Business Wire

Intuit’s Open Platform Strategy Transforms How QuickBooks Online Accountant Users Serve Their Clients

Share

Delivering on its open platform approach to provide seamless integrations across an ecosystem of accounting-focused solutions, Intuit (Nasdaq:INTU) today announced that QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all of their clients – even those that don’t use QuickBooks – within the product. This innovation is now available globally for QBOA users in the United States, Canada, United Kingdom, Australia, South Africa and France. It enables accountants to organize and view client information, notes and details in one consolidated place – meaning fewer headaches, missed deadlines and confusion.

“With this new capability, QBOA continues to evolve as the one place for our accounting and tax professionals to meet the needs of all their clients, no matter what accounting product or spreadsheet tool they use,” said Rich Preece, leader of the Accountant Segment, Small Business and Self Employed Group at Intuit. “We’re pleased our open platform strategy continues to provide value and helps meet the practice management needs of all our accounting partners – regardless of the products used by their client base.”

This latest QBOA enhancement is yet another proof point in Intuit’s open platform approach, which ensures that different solutions work together seamlessly, providing accounting and tax professionals with the vital information and insights they need, when they need them to help their small business and self-employed clients thrive.

QBOA users can add their non-QuickBooks clients in two ways. The first is to simply click on the “Add client” button located on the QBOA home page, enter the client’s contact information and select “no subscription right now.” The second option is called “Quick add,” which enables accountants to add non-QuickBooks clients in three clicks while in the process of creating workflows to manage that client. Accountants click on the Work tab within QBOA, select “Create project” or “Create client request,” and then click “+Add new” to create a new project or request for their client. The new client task will be added to the accountant’s practice management dashboard so the firm can engage and manage client work immediately.

Once a non-QuickBooks client is added to the accountant’s QBOA client list, the accountant can then add client notes as well as create, assign and track projects and tasks for that client in the same way they can for their QuickBooks Online clients. The accountant can also send client requests for source documents, such as bank statements, through QuickBooks Online Accountant as well as store those documents within QBOA.

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

For more information, please visit https://quickbooks.intuit.com/accountants/online/.

About Intuit

Intuit’s mission is to Power Prosperity Around the World. Its global products and platforms, including TurboTax, QuickBooks, Mint and Turbo, are designed to empower consumers, self-employed, and small businesses to improve their financial lives, finding them more money with the least amount of work, while giving them complete confidence in their actions and decisions. Intuit’s innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, unleashing the power of many for the prosperity of one. For the latest news and in-depth information about Intuit and its brands, visit Intuit.com and follow on Facebook.

Contact information

Intuit Inc.
Mindy King, 214-387-2244
mindy_king@intuit.com
or
Access Communications
Jen Garcia, 415-844-6244
jeng@accesstheagency.com

About Business Wire

Business Wire
Business Wire
24 Martin Lane
EC4R 0DR London

+44 20 7626 1982http://www.businesswire.co.uk

(c) 2018 Business Wire, Inc., All rights reserved.

Business Wire, a Berkshire Hathaway company, is the global leader in multiplatform press release distribution.

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

Kioxia Develops New 3D Semicircular Flash Memory Cell Structure “Twin BiCS FLASH”12.12.2019 07:37:00 CETPress release

Kioxia Corporation today announced the development of the world’s first[1] three-dimensional (3D) semicircular split-gate flash memory cell structure “Twin BiCS FLASH” using specially designed semicircular Floating Gate (FG) cells. Twin BiCS FLASH achieves superior program slope and a larger program/erase window at a much smaller cell size compared to conventional circular Charge Trap (CT) cells. These attributes make this new cell design a promising candidate to surpass four bits per cell (QLC) for significantly higher memory density and fewer stacking layers. This technology was announced at the IEEE International Electron Devices Meeting (IEDM) held in San Francisco, CA on December 11th. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20191211006038/en/ Fabricated semicircular FG cells (a) Cross-sectional view (b) Plane view (Graphic: Business Wire) 3D flash memory technology has achieved high bit density with low cost per b

BIOCORP and SANOFI Announce a Partnership to Fit SoloStar Insulin Pens With Mallya Technology Worldwide12.12.2019 06:30:00 CETPress release

Regulatory News: BIOCORP (Paris:ALCOR) (FR0012788065 - ALCOR / Eligible PEA PME), a French company specializing in the development and manufacturing of medical devices and smart drug delivery systems, announces today the signature of a worldwide partnership agreement with SANOFI for the use of Mallya technology, a connected device for insulin pens. This long-term agreement is the first decision resulting from exclusive negotiations initiated in July 2019. SANOFI and BIOCORP are thus fulfilling today their ambition to enter into a long-term partnership in the diabetes area. The agreement covers two main points: - Sanofi acquires the rights to a non-exclusive distribution of Mallya in its current version worldwide, starting in 2020. - BIOCORP is committed to develop a specific and exclusive version of Mallya for SoloStar, SANOFI's insulin pen. As a result of the agreement, Sanofi is to pay BIOCORP a further €2 million upon signature of the contract (last July, BIOCORP received a first pa

IFF Declares Dividend for Fourth Quarter 201911.12.2019 21:15:00 CETPress release

Regulatory News: IFF (NYSE:IFF) (Euronext Paris:IFF) (TASE:IFF), a leading innovator of taste, scent and nutrition announced that its Board of Directors has declared a regular quarterly cash dividend of $0.75 per share of its common stock, payable on January 7, 2020 to shareholders of record as of December 27, 2019. Welcome to IFF At IFF (NYSE:IFF) (Euronext Paris:IFF) (TASE:IFF), we’re using Uncommon Sense to create what the world needs. As a collective of unconventional thinkers and creators, we put science and artistry to work to create unique and unexpected scents, tastes, experiences and ingredients for the products our world craves. Learn more at iff.com, Twitter , Facebook, Instagram, and LinkedIn. View source version on businesswire.com: https://www.businesswire.com/news/home/20191211005907/en/ Contact information Michael DeVeau Head of Investor Relations and Communications & Divisional CFO, Scent 212.708.7164 Michael.DeVeau@iff.com

Kite Submits Biologics License Application to U.S. Food and Drug Administration for Company’s Second CAR T Cell Therapy11.12.2019 21:05:00 CETPress release

Kite, a Gilead Company (Nasdaq: GILD), today announced that it has submitted a Biologics License Application (BLA) to the U.S. Food and Drug Administration (FDA) for the investigational chimeric antigen receptor (CAR) T cell therapy, KTE-X19, for the treatment of adult patients with relapsed or refractory mantle cell lymphoma (MCL). The BLA submission is based on data from the Phase 2 ZUMA-2 trial, which demonstrated an overall response rate of 93 percent, including 67 percent with complete response, as assessed by an Independent Radiologic Review Committee (IRRC) following a single infusion of KTE-X19. In the safety analysis, Grade 3 or higher cytokine release syndrome (CRS) and neurologic events were seen in 15 percent and 31 percent of patients, respectively. No Grade 5 CRS or neurologic events occurred. Detailed findings from this trial were recently presented at the 61st American Society of Hematology (ASH) Annual Meeting & Exposition in Orlando. “There remains a significant need

PTW International Announces Orange Rock Studios, Their Product and Game Development Arm11.12.2019 17:00:00 CETPress release

Pole to Win International, Ltd. (PTW), the industry-leading video games and tech services outsourcer, today announced the launch of its product and game development arm, Orange Rock Studios. Orange Rock Studios will enhance the service offering of PTW, a gaming industry stalwart with an established and diverse dossier of top-tier clients across multiple verticals. “The time to be disruptive is now,” said Deborah Kirkham, CEO of PTW. “At Orange Rock, we foster future technologies to anchor projects with ingenuity and discipline for generation Y and Z. Together with our clients, we envision and engineer digital experiences.” “Orange Rock is the engine that will build PTW’s future by enabling us to bring each of our existing service lines - Quality Assurance, Customer Support, Audio Production, Localization, and Translation - to the forefront of their fields through cutting edge in-house tool development. We will deliver the creative products that accelerate our industry’s progress toward

Fastly Shares the Most Notable Internet Infrastructure Milestones of 2019, and What 2020 Might Bring for the Expansion of Platform-Independent Computing11.12.2019 16:30:00 CETPress release

Fastly, Inc. (NYSE: FSLY), provider of a global edge cloud platform, today released its “Behind the Screens” retrospective detailing 2019’s notable milestones in internet infrastructure, from the increased adoption of modernized protocols, to the growth in reach and capacity of global high-speed internet, and more. Fastly’s CTO and co-founder, Tyler McMullen, anticipates that these advancements, combined with the rise of WebAssembly and the extension of code portability across platforms and devices, set the programming world up for achieving broader value from serverless computing. The State of Internet Infrastructure in 2019 This year saw a groundswell of grassroots protocol improvements, sweeping shifts toward encryption due to increased focus on data privacy, and a preview into WebAssembly’s possibilities at the edge, as well as: New satellites that took to the sky and submarine cables that were installed to grow capacity around the globe. Congestion control reimagined through BBR,