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5 accountants say QuickBooks Ledger is a game changer for clients with less complexity

QuickBooks Ledger was launched in November 2023 as an accountant-only product, and is proving valuable as it enables accountants to gain efficiencies for low-complexity clients. Check out why five accountants1 use QuickBooks Ledger to best serve their clients.

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We are super excited about being able to use QuickBooks Ledger for our clients. Our team's efficiency in the QuickBooks workflow … and the cleanliness of the files reduces headaches for our tax teams. — Jacob Schroeder, Ascend Consulting

Perfect for moving desktop clients to online

QuickBooks Ledger's pricing eliminates the cost barrier for small desktop clients who want to move to the cloud. It's also perfect for accountants such as Jacob, so he can avoid overspending on features that may not be needed for his clients. Jacob uses Ledger to fill the gaps in many areas, and facilitate simpler handoffs to access files easily, review them, and make modifications—while his clients gain efficiency by seamlessly transitioning from QuickBooks Desktop to QuickBooks Online.

Read Jacob’s full article about QuickBooks Ledger.

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By harnessing its automation features, we can streamline repetitive tasks and reallocate our time to value-added services and strategic advisory for our clients. — Keila Hill-Trawick, Little Fish Accounting

Make reconciliation a cakewalk

Before QuickBooks Ledger, Keila’s smaller clients manually updated their yearly income and expenses—a tedious process. Now, QuickBooks Ledger's bank feeds track every transaction in real time. Keila can create rules to capture recurring expenses and identify contractors requiring a 1099. She can also invite her clients into Ledger so they can prepare financial statements with customized filters and date ranges. For clients who do not have many transactions, Keila easily connects to tools that allow her to clarify transactions regularly, taking bookkeeping tasks off of her clients’ plates.

Read more about how Keila uses QuickBooks Ledger.

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QuickBooks Ledger is here, and I couldn’t be more thrilled. This is a game changer for accounting professionals and our clients” — Carla Caldwell, Caldwell Accounting & Advisory Services

Save time. Automate your tasks.

Carla's firm provides services to clients who have holding companies and small businesses with a small number of transactions. Previously, Carla put them into one QuickBooks Online company, using Locations to separate entities. This resulted in more work for her team with 1099s, payroll, a large chart of accounts, and other reports. 

With Ledger, Carla can now manage clients' various entities more efficiently and precisely. Other processes that used to frustrate her team during the busiest time of the year, including training for once-a-year work, are now streamlined. Additionally, accountants with tax-only or write-up clients can now move them all to a single platform to manage workloads earlier in the year with the bank feed connection.2

Read more about how Carla is revolutionizing her business with Ledger.

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There’s no hype. That’s what’s so great about it. It’s just the plain, old reliable QuickBooks Online that we know and love, but without all the bells and whistles—and therefore totally affordable for uncomplicated files. — Nancy McClelland, The Dancing Accountant

Eliminate the year-end rush 

Nancy can start working on her clients' taxes without waiting for their statements, allowing her to be more productive before busy season. Ledger offers an affordable solution for low-complexity accounting clients to manage their bank feeds, rules, and reconciliation features, while still providing a good margin for her firm. And similar to other QuickBooks Online products, another great feature of Ledger is the ability to connect two accountants. This means that even if your firm doesn't offer client advisory services or in-house tax services like Nancy's, you can still connect with bookkeeping and tax preparation firms.

Read Nancy’s full story.

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This is going to be the next step in moving most of accounting to the cloud, which is definitely where the future is heading. — Hector Garcia, CPA

Get up and running—fast

Want to learn more about what Ledger can do? In this video tutorial (or click on the video below), Hector guides you through creating a QuickBooks Online Accountant/ProAdvisor account, and provides an in-depth overview of available features. He also shares tips for using the batch migration tool and offers powerful insights about the new platform.

What’s next?

QuickBooks Ledger was made with accountants, for accountants—and it's only $10 per month per subscription.3 Still curious if QuickBooks Ledger is a right fit for your low-complexity accounting clients? Read more about how it works and why it can be the ultimate game changer for your firm.


1 Accountant authors quoted in this blog are members of QuickBooks ProAdvisors, and were compensated for content they provided. 

2 Data from bank feeds and credit card transactions requires connection to client's bank and credit card accounts. Connection may not be available with some banks. QuickBooks Online requires a computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended).

3 $10 monthly price is in addition to QuickBooks Online Accountant account (currently free). Subscription is only available through the Accountant channel. Your account will automatically be charged monthly until you cancel. Sales tax may be applied where applicable. To cancel your subscription at any time, go to Account & Settings and select “Cancel.” Your cancellation becomes effective at the end of the monthly billing period. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

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