About Intuit QuickBooks Accountant

All business aspirations can be achieved with the help of a well-furbished plan. Intuit is the brain behind the world’s best accounting software, QuickBooks. QuickBooks is a smart business tool for all the hard workers in the world. It has been providing support to all the small and mid-sized corporation for a long time now.

We all know that running a business is not easy. Especially when there is no one to take care of your finances for you. It requires dedication, hard work and sacrifice to make a business boom. That’s exactly QuickBooks is there for. It can offer that financial support to businesses which can help them grow.

What is QuickBooks Accountant?

It is developed by Intuit to assist all users with all accounting solutions. QuickBooks Accountant helps with workflow, invoicing, and navigation. Intuit claims that QuickBooks products such as QuickBooks Accountant and QuickBooks Pro are ideal for all businesses who deal with multiple clients. The QuickBooks accounting software is an ideal choice to take care of all business finances regardless of the time or location.

QuickBooks accountant features and benefits

QuickBooks online accountant is a fully-fledged software which has been helping all the users. Here are some benefits and features of the software which users might need to know about.

Features

The main features of QuickBooks Accountant are meant to address all the aspects of the accounting profession. The Document Center of the program enables all users to store and attach important documents for the ease of reference. The built-in Condense feature of the program reduces the file size for the management purposes.

Other QuickBooks Accountant features include:

  • Calendar View for viewing all invoices and important tasks.
  • Batched Time Sheets for multiple employees.
  • Lead Center for improved tracking of existing or new leads in an effort to increase business.

Benefits

Above mentioned features are available in QuickBooks Pro but QuickBooks Accountant comes with additional benefits. Users can create invoices for multiple customers with regards to the expenses and time. These multiple invoices done require making separate entries for each client.

The Inventory Center organizes and locates inventory tasks from one central hub. The QuickBooks program supports multiple clients with tools such as:

  • Email Journal Entries to send entries directly from QuickBooks to clients.
  • Client Data Review to find and fix client entry errors before they cause serious problems.
  • QuickBooks Statement Writer to help to craft and to customize financial statements.

QuickBooks Accountant can be used in Windows 7, Windows Vista and Windows XP. It requires a minimum system of 1GB RAM, 2.0 GHz processor, 2.5GB of free disk space, Internet access, 4x CD-ROM and 1024x768 screen resolution.

Starting out, QuickBooks Accountant offers aid to all small or medium-sized firms with cloud-ready, affordable solution for you.

Products for accountants

Everyone is aware of QuickBooks and the benefits it has to offer. For more than 18 years now, Intuit is helping people take care of their business accounts. The QuickBooks Accountant program is the newest edition of QuickBooks specially developed for accountants. It is the premier bookkeeping, financial reporting and write-up solution for accounting professionals. Intuit claims QuickBooks Accountant 2018 to be the best ever desktop accounting solution which is specially designed for accountants.

QuickBooks accountant 2017 and 2018 features Client Collaborator which saves the time of the user by tracking client conversations inside QuickBooks. QuickBooks accountant also features Accountant Toolbox to improve the productivity by giving them access to accountants.

There are two basic products for the users. These products are:

1. Products for accountants

2. Products for your clients

These products are further sub-categorized into more parts. Let’s discuss more about the QuickBooks accounting products.

Products for accountants

1. QuickBooks Online Accountant

It manages the workflow effortlessly which giving the liberty to track projects in a single place from the bottom. It enables better communication and secure document sharing. Accountants can easily communicate with clients and manage deadlines within QuickBooks Online Accountant. QuickBooks Online Accountant can also help users manage all clients. Whether adding, putting client information, creating notes or inputting information is easy with QuickBooks online accountant.

2. QuickBooks ProAdvisor Program

The QuickBooks ProAdvisor Program is known to save the time of the users with the help of new features. Users can access unlimited support (both chat & telephonic) by the experts. QuickBooks Accountant users can get certified and list their practices on the ProAdvisor online directory. This will help them appear in the search made by small businesses. They can also get access to all apps, software, training, and discounts to help their firm succeed.

3. QuickBooks Accountant Desktop

QuickBooks Accountant Desktop Plus 2019 saves time with the help of new inventory reports filter. It can offer to streamline workflow with easy transfer of credits across customer jobs. It can quickly merge duplicate vendors and increase productivity via multi-monitor support. It is fast and convenient and can help in deleting or void transactions in bulk.

4. QuickBooks Payments

Users can get paid easier with the help of QuickBooks payments. It is a worry-free option which can auto-updates invoices at the time of payment to eradicate the possibilities of mistakes. It is easy to enable mobile credit card processing to make the whole getting paid process efficient.

Products for your clients

1. QuickBooks Online

QuickBooks Online helps small business clients reduce costs, save time and work more efficiently. People can purchase the program for schedule C clients and small business clients at different prices.

2. QuickBooks Online with Payroll

It helps in controlling the clients' payroll taxes in QuickBooks Online. It offers built-in flexibility which lets the users handle payroll taxes while the clients can handle paychecks. It also has automatic email reminders which help clients stay on top of payroll tasks. There is no need to import files all the time as the payroll data automatically populates the books accurately.

3. Maintain control over your QuickBooks Self-Employed

It makes it easier for Schedule C clients stay organized for tax time. There are two ways to use QuickBooks Self-Employed:

1) Users can pay for the clients' subscriptions using the long-term wholesale discount

2) Or, the clients will pay for their own subscriptions using the 12-month direct discount.

4. QuickBooks Online with Full Service Payroll

Intuit will manage the clients’ payroll taxes for the users. Zero liability with payroll management along with expert help. Intuit will automatically file and calculate the tax payments and forms for convenience. Users just have to enter employees’ information and they will get an account which will include configured payroll taxes.

These products can help all users maintain the finance easily. They can manually create the invoices or get automatically generated invoices using QuickBooks online accountant program.

Benefits QuickBooks online accountant

QuickBooks Accountant program was developed by Intuit in order to assist all professional accountants. QuickBooks Accountant 2017 and later versions improve the workflow by creating invoices. Users can easily maintain their financial reports and get accurate information about all sorts of transactions.

Staying ahead of the competitors and adding to the accounting business requires investing in the right techs and tools. And QuickBooks Accountant is the most ideal choice to manage business and workload more efficiently. The QuickBooks Online Accountant has many benefits which make it the best in the world. Here are some of the most mentioned benefits of QuickBooks online accountant.

Enhancing the knowledge

QuickBooks online accountant comes with free online software training to help users to make the most out of the software. There are many learning styles for the users which can help users. The learning styles include:

1.Self-study

2.Live webinar

3.Classroom-based training

There is also an Advanced Certification training for the users who really want to get into the details of the software. Users can get an on-time email, phone or chat support to learn more.

Streamlining the processes

It is a challenge to stay on top of the things in the accountancy game. There is a large number of clients who need to stay happy. This makes QuickBooks accountant offer easy-to-use features for timesheets, invoicing and payroll. All these features ensure streamline processes and ensure that nothing slips through the cracks. Users can easily create tasks and projects and assign them to colleagues as well as themselves. They can also review, track their progress, meet deadlines, and more.

Data security

One of the most important assets for any business or personnel is the data. The criticality of keeping the data secure impacts businesses a lot. To ensure the safety of the user’s data, QuickBooks Accountant has backup generators, constantly monitoring, 24/7 surveillance and disaster protection systems in place. It uses industry-recognized and advanced security safeguards to guarantee protected data. The security measures of QuickBooks accountant include multi-factor authentication, password-protected login, state-of-the-art encryption technology and firewall protected servers.

Better connection with clients

QuickBooks ProAdvisor gives free membership to all the users who sign up. Users can add their profile to the ProAdvisor directory. Once the profile is included in the directory, it will appear in the search results. Users can highlight their expertise to attract potential clients using the directory. The user also rises in rank every time they tale training or certification exams of QuickBooks accountant. All these features help users to manage the workload, clients and business efficiently creating a better understanding and connection.

Managing the clients

QuickBooks Accountant 2018 has a dashboard which offers centralized access to all clients. It also offers a range of tools through which users can manage the clients better. The users can send documents, messages, insights, notifications, as well as customized reports without disrupting the workflow. Better management builds lucrative and long-term relationships with the clients.

How to login in QuickBooks Online Accountant?

QuickBooks Accountant 2018 is a one-stop platform which helps users to access all the ProAdvisor benefits. Users can manage to collaborate and manage online clients by using the QuickBooks accountant program. QuickBooks Online Accountant offers all aid which is required to grow or run a firm. QuickBooks directory can help clients in every turn of business whether the client is planning to work in the cloud or want to access all QuickBooks benefits. Best thing is that QuickBooks Accountant is free and Intuit claims it to be a gift for all accountant customers.

All users who have paid for QuickBooks ProAdvisor membership can download software along with access Desktop certification courses. These certification courses are not available to free ProAdvisors.

Users who have already signed up for the program can easily login with the correct credential. For those who have not signed up for the program, there are two ways to sign up in QuickBooks Accountant.

1. Sign up from a client email invitation

The accountants will receive an email invitation with a link if the client invites them to be an accountant in their QuickBooks Online company. The accountants can follow the link in the mail to complete the steps for signing up. Once the sign-up process is complete, the accountant will be able to connect with the company and serve their assistance.

2. Sign up from the Accountant website

The users have to select their regions from the US, Australia, Canada and France. Once they have selected the region, they can easily sign up and then log in to QuickBooks accountant.

All the errors and queries can be easily resolved by connecting with QuickBooks customer support. Although, QuickBooks is an easy software to use and understand, there are times when the users require professional assistance. At those times, QuickBooks customer support comes in handy.

QuickBooks Accounting Software for Accountants

QuickBooks Accountant is a version of QuickBooks software designed exclusively to assist accountants with easy navigation, invoicing, and workflow. Unlike QuickBooks pro and other products of Intuit, it is more ideal for the accountants who work with multiple clients.

The QuickBooks online accountant is equipped with features that address all aspects of the accounting profession. The document Center of the program enables accountants attach and store important documents within the tool for ease of reference.

Its built-in condense feature compresses file size for management purpose. The accountants can view all important tasks including invoices in a calendar view. There is a Lead Center for tracking new and existing lead in a much improvised way and batched timesheets for multiple employees.

Batched invoicing allows QuickBooks online Accountant users to send invoices to multiple customers simultaneously. And they don’t need to make separate entries for each client. This saves the time of accountants and reduces chances of errors.

The inventory Center of QuickBooks locates and organizes inventory tasks from the one central hub. Moreover, accountants can send entries directly from the software to their clients with its Email Journal Entries features.

The client data review fixes client entry errors before they lead to some serious issue. QuickBooks Statement Writer assists accountants in customizing and crafting financial statements.

QuickBooks Accountant is a multi-user software that allows a maximum of five users to work on the same company file simultaneously. The only condition is that users should share the same network and each user has a QuickBooks license. The additional license needs to be purchased separately.

System Requirements

The QuickBooks online Accountant users need to keep into consideration the following system requirements if they want to Install and QuickBooks Accountant online login on their Computer.

Remember QuickBooks Accountant works with Windows Vista, XPA, and 7. You can install QuickBooks Accountant on a computer having minimum 2.0 GHz processor, 2GB RAM for multiple users and 1GB for a Single user.

The screen resolution should be 1024 x768. You need to have a minimum 2.5GB of free disk space. To run QuickBooks Accountant, you will need full Product Registration.

QuickBooks Accounting Software Features at One Glance

  • QuickBooks Accountant Tracks expenses, sales, and profit
  • You can turn estimates into invoices in just one step.
  • You can customize your reports and graphs.
  • QuickBooks Accountant can be accessed by up to 30 users.
  • Bill tracker option simplifies Supplier Expense tracking.
  • You can filter reports this year to last month.
  • Its secondary Feature allows accountants to work on two companies at the same time.
  • You can also create a new company file by copying your preferences and lists from your existing company
  • file.
  • You can easily import and export data with Supplier Centers and customers.
  • With its income tracker option, you will be able to stay at the top of your receivables. You can set up a
  • schedule to email memorized reports automatically.

Know about QuickBooks accountant 2017 and QuickBooks Accountant 2018

Intuit launches a new version of QuickBooks Accountant every year. And, every new version of the software contains new and advanced features than the previous version. Intuit usually launches a new version of its every product in the month of September.

Continuing on the usual norms, as expected Intuit came out with QuickBooks Accountant 2017 in September 2017. When we compare QuickBooks Accountant 2017 with the previous 2017 version of the QuickBooks 2016 version, we come to know about some of the striking differences between the two.

QuickBooks Accountants 2017 Features

Here are some of the improved features that arrived with QuickBooks Accountants 2017:

1. QuickBooks Accountant 2017 allows smarter search with its more filters. It ensures improved search with its “In Between Amount” option. This feature was not available with the 2016 version of the QuickBooks Accountant.

2. It has a feature that enhances Credit Card Status.

3. You can easily access the details of deleted users on Audit trail. This function was not available with the QuickBooks Accountant 2016.

4. QuickBooks Accountant 2017 contains filters for vendor/ customer Center listing.

5. You can schedule reporting

6. You can display or hide filter applied on Reports

In short QuickBooks Accountant 2017 has more advanced features than QuickBooks 2016. So if you have not yet replaced your QuickBooks 2016, you should now consider switching to QuickBooks Accountant 2017. You should rather consider switching to QuickBooks Accountant 2018. QuickBooks Accountant 2018 is much more advanced than all the previous versions of QuickBooks Accountant including QuickBooks Accountant 2017.

QuickBooks Accountant 2018 Features

QuickBooks Accountant 2018 version of the Accountant software is the premier bookkeeping and financial reporting solution for accounting professionals who handle multiple clients simultaneously. It is the best ever version of the QuickBooks Accountant. It saves you time by ensuring accurate and timely tracking of client conversions inside the software. It improves productivity by providing user access to accountant features from their client’s QuickBooks.

Some of the new features of QuickBooks Accountant are as follows:

  • With the help of QuickBooks Accountant 2018, your clients can easily send you a portable company file directly from their software.
  • You can access crucial client data on the home page of your QuickBooks Accountant like profit, loss, income, and expenses. You can access all this without any need to run reports.
  • Inside the income tracker feature, there is now a Time and Expenses block. You can now view unbilled hours and take immediate action.
  • The batch entry features improve your productivity. You can enter more than 100 bills and invoices on one single screen.
  • A user can paste more than 1,000 transactions straight from the Excel and save time.
  • QuickBooks Accountant 2018 ensures fast data entry. You can add or delete fields to create your perfect data entry screen.
  • You can reassign checks in just a few clicks. QuickBooks Accountant 2018 identifies checks written from the wrong account and reassign them to the right bank account.
  • You can bounce checks with ease as this tool marks invoices unpaid and helps charge a “bounced check fee”.
  • Mac clients can import entries directly to their PC or Mac.

How Can My Accountant Access My QuickBooks?

QuickBooks Accountant allows more than one person to access the software if the user purchases a multi-user license of the accounting program. Users who buy a single-user license of QuickBooks Accounting won’t be able to give access to his/her accountant.

It is because when you purchase a single user license QuickBooks, you can work on two different computers, for example in office and in the home, but you won’t be able to give access to people to use your software.

At the same time, when you purchase a multi-user license, you can give 30 users access to your tool. That means 30 people can access your tool on computers connected to the same network. Remember only QuickBooks Enterprise gives access to 30 users, pro offers a three-user license, and premier offers a five-user license.

Procedure How to Give Access to the QuickBooks to Your Accountant

If you have purchased a multi-user license QuickBooks Accountant, just place your database on a share drive that all your accountants can access with ease. Some servers store only QuickBooks data and don’t give access to the program, in that case, just install a copy of QuickBooks on all your computers and enter a license key to activate multi-user mode through the file menu.

Here is the procedure how to give access to the QuickBooks Accounting Software to your account:

1. First of all, go to the Manage User Menu and tap on the Gear Menu. Under “Your Company”, choose the Manage Users tab. Tap on New User Settings tab.

2. Select User Type. There are multiple options available. And if the type of user, you want to select is not listed, then select Custom or Regular user and tap on Next.

3. In the next step, select the roles you want to assign to your users. If you want to give unrestricted access to users to your QuickBooks, then simply tab on Allto.

4. If you want to prevent your users accessing from QuickBooks features, then select ‘None’. Your users can now manage other services your company subscribes and fill their own time sheets. If you want to give them access to just specific features, then select ‘Limited’.

5. Once you will assign the roles to your QuickBooks Accountant users, then tap on Next. Set Administrative rights your users will have to your QuickBooks company file. Once you are done with choosing Administrative rights for your QuickBooks users, then click on “Next”, tap on Next.

6. Enter the Email Addresses and Usernames of new Users in the given text fields and tap on Next. Tap on Finish. Your users will get emails with a link to your QuickBooks. They will create their login name and password. This way you have finished adding users to your QuickBooks.

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