- On-the-go access - Work with clients' books in real time, right from your dashboard.
- Clear priorities - Know which clients need your attention with automatic notifications.
- Team collaboration - Work together easily in a single client list.
- Single workflow - Complete all your tax and accounting tasks in one convenient place.
Here are some key features of QBOA:
Client Dashboard: Manage your clients' books
Stay on top of your practice with a dashboard that puts you in control. Instantly see what needs your attention with alerts, to-do's, and recent activities for each client along with one-click access to their books and payroll. You have access to your QuickBooks Online, Self-Employed, and ProConnect Tax Online clients. For a breakdown of your client dashboard see Manage your clients using the Client Dashboard.
Accountant Toolbox: Work in your clients' books
Accountant tools give you the power you need to help your client with anything. Common accounting tasks are grouped into one menu so you can reclassify transactions, write-off invoices, and more- without searching through menus. For more information on the accountant tools available to you, see Accountant Tools in QBOA.
Built-in ProAdvisor Program: Grow your practice
Get free product training, certification opportunities, discounts, resources, and all your QuickBooks ProAdvisor Program benefits in one place.
Wholesale Billing: Sign up clients at a discount
Get exclusive pricing for your clients. Save 50% for the life of your clients' QuickBooks Online subscriptions, and receive a single consolidated bill for streamlined client billing. Bundle with Payroll for even more savings. For more information, see What is Wholesale Billing?
Save time reviewing your clients' books by eliminating manual data entry and exporting directly into ProConnect Tax Online. Compare prior and current tax-year data side by side, then record new activity in a separate field, to ensure the integrity of your clients' books without changing Trial Balance data. For more information, see QBOA Trial Balance Overview.
Spend more time consulting with your clients and less time identifying the data you need. Create your own reports with personalized and professionally branded report packs, built right into QuickBooks Online Accountant.
Permissions: Manage employee access
Easily control what your employees can see and do in both your clients' books and your own firm's books. Choose from 3 levels of permissions with just a click, and use the Audit Log to review their work. For more information on managing your team, see Your Team: Manage users or firm employees in QBOA.