QuickBooks Online New Features and Improvements – January 2019
Along with champagne, confetti, and cover charges, nothing says “New Year” quite like the promise of big changes. But even if your resolutions crashed to Earth faster than the ball did, not to worry—we’ll improve for the both of us.
Check out the latest QuickBooks® Online updates aimed at letting you hit 2019 running and make it your most productive year yet.
What’s new in January
In a nutshell: Wholesale discounts provide the biggest long-term savings for your clients—and they’re only available through you. We’re now thrilled to offer our most steady and adaptable savings option on our most powerful cloud-based solution yet: QuickBooks Online Advanced.
Until May 31, 2019, you can offer your new and existing wholesale billing clients a 30% discount off the list price for the life of the subscription1 (limited time offer). As of today, that’s $105 per month marked down from $150 per month. Your firm is billed directly, and you can pass the cost onto clients, roll it into your services, or pay it yourself to build buzz for your practice.
How it works: Follow these steps to enroll clients in the QuickBooks Online Advanced wholesale discount:
- Sign in to QuickBooks Online Accountant.
- Select the Add client button from the top right of your dashboard.
- Enter your client’s information on the Add client screen.
- You’ll be asked to choose the details of the new subscription. Select Wholesale discount (firm is billed) from the billing choices, and Advanced from the product options, including Payroll if needed.
- Select which team members you want to have access to the account, then Save.
In a nutshell: Delighting clients is your bread and butter—helping you find them is ours. We created the Intuit® Marketing Hub to give accounting and tax pros an easy-to-follow playbook for growing your practice. And with our newest resources, you’ll get the expert guidance you need to leave a lasting first impression with your ideal prospects.
How it works: Marketing Hub resources are broken down by specific goals. Our latest arrivals focus on helping you develop your strategy and get leads:
- Step-by-step guide to launching a marketing plan that fits your services and clients.
- QuickBooks Online Sales Sheets to pitch your prospects with style.
- Video guide on how to discuss value pricing with clients (the first in an upcoming series of Hub videos).
- ProAdvisor discounts on Squarespace website builder and Constant Contact email marketing platform.
Certain resources, like our Sales Sheets, are part of our premium content package. To access premium content, sign in to your QuickBooks Online Accountant or ProConnect account, or sign up for a new account using the same link.
Get started by visiting the Marketing Hub here.
In a nutshell: To aid productivity for your firm and clients, we make it easy to shop for hundreds of time-saving apps and sync them to QuickBooks. And to highlight the best of the best, we’ve long awarded our “ProAdvisor Pick” trophy labels to the apps used most by our top pros.
But it’s a brand-new year, which means brand-new recommendations. We’ll be temporarily suspending the “ProAdvisor Picks” while we revamp the selection process. This will let us come back with updated awards so you can pinpoint the perfect solutions for your practice and clients.
How it works: All the apps currently available will still be available while we improve our selection process. The only change is that you won’t see the “ProAdvisor Pick” label on any app detail cards.
To establish new “ProAdvisor Picks,” we’ll be gathering fresh input from ProAdvisors and updating the standards used to evaluate apps. We’ll be sharing these new criteria with app developers so they have the transparency they need to design more of the apps you’ll love.
We’ll keep you posted on when to expect the new picks. In the meantime, start exploring apps here.
That’s all for now, folks.
Until next time, as always, keep your feet on the ground…and your books in the cloud.
1View QuickBooks Online Advanced wholesale discount terms of service here.