How to Use Quickbooks Online Accountant: Learning Steps, Tips, and Resources

If you are a QuickBooks user, you would probably have heard of QuickBooks Online Accountant, the new feature that allows users to access and enjoy your ProAdvisor benefits, manage and handle QuickBooks Online clients, and cooperate with other company members.

In this article, we will introduce this feature in detail, from what it is to how it can benefit your business and how to use Quickbooks online accountant. We’ll also share some helpful bonus tips and learning resources to make the most out of this feature. 

What is QuickBooks Online Accountant? 

QuickBooks Online Accountant is a cloud-based accounting management software. It helps bookkeepers and accountants compile client transactions, review their books, and make adjustments. This program is free for accounting professionals, and when you sign up, you’re eligible to join in the QuickBooks Online ProAdvisor program. QuickBooks Online Accountant features bookkeeping for your company built around QuickBooks Online Advanced and client tools, making it a one-stop software to meet all your bookkeeping needs.

How using QuickBooks Online Accountant benefits your business

QuickBooks Online Accountant provides users with a comprehensive range of benefits, from enjoying ProAdvisor benefits, managing and handling QuickBooks Online clients, and cooperating with other teammates from anywhere. Whether you need to work with clients in the cloud or look for accounting courses and certification, the feature can meet all your business requirements. 

How to use QuickBooks Online Accountant

To help you better visualize how to use QuickBooks Online Accountant, we’ve listed some helpful tutorial videos below: 

Introduction to QuickBooks Online Accountant
QuickBooks Online Complete Tutorial

You can also have a look at the QuickBooks Online Accountant guideline that explains each task thoroughly and provides detailed illustrations for each process. 

You might also be interested in: 

QuickBooks Online Accountant tips and tricks

Use ProAdvisor

The QuickBooks Intuit Package comes with the ProAdvisor feature, which connects you with a local accountant (depending on your location) to help you get up and run the software if needed. You can also consult them on issues like tax requirements, offset expenses, and business structure.

Reconcile on QuickBooks

One of the essential QuickBooks tips that simplify your work is constant reconciliation. By reconciling your accounts regularly, you always have a broad view of your financial situation. You can simply check that a statement or payment remittance matches your QuickBooks whenever you receive one. This includes all statements, including those for bank accounts, credit cards, and loans.

Secure your data with QuickBooks

Securing your data is as integral as running your business. And QuickBooks can help you with that! With QuickBooks Online, you can set up an automatic schedule to back up your data on the cloud system or have it backed up automatically. Otherwise, you can integrate QuickBooks with your backup solution for extra security.

Customize your QuickBooks layout

The latest version of QuickBooks offers users a customizable interface. If you are more familiar with the previous layout or simply want to create an interface that suits you best, all you need to do is go to Edit>Preferences>Desktop View. 

Set up memorized transactions

A simple practice that can make your work much simpler and faster is to set up memorized transactions on QuickBooks. You can utilize these to pay monthly bills or send off monthly invoices to your clients, which can help you save a lot of time and effort and avoid making mistakes. To enable that feature, click on Lists>Memorized Transaction List>Memorized Transaction>New Group and set up the transactions you want to memorize.

QuickBooks Online Accountant learning resources and certification

Besides providing users with a helpful accounting tool, QuickBooks Online Accountant offers professional training for future accountants and bookkeepers. Users can choose to learn from videos, webinars, virtual conferences, and in-person events to improve their knowledge and skills and gain confidence from first-hand experience. 

QuickBooks Accountant University

QuickBooks Accountant University is a step-by-step program that offers users flexible courses and concrete results in bookkeeping and accounting. This program provides free access to actionable, live training lessons taught by Advanced Certified ProAdvisors and all the study materials you need in your learning. 

Moreover, you can pick your favorite learning method, from webinars to virtual conferences to in-person events, and earn CPE (Continuing Professional Education) credits. 

You can check upcoming events and on-demand training here

QuickBooks Certification

QuickBooks Online Accountant offers accounting professionals free training, exams, and certification. Through exams, you can gain valuable skills to provide better services for your clients and earn credentials that keep your practice growing as well. 

You can find exams and get your certifications here

The bottom line

QuickBooks Accountant gives accountants and bookkeepers an amazing opportunity to improve their performance. The feature helps users collaborate with other teammates and clients better, keep the information up to date, and maintain a seamless process for bookkeepers and accountants. It can increase productivity, reduce errors and fraud, and maximize companies’ resources in the long run.

Don’t forget to subscribe to the Shoeboxed blog for more helpful accounting information, tools, learning resources, and best practices for accountants and small businesses! 


About Shoeboxed

Shoeboxed is a receipt management application that turns your receipts and business documents into a digital format in just one click by taking a picture straight from your smartphone or scanning a pdf. It automatically extracts, categorizes, and human-verifies important data from your receipts so that you can go over and check your records anytime with ease. Shoeboxed ensures you will always have your receipts securely stored and ready for tax purposes.

Access your Shoeboxed account from your web browser or smartphone app. Stay audit-ready with Shoeboxed for FREE now!

5 Triangle SaaS Tools Keeping Small Businesses Organized

Check out these five Triangle software as a service (SaaS) tools that are keeping small businesses organized. You may find that your small business could really benefit from using one, or all of these tools!

This guest post is brought to you by BoostSuite, the easiest way to build more website traffic and get more marketing conversions.

Small businesses all across the country are popping up and doing great things, especially in the tech space. The Triangle (Raleigh, Durham, Chapel Hill) is no exception. In fact, Raleigh was just listed as the #3 best places for businesses and careers by Forbes magazine.

Startup incubators like The Startup Factory in Durham and H/Q Raleigh provide enthusiastic entrepreneurs with the resources they need to get their businesses up and running.

These small businesses often support one another by using each other’s services. This creates a healthy, self-sustaining business ecosystem that benefits all involved. I feel lucky to work for a small business in the Triangle. I’ve met tons of smart people who are game-changers, asking the right questions and constantly pushing the envelope of what can and cannot be accomplished.

Enough with the gloating already. Don’t simply take my word for it. Check out these five Triangle software as a service (SaaS) tools that are keeping small businesses organized. You may find that your small business could really benefit from using one, or all of these tools!

1. Shoeboxed – Digital Document Management Software

Organization is the name of the game for Shoeboxed.

Do you have an old shoebox full of receipts, business cards and other financial documents? Instead of keeping that disorganized, hulking mass, try Shoeboxed out for free. Their service is the fastest way to turn a pile of receipts into digital data to save you time, money and hassle.

Since 2007 the Shoeboxed team has been working tirelessly to keep their users organized and give them more time to focus on their business, their family or whatever it is in life they love to do. And with over 500,000 users in 100 countries worldwide, I think they’ve gotten pretty good at it!

2. BoostSuite – Website Marketing Automation Software

Researching keywords for your content marketing strategy and optimizing each page of your website requires a lot of time and organization.

Good thing BoostSuite is here to organize all of these things for you automatically.

BoostSuite automatically discovers new keywords from your search engine visitors and automatically determines their opportunity levels (based on search volume and competition levels). This saves you hours of time each month compared to doing this manually. BoostSuite also grades each page of your website and provides you with a prioritized to-do list of on-page SEO changes you can make using these high-opportunity keywords. No more guesswork or wasted time!

Sign up for free today and optimize your website properly and in a timely fashion.

3. Argyle Social – Social Media Marketing Automation Software

Argyle Social helps small businesses keep your social media marketing strategies organized by providing them with the tools needed to integrate all your social media accounts, schedule posts, engage followers, support users and customers, and measure the results of each campaign.

Argyle focuses on relationship management and finding qualified prospects for your business through social media. You can identify current prospects and customers on social networks by using the prospect list that already exists in your marketing automation software to help refine and target all your social engagements.

You can also compare individual posts or groups of posts via campaigns to determine your most valuable social content. Their Google Analytics integration gives you further insight into the minds of your socially savvy prospects.

Contact Argyle Social today to learn more about how they can help you generate more revenue through your social media campaigns.

4. ArchiveSocial – Social Media Archiving Solutions

Like email, social media creates business records. These records have to be maintained and organized. The way your business communicates with your audience has changed. What used to be an email to customer support is now a post on your Facebook page or a Twitter mention. There is no doubt that social media has become a key channel for business communications.

As conversations shift to social channels, it is important to remember that those communications constitute meaningful records just like emails and documents — records that could be critical for compliance, legal e-discovery and other records management needs.

ArchiveSocial preserves your social media content in a way that looks, feels and behaves like a carbon copy of the original social network. You can expand comment threads, view full-sized photos, play videos and more. Hence, you can actually make sense of your records.

Request a demo from ArchiveSocial today to see how they can help you out.

5. Adzerk – Online Ad Server

If you’ve ever run ads online, you know that it can be tough to keep everything organized. That’s where Adzerk can really help.

Adzerk’s adOS is the best solution for managing your site’s ads.

adOS is your ad management platform. You’ll have an advertiser portal to share logins with your advertisers, and adOS will even help you calculate earnings. Give advertisers the ability to upload creatives for you to approve. Their super easy three step process will have you serving ads in minutes.

Their simple user interface keeps your ad campaigns organized and allows you to easily measure the results. Sign up for free now.

I hope you take the time to try each of these awesome tools out. They’ll help you stay organized, saving you time and allowing you to take your small business to the next level!

I know there are a lot of other great Triangle-based tools out there that I didn’t mention in this article. If you know of any more, please mention them in the comments!

About the Author

ryan kettler

Ryan Kettler is Director of Communications for BoostSuite. Ryan is an internet marketing zealot, sports fanatic, devoted runner, avid golfer, beer connoisseur, and live music enthusiast. When he’s not helping BoostSuite customers he can be found running 5ks, sampling IPAs, and cheering on his North Carolina State Wolfpack.

Image via Wikimedia Commons