We love November because it includes International Accounting Day on November 10. We truly appreciate the dedicated effort and support you provide your clients. Because we share the common goal to power prosperity, accounting professionals like you are our most important partners.
Thank you to all of the accounting professionals across the globe!
Share these QuickBooks updates with your associates and clients for the latest innovations relevant to business owners and admins.
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Learn about the most exciting innovations. Visit the Hub to watch weekly videos or join us for a live webinar on Thursday, November 21 at 11 AM PT.
In a nutshell: You asked for improved training and certifications, and we delivered with ProAdvisor Academy.
ProAdvisor Academy, the training benefit available to you in the free ProAdvisor program, can help start careers, elevate expertise, and grow your firm. Inspired by your feedback, the refreshed ProAdvisor Academy is your new home for career-spanning education.
With our updated certifications and training, you can build crucial skills to provide the accounting and advisory services clients need. With customizable learning tracks and engaging course material, you’ll get training that fits any stage of your career path—and helps you maximize your team’s client service.
Here are a few key highlights of the new ProAdvisor Academy:
Take the next steps to advance your career, and help your team members drive revenue and increase value for your firm.
In a nutshell:
From December 10-12, join us for a free virtual conference that will put you on the path to QuickBooks Online Certification Level 1—and earn you up to 10 CPE credits for attending live.
Experienced QuickBooks ProAdvisor trainers will lead this conference, helping you develop a framework for passing the QuickBooks Online Certification Level 1 exam. Among a community of fellow accountants, you’ll learn how to deliver end-to-end accounting workflows in QuickBooks Online.
Join us from wherever you choose to work, and you’ll get prepared for the Level 1 exam.
Save your spot today!
Sometimes clients need more product and bookkeeping guidance than your team has resources to provide. To help your firm deliver valuable services to your clients, you can partner with QuickBooks Live Expert Assisted right in QuickBooks Online Accountant, coming soon.
You can help increase your firm’s capacity by adding QuickBooks Live Expert Assisted to your client-service team. When you add it to your client’s subscription, they’ll get access to set-up support, as well as product and bookkeeping answers—including setting up bank accounts, managing a Chart of Accounts, reconciliations, invoices, expense tracking, and more.
Our experts have an average of 10 years’ experience.** They can troubleshoot your client’s questions in minutes, using video, phone, and screen-share capabilities, without ever touching your clients’ books.
In addition, you’ll always be in the know on each client’s calls with our experts. You can access automated call summaries right from your QuickBooks Online Accountant dashboard. To give you enhanced visibility, each one will show you the client’s questions and how the QuickBooks Live expert responded.
Rather than spending hours educating clients, or picking and choosing which clients to take on, add QuickBooks Live Expert Assisted.
Note: QuickBooks Live Expert Assisted experts do not access or do work within your clients’ books or financial data. This solution can be billed to your firm or to your client.
Important pricing details and product information
**QuickBooks Live bookkeepers average over 10 years of bookkeeping experience as of July 2023.
Since introducing this updated report experience earlier this year, we’ve expanded on it with more usability and functionality.
With Modern view reports, you and your clients get a more user-friendly interface and better functionality and load times, and you can generate new reports faster. You can sort, filter, and group data, and apply advanced filters, data pivots, and charts consistently across all reports without having to export to spreadsheets.
When customizing reports, you’ll also have more fields to choose from and can preview customizations before saving the report. As businesses grow in size and complexity, this updated experience will continue to perform smoothly at scale.
Note: Starting in December 2024, most of QuickBooks Online’s Standard Reports will be available in Modern view. You can choose whether to switch back to Classic view. Modern Reports will receive functionality updates and critical security updates, whereas Classic Reports will receive critical security updates until further notice.
In a nutshell: You can now clean up inactive payroll items from your workspace.
Your clients using QuickBooks Online Payroll can now turn off the pay types, deductions, and contributions they don’t need from the Edit payroll items tool.
To improve focus and efficiency, and reduce stress and the risk of error, businesses of all sizes should be able to minimize distractions. As payroll items fall out of relevance for you or your clients, this updated functionality can help you declutter your screen.
To make a payroll item inactive, the item must have been created by a user and have no employees assigned to it. System-generated payroll items cannot be deactivated. For flexibility and peace of mind, you can reactivate your inactive payroll items as needed.
In a nutshell: E-signatures are now available in QuickBooks Online Payroll Elite.
QuickBooks Online Payroll admin users can now:
Employees can then seamlessly complete and return their signed documents using Workforce on the web.
Rather than paying for a separate, disconnected e-signature service, take advantage of a seamless and secure e-signature process right in QuickBooks Payroll.
In a nutshell: QuickBooks offers a simple solution for filing Beneficial Ownership Information (BOI) reports while safeguarding information, helping businesses enhance compliance with reporting requirements. Note: This feature goes live November 19, 2024, for QuickBooks Online and QuickBooks Online Payroll, and November 22, 2024, for QuickBooks Desktop.
Many corporations and limited liability companies are now required to file a BOI report with the US Treasury Financial Crimes Enforcement Network in order to identify the beneficial owners of their entity and the company applicants of that entity. This process enhances government agencies’ ability to protect national security and financial systems from illicit use.
If your clients use QuickBooks Online Payroll, QuickBooks Online, or QuickBooks Desktop, they can use these solutions to easily and safely file their BOI report, if required. They can also check in QuickBooks whether they are exempt from filing a report.
For a one-time fee, your clients can follow a smooth, step-by-step experience to upload support documents and complete their form. They’ll be able to preview the form before final submission. After submission, they can track the status of their filing and safely store and protect their completed BOI report and information.
This service provides peace of mind with an easy and safe filing process for reporting your BOI.
Please note that BOI reporting deadlines vary by formation date:
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