QuickBooks Online Accountant
A dedicated platform for accounting professionals to manage clients and grow their practice.
Executive Summary
QuickBooks Online Accountant is a free, cloud-based platform designed for accounting professionals, bookkeepers, and firms. It provides a centralized hub to manage client QuickBooks Online subscriptions, access their books, and streamline practice workflows. The platform aims to help accountants efficiently serve their clients and grow their practice by offering tools for client management, project organization, and access to client financial data. The platform integrates with a vast ecosystem of over 450 apps, enhancing its capabilities across various business functions like CRM, inventory, and payments. It also incorporates AI-powered features, such as Intuit Assist for reconciliation, to boost efficiency. While the core QuickBooks Online Accountant platform is free, Intuit offers advanced features through the Intuit Accountant Suite, which may have associated costs, and accountants typically manage and pay for their clients' QuickBooks Online subscriptions through the platform.
Use Cases
- Centralized management of multiple client QuickBooks Online subscriptions and financial data.
- Streamlining accounting practice workflows, projects, and team collaboration.
- Utilizing AI for efficient and accurate financial reconciliation.
- Integrating with third-party applications to extend functionality for clients.
- Managing client pricing plans and discounts for QuickBooks Online products.
Features
Visibility
- Centralized Client Access: Access and manage all client QuickBooks Online accounts from a single login.
- Practice Workflow Management: Tools to organize and track firm projects, tasks, and team assignments.
Intelligence
- AI-Powered Reconciliation: Leverage Intuit Assist for automated and intelligent transaction matching and reconciliation.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Mailchimp
- API Nation
- SignWell
- Coupler.io
- SysCloud Backup
Security & Compliance
Certifications: SOC 2, GDPR
Encryption: 256-bit AES encryption for data at rest and TLS/SSL for data in motion.
Pricing
- Model
- Freemium for accountants, subscription-based for client QuickBooks Online products.
- Starting Price
- $0/mo for QuickBooks Online Accountant core features
- Target Customer
- SMB,Mid-Market
- Free Trial
- No
About Intuit (QuickBooks)
Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.