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QBO-Accountants Can Now Access Apps in Client View

admin by admin
March 17, 2023
in News



One of the things that Intuit QuickBooks had been getting feedback on from QuickBooks Online Accountant users was their inability to access Apps from within their Client’s QuickBooks. While QBO-Accountant users had access to apps from within their own firm’s QuickBooks (shown under “Your Practice” and “Apps” in the illustration below), until recently, they couldn’t access Apps from their client’s QuickBooks Online.

But late in February, that all changed. Now, when a QuickBooks Online Accountant user goes into their client’s QuickBooks, aka, Client view, they have a new ‘App’ item listed in the left hand navigation bar (shown in the yellow box below).

You will notice this still is QBO Accountant (highlighted in the green box), but we now are in one of my clients—in this case, my good old QBMurph client (highlighted in the red box). This isn’t the same as my accountant user firm. 

There under Apps are the most popular apps, free apps built by QuickBooks. In fact, it lists any app you want to track down and connect to your Client. 

This is a feature that ProAdvisors, Bookkeepers, Accountants and Consultants who use QuickBooks Online Accountant for their clients have been asking for over and over again. 

Intuit received the message and the feature is here.


Disclosures

As used herein, QuickBooks, QuickBooks Online and QuickBooks Online Accountant refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.

Feature content may have been adapted from Intuit source content or materials. Source content or materials adapted by Insightful Accountant are furnished for educational purposes only.

Any other trade names used herein, if any, refer to products which may be registered or trademarked or otherwise held by their respective owners; they are referenced for informational and educational purposes only.

This is an editorial feature, not sponsored content. No vendor within this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.

Neither the publication of this article, nor inclusion of any product herein, represents any endorsement by either the author or Insightful Accountant.

Note: Registered Trademark ® symbols have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarked products within our respective article footnotes and disclosures.


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Tags: 2023 accounting2023 accounting technologyaccountantsAccountingAppsbookkeepersBookkeepingClient viewHeadlinesNot FeatureQuickBooks Online (QBO)QuickBooks Online AccountantWilliam "Bill" Murphy
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