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/.