Guide

Float for Your Clients

The new QuickBooks® Accountant Apps program offers a selection of accountant-preferred apps that are fully integrated with QuickBooks Online (QBO) and enable single sign-on for the accountant and client (using QBO credentials), making it easier and more productive for accountants to work with top-rated apps. These apps can be fully provisioned through QuickBooks Online Accountant on behalf of your clients, so that you can make sure data is flowing to the right place, right from the start.

This practical guide offers resources for your firm to get up to speed on helping your clients visualize their current and future cash balance with cash flow forecasting by Float.

Whenever you are ready, you can connect Float for your clients here.

You can also explore more apps inside the QBOA Apps Tab.

In This Guide