All three options have a mobile app to make meetings with clients convenient and help you stay abreast of data while away from your computer. Choosing an accounting software to use with your clients is a big decision. You want a solution that is easy for you to use and easy for your clients to use. QuickBooks Online Accounting, Wave Accounting and Sage Business Cloud Accounting are three popular solutions. The QuickBooks ProAdvisor program offers benefits and resources that get better as your firm grows. Our article on the QuickBooks ProAdvisor Preferred Pricing Program explains the three billing options in detail, the different products available for discounts, how to enroll a client in the program, and more.
All Essentials features for up to five users, plus project tracking and inventory tracking. We believe everyone should be able to make financial decisions with confidence. By using QuickBooks Online Accountant, accountants can add quickbooks accounting customers to their client list and work on their books through the portal. QuickBooks Online Accountant is a cloud-based portal that allows an accountant to access their clients’ data in QuickBooks Online from any computer.
Easier payment options
Firms who select the “ProAdvisor discount” option are charged monthly for all firm-billed subscriptions. The ProAdvisor Preferred Pricing program is available for new QuickBooks Online, QuickBooks Online Payroll and QuickBooks Time subscriptions only. If a QuickBooks Online Accountant account assumes the billing for an existing subscription, they are charged the then-current list price without additional discounts. Zoho Books also offers you the choice to print a report on a cash or accrual basis, which is a great option for freelancers and very small businesses using the cash method of accounting. Investors and loan officers can do the same, getting a good glimpse into your business simply by examining these same reports.
It also comes with the ability to track sales, customer payments, product costs and more. If you choose to cancel your QuickBooks Online subscription, you will still have access to your QuickBooks Money account and data. FreshBooks requires little in the way of setup, so you can be up and running in minutes.
How We Evaluated QuickBooks Accountant Desktop
ProAdvisor Preferred Pricing for Bill Pay includes 30% off subscription and 15% off transaction fees. If your clients are directly billed (client-billed), they won’t get preferred pricing. NetSuite’s strengths include modules and integrations, which means it can extend functionality and integrate with existing services efficiently when setting up itself. These integrations and setups mean personalized onboarding and price quotes for each company based on their requirements. With NetSuite, you can create cash flow forecasts, monitor cash balances, and create cash flow statements. With QuickBooks, you can monitor your company’s cash flows and outflows, forecast cash needs, and make financial decisions.
The app has most of the same features as the software itself, such as entering transactions, recording expenses, invoicing customers, and sending reports. QuickBooks Online Accountant offers plenty of features to help accountants better manage their clients’ books, including client management, project management, and books review. It would have earned a perfect score if it had a dedicated document management feature, which we believe is useful for firms that manage a large volume of client files. The extensive optional app library allows you to seamlessly add productivity boosting functionality to your technology stack. The integrated apps provide functionality that spans reporting, inventory management, expense management, payroll, eCommerce, and much more. Many other accounting software applications require you to purchase a more expensive plan in order to gain access to expanded reporting options.
