January 01, 2020

What is QuickBooks Accountant?

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QuickBooks Accountant is a special program developed by Intuit with accounting specialists and their needs in mind. It allows us to complete and manage accounting tasks for multiple companies in one place. You can do invoices, payroll, manage projects, access clients’ accounts, for example, to find and fix entry errors, and much more with a single product.

Overview of QuickBooks Accountant features

What does QuickBooks Accountant offer its users? Here are just some features that might interest you:

  • Online and Desktop versions
  • Direct access to clients’ QuickBooks account and tax returns 
  • Full sale billing
  • Create and assign projects and tasks
  • Manage your own firm’s work from start to finish
  • Real-time progress tracking
  • Bank-level security for messages and document sharing
  • Multiple user access restriction options
  • Free ProAdvisor program membership
  • Free access to QuickBooks Online Plus and QuickBooks Payroll.

QuickBooks Accountant Benefits

QuickBooks Accountant allows you to organize and access all your clients’ information easily and quickly. You can add notes for each client and share documents in just a couple of clicks. Users have access to clients’ QuickBooks right from the client list. Once in the client’s QuickBooks account, you can use additional tools that are added for your convenience.

Users also benefit from real-time access to all their files at any time no matter where they are. This improves work effectiveness and your ability to work with your clients. With this program, you also get access to free training and valuable product support.

Users

If you have a team of accountants/bookkeepers, then you will appreciate the ability to add staff members to your QuickBooks Online accountant team. You can have up to five users with a QuickBooks license working on the same document or task. You can set restrictions for each user, restricting client access and administrative tasks for specific users. There are several options you can choose from, including custom restrictions.

Considerations

When deciding to get the QuickBooks Accountant program, there a couple of things you should keep in mind. The first one is the number of users you will need because the price for the multi-user account will differ from a single-user version.

Also, if you are planning to use a desktop version of this program, make sure your system meets all the requirements or opt for an online solution. The online version will be a great option for those who are always on the go, travel abroad, and whose clients are comfortable working online and want a low-maintenance solution. The desktop version, however, is a one-time investment, which is a great plus.

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