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QuickBooks Online Accountant | Accountants Guide

QuickBooks Online Accountants, also known as QBOA, will have special access to QuickBooks Online Accounting professionals. QuickBooks Online users can invite up to two Accountant users, and it doesn’t count against the number of regular users they are allowed at their subscription level (e.g., 1, 3, or 5).

QuickBooks Online Accountant


To be clear, QBOA is not different software than QuickBooks Online. But when logged in to a client’s QBO file via your QBOA login, there are some extra tools available for you, the “accountant”, to use.

When you access one client’s QuickBooks Online company using QBOA login details, you will gain access to special accountant tools that can be used to clean up books, such as the transaction batch reclassification tool and the write-off-invoices tool. However, the client won’t have access to those tools when logged in as herself.

Additionally, from the home page of the QBOA login, also called Dashboard, you can view and access all of your clients and the QBO files of your clients who have given you access to their QBO companies.

QBOA also helps to keep track of all the happenings for all your clients; built into it is a basic project/client management tool. For example, you can have QBOA remind you or your staff to reconcile Client A’s bank and credit card accounts at a set date and time in a month.

QuickBooks Online Accountant: Designed to support your practice

QBOA is built to empower pros like you. With features and resources available only to accountants and bookkeepers, you can grow and run your practice your way. Signing up is totally free.

Key Features: What you can accomplish with QuickBooks Online Accountant

Grow inside and out: attract clients through QuickBook’s Find-a-ProAdvisor network and train to expand your expertise and versatility.

Stay ahead of deadlines. Track all your clients, work from one place, and jumpstart projects with templates and team-wide notifications.

Take control of your schedule. Access all your clients’ books anytime, anywhere, and streamline productivity with accountant-only tools.

QuickBooks Online Accountant Sign-Up Benefits

By signing up for QuickBooks Online Accountant, you’ll automatically unlock ProAdvisor resources to help you grow your clients and skills.

How to get the clients you want using QBOA

Let desirable clients find you by showcasing your services on QuickBook’s Find-a-ProAdvisor directory.

  • List your firm for free once you’re QuickBooks certified.
  • Customize your listing to promote your certifications and specialized skills.
  • Reply to client reviews directly to shape your brand and leave a lasting impression.

Classified Training at Your Reach

Access a variety of self-paced and live training options to become a more trusted advisor. Hone your craft, prepare for QuickBooks certification, and earn CPE credits.

More pieces of training at your disposal are:

  • Self-paced guides
  • Video recordings
  • Tutorials
  • Webinars
  • Virtual conferences
  • Live events

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