Intuit’s best ever desktop accounting solution designed exclusively for accountants. Client Collaborator can save you time by tracking client conversations inside QuickBooks. Accountant Toolbox helps improve productivity by giving you access to accountant features from your client’s QuickBooks.
- Transfer Portable Company File - Clients can send you portable company files directly from QuickBooks — without the need for you to teach and troubleshoot.
- Insights on Home Page - Home page access to pivotal client data like profit/loss or income/expenses without having to run reports.
- Time and Expenses - A Time and Expenses block is now in the Income Tracker, and an view non-billable hours and take immediate action.
- Batch Entry - Improve productivity by entering over 100 bills and invoices on 1 screen.
- Import in Bulk - Paste over 1,000 transactions from Excel and spend the time you can save on over 1,000 other things.
- Faster Data Entry - Easily add/delete fields to create your perfect data entry screen.
- Reassign Checks in Clicks - Simply identify checks written from wrong accounts and relocate to the right bank account.
- Handle Bounced Checks with Ease - This new tool can mark invoices unpaid, make appropriate adjustments, and help charge a “bounced check fee”.
- Email entries - Attach Journal Entries to prepared emails that you and your clients can collaborate on.
- Import with a click - Eliminates chaotic file transfers for you and simplifies service you provide your clients.
- Now for Mac clients too - Clients can easily click to import entries directly to their Mac or PC.
- Work while clients work - Accountant’s Copy allows your client to work on the current period while you adjust a prior period, all at the same time.
- 2 Files at Once - With Multi-Instance you can work on multiple files, compare relevant accounts and efficiently switch back and forth between clients.
- 8 QuickBooks in 1 - Utilize the power of 8 QuickBooks editions in 1 master program to easily collaborate with any client running any QuickBooks.
What's New in 2021
- Automatic Payment Reminders - Automatically reminds customers when payments are due and reduces the need to follow up with late paying customers
- Easily add customer PO numbers to email subject lines in QuickBooks
- Improved navigation with Horizontal Collapse feature
- Improved Accountant Copy File Transfer