It integrates with other important tools, making it an all-in-one solution for CPAs. It automates many tasks that can take up your time, like creating invoices and managing payroll. It also gives you real-time financial insights, helping you make smart unearned revenue decisions.

QBO for the Client and QBOA for the Accountant

Get access to everything from discounts to marketing tools and exclusive training with Pro Advisor. Intuit Enterprise Suite is a cloud-based, multi-entity and multi-dimensional solution that helps boost productivity and profitability for clients with complex needs. Attract clients through our vast, diverse network of small businesses and sharpen your skills with comprehensive training. Quickly assess your clients’ business performance and benchmark them against similar companies, for custom, actionable insights.

Payments

Get the most out of QuickBooks with bite-sized courses, robust certifications, and the tools you need to help elevate your career and your firm. Access the Firm of the Future website for quickbooks accountant industry news and insights, expert advice, product release information, and much more. Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program. Grow your firm and reap all the rewards QuickBooks Online Accountant has to offer. Become a trusted QuickBooks ProAdvisor and learn how to master QuickBooks with our free certification training.

Premium ProAdvisor support

• QuickBooks Online and QuickBooks Online Accountant are two different versions of QuickBooks, each designed for specific purposes and users.
• Intuit has a suite of AI agents designed to minimize manual work and drive business success by automating workflows and surfacing valuable insights.
• For clients who prefer to pay for their subscriptions themselves, you can pass on an exclusive discount available only through you.
• Sign up for on-demand or real-time training in our ProAdvisor Academy, from beginner to advanced levels, all while earning CPE credits.
• 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.
• All Bundle Subscription monthly prices are quoted without sales tax.

At the end of the 12 months, the client is charged the then-current monthly list QuickBooks ProAdvisor price. QuickBooks Online Accountant (QBOA) is the cloud-based portal that accountants use to access client QBO companies, work in them, and communicate with clients. QBOA also includes a QBO company in its Your Books section that accountants can use to track the accounting of their own businesses.

• Your accountant will receive an email invitation to access your QuickBooks Online company.
• We will give you a free quote on recurring or one-time accounting services.
• If you’re working in one of your client’s company files, select the dropdown at top header that says your client’s name and select Back to practice.
• If your clients aren’t already using QuickBooks you can get them set up on QuickBooks Online for small business owners where they will be able to view and manage their data.
• Locate a bookkeeper or accountant near you that offers tax and accounting services to businesses in your area.
• Start using QuickBooks Online (QBO) today and take the first step towards easier financial management.

Currently, the ProAdvisor Preferred Pricing program only supports them as a bundle. When you pay for your client’s subscription, it does not affect the billable user count. Once your accountant accepts the invite, they can begin working on your books. If they don’t already have QuickBooks Online Accountant, they will get a link to sign up. Get personalized help adding and managing users with QuickBooks Live. When you select My menu, a panel opens with Bookmarks, Create (referring to the +Create button, previously +New), and Tools.

• Whenever you’re reviewing a client’s QuickBooks Online account, select the Accountant tools link in the top bar.
• If you add or remove services, your subscription fees will be adjusted accordingly.
• Accountants can set up their clients in QuickBooks Online or have their clients invite them to access their existing account, allowing clients to maintain full control and set permission levels.
• We encourage you to evaluate each QuickBooks Certified ProAdvisor thoroughly to ensure they are the right fit for your business.
• If you add or remove any attached services, your service fees will be adjusted accordingly.
• Join QuickBooks free webinars and events for accountants to stay informed on industry updates and QBOA feature updates.

We can help you choose which clients are the right fit for the cloud and migrate them smoothly. You’ll be able to add and track all your clients with no need to waste time logging in and out of individual accounts. This includes balance sheets, income statements, and cash flow statements. You can also create custom dashboards to monitor the finances of multiple clients. Leverage the QuickBooks optional third party apps to add powerful functionality to your practise or client’s accounting processes. The potent reporting provides a 360° view of sales, by customer, product, project, or location.