QuickBooks Online For Accountants Work Centre - Managing Your Practice

Learning Objectives

• QBOA’s Accounting Practice Tools
• Work Projects and Tasks– what bookkeeping deadlines are coming up for your clients?
• Shared Documents – store contracts, bank statements, and receipts
• Client Requests – communicate with your clients right in QBO through My Accountant
• To identify ways of Slack integration in your QuickBooks

Course Description

Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications, and daily operations. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks.

Practice Management reduces the number of tools accountants need to manage their practice to just one. This solution is designed to eliminate the disjointed experience of manual tracking and provide a unified view of work that delivers visibility across all initiatives. With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete,  once they are finished. Since QBOA is also directly connected to the applications accountants use to perform work, the software will leverage data and user behavior patterns to automate overhead and identify work that needs to get done, eliminating the need for accountants to discover and enter tasks manually. 

QuickBooks Online for Accountants (QBOA) new practice management tools include:

• The Work Center to track deadlines
• Shared Documents
• Slack integration
• Stetting up Your Team
• Manage Notifications
• Invoice Communications

Join this webinar to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, and Slack integration

Overview

• The New QBOA Practise Management Work Center

  3 mins
• Set Up your Team

  5 mins
• Manage Notifications

  15 mins
• The Client Center

  17 mins
• Creat a Client Request

  39 mins
• Invoice Communications

  56 mins