Log In

 

Company Name : Intuit Inc.

Tuesday, March 20, 2018 3:27PM IST (9:57AM GMT)

(BW)(CA-INTUIT)

Intuit’s Open Platform Strategy Transforms How QuickBooks Online Accountant Users Serve Their Clients


Accounting Professionals Can Now Organize and Manage All Their Clients In QuickBooks Online Accountant, Including Non-QuickBooks Clients


Mountain View, Calif., United States

Delivering on its open platform approach to provide seamless integrations across an ecosystem of accounting-focused solutions, Intuit (Nasdaq:INTU) announced that QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all of their clients – even those that don’t use QuickBooks – within the product. This innovation is now available globally for QBOA users in the United States, Canada, United Kingdom, Australia, South Africa and France. It enables accountants to organize and view client information, notes and details in one consolidated place – meaning fewer headaches, missed deadlines and confusion.

 

“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 Rich Preece, leader of the Accountant Segment, Small Business and Self Employed Group at Intuit. “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.”

 

This latest QBOA enhancement is yet another proof point in Intuit’s open platform approach, which ensures that different solutions work together seamlessly, providing accounting and tax professionals with the vital information and insights they need, when they need them to help their small business and self-employed clients thrive.

 

QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is called “Quick add,” which enables accountants to add non-QuickBooks clients in three clicks while in 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.

 

Once a non-QuickBooks client is added to the accountant’s 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. The 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.

 

The result is a complete client list within the QuickBooks Online Accountant client dashboard from where accounting professionals can track, monitor and perform tasks from one place to ensure nothing falls through the cracks.

 

For more information, please visit https://quickbooks.intuit.com/accountants/online/.

 

About Intuit

 

Intuit’s mission is to Power Prosperity Around the World. Its global products and platforms, including TurboTax, QuickBooks, Mint and Turbo, are designed to empower consumers, self-employed, and small businesses to improve their financial lives, finding them more money with the least amount of work, while giving them complete confidence in their actions and decisions. Intuit’s innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, unleashing the power of many for the prosperity of one. For the latest news and in-depth information about Intuit and its brands, visit Intuit.com and follow on Facebook.

 

 

 

 


Click here for Media Contact Details
CONTACTS :

Intuit Inc.
Mindy King, 214-387-2244
mindy_king@intuit.com
or
Access Communications
Jen Garcia, 415-844-6244
jeng@accesstheagency.com


More News from Intuit Inc.

15/09/2018 12:30PM

इंट्यूट ने अपने 2018 ग्‍लोबल फर्म ऑफ द फ्‍यूचर प्रतियोगिता में पांच फाइनलिस्‍टों की घोषणा की

इंट्यूट इंक. (नैस्‍डेक : आइएनटीयू) ने आज खुलासा किया है कि क्‍लाउड बुककीपिंग सर्विसेज, पीजेसीओ, रिकंसाइल्‍ड, रीजनल बिजनेस सर्विसेज प्राइवेट लिमिटेड और वेल्‍थ कैफे बिजनेस एडवायजर्स प्राइवेट ...

14/09/2018 1:25PM

Intuit Names Wealth Cafe as the First Ever Finalist From India in the Top Five Firm of the Future Contest

Intuit Inc. announced Wealth Café Business Advisors Pvt Ltd as a top five finalist in its annual Intuit QuickBooks Global Firm of the Future contest.

13/09/2018 9:30AM

Intuit Announces the Five Finalists in its 2018 Global Firm of the Future Contest

Intuit Inc. (Nasdaq: INTU) revealed Cloud Bookkeeping Services, PJCO, Reconciled, Regional Business Services Ptd Ltd and Wealth Café Business Advisors Pvt Ltd are one step closer to winning the coveted title of ...

Similar News

23/09/2018 11:54AM

‘Spirit of Wipro’ Run 2018 Held in 125 Cities Across 34 Countries

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading global information technology, consulting and business process services company, today organized the 13th edition of the ‘Spirit of Wipro’ Run in 125 cities ...

No Image

22/09/2018 5:56PM

बीजेडी को एक और मौका नहीं देगी जनता: डेलीहंट सर्वे

2019 में लोकसभा चुनावों के तुरंत बाद ओडिशा में चुनावी सरगर्मियां तेज़ हो जायेंगी। देश में मोदी का जादू चले न चले लेकिन ओडिशा में नवीन पटनायक की कुर्सी जाना लगभग तय है। यूं कहिये कि कुर्सी अभी से हिलने लगी है। यह हम ...