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February 6, 2023

Tips for QuickBooks Online from Fellow CPAs

The following post is sponsored content from Intuit.

As a CPA, you know how time consuming it can be for you and your clients when you have to request data files to prepare your clients' taxes. Bryce Forney, CPA, demonstrates how he has easily used Intuit’s cloud-based QuickBooks Online Accountant to help him meet his customers’ needs year-round. Since all the data is stored in the cloud, he can get the data he needs at any moment without having to inconvenience his clients, whether it’s the middle of tax season or a client has a tax-related question in the middle of the summer.

Once you've familiarized yourself with QuickBooks Online, Stacy Kildal, CPA, provides some advice on acquiring new clients. The first step is to get certified, which will allow you to be listed Being listed will let potential clients find you easily and also have full confidence in your knowledge of the product.Hear from more accounting professionals about the benefits of the cloud and learn about timely accounting trends at Intuit Academy's YouTube channel.

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