Efficient Solution Needed
in discovery
S
Scott Manhart
Do you have the ability to determine who is actually performing the accounting function for your QBO customers? Our firm has 400+ active QBO clients and we are performing the accounting function for 85+% of those clients. Our client is not doing the work, we are. We began using QBO 8 years ago because it was simple, efficient and effective. We need an accounting software solution that meets that criteria. The new interface is none of these things.
Keila Hill-Trawick
Aditi Sahani It feels like a lot of the changes made are for a more robust experience for small business owners, but actually create more complexity and steps for us to do our work. (For example, the number of screens and clicks required to view open invoices in the new sales hub.)
It would be nice to have the option for a stripped down version for our use since we are performing the steps v. a lot of the bells and whistles that are supposed to provide insight but seem to be slowing our teams down.
Keila Hill-Trawick
I'd like to add to this because I'm wondering if there is a way to get an Accountant view in QBOA v. the current interface. It is taking a much longer time to find simple things in the update, and most of the changes seem to be more for the client than the accountant. If there were a way to simplify what the accountants see, it would be much appreciated.
Aditi Sahani
Keila Hill-Trawick: Hi Keila, can you tell us more on what you mean by get "an Accountant view in QBOA"?
Keila Hill-Trawick
Aditi Sahani It feels like a lot of the changes made are for a more robust experience for small business owners, but actually create more complexity and steps for us to do our work. (For example, the number of screens and clicks required to view open invoices in the new sales hub.)
It would be nice to have the option for a stripped down version for our use since we are performing the steps v. a lot of the bells and whistles that are supposed to provide insight but seem to be slowing our teams down.
Aditi Sahani
Keila Hill-Trawick: Thanks Keila. Appreciate some of this context.
Aditi Sahani
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Aditi Sahani
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