This is very convenient for a firm that is not located in the same office and has to communicate by other means aside from phone calls or face-to-face email and text messages are the other tools that help in this case.
5. ProAdvisor Benefits
The QuickBooks ProAdvisor Program is introduced to QBOA users once they start using the software and it comes with the following perks:
- Free QuickBooks Online training and certification
- Listing in the Find-a-ProAdvisor directory (generates leads)
- Discounts on software for clients
- Access to marketing and support tools
Conclusion
QuickBooks Online Accountant is essentially a platform for accounting professionals. It doesn’t matter whether you have one client or fifty, the program will help you keep on track, get through your work quicker, and provide better service to your clients. The greatest thing is that you don’t have to pay for it.
If you wish to work efficiently, not barely, and increase your accounting or bookkeeping practice, then you should absolutely consider QuickBooks Online Accountant.
