The Valuable Tool Accountants Need
By: Rachel Raupp
Accountants wouldn’t benefit from QuickBooks, right? Wrong! QuickBooks is a fantastic tool for them; they have a software specifically tailored for accountants to help them do their job better, faster, and more efficiently. It’s a triple threat for accountants!
Not only will QB Online Accountant display all of your clients that are QB users, but also the clients that are not. This allows accountants to see a big picture list of their clients before diving into each more in-depth. All the client information and notes can be recorded here and easy to reach for reference. Bonus: it’s a breeze adding clients - even non-QuickBooks clients!
From QB, accountants can manage and track all their projects in one place so nothing slips through your fingers. Documents can be easily sent to clients and received from clients. Deadlines can be added and adjusted right from QB.
When tax time comes, accountants can streamline their all of their tax work into a program called ProConnect Tax Online, which is available right in QuickBooks. This helps with avoiding any errors in client information since it will be synced and not re-entered. ProConnect Tax Online supplies thousands of necessary forms and assists in tax returns. They won’t have to skip a beat when tax season rolls around, they’ll be ahead of the game.
The opportunities, tools and resources QB offers for accountants seems to go on and on. If they don’t see what they’re looking for, QB is compatible with many apps. All they need to do is find the app they like, download it, and sync it to QB.