Tax Business Software Solutions for Professional Tax Preparers

Direct Connect allows you to access your account information, pay bills and transfer money from within QuickBooks®. Web Connect functionality automatically enters transactions and updates balances when you log in to Online Banking and initiate a download of a certain transaction period. The downloaded transactions are then uploaded into your QuickBooks® software manually. Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their polices. If you don’t see an app for your device, you may still be able to access our mobile website by typing bankofamerica.com in your mobile web browser. By providing your mobile number you are consenting to receive a text message.

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The menus at the top of the screen are the biggest visual difference between QBO and QBOA in QBO Desktop and QBO and QBOA in a browser. If you’ve been a QuickBooks Desktop product user, you know that you can use the menus to navigate. Under the hood, QBO Desktop offers some options that you won’t find readily available in a browser, such as the ability to work in multiple windows. If you’ve taken the primary admin role for the Ledger file, you’ll need to contact Support and submit a Primary Admin Change Request to transfer the permissions to your client. You will still have full access as one of the QBOA admin users. When you enter clients into your practice, they are automatically added to your Quickbooks as customers.

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Please note that we don’t provide refunds if you miss the class or reschedule past 60 days from purchase. However, we’ll keep your credit so that you can attend another class in the future. If you have to miss the class, chat with a training advisor to reschedule.

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This is a product offering designed for you, not your clients. However, a client can be added as primary admin on the subscription (see below) to allow access to review transactions, connect qboa sign in bank feeds, collect documents, and run reports. Some banks and credit card companies can provide accountant credentials to connect the feeds without the client having to be on Ledger.

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Requirements for 1099s, such as adding vendors and mapping transactions back to those vendors, can also be managed in Ledger. 1099s can also be filed from Ledger using QuickBooks Payroll 1099 or exported to other 1099 software. The Master Admin for your Quickbooks Accountant account must set up a Box account before you can request or receive documents.

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In the event your client doesn’t bank with one that offers accountant credentials, your client could be added to Ledger to connect their bank feeds as detailed above. If none of the options are available for the client, a .csv file can be uploaded, or you can use a third-party app or manually enter transactions. In addition, some accountants and teams offer bookkeeping, accounting, advisory, and tax preparation. The seamless passing of client information from one group or individual to another is possible using QBOA firm user access. QuickBooks Online Accountant (QBOA) is the cloud-based portal that accountants use to access client QBO companies, work in them, and communicate with clients.

He is also the co-author of the previous edition of QuickBooks Online For Dummies and two previous accounting reference books. Find more information on QuickBooks Ledger, including how to add clients or how to set up a time to speak to a member of the QuickBooks team. A client’s financial information can be prepared for month-end, quarterly, or annual—any period.

• QuickBooks Online Accountant (QBOA) is the cloud-based portal that accountants use to access client QBO companies, work in them, and communicate with clients.
• Client organizers completed with reliable, readable documents.
• Be aware that the browser-based version of QBO and QBOA has additional functionality and keyboard shortcuts geared towards more in-depth business accounting tasks.

But QBO Desktop is not available from any of the “mobile device” stores (Google Play or Apple App) and, therefore, we’re not calling it an app. The runway is there for clients to grow into QuickBooks Online product offerings that support their changing needs. Client organizers completed with reliable, readable documents. The benefits of Ledger for bookkeeping and tax advisory are clear, but why is this product noteworthy for tax accountants? Let’s dive into specifics about Ledger and why it is worth consideration.

If you’ve been a QuickBooks Desktop user and you’ve used the Left Icon Bar in that product, you might find the Navigation bar a familiar tool. The Left Icon Bar and the Navigation bar work the same way; you click a link in either of them to navigate to a portion of the program. The next section gives an overview of what the QBO Desktop edition looks like, as well as detailing some of the things you can do in the iOS and Android mobile app versions of QBO. Trial balances produced in Ledger can be synced to ProConnect Tax or exported to other tax software. Click Your Books in the navigation bar on the left side of the screen to manage your own firm’s books and payroll.

You’ll see your request, whether your client has uploaded the documents that you need, and when they uploaded each document. From the client dashboard, you can see the client’s last paycheck date and the next payroll item due. Wholesale billing allows you and your clients to reduce expenses while you share a discount that never expires with your clients for QuickBooks Online with or without Payroll.