If organization was an art, accountants would surely be the Picassos of paperwork (or the Renoirs of reconciliation). You’ve probably developed a unique system in order to manage the tasks, deadlines, and documents associated with each client. You’ve turned staying on top of things into a science. But using multiple tools to track your work can be overwhelming, and there’s always that nagging fear that something will fall through the cracks.
Fellow to-do list lovers, rejoice! QuickBooks® Online Accountant team is excited to announce the launch of several free integrated practice management features that will help you manage your workflow and streamline client communication securely, right from the new “Work” place. These new features mark the start of an end-to-end practice management solution designed with you in mind—this is just the beginning!
You can take a quick video tour of practice management below, or read on to learn more about the features and their benefits.
Effortlessly manage your workflow
Create and assign projects and tasks to your team members right from within QBOA.
Duplicate existing projects across all of your clients and make quick edits as needed, or duplicate a project for the same client that will occur on a regular basis. (The ability to create recurring projects is coming soon)!
Check the status of projects and tasks in real time. Sorting by client or team member makes it easy to track progress.
List view allows you to see upcoming projects over 30 days out, along with completed projects.
Update and edit project details in seconds, straight from your dashboard.
Streamlined and secure client communication
Send messages and share important documents to clients securely, directly within QBOA.
All of your requests live in your client’s “My Accountant” tab in their QuickBooks Online account. They can easily track the due dates of your requests, so they won’t miss a thing and you’ll get what you need on time.
Your client can respond to your requests and share documents securely inside QuickBooks. Rest easy knowing your sensitive information is safe.
You can track the status of document requests and messages at a glance within your dashboard.
One central QBOA client list provides easy access to all shared documents, in each of your client’s details.
Access your practice management tools on-the-go via your mobile device
Whether you’re at your client’s business or standing in line for a latte, you can track and update your work anytime, anywhere.
We’re just getting started. Our QuickBooks Online Accountant team is dedicated to providing accountant partners like you with a fully integrated, end-to-end practice management solution that will allow you to manage all clients across all services (including accounting, bookkeeping, and tax) from directly within QBOA.
We’re so excited about this first step toward our long-term vision, and we hope you are too. Keep an eye out for more new features and benefits soon!
Program
Points
Grace Period
Benefits
Program
Q: What is the QuickBooks ProAdvisor® Program?
A: The QuickBooks ProAdvisor Program enables accounting pros to grow their firm, skills and QuickBooks® expertise by providing benefits including training, customer care, strategic marketing tools, and accountant specific product discounts. Click here to learn more about the ProAdvisor Program.
Q: How do I join the QuickBooks ProAdvisor Program?
A:The QuickBooks ProAdvisor Program is available to all accounting pros using QuickBooks Online Accountant. When you create a QuickBooks Online Accountant login, you’ll belong under a QuickBooks Accountant firm and you will automatically be enrolled under the firm’s ProAdvisor Program account. Each firm has its own ProAdvisor Program account.
To access the program, log into QBOA and choose the ProAdvisor tab on the left-hand side. Sign up for free today.
Q: Am I eligible for the QuickBooks ProAdvisor Program?
A: If you have a QuickBooks Online Accountant (QBOA) account, you are eligible to participate in the ProAdvisor Program. Click on the ProAdvisor tab in QBOA to access your tier, benefits, training and certification and much more.
Q: How do I achieve each tier?
A: If you are a new QuickBooks Online Accountant user under a new QuickBooks Online Accountant (QBA) firm, you will automatically be placed in the Silver tier. See how many points needed by a QBA firm to unlock the other tiers:
- Silver: 0 to 199
- Gold: 200 to 799
- Platinum: 800 to 1599
- Elite: 1600+
Points
Q: How are my points calculated?
A: The new points system was crafted to recognize the work you do and give you more flexibility in moving up the tiers and unlocking new benefits. Points are accumulated based on all members in the same QuickBooks Online Accountant firm through the completion of actions (see list below).
To earn points, complete the following:
- Add a QuickBooks Online subscription for a client.
- Add a QuickBooks Self-Employed subscription for a client.
- Add a QuickBooks Online Payroll subscription for a client.
- Add a QuickBooks Online Advanced subscription for a client.
- Complete certification for QuickBooks Online.
- Complete advanced certification for QuickBooks Online.
- Complete the 2019 Enterprise Certification.
- Purchase ProAdvisor Deluxe or Premium for desktop.
- Complete certification for QuickBooks Desktop.
For client subscriptions (QuickBooks Online, QuickBooks Self Employed, QuickBooks Online Payroll) the connected accountant will receive points as long as they are connected to the account, and the account has an active subscription. For full details about how to earn, log into your ProAdvisor dashboard today.
Q: Where can I see my points balance?
A: You can see your point balance anytime by logging into QuickBooks Online Accountant and accessing the ProAdvisor tab, or through this link.
Q: Do my points expire?
A: Points will expire from your balance when the action that earned them is no longer valid. For example, if you have 50 points for a QuickBooks Online subscription for one of your clients, and that subscription is cancelled, then those 50 points will be deducted from the point balance.
Q: How do points work for recertification?
A: The recertification will maintain the points for your certification. If you are advanced certified, passing the advanced recertification will maintain the 200 points on your account. If you don’t recertify, you will lose the points currently increasing your balance.
Q: How are my points calculated for my Desktop Certification?
A: Your QuickBooks Online Accountant firm receives 100 points for every member holding a current (within the last 3 years) desktop certification. If your firm has 5 members holding the most recent certification then the firm will have 500 points. Available certifications can be found inside QuickBooks Online Accountant, or by logging in here.
Q: Do I get points for purchasing the Desktop ProAdvisor Bundle (Deluxe or Premium)?
A: Absolutely! Your firm will receive 100 points for one purchase of the QuickBooks Desktop ProAdvisor Software Bundle (Premier or Enterprise). The bundle can be purchased by calling our sales team at 800-450-8475, or by visiting this link.
Grace Period
Q: What is a grace period?
A: A grace period will keep you in the same tier without losing benefits anytime your QuickBooks Online Accountant firm’s point balance drops below the tier threshold. The grace period gives you time to earn enough points to maintain the tier. If the points balance at the end of the grace period do not meet the threshold for the tier, you and all members of the same QuickBooks firm will be moved to the lower tier.
Q: What is the 3-year grace period for my Advanced Certification (either Desktop or Online)?
A: To recognize the work you’ve put in for earning an Advanced Certification in either Desktop or Online, we’re guaranteeing you three years in the Platinum tier, which replaced the old Diamond tier. For the next three years you will have full access to all the benefits of the Platinum tier. At the end of the three years, you will need a point balance of 800 to remain in Platinum, or you will be moved to the lower tier.
Please note that for Online Advanced Certification, the 3-year grace period starts on November 28, 2018. For Desktop Advanced Certification, the 3 year grace period starts on January 1, 2019.
Q: What is the grace period when the point balance falls under a tier point requirement?
A: Any time the point balance falls under the tier point requirement, you and all members of the same QuickBooks Online Accountant firm will have 90 days to earn enough points to remain in the tier. During the 90 day grace period, you will continue to full access to the benefits in the tier. If the points balance at the end of the grace period does not meet the threshold for the tier, you and all members of the same firm will be moved to the lower tier.
Benefits
Q: What are the benefits of the new QuickBooks ProAdvisor Program?
A: A full list of new, exclusive QuickBooks ProAdvisor benefits can be found inside of QuickBooks Online Accountant, on your ProAdvisor tab or by going here.
Q: How do I redeem my benefits?
A: Your benefits can be accessed at any time by logging into QuickBooks Online Accountant, or through this link.
Q: How do I unlock more benefits?
A: The higher your tier, the more benefits you unlock. Continue taking actions to earn points to get to the next level!
Q: Can I request ideas for new benefits?
A: We love your feedback! To request new benefits please log into QuickBooks Online Accountant, go to the ProAdvisor tab, and click on the link titled “Send Feedback” in the top right corner.