QuickBooks 2014 Client Collaborator

Client Collaborator

This is a new feature available in QuickBooks 2014 Accountant versions.  Since this new feature was not made available in pre-release versions of QuickBooks it has been almost impossible to garner the information needed to write a detailed article.  However here are a few details:

Users of the the Accountant versions of QuickBooks 2014 can initiate what might seem like an 'instant message' to their client directly from inside QuickBooks.  While using a copy of your client's data (either an Accountant's Copy or a Back-up), should you have a question concerning a transaction, you can open the Collaborator and simply ask a question about the transaction.  The message is then directed to the client (all of this takes place behind the scenes using identification numbers associated with the client's file).  The client can respond to the question directly from inside QuickBooks. while simultaneously looking at the questioned transaction.  This eliminates the need to use back-n-forth emails to obtain the data needed. 

This feature is reliant upon the initiating party using QuickBooks 2014 Accountant versions (with a Plus or ProAdvisor subscription).  The client must be using a 2014 version of QuickBooks.  This feature WILL NOT work with any prior versions of QuickBooks.

I can't possibly provide you with the details for this exciting new feature in nearly as concise a presentation as Intuit's own video, so give this short little video a look to see 'the future in action.'

_{Video Source: Intuit}