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Client Hub, a company that enables all-in-one modern client portals for accounting and bookkeeping firms, announced its new integration with QuickBooks today. Now, accounting professionals can eliminate the spreadsheets in which they send clients unclassified transactions -- and instead, automate this process to immediately get these transactions resolved.
New Client Hub integration makes the shared workspace even more powerful as an extension of QuickBooks.
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Client Hub delivers a shared workspace where accountants and clients collaborate. Clients access their workspace either online through Client Hub’s web app or anywhere through Client Hub’s popular mobile apps for iOS and Android. This new integration makes the shared workspace even more powerful as an extension of QuickBooks (as shown above).
Client Hub instantly creates a Client Task for clients when a transaction needs attention like classification then the client can immediately classify the transaction.
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Firms using Client Hub can now connect a client’s QuickBooks file to that client’s workspace in Client Hub. Then, they simply designate a QuickBooks account for uncategorized transactions. When an expense gets posted to that account, Client Hub instantly creates a Client Task for that client. (Like the one shown in 'red box' in the top middle of the illustration above.) The client can immediately classify the transaction, saving accountants hours of lost time chasing down clients later in the process. (As shown by the 'yellow arrow' in the illustration below.)
This immediately classification of transactions can potentially save accountants hours of lost time chasing down clients later in the process.
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“We found that many of our Client Hub accountants were sending a spreadsheet to their clients with expenses that needed to be classified,” said Judie McCarthy, co-Founder of Client Hub. “It hit us that this would be a perfect opportunity for an integration to automate this workflow.”
There are over 200,000 QuickBooks ProAdvisors worldwide -- and most of them are offering services such as Client Accounting or Outsourced Bookkeeping where they can use this integration to save time. This Client Hub integration leverages connectivity between accountants and clients through the cloud to save hours of time and provide an always current set of books, while driving a much better client experience in the process.
“This is a total game-changer for the QuickBooks app ecosystem” says Richard Roppa-Roberts, founder of Not the Only One Roundtable, a network of QuickBooks ProAdvisors. “Our group members have been excitedly discussing how it can save them hours of time.”
Be certain to visit Client Hub's QuickBooks Integration webpage for more information.