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Practice Management, Workflow tools

Tracking the use of your client’s Paycheck Protection Program loan funds in QuickBooks Online

July 23, 2020 (Last Modified: April 6, 2021) / Alicia Katz Pollock / Megan Genest Tarnow
Tracking the use of your client’s Paycheck Protection Program loan funds in QuickBooks Online

Alicia Katz Pollock and Megan Genest Tarnow guide you on how your clients can use QuickBooks Online to track their Paycheck Protection Program loans.

Full Story

Intuit® Accountants News

Cloud accounting, from beginning to end

June 26, 2020 (Last Modified: October 6, 2021) / Robbie Randall
Cloud accounting, from beginning to end

Learn about how to work in the cloud through your entire tax and accounting workflow.

Full Story

Practice Management

Benefits of the cloud for tax professionals

June 7, 2019 (Last Modified: October 6, 2021) / Tara Stratton
Benefits of the cloud for tax professionals

Increase your knowledge of working with your tax clients in the cloud with this list of recent articles.

Full Story

Intuit® Accountants News

Trial Balance in QuickBooks® Online Accountant Reimagined to Prep for Taxes

April 29, 2019 (Last Modified: August 8, 2019) / Firm of the Future Team
Trial Balance in QuickBooks® Online Accountant Reimagined to Prep for Taxes

Simplify your review process with the Prep for Taxes tool, the reimagined Trial Balance.

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Intuit® Accountants News

Intuit® Takes 11 Top Software Spots in 2019 Readers Choice Awards

April 26, 2019 (Last Modified: August 8, 2019) / Firm of the Future Team
Intuit® Takes 11 Top Software Spots in 2019 Readers Choice Awards

See this year’s list of winners in the 2019 Readers Choice Awards, including Intuit ProConnect Lacerte, ProSeries and other products.

Full Story

Practice Management, Workflow tools

Top Tech Tools to Maximize Your Time This Tax Season – Powered by Intuit

February 6, 2019 (Last Modified: February 20, 2019) / Robbie Randall
Top Tech Tools to Maximize Your Time This Tax Season – Powered by Intuit

Learn how to work smarter this tax season with Intuit ProConnect tools.

Full Story

Practice Management

How to prepare your firm for online transformation

November 26, 2018 (Last Modified: December 14, 2021) / Chris James, JD
How to prepare your firm for online transformation

Find out how Chris James, JD, moved his firm’s tax preparation, bookkeeping services and client files to the cloud.

Full Story

Intuit® Accountants News

New! Quickstart Templates and Notifications for QuickBooks Online Accountant

October 26, 2018 (Last Modified: August 8, 2019) / Jacob Schroeder, CPA
New! Quickstart Templates and Notifications for QuickBooks Online Accountant

Streamline workflow with two new QuickBooks Online Accountant features: Jump start projects and tasks, and get email/Slack notifications.

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Practice Management

Interview With Michael Hitchcock, QBOA Practice Management Visionary

August 8, 2018 (Last Modified: August 13, 2018) / Intuit Accountants Team
Interview With Michael Hitchcock, QBOA Practice Management Visionary

Hear the latest in QBOA Practice Management Strategy from product manager Michael Hitchcock.

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Practice Management, Workflow tools

Tax Pros for Reel: What Do you Think About the Practice Management Tool in QBOA?

August 7, 2018 (Last Modified: August 9, 2019) / Tara Stratton
Tax Pros for Reel: What Do you Think About the Practice Management Tool in QBOA?

Intuit ProConnect tax professionals and QuickBooks accountants share their thoughts on the Practice Management Tool within QuickBooks Online Accountant.

Full Story

Practice Management

A Case Study: How Using ProConnect™ Tax Online and QuickBooks® Online Can Benefit Your Practice

June 13, 2018 (Last Modified: July 31, 2018) / Tara Stratton
A Case Study: How Using ProConnect™ Tax Online and QuickBooks® Online Can Benefit Your Practice

Find out how Mariette Martinez, EA, her practice, and her clients have benefited from moving tax and accounting to the cloud.

Full Story

Practice Management

Firm of the Future Profile: Jan Haugo & Associates

June 6, 2018 (Last Modified: August 8, 2019) / Mindy King
Firm of the Future Profile: Jan Haugo & Associates

Find out more about the tools Jan Haugo uses to position herself as a Firm of the Future, including QuickBooks Online Accountant and Intuit ProConnect Tax Online.

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