QuickBooks Small Business

How to Manage All Your Clients in QBOA With This New Feature

Written by Carrie Kahn

QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all your clients in QBOA — even those that don’t use QuickBooks within the product. This feature has been available for QuickBooks Online clients — the new feature is that it is now available to non-QuickBooks clients.

This feature allows accountants to create, assign, and track projects as well as add notes to a client. From this feature you can even send client requests asking for documents such as bank statements.

The result of this new feature is that accounting professionals can now have a complete client list within the QuickBooks Online Accountant client dashboard where you can track, monitor, and perform tasks from one place to ensure that nothing falls through the cracks.

Follow These Steps to Start Using This New Feature

First, you can create the project as in this example, “Monthly Bookkeeping,” and select Add new if the client does not exist in the list.

Manage All Your Clients in QBOA With This New Feature

The next screen collects minimum information to add your new client; select Save.

Manage All Your Clients in QBOA With This New Feature

From this next screen, you can add contact information as well as select whether or not they have wholesale billing, direct billing, or are not using QuickBooks Online. In this screen, you can also select which team member(s) have access to this client and select Save.

Manage All Your Clients in QBOA With This New Feature

This new feature allows accountants to keep up with all their client’s tasks in one place, whether or not they are using QuickBooks Online.

This innovation is now available globally for QuickBooks Online Accountant users in the United States, Canada, United Kingdom, Australia, South Africa, and France. This tool enables accountants to view client information, notes, and details in one place, and enables keeping up with deadlines. You can view the full press release online here.


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About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.

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