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QBO Accountant Changes Unveiled

App buttons Intuit has introduced a number of enhancements to QuickBooks Online Accountant this month, including Bulk Transaction Processing in Books Review.

The new feature enables accountants to process hundreds of transactions simultaneously. Also new is the ability of Client Request to view and retrieve transaction level information provided by clients no matter where they are in QuickBooks

In addition, there Enhanced Document Management with Improvements in information capture and document storage have been introduced across QBOA, including folders, document types, and contextual notes.


Intuit notes a coming feature is the ability of accountants so then can create granular roles and permissions for their teams to manage books through Custom Roles.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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