QuickBooks Online Accountant — work easily with your clients - Cloud Bookkeeper - Xero -Sage - Accountants and Bookkeepers

Intuits new cloud bookkeeping software looks like its set to be a winner with bookkeepers, accountants and small businesses

Powerfully simple, completely intuitive and lightning fast

QuickBooks Online is easier, faster and better organised than ever. The streamlined design makes it easy for you and your clients to find information and get work done in fewer steps.

No distractions

A simple, clean design keeps you
focused on the task at hand — no
complex multi-layered menus.

Metrics up front

Key business metrics are available on the home page, right after you sign in.

Better banking

Bank totals, tasks, overdue invoices
and anything that needs your
attention is displayed clearly.
The power of plus
There’s one place to create
transactions. Just look for the plus sign
in the middle of every screen.
No hunting through menus to:
- – Create invoices, estimates or refunds
- – Pay bills and write cheques
- – Create journal entries
- – View books that are not closed
Search and find

Need to find something? Select the search
icon and enter what you’re looking for.
Transactions, cheque numbers, amounts —
they’re all easy to find.

Review transactions

Easily see the latest transactions
whenever you want. If you need to see
transactions that go further back,
just choose more.
Tools just for accountants
Accountant Home

Accountant Home is your starting
place. You’ll land on this page after you
select a client from your client list. From
Accountant Home you can:
- – Set up reports and tools
- – Review reconciled balances
- – See current balances
- – View books that are not closed
Reports for accountants

See clear and simple reports using the reports centre. It makes it easy for you and your clients to find the right report.
What’s more, as most people visit the reports page for profit and loss statistics, a graphical P&L report is right there.
The company menu for accountants

The company menu lives in the top right corner of every screen and gives you instant access to settings, tools and account details.

When you’re signed in as an accountant, you’ll get an additional column showing powerful tools for reclassifying transactions, writing off invoices and more.

Wherever. Whenever. And always in real time.

Your office becomes wherever. Your hours become whenever.
And you can always work with clients in real time.

Improved collaboration
When you share data with clients
in the cloud, you get fewer mistakes
and better insights.

Ditch the desk
Anywhere access means you don’t
have to be at your desk to work.

Uncover more insights
With up to date, reliable data,
you can discover and harness
powerful business insights.

The power of the cloud

By storing your data in the cloud instead of your computer, your work is always accessible,
up to date and secure. That means you can save time, rest easy and rest more often.

Always up to date
QuickBooks Online keeps itself updated to the latest version, so you get new features automatically.

Always secure
The cloud uses the same encryption as leading online banks, keeping your data safe and sound.

Always backed up
Your data is backed up for you, so if your computer crashes
your work stays safe.

Always accessible²
You can sign in from any location, giving you flexibility in when and how you work.

Used and trusted by companies around the world
QuickBooks Online has over 450,000 small business users around the world.³

A cloud full of features

QuickBooks Online Accountant will help you save time, so you can get more out of business. More satisfied clients. More growth opportunities. More time to develop your accountancy practice.

Multitask with clarity
Access client companies in one
step and easily switch accounts
without logging out.

Reconcile with ease
View, troubleshoot, and undo
reconciliations with our straightforward
Reconciliation Snapshot Tool.

Simplify in batches
Save time by reclassifying
incorrect transactions and writing
off groups of invoices in one go.

“Navigating through QuickBooks Online creates a seamless and intuitive
experience, delivering almost immediate results.”
CPA Practice Advisor: It’s “Game On” for Intuit, August 27, 2013.

Access the cloud

So you’re ready to join the cloud. But is your computer? Odds are the answer is yes, but check below
to ensure that you’ll be able to use QuickBooks Online Accountant.

Browser	Windows	Mac OS X
Google Chrome	Any version	Any version
Firefox	Version 7 or later	Version 4 or later
Safari 4	—	Version 4.1.1 or later
Safari 5	Version 5.0.1 or later	Version 5.0.1 or later
Internet Explorer	Version 10 or later	—

Software requirements

You or your client must have a subscription to QuickBooks Online in order to create or work on a company file.
QuickBooks Online Accountant provides accounting tools which you can use with your clients’ QuickBooks Online data.

Network connection

We recommend a high-speed internet connection, such as an ADSL broadband or fibre connection. You can use a slower
connection, but it will take longer to get things done.

QuickBooks Online Accountant — work easily with your clients