![]() This was one of the most requested enhancements to Client Overview – and now it’s available. New: Once that review is finished, you can now print and/or export the overview screen, making it easier to onboard the client by showing them a concise summary. When you access a prospective client’s account through QBOA, you’ll see an Overview tab, visible to accountants only, that provides relevant and actionable data to kick-start your initial file review. Get to where you want to go in fewer clicks with deep links that take you directly to relevant transaction reports, specific bank accounts and the reconciliation tab. Better evaluate the required ongoing workload with information on the client’s company setup and business activity insights that reflect the prospect’s proficiency with QuickBooks Online. Get a better sense of where to start your file analysis with a view of items that typically require attention and cleanup. Better estimate the pricing for initial cleanup, with upfront visibility into how updated the books really are, while improving your pricing strategy with data insights that indicate the complexity and required effort to clean up and maintain the books. Get a high-level understanding of the state of the books with a unified view of relevant setup, banking and account data. Of course, reviewing any business’ books has always been possible, but Client Overview speeds up the process and offers big benefits: Only with a decisive understanding of the “state of the books” can you satisfactorily determine the projected outcome. Client Overview was introduced in fall 2018, and since then, Intuit has worked to make this much in-demand feature even better.Ĭlient Overview enables you to look at a prospect’s QuickBooks file to identify signals that indicate how much effort would be required to clean up the books and then maintain them on an ongoing basis. In the past, it took up to four hours to evaluate how much work it took to clean up a client’s books and decide what must be done to support a prospective new client. Client Overview and the New Print Feature Rather than sifting through notifications that don’t apply, you’ll only see the ones that are most important to you and your clients. Not only will this increase your productivity, but notifications are also smart: they are tailored to the kind of work you’re doing for your clients. In-product notifications give you a consistent, central location to notify you of recent changes. A pink dot on the bell means that you have a new notification. Rather than being notified of these changes in emails, webinars or other announcements, you can now rely on the “notification bell” in the top right-hand corner of QBOA. In-Product Notification BellĮveryone knows that communication is king, and if you’re knee-deep in client work, you may not readily notice important changes happening in QuickBooks. The new reclassify screen eliminates several previous issues and upgrades the tool to newer and faster technology, enabling Intuit to make more enhancements for you in the future. It is commonly used to find incorrectly recorded transactions in order to reclassify them with the correct data without going into transactions one by one. Many accountants and bookkeepers use the Reclassify Transactions tool to fix issues in their client’s books. Giving you back more time to spend with your clients is a primary goal for everyone – and the new reclassify transactions is designed to do just that by enhancing the bulk reclassify experience. ![]()
0 Comments
Leave a Reply. |