NEW! Client apps feature inside QuickBooks Online Accountant
Managing apps connected to your clients’ QuickBooks® Online companies just got easier! Last month, Intuit® updated the Apps® tab in QuickBooks Online Accountant (QBOA) to give accountants better visibility and control of the apps connected to their clients’ accounts. This new functionality includes a streamlined, high-level view of all apps connected to a client’s account, combined with easier navigation to view and manage detailed information about the app connection.
I love this new view because it gives me quick access to monitor and manage all the apps connected to my clients’ QuickBooks companies on one screen. Let’s take a peek!
Better Birds-Eye View of All Client Apps
The new Client apps page in QBOA now lists your clients’ apps in a convenient grid view. This new layout allows you to see all apps for all your clients in one screen. The grid lists the client name on the left and displays all apps connected to their QuickBooks account on the right.
(Client names hidden for privacy)
The number of apps already connected to the QuickBooks account is displayed next to each client’s name, and you can easily see whether the app was connected by you or by another user by looking directly underneath the app card in the grid.
The filter function helps you to easily to view only clients that are subscribed to either discounted apps, apps you connected or apps others connected. This can be super helpful when auditing your clients’ app subscriptions to see which apps were connected by the firm and which were connected directly by the client.
Use the search box to identify which clients are using a specific app. Just start typing the name of the app you are looking for to see a list of all clients who have the app connected, displayed below.
Improved Management and Control of Client Apps
The redesigned apps tab also provides better visibility into client details and app management for accountant users. Type a client’s name into the search box and you can view the details for that client only. This new functionality makes it easier than ever to see what apps are connected to a new client’s QuickBooks during the onboarding process, an essential step in understanding your client’s processes and technology workflows.
You can manage apps that were connected by you by clicking on the three vertical dots to the left of the app card. You can launch the app, view support options, disconnect the app from QuickBooks or rate your experience with the app by writing a review to be included on apps.com.
If the app was added by another user, you can still view support information for the app, including contact info and a link to the developer’s support website.
I’m really excited about this new layout and how easy it is to view and manage client apps and would love to see additional features added here in the future, such as the ability to view when an app last connected to QuickBooks and maybe a link to a filtered view of the audit log, showing all data recorded and modified by the app!
Details and FAQs
It’s important to note that only the master administrator of the QBOA firm will have access to the Client apps screen and can add apps to the firm’s wholesale billing account. To learn more about apps permissions in QBOA and specifics about the App program billing, check out this support article.
If you’d like to see the new Apps tab in action, check out The QB ‘Appy Hour with Liz and Heather on July 10 from 4:00 – 5:00 p.m., EST. We’ll be getting ‘appy’ showing you the new functionality and celebrating the magical world of the QuickBooks Online app ecosystem.