For more information about how QuickBooks Online Advanced differs from the other QuickBooks Online plans, read our QuickBooks Online plans comparison. The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents. You can request and share documents quickbook online accountant with your clients directly in QuickBooks Accountant. Click a client’s name in the dashboard to see lots of info about that client. We’ve enhanced QuickBooks Accountant, inspired by the input from you, our users. Here’s everything you need to set up your account and get started with QuickBooks.
- On the downside, we found some notable weaknesses, such as the lack of a mobile app for managing your client’s books.
- You want a solution that is easy for you to use and easy for your clients to use.
- No, it is relatively easy to use, though corrections can be more challenging.
- Christine is a non-practicing attorney, freelance writer, and author.
- It also assists with organization, integrating seamlessly with Google Sheets.
If you’re using QuickBooks Payroll, it has the tax reporting functionality needed to walk you through this process, although you’ll still need your federal and state ID numbers. I’m glad to hear that some desktop versions will not be going away. I’m glad to hear that you’re considering using one account solely for data reference and not connecting your bank and credit card accounts. This will surely enhance the security of your financial information. Yes, and you can do so by clicking the Add Clients menu on the Clients screen. However, note that your client will need to invite you as an accountant user to their QuickBooks Online company.
Is QuickBooks Online difficult to learn?
A subscription includes a portal to your clients’ books and QuickBooks Online Advanced, which you can use for your firm’s books. Since you have free access to the QuickBooks Online ProAdvisor program, you can serve your clients regardless of the QuickBooks Online product they use. 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. I am using the same reporting period (July-Nov 2023) and accounting method (Accrual).
I’m glad my colleague was able to help you with your concern about the desktop versions. Please know that we’re always available in this public space anytime you need assistance with QuickBooks Desktop. Please note that when you switch from QBO to QBDT, you can invite their accountant as an external user.