QBO for the Client and QBOA for the Accountant

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Dummies helps everyone be more knowledgeable and confident in applying what they know. In a browser, an open company in QBO looks similar to the one shown below. If you’ve been a QuickBooks Desktop user and you’ve used the Left Icon Bar in that product, you might find the Navigation bar a familiar tool.

  • So you can grow your clients’ business (and your own) in more ways than ever.
  • By signing up for QuickBooks Online Accountant, you’ll automatically unlock ProAdvisor resources to help you grow your clients and skills.
  • Securely message clients, share documents, and consolidate notes and contact info from a single dashboard.
  • Hone your craft, prep for QuickBooks Certification, and earn CPE credits.

From the client dashboard, you can see the client’s last paycheck date and the next payroll item due. Wholesale billing allows you and your clients to reduce expenses while you share a discount that never expires with your clients for QuickBooks Online with or without Payroll. Web Connect functionality automatically enters transactions and updates balances when you log in to Online Banking and initiate a download of a certain transaction period. The downloaded transactions are then uploaded into your QuickBooks® software manually. Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their polices.

QBO mobile apps

The benefits of Ledger for bookkeeping and tax advisory are clear, but why is this product noteworthy for tax accountants? Let’s dive into specifics about Ledger and why it is worth consideration. Yes, you can find guidance on how to connect your bank and credit card accounts to QuickBooks Online here. It’s also a good idea to ensure your books are reconciled — learn more about how to reconcile your books here. Third-party apps are an important part of what we call the QuickBooks ecosystem.

Direct Connect refers to the 2-way connectivity between Bank of America and your QuickBooks® software. Direct Connect allows you to access your account information, pay bills and transfer money from within QuickBooks®. By providing your mobile number you are consenting how to calculate your restaurant’s inventory turnover rate to receive a text message. What’s nice is, you only pay when you eFile or print your documents. That’s why ProConnect has over 20,000 automated calculations; 25,000 critical diagnostics and suggestions, plus more than 5,700 forms at your fingertips.

Spend less time managingyour books and more time managing your business

They allow you to add all sorts of functionality to your QuickBooks experience, from payroll to time tracking and there are literally hundreds to choose from. We offer a wide range of Webinars and in-person training on all sorts of topics, from solving complex accounting issues in QuickBooks to preparing your practice. We also have training videos for you to share with your clients, introducing them to QuickBooks and showing them the ropes.

Advisory training

The Left Icon Bar and the Navigation bar work the same way; you click a link in either of them to navigate to a portion of the program. A client’s financial information can be prepared for month-end, quarterly, or annual—any period. Ledger is not simply a year-end product, although it does make year-end work much more seamless.

Intuit® ProConnect™ Tax Online Integrates With Quick…

Trial balances produced in Ledger can be synced to ProConnect Tax or exported to other tax software. Through QBOA, Ledger can be mapped to Intuit ProConnect™ Tax. Ledger is also beneficial for small Schedule C taxpayers, passive rentals, and holding companies when considering the bookkeeping to tax transition. Click Your Books in the navigation bar on the left side of the screen to manage your own firm’s books and payroll. 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 with your clients directly in QuickBooks Accountant.

The next section gives an overview of what the QBO Desktop edition looks like, as well as detailing some of the things you can do in the iOS and Android mobile app versions of QBO. David H. Ringstrom, CPA, is president of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a sought-after speaker on the subject of Microsoft Excel, QuickBooks, and QuickBooks Online. He is also the co-author of the previous edition of QuickBooks Online For Dummies and two previous accounting reference books. In many places online, you’ll find references to a QBO Windows app — and, at the time we wrote this, there was no Windows app per se.

Benefits of QuickBooks Ledger for tax accountants

If you’ve been a QuickBooks Desktop product user, you know that you can use the menus to navigate. Under the hood, QBO Desktop offers some options that you won’t find readily available in a browser, such as the ability to work in multiple windows. When an accountant opens a client’s company from within QBOA (see the following figure), the interface resembles what a client sees, with some minor differences. First, you know you’re using QBOA because the top of the Navigation pane shows QB Accountant. Second, the Accountant Tools menu (the briefcase icon) displays tools not found in QBO that help accountants manage client companies.

Written by: Lucia

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