Business Wire

Intuit’s Open Platform Strategy Transforms How QuickBooks Online Accountant Users Serve Their Clients

Share

Delivering on its open platform approach to provide seamless integrations across an ecosystem of accounting-focused solutions, Intuit (Nasdaq:INTU) today announced that QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all of their clients – even those that don’t use QuickBooks – within the product. This innovation is now available globally for QBOA users in the United States, Canada, United Kingdom, Australia, South Africa and France. It enables accountants to organize and view client information, notes and details in one consolidated place – meaning fewer headaches, missed deadlines and confusion.

“With this new capability, QBOA continues to evolve as the one place for our accounting and tax professionals to meet the needs of all their clients, no matter what accounting product or spreadsheet tool they use,” said Rich Preece, leader of the Accountant Segment, Small Business and Self Employed Group at Intuit. “We’re pleased our open platform strategy continues to provide value and helps meet the practice management needs of all our accounting partners – regardless of the products used by their client base.”

This latest QBOA enhancement is yet another proof point in Intuit’s open platform approach, which ensures that different solutions work together seamlessly, providing accounting and tax professionals with the vital information and insights they need, when they need them to help their small business and self-employed clients thrive.

QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is called “Quick add,” which enables accountants to add non-QuickBooks clients in three clicks while in the process of creating workflows to manage that client. Accountants click on the Work tab within QBOA, select “Create project” or “Create client request,” and then click “+Add new” to create a new project or request for their client. The new client task will be added to the accountant’s practice management dashboard so the firm can engage and manage client work immediately.

Once a non-QuickBooks client is added to the accountant’s QBOA client list, the accountant can then add client notes as well as create, assign and track projects and tasks for that client in the same way they can for their QuickBooks Online clients. The accountant can also send client requests for source documents, such as bank statements, through QuickBooks Online Accountant as well as store those documents within QBOA.

The result is a complete client list within the QuickBooks Online Accountant client dashboard from where accounting professionals can track, monitor and perform tasks from one place to ensure nothing falls through the cracks.

For more information, please visit https://quickbooks.intuit.com/accountants/online/.

About Intuit

Intuit’s mission is to Power Prosperity Around the World. Its global products and platforms, including TurboTax, QuickBooks, Mint and Turbo, are designed to empower consumers, self-employed, and small businesses to improve their financial lives, finding them more money with the least amount of work, while giving them complete confidence in their actions and decisions. Intuit’s innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, unleashing the power of many for the prosperity of one. For the latest news and in-depth information about Intuit and its brands, visit Intuit.com and follow on Facebook.

Contact information

Intuit Inc.
Mindy King, 214-387-2244
mindy_king@intuit.com
or
Access Communications
Jen Garcia, 415-844-6244
jeng@accesstheagency.com

About Business Wire

Business Wire
Business Wire
24 Martin Lane
EC4R 0DR London

+44 20 7626 1982http://www.businesswire.co.uk

(c) 2018 Business Wire, Inc., All rights reserved.

Business Wire, a Berkshire Hathaway company, is the global leader in multiplatform press release distribution.

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

Velodyne Files Patent Infringement Complaint with ITC Against Hesai and RoboSense16.8.2019 12:00:00 CESTPress release

Velodyne Lidar, Inc. filed a patent infringement complaint with the U.S. International Trade Commission (ITC) against Hesai Photonics Technology Co., Ltd. and Suteng Innovation Technology Co., Ltd. (a.k.a. RoboSense) for violations of section 337 of the Tariff Act of 1930 which makes unfair methods of competition and importation of certain products into the United States unlawful. Earlier this week, Velodyne also filed patent infringement complaints against Hesai and RoboSense in the U.S. District Court for the Northern District of California. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190816005041/en/ Velodyne Lidar’s Alpha Puck™, Ultra Puck™ and Puck™ surround view sensors (left to right). (Photo: Business Wire) Velodyne is asking the ITC to investigate these lidar manufacturers for unlawfully importing and selling lidar sensors that infringe Velodyne’s patented lidar technology (U.S. Patent 7,969,558). Velodyne reques

Merz Announces Key Governance Changes16.8.2019 09:26:00 CESTPress release

Merz, a global leader in medical aesthetics and specialty neurology, announced today that Philip Burchard will be appointed Chairman of the company’s Shareholders Council. He will assume this role in addition to his current position as Chief Executive Officer of the Merz Healthcare Group. In his new position, Philip Burchard will succeed Andreas Krebs, who has decided to step down from his current roles as Chairman of the Shareholders Council and Supervisory Board of Merz in order to dedicate more time to his personal entrepreneurial and philanthropic activities. In addition, Dr. Christian Holzherr will be the new Chairman of the Merz Supervisory Board. All changes will be effective as of October 31, 2019. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190816005106/en/ Philip Burchard, CEO of Merz (Photo: Business Wire) Philip Burchard joined Merz as CEO in July 2012. Under his leadership, Merz has focused its strategy on ae

FINEOS lists on the Australian Securities Exchange16.8.2019 07:22:00 CESTPress release

FINEOS Corporation Holdings plc (ASX:FCL), a leading provider of group and individual core systems for life, accident and health insurance, today announced the commencement of trading on the Australian Securities Exchange (ASX) via an initial public offering (IPO). The total number of securities (CHESS Depository Interests or “CDIs”) on offer was 84.4 million at a price of A$2.50 per CDI. Total gross proceeds from the offer amounted to A$211 million. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190816005058/en/ FINEOS lists on the Australian Securities Exchange (Photo: Business Wire) FINEOS intends to use the net proceeds from the IPO to invest further in R&D to grow the FINEOS product footprint and develop new business lines, to invest in additional sales, marketing and client account management capabilities and to pay down existing debt and shareholders selling down. Key areas of growth strategy for FINEOS include: • Inc

European Medicines Agency Validates Marketing Application for Filgotinib for the Treatment of Rheumatoid Arthritis15.8.2019 20:01:00 CESTPress release

Gilead Sciences, Inc. (NASDAQ: GILD) and Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the Marketing Authorization Application (MAA) for filgotinib, an investigational, oral, selective JAK1 inhibitor, for the treatment of adults with rheumatoid arthritis (RA) has been validated and is now under evaluation by the European Medicines Agency (EMA). This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190815005605/en/ “We are excited about the validation of this application which is an important milestone in our ongoing work to improve the lives of people living with rheumatoid arthritis and other inflammatory conditions,” said John Sundy, MD, PhD, Senior Vice President, Inflammation and Respiratory Diseases, Gilead Sciences. The MAA for filgotinib is supported by 24-week data from the Phase 3 FINCH clinical trials in which once-daily treatment with filgotinib achieved improvements in clinical signs and symptoms, achievem

Celsius Network Partners With Bitcoin.com15.8.2019 14:55:00 CESTPress release

Celsius Network, the industry-leading cryptocurrency platform, has announced a new partnership with Bitcoin.com, the leading resource for Bitcoin trading, news, and updates. Users of Celsius services are now able to purchase BCH, BTC, ETH, and other mutually supported cryptocurrencies through the Celsius app using Bitcoin.com’s advanced crypto trading platform providing low fees, enhanced accessibility to cryptocurrency, and valuable crypto services. With the shared mission of making financial services fair, rewarding, and transparent, Celsius and Bitcoin.com are well-known in the space for offering inclusive services designed to support the needs and interests of their robust communities. Celsius members can earn interest income of up to 10.53% APR on crypto assets and use their coins as collateral to get dollar loans at rates as low as 4.95% without fees or penalties, no minimums or caps, and no lockups. Bitcoin.com makes it easy to buy dozens of crypto assets instantly and without f

Anesthesia Patient Safety Foundation and Patient Safety Movement Foundation Offer $100,000 Patient Safety Curriculum Award15.8.2019 12:58:00 CESTPress release

The Anesthesia Patient Safety Foundation (APSF), in partnership with the Patient Safety Movement Foundation (PSMF), is now accepting proposals for the Patient Safety Curriculum Award. The $100,000 award will go to an anesthesia education investigator with the intent to modify the PSMF Patient Safety Curriculum to address perioperative patient safety. The awardee will also test the educational efficiency and effectiveness of implementing the curriculum in anesthesia training programs. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20190815005377/en/ Anesthesia Patient Safety Foundation and Patient Safety Movement Foundation Offer $100,000 Patient Safety Curriculum Award (Graphic: Business Wire) “This important work will add to the considerable value provided by PSMF’s Patient Safety Curriculum,” said Mark Warner, APSF President. “To ensure the safety of patients and achieve our collective goal of zero preventable deaths in hosp