With taxes out of the way, it’s a great time to give your clients a boost. With our latest QuickBooks® Online updates, you can make a positive impact on their business right when they need it most.
This month brings time-saving features to help simplify your clients’ workflow and employee management, plus some well-earned rewards that are all yours to enjoy.
Free third accountant user in QuickBooks Online Advanced
Enhanced custom fields in QuickBooks Online Advanced
Automated time-off tracking in QuickBooks Online Payroll
Pre-scheduled contractor payments in QuickBooks Online Payroll
Detailed log of your firm’s ProAdvisor points
ProAdvisor points for adding QuickBooks Online Advanced clients
In a nutshell: Accounting pros aren’t superheroes (though your clients’ receipt shoeboxes may feel like Kryptonite). When it comes to helping the fastest-growing small businesses, one person isn’t always enough.
We’ve now made it possible for your clients to add not two, but three accountant users to their QuickBooks Online Advanced—all for free.
How it works: To add accounting pros, you or your clients will need to select the Gear icon, then Manage users.
Under the Accounting firms tab, you’ll see a list of the accounting pros who have access to your clients’ QuickBooks Online Advanced.
Select the Invite button to add a new accounting firm (up to 3). Or remove users in the Actions column on the right.
With these added resources, your thriving clients can get the help they need to spur their growth—such as seasonal tax support, temporary consultants, external CFOs, and more.
In a nutshell: The more your clients know about their customers, the more they can cater business to their needs.
With our new custom fields in QuickBooks Online Advanced, you can track more granular data than ever across sales reports, purchase orders, customer profiles, and more. Plus use custom fields to organize and filter financial reports to easily surface the biggest details.
How it works: Your clients can create as many custom fields as they want, with up to 10 fields active at a time.
Custom fields are entirely up to you and your clients, and can be virtually anything that’s unique to their industry that you want to track. Get ideas on custom fields here.
Once you’ve created custom fields, you’ll be able to see and manage them on financial forms, like invoices, for example.
With enhanced data-tracking, you’ll get deeper insights into what matters most to your clients’ customers, and produce more impactful financial reports.
To get started, check out our step-by-step guide on how to use and manage custom fields.
In a nutshell: Taking time off is crucial to help employees reduce their stress—but tracking it shouldn’t increase yours.
With our two newest tracking options, you and your clients can easily track unpaid and paid time off within QuickBooks Online Payroll. Save time and hassle, and rest easy knowing you have the records needed to comply with paid leave laws.
How it works: To set up paid or unpaid tracking for an employee, you or your client will need to select the Gear icon, then Payroll settings.
Select the tracking option from the drop-down, as well as the accrual frequency, and the total hours allowed.
All paid and unpaid time off will be tracked automatically, with details stored in QuickBooks so you and your clients have all you need to report employee leave with confidence.
Get step-by-step directions on how to set up paid and unpaid time off policies.
In a nutshell: Picture this: It’s almost quitting time. You’re halfway out the door when suddenly you freeze, shoulders slumped, and trudge back to your desk. You forgot to log in to make a contractor payment due tomorrow. Sound familiar?
Leave situations like that behind with our new payment scheduling in QuickBooks Online Payroll. You and your clients can now set up contractor payments in advance, avoiding the need to log in on specific dates and reducing missed payments.
How it works: To schedule a contractor payment, simply select your preferred date from the calendar within the normal payment flow.
Contractors will get paid when they’re supposed to, you and your clients won’t waste time logging in for every individual payment, and everyone can get home a bit earlier.
In a nutshell: The more ProAdvisor points you add, the more perks you get to keep your firm and clients thriving. But it’s not always enough to see how many points you have—it also helps to track how you got there.
Want to learn subtle ways you’re losing points, or remind yourself how to boost your tally fastest? With our new ProAdvisor points log, you can stay informed at a glance and chart the most rewarding path for your practice.
How it works: To view your ProAdvisor points history, select the ProAdvisor tab in QuickBooks Online Accountant, then select History.
You’ll find a detailed log of every action that added or removed points from your ProAdvisor account, and your total balance to date.
Use your points history to discover the best ways to keep your balance growing and earn new rewards for your practice, like marketing resources, exclusive training, and more.
Sign in to see a detailed breakdown of your ProAdvisor points history.
In a nutshell: The QuickBooks ProAdvisor Program offers points and rewards for the work you naturally do to grow, like getting certified and adding software.
We’re thrilled to announce a brand-new way to add to your tally. You’ll now earn 75 ProAdvisor points for each of your clients with an active QuickBooks Online Advanced subscription, our newest cloud solution perfect for growing small businesses.
How it works: No mystery here. Just add QuickBooks Online Advanced for an existing client, or add a new client who already uses Advanced, and you’ll bank 75 piping-hot ProAdvisor points.
The more points you add, the faster you’ll elevate your status and earn new ProAdvisor rewards, such as:
Sign in to learn more and manage your clients’ subscriptions.
That’s all for now, folks.
Until next time, as always, keep your feet on the ground…and your books in the cloud.
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