The core features we wanted to see, directly related to managing your accounting practice, carry the highest weight. This includes features like direct access to your client’s books, client management, time tracking and billing, and task and workflow management. To make things easier, you need a solution that will streamline workflows, let you access client data from anywhere and free up your time to perform high value, billable work. QuickBooks Online Accountant is accounting software for accountants designed to do that and more.
Keep clients with complex needs thriving
Problems stem from the complexity of making simple fixes, such as Online Accounting miscategorizations or duplicate entries. Support is limited, so users are left reading help articles rather than getting a live person to help. However, note that earning ProAdvisor points is not a specific requirement or necessity for using the platform or accessing its features.
Find a plan that fits your client
With the previous version, your client could add it through their QuickBooks Online account. The Trial Balance tool is particularly useful during the preparation of financial statements. It serves as a preliminary step before generating reports like balance sheets and income statements. Additionally, it allows you to easily identify any unbalanced accounts, missing entries, or misclassified transactions, helping you catch and correct errors before finalizing financial statements.
Access to the QuickBooks ProAdvisor Program
- For instance, it’s free for accounting professionals, and it offers enhanced bookkeeping features through QuickBooks Online Advanced.
- FreshBooks is great for self-employed individuals, sole proprietors and independent contractors.
- Alternatives I tested either don’t offer a full complement of tools (FreshBooks) or require an add-on to access them (Xero).
- QuickBooks Online stands as the best accounting software that our researchers have tested, due to a great feature catalog, reporting tools, a top-quality support team, and a customizable interface.
- We can also offer deals on the best payroll software solutions on the market.
However, note that your client will need to invite you as an accountant user to their QuickBooks Online company. During the import process, QuickBooks Online will display a list of companies where you are an accountant user. You can also ask a question in the community forum, and other users may be able to help troubleshoot issues. Our article on the QuickBooks ProAdvisor Preferred Pricing Program explains the three billing options in detail, the different products available for discounts, how to enroll a client in the program, and more.
View client details
Two additional pages in the dashboard provide more cash flow details and a big chart that toggles between a customizable view of your cash balance and money flow. When it comes to cost, Wave is the winner with a zero-dollar fee for the basic service. Sage Business Cloud Accounting will review your business needs before giving you a quote, whereas QuickBooks Online Accounting is a per-client charge that is easy to understand. QuickBooks Online has four pricing tiers and offers 50% off for the first three months when you purchase. The first tier is the Simple Start Plan at $15 per month for the first three months, then is $30 per month.
Next Steps: Ready to Use Accounting Software?
At Fit Small Business (FSB), we are committed to delivering thorough and dependable software reviews. In adherence to the FSB editorial policy, we seize every opportunity to try the accounting practice software we review firsthand, allowing us to test how the features work in real-world scenarios. This approach allows us to customize our reviews and provide more relevant insights and recommendations tailored to the unique needs of your accounting firm. An accountant is an individual who keeps track of business transactions and financial records to help determine how well a company is performing at a financial level. The potent reporting provides a 360° view of sales, by customer, product, project, or location.
Alternatives to QuickBooks Online
Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program. Grow your firm and reap all the rewards QuickBooks Online Accountant has to offer. For these tasks, you can download the “QuickBooks Accounting” app from the App Store, or https://www.bookstime.com/ the “QuickBooks Online Accounting” app from the Google Play store. Once you’ve logged in, you just need to hit the “+” symbol at the bottom center of the homepage, and you’ll pull up the main menu, which you can scroll through until you find the task you need.
Your accountant can then navigate to the main “Reconcile” page and select the “History by account” button on the upper-right corner. This allows them to undo the previous transaction without needing to manually edit individual transactions from within the register. QuickBooks Online’s user interface looks attractive and professional, though I wish it didn’t sprawl so much on some pages. The site gets around this by occasionally using panels that slide out from the right for data entry. Clients in the system are part of the secure message center where you can send direct messages and requests for information to your client. You can consolidate notes in the dashboard so that everything you need is in one convenient spot for your clients.
Moreover, another reviewer wishes that the receipt capture was easier to use. Satisfied quickbooks accountant users commented that the platform is easy to set up and use, which aligns with our key findings (discussed in our ease of use section below). One user who left a positive QuickBooks Online Accountant review explained that it has a simple interface and that it is feasible for startup ventures.
