Intuit is offering views of QuickBooks Online that offer different terms to accounting professionals and their clients. The company noted this week that in January it began testing Business View, which uses different terms than those designed for accounting professionals.

Intuit is also beta testing the ability for users to “’tag’ their front-of-house data in a very flexible way.” That will enable users to search for data and report on it without using the chart of accounts.

Business View employs different terminology and a slightly different presentation from the original view designed or accounting pros, now called Accountant View. Users will be able to toggle between the two in Advanced Settings. Intuit said currently the primary differentiation between the views is a new cash flow report on the dashboard and new terminology in the +New (create) menu and the use of Money In, Money Out, and Other as headers instead of Customers, Vendors, Employees, and Other. 

The next change will be a switch to the term “Transactions” instead of “Banking” in the left navigation for Business View users.

In a post on its Firm of the Future web site, Intuit noted the terminology may change. It also noted, “At the moment, Accountant View will remain as the QuickBooks Online you know.”

Tagging will be available in Business View and Accountant View. The capability will first be available on expense and invoice forms, with more types of data-in to follow.  Intuit said tagging is not replacing classes/locations users will able to reserve the chart of accounts, classes, locations, and custom fields for tracking any business-critical information.

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
Last modified on Friday, 07 February 2020
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