QuickBooks Online Accountant (QBOA), the practice management platform from Intuit, now allows accountants to manage all clients, including non-QuickBooks users, within the product.
This is part of Intuit’s open-platform strategy, which the company has envisioned as third parties “solving problems” on the QuickBooks platform, according to Rich Preece, leader of the Accountant segment in Intuit's Small Business and Self Employed group.
The open platform approach is meant to ensure that different solutions work together seamlessly, providing accounting and tax professionals with the information and insights they need to help their small business and self-employed clients.
QBOA users can add their non-QuickBooks clients in two ways. They can click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” Or, they can use the “Quick add” feature, which enables accountants to add non-QuickBooks clients in three clicks during 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.
After adding a non-QuickBooks client to the 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. An 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.
“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 Preece in a statement. “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.”
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