What You Should Know About the New QuickBooks Online Accountant

Those of you fortunate enough to be attending QuickBooks Connect 2014 (or feverishly monitoring it via social media!) have already learned the great news. Intuit has unleashed their brand new QuickBooks Online Accountant service, and boy does it have accountants talking. This incredibly robust program promises to save accountants time and effort with enhancements like easy access to all your books from anywhere, at any time, as well as allowing better collaboration and transparency. So what do YOU need to know about the new QuickBooks Online Accountant? Read on to discover more about just a handful of the fantastic new features that are coming your way!

Talle Blog - QuickBooks Online Accountant

Never Miss a Beat with a New Customizable Dashboard

Not everybody knows this, but accountants make great jugglers. No, really! No matter how many clients they have, an accountant must always keep both eyes out for every little detail, hiccup, and red flag that comes their way. Fortunately, the QuickBooks Online Accountant dashboard will make sure accountants have constant visual access and control over alerts, to-dos, and recent activities for each and every one of their clients–all in one place! Need to take a closer look at the books? Easy: the dashboard also provides one-click access to each client’s books and payroll.

Easy and Enhanced Tax-Mapping

Good news, tax specialists! QuickBooks Online accounts will soon be easily mappable to your tax accounts. After making tax-only adjustments within QuickBooks Online, accountants can push those changes directly into Intuit Tax Online without unnecessarily impacting the books. So look forward to seamless, impeccable record keeping and tax return generation!

Firm, But Flexible, Access Control

Want to limit which members of your firm can view or change which parts of your clients’ books? The new employee access controls available through QuickBooks Online Accountant will allow you to set roles and permissions for individual employees at multiple levels. You’ll be able to choose between Full, Restricted, or even customizing your own permission settings.

FREE QuickBooks Online Plus, Wholesale Pricing, Easy ProAdvisor Account Access, and More

The truth is, there are a whole host of new features and bonuses set to be released with QuickBooks Online Accountant. These include, but are not limited to, a FREE subscription to QuickBooks Online Plus, which will be offered complete with Intuit Payroll. This means that all of your business’s paychecks and guaranteed-accurate payroll tax calculations can be seamlessly integrated into your accounting software at no additional charge. Otherwise, accountants can save 50% for the life of their client’s QuickBooks Online subscription through Intuit’s wholesale pricing. And for you ProAdvisors out there, all of the product training, certifications, and benefits you know and love through your existing ProAdvisor program will now be accessible directly in QuickBooks Online Accountant. No new tabs or apps or anything! Just simple, direct access to all your necessary resources, right there within your accounting system.

Stay tuned for more coverage of exciting announcements from Intuit’s QuickBooks Connect 2014! Come on down to booth #310 to say hi to your friends at Tallie. We’d be happy to discuss our award-winning expense report automation software’s unmatched integrations with QuickBooks and QuickBooks Online!

Tips for Surviving (and Thriving) During the Busy Season

As we find ourselves in the thick of fall tax season, many accountants are already feeling the dreaded “burn out.” After a month of working ten to twelve hours a day, six days a week, even the most dedicated CPA might start to dream about setting fire to their paperwork. (That is, if they ever got any sleep!)

Sometimes, when faced with a crushing deadline at work, our healthy habits are the first things to go. Why spend precious time taking care of yourself when there’s an audit underway? Well, the truth is, you don’t always have to sacrifice your sanity in order to make it through the busy season. Below are some ways of caring for your mind and body that will not only help you feel better, but are proven to boost the quality of your work.

1. Step away from the screen!

taking-a-break

Image Courtesy of Fotolia.com

The longer you power through those deductibles, the sooner they’ll get done, right? Wrong!

As it turns out, scheduling regular breaks during the workday can actually do more than lift your spirits. Studies have shown that taking a break can significantly increase your performance, as well as your ability to focus on the job at hand. It sounds counterintuitive, but taking time away from a task will allow you to work harder and more efficiently once you return. The most effective breaks are spent away from the screen, preferably on your feet or in conversation. But the best break of all is the one that makes you feel good–so whether it be a twenty minute power nap or a ten minute stroll around the building, know that your brain will always benefit from a little you-time.

2. Leave room on your plate for lunch!

It’s not just your mind that needs some TLC. When you’re buried under mountains of paperwork, it can be easy to lose track of time, and, before you know it, the lunch hour has come and gone. Being pressed for time is never a good reason to skip a meal–going without food is known to decrease productivity, and can leave you irritable, fatigued, and unable to concentrate. If your office makes a habit of ordering in lunch and dinner during tax season, take advantage of it! Otherwise, find the system that works best for you. Do you look forward to going out to lunch with co-workers? Treat yourself! Looking to save money by bringing your meals from home? Try preparing your lunches a couple days in advance, just in case you’re too tired to whip something up the night before.

And believe it or not, just because you’re sitting at a desk all day doesn’t mean you can skimp on the water. Scientists have found that even mild dehydration can lead to decreased cognitive ability, as well as a negative impact on one’s mood and stamina. So don’t forget to drink lots of water in between those pots of coffee!

Oh, and about that desk . . .

3. Deskercise!

woman-doing-exercise-front-her-laptop

Image Courtesy of Shutterstock.com

If you often find yourself exhausted, stressed, and fidgety at the office, you may find relief in a rather unexpected place: exercise. That’s right: according to the American Psychological Association, employees who exercise during the workday are more productive, happier, and have more energy than those who stay sedentary. Of course, accountants don’t always have time for (or access to) a gym during tax season. Fortunately, there are a number of workouts that you can do right there at your desk, even while continuing to work on those returns.

If you feel a little silly working out in the middle of the office, try to spend one of your breaks throughout the day engaged in physical activity. Walking to or from work, or even standing up and doing a lap around the office once every hour can do wonders for your mood and overall health.

Tax season may come only once (okay, twice) a year, but that doesn’t make it any less tough. Just remember that by making time to take care of yourself during these hectic, back-to-back months of long hours and missing weekends, you can skip the burn out and enjoy that well-deserved break.

Of course, another great way to make sure the busy season goes as smoothly as possible is to make sure you’re using the right tools. When it comes to processing expenses, our comparative analysis found that Tallie clients experience 67% time savings when compared with other expense report products. Our software will also save you the hassle of dealing with errors and expense fraud through our automated error prevention features. Tallie offers duplicate detection, auto-merging of matching of credit card transactions and receipts, and will even auto-flag expenses that violate your company’s policies.

Good luck with the rest of the busy season! We’ll see you on the other side.

Ready to save time with Tallie’s award-winning expense management software? See how we can help improve your business’s accounting flow, FREE for 14 days – no credit card or commitment required. How about a walkthrough from one of our trained experts? Schedule your free Tallie product demo any time.