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QuickBooks Online Accountant

Contributing QuickBooks Online Editor Liz Scott takes you through the new/changed permissions for adding 3rd-party Apps to QuickBooks Online via QuickBooks Online Accountant. Read more

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Intuit is focused on providing updates to QuickBooks products and services for small businesses and accounting professionals to help them save time and put more money in their pockets. Here is a summary of January updates and enhancements. Read more

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Looking for an easier to use QuickBooks, maybe 'Quick Tasks' are what you are looking for... our Contributing QBO Author Liz Scott gives you the scoop on this Beta Test Dashboard. Read more

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And you didn't believe in Santa Claus... well, Contributing Author Liz Scott shows you how a new tool named 'Merge Duplicate Clients' in QuickBooks Online Accountant lets you easily consolidate duplicate clients. Read more

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Insightful Accountant's Communications Manager Mollie Macklin gives her impressions of the Main Stage Presentation from Day One of QuickBooks Connect 2019. Read more

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Join Murph and 'Guest Presenter' Kelly Gonsalves on November 20 at 2PM Eastern time for the Quarterly Update of everything QuickBooks Online and the QuickBooks Ecosystem, including the ProAdvisor Program. Read more

Training and Live Events

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Intuit

Intuit has made enhancements to the Client Overview feature available to users of QuickBooks Online Accountant when accessing their clients QBO books. Read more

General Ledger

Intuit has revised the Reclassify Transactions feature available within the QBO-Accountant tools. Read more

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Liz deserves a 'few days off' after her long overseas assignment, so Murph is on duty (Oh no). "Unless you have logged-in to your User's Banking Center, you may not have noticed recent changes QBO has made because they don't show up in QBOA, yet." Read more

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The February edition of QB Talks will be held on Wednesday, February 13, 2019 at 2:00 p.m. Eastern and will feature the Quarterly QuickBooks Online Update. We are changing 'webinar platforms' and will have more details next week. Read more

Training and Live Events

Liz Scott and myself will be presenting the QuickBooks Online Quarterly Update at our Wednesday December 19 QB Talks webinar at 2pm Eastern. Read more

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Additional product announcements (in brief) were made during QuickBooks Connect and we are just starting to get some of the details which we wanted to share with our readers. Read more

General Ledger

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Source: Intuit

Intuit announced the release of a new Client Overview feature of Accountants Inside of QuickBooks Online during the opening general session of QuickBooks Connect on Monday November 5th. Read more

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Intuit has recently announced additional changes in their policy regarding 'Wholesale Billing' for Clients of firms using QBOA. They have also released additional information about soon-to-be-available features in the 'QBO-Advanced' product. Read more

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Murph takes a 'first look' at Circulus this week, a cloud-based A/P solution that works with either QuickBooks Online or QuickBooks Desktop. Read more

Vendor Corner

Murph and Liz are anxiously awaiting the September edition of QB Talks when they will be going through the QuickBooks Online Quarterly Update of new and enhanced features. Read more

Training and Live Events

Qvinci Solo is the newest member of the QuickBooks Accountant Apps Program. Read more

Vendor Corner

Intuit has announced their 5 for 5 QuickBooks Online Accountant offer has returned for a very short time. Contributing Author Liz Scott wanted you to know. Read more

General Ledger 2 Comments

Recently I took the Re-certification Preparation Webinar and there was a lot of information I realized that we covered here at Insightful Accountant. Read more

Training and Live Events

Murph looks at some of the highlights from Monday's Main Stage presentations at Scaling New Heights 2018. Read more

People & Business

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    QBO-Accountant users with the client access for a specific client will not only see, but have access and use of the Client apps tab under the Side-bar Apps menu item.

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  • Liz_QBOA-3PA_01

    Within QBO-Accountant, Editing User Permissions includes the ability to control "Client Access: Grant user access to a client gives the user full (admin) permissions to that client's QuickBooks Online file (from within QuickBooks Online Accountant).

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  • Liz_merge-duplicate-qboa-clients_05

    When you click the green 'Merge clients' button your selection(s) are merged together by QuickBooks.

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  • Liz_merge-duplicate-qboa-clients_04

    Pick the contact details to keep by selecting the client contact information that is correct.

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    Match the target client with the selected duplicate client to merge.

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  • Liz_merge-duplicate-qboa-clients_02

    The new Merge Duplicate Clients 'wizard' found in QuickBooks Online Accountant begins with 'Get started'...

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