The New QuickBooks Online Accountant (QBOA)

A New Year inspires fresh ideas, and Intuit has been working hard to get everything together for their refreshed QuickBooks Online for Accountants (QBOA). Before we launch into the takeaways from the chat on the new QBOA, let me reiterate that we welcome all QuickBooks users, from small businesses to developers, to join us for our weekly #QBOchat sessions. So without further ado, here are some of the highlights from our recent chat to bring everyone up to speed on the new QBOA.

What is the New QuickBooks Online Accountant About?

Check out this video from Intuit that provides a glimpse into QBOA to whet your appetite and I think you’ll be as excited as we are!

The new QBOA layout was unveiled at last year’s QuickBooks Connect Conference and although it hasn’t fully rolled out to all QuickBooks users, it’s on the way with impressive new features. The new QBOA was inspired by accountants’ need for more time, and much of this appears to be addressed with a new reorganized layout for the client and advisor, streamlining the experience for the accountant and their teams. It simplifies things by allowing you to limit what clients your team has access to, and it’s heavy on client collaboration, whether your clients are QuickBooks users or not.

According to Jim McGinnis, leader of the Accountant and Advisor Group at Intuit, “The new QBOA bolsters the accountants pride in confidently helping clients succeed.” It features customizable dashboards, enhanced collaboration tools, improved employee access and more. These changes are saving accountants precious time and causing less stress.

How Will Communication Between Accountants and Users be Enhanced With QBOA?

You can request documents from your clients directly within QBOA and track requests, have the ability to see the quick updates at a glance and stay in touch with workflow, and there’s improved management of documents between advisors and clients. The client dashboard conveniently allows accountants to see the most important issues to discuss with clients.

Check out this video on how you can work with clients in QBOA

And here is a tutorial on How to Invite Your Staff to the New QBOA


How Does Document Sharing Work in QBOA?

You can exchange files directly inside the platform. Here’s a video from Intuit showing how this is done:

Accountants receive free access to a secure Box account to store these shared files, and you can create multiple folders within your Box account to organize documents for clients. When requesting documents from clients, you can include a due date, and QBOA seems to read our minds by adding audit trails to the document center where all processed and outstanding documents can be viewed.

Other Cool Features for Accountants in the New QuickBooks Online Accountant

The new QBOA features an app tab, wholesale pricing now includes payroll, and there is a firm dashboard showing all clients and watch list items to allow accountants to take quick action if needed. Working with Intuit and QBOA is incredibly easy, and switching between the two is intuitive considering the similar look and feel. Mapping books to ITO is simple, and you can drill down on a client dashboard showing updates on the books, payroll, requests and documents.

The new QBOA provides for improved employee access and restrictions for firms with staff, and wholesale pricing for accountants to cover the cost of QuickBooks online for their clients.

How accountants can learn more about the new QBOA

Attending our weekly #QBOChat is one way, but there are also QuickBook’s live training webinars which both educate and offer CPE credits. Intuitive Accountant published this article with more details on the new QBOA, and CPA Practice Advisor wrote this informational article, too.

That’s all on the new QBOA for now. Don’t forget to chat with us weekly and find a wealth of great information on everything QuickBooks Online. We look forward to seeing everyone next week!

Looking for the transcript from this tweetchat? Here you go!

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QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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