You can do more for your desktop clients from the convenience of your office, and discover newfound flexibility for a more efficient practice. Intuit’s latest tools automate everyday tasks, so you and your clients can focus on business. Bypass busy work and streamline projects so you can do more than ever for your clients.
Improved bank feeds1
Automatically categorize bank transactions with more detail by using enhanced rules, batch editing and improved matching.
Create customer groups
Create rule-based customer groups based on fields like customer type, status, location and balance, so you can easily manage and communicate to them.
Automatically send statements
Save time by automating regularly sent statement emails, tailored to different customer groups based on their needs.
ONCE OFF FEE
Take action from anywhere with Accountant Toolbox
Get quick access to your most essential tools so you can make your day-to-day feel a whole lot lighter.
Their books. Your schedule.
With Accountant’s Copy, you and your clients don’t have to plan work around each other.
Find your sweet spot
Make it easier to view and access multiple client files and work how you’re most comfortable.
Easily create invoices and sales receipts to keep track of who owns you money, what they bought, and when they paid you.
Save time on data entry – download your online bank transactions directly into QuickBooks.
Save time by removing duplicate transactions or entry errors from the forms sections in a single step.
View unpaid bills from a vendor to easily manage payments
Track how your business is doing with one-click financial, tax and sales reports.
Clearly see bills and purchase orders at one place. Track what’s paid or owed, and take immediate action on unpaid bills.
Improve your cash flow by tracking invoice status at a glance.
Transfer customer credits across jobs quickly and easily.
