This lets their accountant access their company file without the need to sign in as admin. We checked out online reviews to see if users have positive experiences with the software. However, note that earning ProAdvisor points is not a specific requirement or necessity for using the platform or accessing its features. It’s simply designed to reward ProAdvisors for their ongoing education, expertise, and engagement with the QuickBooks platform. To check your ProAdvisor points, select ProAdvisor in the left navigation menu and then click Benefits.
- QuickBooks Online isn’t the only software out there for handling accounting and taxes, but our research does recommend it for most business needs, even above other top picks like FreshBooks or Zoho Books.
- It’s also a good idea to ensure your books are reconciled — learn more about how to reconcile your books here.
- Go to the ProAdvisor tab to access free product training, certification opportunities, discounts, and other exclusive resources.
- There is a lot of education and tutorial help in the program as well.
- Meanwhile, if your client wishes to manage their own billing, then you can still give them Direct Discount.
- However, note that earning ProAdvisor points is not a specific requirement or necessity for using the platform or accessing its features.
Whenever you’re reviewing a client’s QuickBooks Online account, select the Accountant tools link in the top bar. The Accountant Toolbox holds essential work tools, reports, and shortcuts inside your clients’ QuickBooks Online, so you can take actions without missing a beat. Learn how to add and manage customers in QuickBooks Online using this detailed guide. You can convert data from QBO to QB Desktop whenever you need it and send the backup file to your accountant.
Training
This feature lets you create projects or tasks and assign them to your team members. One of the most useful features is the ability to create recurring projects, which makes sense as accounting professionals often manage projects that are repeated regularly. You can specify how often the project will be repeated and the end date. The QuickBooks ProAdvisor program offers benefits and resources that get better as your firm grows. With an average user rating of 4.5 out of 5 on a top review site, QuickBooks Online Accountant is commended for its ease of use and setup. On the downside, we found some notable weaknesses, such as the lack of a mobile app for managing your client’s books.
You’ll also want to add integrations with any other business software service you already use. QuickBooks offers a range of integrations covering areas including sales, compliance, marketing, and cash flow forecasting. On the flip side, one user complained that the customer support was a bit unresponsive. This, however, isn’t a general reflection of QuickBooks’ customer support, as it still depends on the quality of customer service you receive from the agent assigned to you.
Is QuickBooks Online difficult to learn?
This is where consumers go to find well-qualified QuickBooks accountants, giving you the ability to expand your business. There is a lot of education and tutorial help in the quickbook online accountant program as well. There are self-paced guides to walk you through functions, video recordings to hone your skills and webinars to stay abreast of current changes in the field.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking “Continue”, you will leave the community and be taken to that site instead. Yes, you can benefit from plenty of training courses, including free online recorded sessions and in-person and virtual events. 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 to send a request first, and an agent will call you back when they are available to assist you.
