Product updates and partnerships help deliver
streamlined workflows, automation, and insights across the
QuickBooks platform to power accountant and small business
prosperity
Today, Intuit (NASDAQ: INTU), the global financial technology
platform that makes Intuit QuickBooks, TurboTax, Credit Karma, and
Mailchimp, unveiled a wide range of new innovations at its 10th
QuickBooks Connect conference to better serve the accounting
community and small business customers through Intuit’s QuickBooks
online ecosystem.
Returning to Las Vegas for its second year, the sold-out show
brings together more than 2,500 bookkeepers and accounting
professionals. Across three days of programming, attendees foster
relationships, hear from influential and inspirational leaders,
earn CPE credits, and see the latest updates from Intuit
QuickBooks, the world’s leading financial technology platform that
helps more than 7 million small and mid-sized businesses start up
and scale up.
“Accounting professionals are our most valued partner.
QuickBooks Connect allows us to foster deeper relationships with
them so we can work better together to empower and fuel small
business success,” said Jeremy Sulzmann, vice president of the
QuickBooks Accountants Segment. “Our 2023 event is doubling down on
how AI-driven innovations can help accountants and the small
businesses they serve gain insights to make more informed business
decisions. Together, we’re unlocking new ways to power
prosperity.”
Introducing QuickBooks Ledger
QuickBooks Ledger is a new, cost-effective product designed
exclusively for accountants to help them serve all their clients on
one standardized platform, including those with basic accounting
needs, including year-end tax filing. QuickBooks Ledger harnesses
the power of automation – streamlining manual workflows so
accountants can focus on higher-value services. Features include
automated bank feeds, bank reconciliation, financial statements,
1099 tracking, and a seamless transition to tax preparation.
QuickBooks Ledger is fully integrated and accessible only through
QuickBooks Online Accountant, so accountants can manage end-to-end
workflows for all their clients from one place. QuickBooks Ledger
will first be available to accountants in the US followed soon by
those in Canada, the United Kingdom, and Australia. To learn more,
see here.
QuickBooks Online Accountant improvements
QuickBooks Online Accountant (QBOA) is the one place accounting
professionals go to manage their firm and their QuickBooks clients.
New QBOA improvements announced at QuickBooks Connect further help
accountants save time and streamline their workflows so they can
spend more time advising their clients. QBOA innovations announced
at QuickBooks Connect include:
- Expanded Roles and Permissions: As accounting firms grow
and serve more complex clients, more granular and customizable
roles and permissions are needed to access the books of the firm
and clients. QuickBooks is currently rolling out new advanced roles
and permissions in QBOA to meet these needs. Accountants will be
able to manage what their team can see and do on behalf of a
client, choosing a role that limits access or views to banking,
sales, or expense data. Accountants also will be able to delegate
highly sensitive tasks to more experienced employees, such as
paying invoices or running payroll to help avoid the risk of
mistakes and liability.
- Chart of Accounts Templates: Now available in QBOA,
Chart of Accounts templates save accountants time by streamlining
the creation, customization, and saving of chart of accounts for
new and existing clients. Accountants can build templates from
scratch or customize ready-made product-based or service-based
business charts of accounts. Accountants can also import templates
from Microsoft Excel.
- Improved Add Client Experience: Now through the QBOA
dashboard, when an accountant connects a new client, they can add
QuickBooks Payroll and QuickBooks Time, and soon will be able to
add QuickBooks Bill Pay and QuickBooks Payments. This streamlines
their workflow and makes it easier and faster to bring the benefits
of the integrated QuickBooks ecosystem to their clients.
New QuickBooks ProAdvisor Program
For more than 25 years, the QuickBooks ProAdvisor Program has
supported accounting professionals by giving them access to
exclusive discounts, tools, training, and events to help retain
talent and expand their businesses. The newly refreshed program was
built in partnership with the accounting community and has evolved
to provide value to accounting professionals and firms at every
growth stage. The reimagined program marks the start of a new era
of continued investment in the accounting industry with more than
20 changes:
- pre-written email campaigns and templates to support client
relationship management and QuickBooks product enhancements
- new discounts and benefits for full-service accounting firms
that also use Intuit’s ProConnect professional tax solutions
- new training on third-party app integrations and Intuit’s
ProConnect tax solutions (additional terms, conditions and fees may
apply), and
- premium customer support extended to Gold ProAdvisors
(previously only available to Platinum and Elite), accountant
approved apps, and special events
- newly designed certification, tier, community, and skills
badges to differentiate
ProAdvisors’ levels of expertise to potential clients.
To learn more about the new program and benefits, see here.
QuickBooks Online Ecosystem Improvements
QuickBooks Online ecosystem improvements that meet the
ever-evolving needs of more complex, growing businesses, were also
announced at QuickBooks Connect. Product improvements announced
included:
QuickBooks Online Advanced
QuickBooks Online Advanced is a flexible solution with
functional add-ons designed to meet the unique needs of businesses
as they scale. With workflow automation, more robust reporting
tools, and deep integrations to third-party applications, Advanced
provides a higher level of performance, scalability and
customization for more complex businesses. New enhancements
include:
- Expanded Role-based Access Controls: Soon, customers
will be able to assign more specific roles and permissions based on
what a team member needs to perform their job. A business owner can
control who can view, create, edit, or delete transactions and
access accounting features like reconciliation, registers, and
journal entries. Soon access controls will also apply to reports,
managing who can view or customize different financial reports,
sales reports, receivable reports, payroll reports, and more. By
limiting access to sensitive information, there is a more effective
separation of duties and delegation of tasks while maintaining
safeguards of financial and payroll data.
- Custom Reports and Charts: In addition to the breadth of
reporting already available in Advanced, QuickBooks is introducing
custom calculations and KPIs so businesses can make reports more
relevant and drive informed business decisions. The ability to add
any report or chart to Management Reports has also been added to
help business owners tell a richer data story.
- Fixed Asset Module: Advanced’s new fixed asset module
will provide business owners with a comprehensive solution for
fixed asset accounting. With a new fixed asset hub, batch fixed
asset onboarding, and onboarding from expense and bill transaction
forms, these capabilities will streamline the process of adding,
tracking, depreciating, disposing, and reporting on fixed assets,
making it easier to maintain accurate, complete, and compliant
financial records.
- Approval Workflows: Soon, Advanced customers will have
access to expanded approval workflows capabilities, helping
business owners enforce compliance and organizational policies in
an automated way. New estimate approval workflows help businesses
get estimates approved before they’re shared with customers.
Multi-level and multi-condition approval workflows help route
approvals based on a company’s organizational hierarchy and
different transaction conditions like amounts, classes, locations,
customers, vendors, and more. Finally, until transactions are
approved, they will not get posted to the general ledger, ensuring
accurate and complete financials.
QuickBooks Payroll
QuickBooks Online Payroll meets the team management needs of
growing businesses with expanded capabilities that simplify the
complicated world of Human Capital Management (HCM), providing
access to integrated payroll, time tracking, HR, and employee
benefits in one place. New and enhanced capabilities unveiled for
QuickBooks Payroll customers include:
- HR Tools: QuickBooks Payroll will provide employers with
an HR hub that includes features to make it easier to capture
employee data and enhance the new hire onboarding experience,
including document management, comprehensive employee records,
organization charts, team directories, and a mobile app for
employee self-service.
- Payroll Cost Allocation: With payroll cost allocation,
QuickBooks Payroll customers soon will be able to split a given
employee’s hourly and non-hourly payroll costs into multiple
classes, along with associated projects, so that labor cost can be
tracked accurately and in detail, eliminating the need for extra
journal entries to get granular classifications.
- Payroll Item Management: The new pay item management
tool will soon provide business owners with a consolidated display
of pay types, deductions, and contributions assigned to employees
in a filterable table. Business owners will also be able to create
a pay item, bulk assign, and edit assignment information for all
employees in one place.
- Allstate Health Solutions Partnership: QuickBooks now
has a partnership with Allstate Health Solutions to provide
QuickBooks Online Payroll customers with enhanced insurance options
for their employees. As QuickBooks customers scale their businesses
and grow their employee base, they will have the ability to build
the right benefits package, with employee deductions all synced
seamlessly with their payroll.
For more information and details on all the latest updates
across QuickBooks Payroll, see here.
QuickBooks Online e-commerce innovations
QuickBooks is rolling out several new and improved e-commerce
innovations for QuickBooks Online, purpose-built to help small
businesses seamlessly manage inventory across multiple sales
channels from one central location. With product-based businesses
using inefficient methods, including spreadsheets and pen and
paper, to track inventory, the enhanced e-commerce capabilities
help businesses manage orders and inventory with more confidence
and less work. Updated features allow customers to sync across
sales channels, spot opportunities for growth, maintain accurate
inventory, seamlessly replenish low stock, and more.
To learn more about how the QuickBooks Online platform is
helping accounting professionals and small businesses thrive, visit
QuickBooks.com.
ABOUT INTUIT
Intuit is the global financial technology platform that powers
prosperity for the people and communities we serve. With 100
million customers worldwide using TurboTax, Credit Karma,
QuickBooks, and Mailchimp, we believe that everyone should have the
opportunity to prosper. We never stop working to find new,
innovative ways to make that possible. Please visit us at
Intuit.com and find us on social for the latest information about
Intuit and our products and services.
This information is intended to outline general product
direction, but represents no obligation to deliver future features
and should not be relied on in making a purchasing decision.
Additional terms, conditions and fees may apply. Eligibility
criteria may apply.
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version on businesswire.com: https://www.businesswire.com/news/home/20231114372430/en/
Intuit QuickBooks: Kim Amsbaugh 650-224-3645
Kim_Amsbaugh@intuit.com
Jen Garcia 415-828-2514 Jeng@accesstheagency.com
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