QB Tips & Tricks | QuickBooks Ledger
Join us as we dive into the latest enhancements in the QuickBooks ecosystem, straight from QuickBooks Connect 2023! In this video report, we'll focus on a game-changing addition to QuickBooks Online Accountant - the all-new QuickBooks Ledger functionality.
Revolutionizing Client Management: Discover how QuickBooks Ledger is designed for QuickBooks Online Accountant users in firms, especially those dealing with small clients or clients who don't maintain regular books. This economical feature streamlines the integration of diverse client information into a standardized format, facilitating easy reporting.
Seamless Integration with ProConnect Tax: Learn how QuickBooks Ledger seamlessly links up with ProConnect Tax, ensuring accurate and IRS-compliant categorization of data for streamlined tax return preparation. This feature eliminates the hassle for accountants, allowing them to focus on providing high-quality services.
Bank Feeds for Effortless Data Management: Explore the power of bank feeds within QuickBooks Ledger. Accountants can download a year's worth of bank data, leverage AI functionality to categorize relevant information for business use, and seamlessly transfer data into the tax return. A game-changer for efficiency!
Empowering a New Wave of Users: The QuickBooks Ledger functionality isn't just for traditional accountants; it's aimed at individuals who have often been in the background, such as accounting clerks. It opens up new possibilities for these professionals to actively contribute to their accounting firms.
ProAdvisor Program Evolution: Witness a shift in the ProAdvisor program's approach as it embraces a broader audience. Discover how individuals traditionally in the background, like accounting clerks, are being welcomed into the ProAdvisor community. The changes aim to foster camaraderie and provide a new sense of direction for those who may not have considered themselves active ProAdvisors in the past.