QuickBooks® Online (QBO) is an integral part of our firm’s all-cloud workflow. Whether engaged as our clients’ entire accounting department, outsourced controller or cloud consultant, QBO is our tool-of-choice for the general ledger. Regardless of physical location or operating system, QBO provides easy collaboration for all users.
The latest QBO update brings us an intuitive new design and efficient layout. In fact, everything is easier to find with fewer clicks and centralized menus. The Customer and Vendor dashboards combine several features into one power screen, including the much-loved Income List and suggested next-action buttons. The Quick Create menu offers instant time savings with one access point to add any transaction. We’re also loving that the Recent Transactions menu is now combined for global access to recently added or modified transactions.
QBO has introduced several new concepts for transactions. The new transaction type “Expense” allows us to go to one screen to add expenses, instead of moving between check, cash and credit card screens, while the new full-page transaction screens slide down over the entire browser window maximizing screen space.
The new drawer pulls in associated estimates, charges, purchase orders and bills from the collapsible right panel to reduce errors previously caused by forgotten or duplicated work. Now, we can make changes to billable time and expense without modifying the source transaction. The new Online invoicing feature allows our clients’ customers to interact with their invoice with dynamically updated details, balance, payment status and messaging. And, when you turn on this feature in Company Settings and turn off the option to include a PDF with invoices, the system encourages the Customer to click the link instead of opening the PDF.
We require our clients use banks that connect to QBO to take advantage of downloaded transactions to support the zero data entry model. Our clients and accounting managers regularly process unassigned downloads to match or enter transactions efficiently. This improves the accuracy and decreases the time associated with bank reconciliations.
At the close of an accounting period, we notify clients that they may view reports in QBO. Memorized reports and easy report customization settings allow clients a dynamic view of the information they want, rather than emailing stagnant PDFs.
As a ProAdvisor, understanding the features and options available in QBO allows you to identify the businesses for which QBO is a fantastic solution. For example, Intuit’s® payroll and payments’ solutions greatly enhance the QBO experience for companies that pay employees or collect credit card or bank ACH payments from customers.
In addition, the offerings in the Intuit App Center by many QuickBooks partners enable you to customize your client’s business solution with a mix of third-party apps. Our favorites include MethodCRM, Intuit Online Payroll for Accountants, Bill.com, Expensify, and Transaction Pro Importer.
QBO allows us to offer a 100% SaaS solution to our clients, resulting in an organized, efficient, collaborative experience.
Modified for audience from original post on Intuit Accountant blog.
This training is designed to help accounting professionals learn about the New QuickBooks Online! An Introduction to the New User Interface and Design Training Courses Course Materials QuickBooks Online continued to change drastically over the next few months. But this documents its earliest release!
This training is designed to help accounting professionals learn about the New QuickBooks Online! An Introduction to the New User Interface and Design Training Courses Course Materials QuickBooks Online continued to change drastically over the next few months. But this documents its earliest release!
This training is designed to help accounting professionals learn about the New QuickBooks Online! An Introduction to the New User Interface and Design Training Courses Course Materials QuickBooks Online continued to change drastically over the next few months. But this documents its earliest release!
This training is designed to help accounting professionals learn about the New QuickBooks Online! An Introduction to the New User Interface and Design Training Courses Course Materials QuickBooks Online continued to change drastically over the next few months. But this documents its earliest release!
QuickBooks Online's Attachments functionality supports a paperless workflow for those of us speeding into the future with our web-based business processes. You can upload documents to the Attachments list in QBO. From there you can create a new Invoice or Expense and the document will automatically attach to this new transaction. Or you could just let the document stay there…
Announcing the first-ever ADVANCED Certification for QuickBooks Online! This brand-new training and certification will help accounting professionals support clients using QuickBooks Online as more businesses move to the cloud. The exam will be available to ProAdvisors on November 5th, 2014. National speakers, Michelle Long, Stacy Kildal, and our own Laura Redmond are working closely with Intuit to develop this new…
ATTENTION BUSINESS OWNERS & ACCOUNTING PROFESSIONALS: The new QuickBooks Online (QBO) interface is headed your way! If you are considering moving your accounting to the cloud, sign up now; all new QBO accounts are created on the new platform. If you're an existing QBO cloud surfer, be on the lookout for an email invitation to update your classic account or…
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QuickBooks is America's most popular small business accounting software. Millions of businesses use either QuickBooks Desktop (install the program on your computer) or QuickBooks Online (log in from a browser). In recent years, QuickBooks Online has become the favorite for new businesses. With its anywhere-access and automatically-updated features, even existing businesses using QuickBooks Desktop are converting to QuickBooks Online. Our experts can setup QuickBooks Online…
