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Lesson 1

QuickBooks Online Accountant allows accounting professionals to manage their work and clients in one place through a single user ID. It offers tools to effortlessly manage workflows, easily communicate with clients, seamlessly complete all services, grow one's firm, and access the ProAdvisor Program. The QuickBooks Online ecosystem includes apps that can integrate with QuickBooks Online to streamline processes, provide insights, and reduce data entry needs for accountants and their clients.

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Luc Steve Essoe
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209 views

Lesson 1

QuickBooks Online Accountant allows accounting professionals to manage their work and clients in one place through a single user ID. It offers tools to effortlessly manage workflows, easily communicate with clients, seamlessly complete all services, grow one's firm, and access the ProAdvisor Program. The QuickBooks Online ecosystem includes apps that can integrate with QuickBooks Online to streamline processes, provide insights, and reduce data entry needs for accountants and their clients.

Uploaded by

Luc Steve Essoe
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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The many roles of accounting professionals

At Intuit, we know that as an accountant or bookkeeper, you have a lot on your plate. You
have multiple clients that need you to communicate with them, run their books, and file their
taxes. You’re also running a business, so you need to manage your workflows and team. With
people’s livelihoods at stake, being efficient and accurate is essential.

How can QuickBooks Online Accountant help?

With QuickBooks Online Accountant, you can manage all your work and clients in one place.
With one user ID, you can:

 Effortlessly manage your workflows so you don’t miss a deadline


 Easily manage and communicate with all your clients
 Get your work done seamlessly across all your services
 Grow your firm, attract new clients, and stay educated with QuickBooks
 Secure access to the Online Accountant’s ProAdvisor Program 

Disclaimer: 
This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such
advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No
assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation.
Intuit Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided
should not be relied upon as a substitute for independent research. Intuit Inc. does not warrant that the material contained herein will
continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.
The QuickBooks Online ecosystem is constantly evolving to meet your needs.

Your current experience may differ from what you see here.
Continue training
Learning outcomes
In this lesson, we’ll cover:

 Intuit’s suite of products and the QuickBooks Online ecosystem


Topics

 The Intuit product family


 Welcome to Intuit
 The QuickBooks Online ecosystem

The Intuit product family


 
QuickBooks Online Accountant 
Feel confident in never missing a deadline again by using the
powerful features of QuickBooks Online Accountant to manage
your work, your clients, and your practice, all with one user ID. 
QuickBooks Online 
Intuit’s flagship accounting product for small to midsize
businesses, QuickBooks Online helps business owners manage
their finances with ease through a cloud-based solution that’s
available anytime, anywhere. 
Because no two businesses are the same, we offer different
subscription levels to suit the needs of your individual business. 
QuickBooks Self-Employed 
Seamlessly service your Schedule C clients with QuickBooks Self-
Employed. It automatically tracks miles, organizes expenses, and
gives you the most accurate data, all seamlessly integrated into one
place: QuickBooks Online Accountant. 
QuickBooks Payroll 
As the number-one payroll solution provider in the
U.S., QuickBooks Payroll offers a number of solutions designed to
suit the needs of the small business. 
These range from a do-it-yourself option for clients who want to
manage payroll themselves, to a complete payroll service with a
team of U.S.-based payroll experts to take care of payroll for your
client. QuickBooks Payroll makes paying employees and
contractors quick and easy. 
What’s more, it integrates with QuickBooks Online Accountant,
showing you the last pay date and a summary of recent tax
payments and form filings, as well as upcoming due dates. 
ProConnect 
Intuit’s ProConnect brand portfolio includes ProConnect Tax
Online, ProSeries, and Lacerte, our leading tax-preparation
offerings for professional accountants. 
You can access ProConnect Tax Online data within QuickBooks
Online Accountant, integrating accounting and tax data for accurate
and efficient filing. 
TurboTax 
Taxpayers work hard for their money and TurboTax wants to help
them find and keep more of it. It makes the filing experience
effortless and worry-free for individuals. 

Mint 
Mint delivers financial tools and insights to help people make
smart choices about their money, from balancing the family’s
monthly budget to achieving their personal financial goals. 

 
Resources

For more details on all the products that Intuit offers, along with the benefits it can bring you,
your clients, and consumers, visit the Intuit website.
To find out more about the different QuickBooks Online subscription levels, along with
product bundles on offer, visit QuickBooks Pricing.
Continue training

Welcome to Intuit
You’ve already made the great decision to join QuickBooks, but do you know it’s part of a
bigger family? 
Let’s start getting acquainted. Take a look at this short animation to find out a little bit about
who Intuit is, where we came from, and what drives our mission to power prosperity around
the world.
ProAdvisor tip

The development team at Intuit is continually working hard to provide new and enhanced
features to QuickBooks Online and QuickBooks Online Accountant. Because of this, the
screenshots and videos in the training may look a little different from the product.

Some menu items may move or some new features might have been added. The training is
still relevant and all the assessments in the exam are based on the steps and processes we'll
cover in this training.
Continue training

The QuickBooks Online ecosystem


The QuickBooks Online ecosystem is an open platform, which means developers can connect
fields in QuickBooks Online to corresponding fields in their app. Basically, they can create
functions and features that feed their data into QuickBooks Online.
This can make your work more efficient. For instance, several apps can connect an online
store to QuickBooks Online. The customer enters the sales information as they place their
order on your client’s website, then makes their payment via credit card.
The app reads the data the customer entered and pushes the same data into QuickBooks
Online, for example, as a sales receipt. All the client has to do is fulfill and ship the
order. There is no data entry!
The benefits of using apps 

1. Reduce data entry: Some apps automatically collect and input data, reducing
manual-entry errors and eliminating inefficiencies caused when entering data into
multiple programs
2. Solve industry-specific tasks: Specialized apps solve industry- and client-specific
pain points such as sales force management, estimation, and job-costing
3. Streamline workflow processes: Apps can offer robust features that optimize
common business processes such as inventory management, shipping, and e-
commerce or field-service management
4. Expand business insight: Customizable reporting apps offer user-friendly
dashboards and graphics that improve visibility into performance metrics and
provide deeper business insights
5. Security: Some apps allow users to add information to QuickBooks Online without
giving them access to sensitive company information 

Quality-assured apps 
To be listed in the QuickBooks Online Accountant Apps tab and/or the QuickBooks App
Center at apps.com, the app must be approved by Intuit.  
Once an app has been approved by Intuit, you can add it to your client’s account or they can
sign up for it themselves.
Continue training

Knowledge check
Marcus runs a small tailoring firm called Tailoring to Your Needs, Inc. in Santa Barbara. He
needs something that will help him manage his finances with the help of his accountant.

Which product do you think might suit him best?

 QuickBooks Online Accountant

 QuickBooks Online

 QuickBooks Self-Employed

Check Answer
That’s right.
QuickBooks Online is the world’s number one cloud accounting solution for small businesses.
It will help Marcus manage his finances with ease, and share his books with his accountant for
seamless collaboration.
Continue training

Summing up
Learning outcomes

Well done. In this lesson, we covered:

 Intuit’s suite of products and the QuickBooks Online ecosystem

Next steps

In the next lesson, we'll cover how the ProAdvisor Program can help you earn points and
benefits for things you do on a daily basis. 
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