Rich Preece, leader of Intuit’s the Accountant Segment, Small Business and Self Employed Group, said the capability demonstrates his company’s open platform approach.

Non-QuickBooks clients can be added in two ways. The first is via clicking on an “Add client” button on the QBOA home page. The accountant enters clients contact information and select “no subscription right now.”

There is also a “Quick add’ feature. Accountants click on the Work tab within QBOA, select “Create project” or “Create client request,” and then click “+Add new”. The new client task will be added to the practice management dashboard.

Accountants can add notes and create, assign and track projects and tasks for that client in the same way they can for QBO clients. Client requests for source documents, such as bank statements, can be sent through QBO and documents stored in QBOA.