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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.

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