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. 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. There is QBO Desktop, which allows Windows users (except Windows Phone users) to use QBO while being mobile — on, for example, laptops and tablets. But QBO Desktop is not available from any of the “mobile device” stores (Google Play or Apple App) and, therefore, we’re not calling it an app. QuickBooks Online made it to our Best Accounting Software for Small Business list because it is a comprehensive platform that checks all the boxes for accounting, invoicing and expense tracking. If you aren’t sure about the product, you can give it a 30-day test run with 100% capabilities of the Simple Start Plan to see if it meets your needs.

If you’ve never used QuickBooks, TurboTax, or another Intuit product

2024 ProConnect Tax software now includes advisory insights that will enable you to share detailed reports and showcase specific tax-saving strategies to your clients. Adjust trial balances and automate hundreds of clients’ books into their tax returns in one seamless digital workflow. It’s easy with full Quickbooks Online Accountant and ProConnect Tax integration. QuickBooks Online is a leader in the accounting qbo for accountants industry with it being the bookkeeping software of choice for many accountants, certified public accountants (CPAs) and bookkeepers.

• Choose from a variety of free ways to further help clients and hone your professional expertise.
• Dummies has always stood for taking on complex concepts and making them easy to understand.
• One particular time-saving feature is the custom bank feeds that help clean up data quickly and accurately.
• In adherence to the FSB editorial policy, we seize every opportunity to try the accounting practice software we review firsthand, allowing us to test how the features work in real-world scenarios.

Best Payroll Software for Accountants in 2024

With these accountant-only tools, you can streamline your work and access customizable reports, so you can advise clients quickly. The accountant toolbox includes quick links to your chart of accounts, journal entries, and reports, as well as tools for performing several functions like reconciliation and reclassifying transactions. You are billed once a month for all of your clients under your subscriptions. In addition to using the QBO mobile apps for iOS and Android, you also can access the QBO sign-in page and your QBO account from your mobile device’s browser at Intuit. Intuit also offers a desktop version of QBO, referred to in this book as, cleverly, QBO Desktop. This version is not a mobile app (it won’t work on phones and isn’t available in the Google Play Store or the Apple App Store) but it will work on any Mac or Windows computer.

Powerful products for you and your clients

QuickBooks Online Accountant could have earned a better rating if it provided direct phone support without the need for a callback or waiting in a queue. Currently, you have income summary to send a request first, and an agent will call you back when they are available to assist you. Leave version-control worries behind and enjoy teamwork that actually…works. Access a variety of self-paced and live training options to become a more trusted advisor.

• Manage your firm’s books with the powerful features of QuickBooks Online Advanced.
• 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.
• An accountant is an individual who keeps track of business transactions and financial records to help determine how well a company is performing at a financial level.
• ProAdvisor Preferred Pricing applies to subscriptions you add, upgrade, or downgrade through QuickBooks Online Accountant.
• Close your clients’ monthly books with increased accuracy and in less time with new month-end review.

How QBO and QBOA interfaces compare

It is designed to make their accounting a seamless process with your firm, not to track calls and communications. This means that some data may be displayed but not always in the most efficient way. A good accounting practice management software should also offer fundamental bookkeeping features to support your firm. Some of the essential bookkeeping features we look for include general ledger (GL), A/P, and A/R management. We believe QuickBooks Online Accountant is the easiest to use among the accounting practice software we reviewed.

• No, participation in the ProAdvisor Preferred Pricing program is free for QuickBooks Online Accountant users.
• Accelerate your professional development with actionable, live trainings taught by Advanced Certified ProAdvisors.
• To check your ProAdvisor points, select ProAdvisor in the left navigation menu and then click Benefits.
• It also allows them to jump to management reports and a chart of accounts to get a higher-level look at the accounts.
• Attract clients through our vast, diverse network of small businesses and sharpen your skills with comprehensive training.
• We believe QuickBooks Online Accountant is the easiest to use among the accounting practice software we reviewed.
• The menus at the top of the screen are the biggest visual difference between QBO and QBOA in QBO Desktop and QBO and QBOA in a browser.

If your client wants you to handle their payroll, you can add QuickBooks Payroll to your account. You can choose from three plans (Core, Premium, and Elite), starting at $50 per month plus $6 per employee. All plans include full-service payroll, including unlimited payroll processing, tax payments and filings for federal and state taxes, and employee benefits management. If you upgrade to Premium or Elite, you’ll get access to HR tools, such as onboarding checklists and performance tools.

Are there training resources available to me as I get started using QuickBooks Online Accountant?

Get a bird’s-eye view of all your clients and projects, and work more efficiently so you never miss a deadline. Manage your firm’s books with the powerful features of QuickBooks Online Advanced. Self-paced lessons help grow your knowledge and skills to advise your clients. Visualize your clients’ business performance and compare it with local industry peers. Quickly assess your clients’ business performance and benchmark them against similar companies, for custom, actionable insights.

QuickBooks Online Accountant is a cloud-based accounting practice management software designed for accounting professionals managing clients who use QuickBooks Online. The platform provides direct access to clients’ books, which is essential for managing client transactions, reviewing books, and making adjustments. In addition to accountant-only tools, it includes QuickBooks Online Advanced, which you can use for your own firm. QuickBooks Online Accountant is a way for accounting firms to grow their business with a reputable and reliable software partner. Read our in-depth QuickBooks Online Accountant review to find out if this cloud-based solution is right for you, based on features, pricing and more.

You get a free subscription to QuickBooks Online with Payroll to manage your own company when you sign up with QuickBooks Accountant. From the client dashboard, you can see the client’s last paycheck date and the next payroll item due. This guide provides you with an overview of how to get started using the software including all the latest features. The process for having a client add you to their QuickBooks Online profile is really easy. Detailed insights are delivered via graphical reports and dashboards that display data in real-time.