QBOA - April Rollouts

Cathy Roth
Posted by Cathy Roth on Apr 12, 2021 8:30:36 AM

Intuit is focused on providing meaningful updates to its QuickBooks ecosystem of products and services for small businesses and accounting professionals that help them save time and put more money in their pockets. New updates this month include QuickBooks Cash coming to Accountants, Payroll Insights Dashboard, simplified search within QuickBooks Online Accountant and more.

 

QuickBooks Cash Coming to QuickBooks Online Accountant

Intuit has started rolling out to accountants and their firms access to QuickBooks Cash, the recently-launched small business bank account and added tools to help accountants manage their firm’s cash flow. Accountants will also have the ability to view their clients’ QuickBooks Cash account and Cash Flow Planner pages to help their clients better understand their business finances. Access to QuickBooks Cash and the suite of cash flow tools includes the following:

 

  • Consolidated view of current cash balance
  • Cash Flow Planner, a tool to understand past, present, and future cash flow
  • Digital bank account with digital envelopes where you can partition funds and save money for future goals and expenditures
  • Industry leading 1% APY
  • Instant access to customer payments for free
  • Always-available connection
  • Pay bills the way you want 
  • Access to client’s cash overview and CashFlow Planner 

 

The phased rollout of QuickBooks Cash to QuickBooks Online Accountant started in late March and will continue over the coming weeks. For additional information on QuickBooks Cash, please check out this introductory video.

 

QuickBooks Payroll Insights Dashboard

To provide accountants a central place to view all important payroll tasks for their clients, QuickBooks added a Payroll Insights Dashboard to the client list. This new feature summarizes the top payroll tasks of onboarding, pay day, tax payments and filing dues. This can be accessed in the client tab within QuickBooks Online Accountant and has already begun rolling out to users.

QBOA Screen Shot - Payroll Insights

 

Search Updates Within QuickBooks Online Accountant

Responding to accountants’ feedback to have improved search functionality, Intuit is introducing enhanced search capabilities within QuickBooks Online Accountant (QBOA). Now, ProAdvisors can search for information by entering a phone number, an address or information included in memo fields. Additionally, users can now search by using multiple criteria (i.e. phone number AND name). Finally, the new search capabilities also includes a list of the most recent search queries, allowing direct navigation to screens for data creation. These new capabilities can be accessed via the ProAdvisor tab within QuickBooks Online Accountant and is now live for all global QBOA users. 

 

To learn more about any of the above enhancements, please visit https://www.firmofthefuture.com/

Topics: Finger on the Pulse

Do you have questions about this article? Email us and let us know > info@woodard.com