In June, Intuit® released QuickBooks® Professional Bookkeeper, a new version of QuickBooks designed for bookkeeping professionals with multiple clients. It’s great for bookkeepers currently using QuickBooks Pro who find it cumbersome and inefficient to manage multiple clients and manage multiple files, and have the need to switch back and forth between files. QuickBooks Professional Bookkeeper has all the functionality of QuickBooks Pro, plus a few features from QuickBooks Accountant
As a result, QuickBooks Professional Bookkeeper does not have all the features in QuickBooks Accountant. So, if you and/or your staff are already using QuickBooks Accountant, you will want to stay with that version.
Here’s a PDF with a visual comparison of the features in all three versions. As you can see, there are eight key functions in QuickBooks Professional Bookkeeper that are not included with QuickBooks Pro. Yet, your staff does not need to all the features included in QuickBooks Accountant.
“With QuickBooks Professional Bookkeeper, users also get a free year of QB Remote Access, powered by WebEx, so they can remote into their client QuickBooks’ files from their office; this is convenient, saves on gas and is a huge time saver,” says Woody Adams, a QuickBooks consultant in Intuit’s Accounting Professionals Division. Adams is also one of the co-hosts for the weekly Radio Free QuickBooks podcast. “Since the accountant’s copy doesn’t allow much payroll function, many QuickBooks Accountant users leverage remote access to log in and do payroll for clients – QuickBooks Professional Bookkeeper affords this luxury as well.”
Since QuickBooks Professional Bookkeeper has QuickBooks Premier-level features, an accountant can see all monthly reconciliations and run a report on them individually. Users cannot do this in QuickBooks Pro. And, like QuickBooks Accountant, QuickBooks Professional Bookkeeper comes with File Manager, so users can easily know which client file is relevant and what version of QuickBooks was last used to open it.
“File Manager will log into the file for them so long as they add the username and password to the password vault,” says Adams. “This saves accountants lots of time digging through the firm file server to find out what is the right file to be working in for each client. QuickBooks Professional Bookkeeper also has a Bookkeeping Center, an accountant dashboard of key modules and quick view of reconcile balances and access to key tools.”
In summary, there are three time-saving tools designed especially for bookkeepers:
Click here to learn more about QuickBooks Professional Bookkeeper.
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