Question

What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant?

Answer 1

Answer:

After adding a non-QuickBooks client to the 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.

Answer 2

BENEFITS OF ADDING NON-QUICK BOOKS ONLINE CLIENTS TO CLIENT LIST IN QUICK BOOKS ONLINE ACCOUNT

• Keeping all the data of your clients like contact info, residence info, notes, and other important documents safely in one place together. Also sharing required data with clients that are directly stored in online quick books online accountant.
• Creating projects and required documents and setting reminders on the workspace tab on the dashboard to keep them updated about deadlines.
• Connecting with all Pro connect tax online clients and other potential clients directly from dashboard and launching quick books online from same dashboard.

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