Another benefit is having items “flagged” and brought to our attention. One of the biggest benefits is seeing everything all in one place, which is a big timesaver.
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You can see at a glance where the trouble spots are and make recommendations much quicker than doing a full file review using all the different reports. The goal of becoming a “trusted advisor” is even easier with this feature because it’s so clear and concise. Lisa Channell, Bonfire Bookkeeping: The Data Review feature is wonderful because it takes something I was painstakingly doing outside of QBO and puts it in an easy-to-access place, with everything at your fingertips. Recently, several accounting and bookkeeping experts tested Client Overview for themselves. What Your Peers are Saying About Client Overview Only with a decisive understanding of the “state of the books” can you satisfactorily determine the projected outcome. When you access a prospect client’s QBO account through QuickBooks Online Accountant, you have a new Overview tab inside QBO (visible to accountants only), which provides relevant and actionable data to kick-start your initial file review.Ĭlient Overview will help you identify signals that indicate how much effort would be required to clean up the books and then maintain them on an ongoing basis. Get to where you want to go in fewer clicks with deep links that take you directly to relevant transaction reports, specific bank accounts and the reconciliation tab.
Better evaluate the required ongoing workload with information on the client’s company setup and business activity insights that reflect the prospect’s proficiency with QBO. Get a better sense of where to start your file analysis with a view of items that typically require attention and cleanup. Better estimate the pricing for initial cleanup, with upfront visibility into how updated the books really are, while improving your pricing strategy with data insights that indicate the complexity and required effort to clean up and maintain the books. Get a high level understanding of the state of the books with a unified view of relevant setup, banking and account data.
Of course, reviewing any business’ books has always been possible, but Client Overview speeds up the process and offers big benefits:
What if there were a powerful solution to speed up this entire process and give you confidence to price your services more accurately? With the release of the new Client Overview feature inside QuickBooks® Online (QBO), there is!Ĭlient Overview enables you to look at a prospect’s QBO file and quickly estimate how much work will go into cleaning up and maintaining the books. You’re trying to determine the time required to clean up the books and what to charge, but understanding the state of the books is a time consuming process in-and-of-itself, and mistakes or surprises can lead you to underprice your services … which means time wasted and money lost in the short and long run. As an accountant or bookkeeper, you know how challenging it can be to assess a prospective client’s books with limited knowledge about their history or business.
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