QuickBooks Online Accountant 2020 is designed to assist you in managing your client’s files in QuickBooks Online. It is also useful in increasing your efficiency and offers the features and resources, needed to work effectively with clients. QBOA 2020 seamless integration with QuickBooks Online makes it easy to work in client files.
With the help of QuickBooks Online Accountant, you can do the following:
- Access client files anytime and anywhere with the help of an internet connection.
- Provides single sign on to the unlimited access to client files.
- Manage less technology( no complicated networks).
- Reduce time spent on managing client’s file.
- Use specific tools designed for accountants and bookkeepers.
Features Of QB Online Accountant 2020
QBOA 2020 makes it simpler for you and your business to manage multiple clients and provides the following key benefits:
- Work with clients’ books in real-time, right from your dashboard
- Know which clients need your attention with automatic notifications
Client Dashboard
Alerts, to-do lists, and notices of recent activities from each of your clients support you in prioritising what needs your attention at a glance. You can manage your clients with the Client Dashboard:
When you go to Clients, you see your “Client dashboard” displaying a list of your clients with items that require your attention. On this page, you can access your clients’ books and tax returns with just one click.
You can also view or edit clients information, contact your client, remove and adjust transactions, etc.
Accountant Toolbox
Accounting tasks are categorised into a single menu. This menu enables you to reclassify the transactions, write off invoices, and many more without searching through the menus. These accountant tools include special utilities which are made to help you in reviewing and maintaining your clients’ financial data. As well as shortcuts to useful areas of QuickBooks Online. You can access the Accountant Toolbox by selecting the Toolbox icon and Accountant tools from the list.
Wholesale Billing
This billing feature provides you exclusive pricing for your clients and signs up new clients at a discount. It allows you to save for the life of your clients’ QB Online subscriptions. For more savings, bundle with Payroll.
Preparation For Taxes
With this, you can have full confidence that your tax filings are accurate. It lets you review the client’s Profit and Loss & Balance Sheet accounts from a single dashboard. After reviewing, Preparation for Taxes automatically assigns accounts to the proper tax lines on forms. You can also monitor the changes made by the users before accepting transactions.
Management Reports
The relevant management reports allow you to spend more time in consulting with the clients instead of identifying the data you require.
Real Time Document Exchange
You can access and manage all your clients either QuickBooks and non-QuickBooks anywhere, anytime with a single login. Assist in collaborating with the clients using client requests.
Greater Team Productivity
You can easily add team members, assign specific roles, permissions and clients to them. Allow you to create projects and tasks using in-built templates. Tasks can be assigned to team members in order to track their updates and deadlines.
Automated Bank Updates
Automatic bank updates reduce manual data entry and reconciliation errors. It automatically categorizes transactions and reconciles them in a few clicks.
How To Do Single Sign On
You can login to your QBOA account. There is a Client list that includes all your client files in one window, then:
- Enter your Email or User ID.
- Enter your Password Click Sign In.
After signing in, the QB shows the client list that includes all the company files that you are working within QuickBooks Online Accountant.
How To Navigate QB Online Accountant
- Click on QB Accountant, go back to the Client Dashboard from wherever you are in QuickBooks. This acts as a Home button for QuickBooks Online Accountant.
- Click Go To Client’s QuickBooks to toggle to another client’s file.
- Now Click the (+) button to add a new Client or add a new User.
- Click the Gear icon to view the menu. This menu includes:
- Menu options to work within your own “Your Books” QuickBooks file.
- Your Account and Your Team.
- Link to the Sample Company.
- Link to Resolve Duplicate Clients.
FAQ’s Related To QB Online Accountant 2020
What is QuickBooks Online Accountant 2020?
QB Online Accountant 2020 is an online workflow management software. Specifically for accountants and bookkeepers in practice for managing their clients, team members, and tasks all in one place.
Is QBOA 2020 free?
QuickBooks Online Accountant is paid and is available on a monthly or subscription basis.
What are the advanced features available in QuickBooks Accountant 2020?
The advanced features of QB Online Accountant include a client dashboard, automatic bank activity updates, accountant tools to maintain the client’s accounting data.
What is the difference between QuickBooks Online and QuickBooks Online Accountant?
QuickBooks Online Accountant is specifically built for accountants and bookkeepers working in practice. QuickBooks is for your clients. QBOA allows you to work together in real-time and share information securely. If you are an in-house accountant or bookkeeper working for a specific company, kindly sign up for QuickBooks Online.
Final Words
In a nutshell, we can say that QuickBooks Online Accountant 2020 is a software which is specifically designed for the accountants and bookkeepers working in practice to client files anytime, anywhere with the proper internet connection.