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Discussion:QB Accountant 2014

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Discussion Forum Index --> Accounting Questions --> QB Accountant 2014


Joanmcq (talk|edits) said:

2 October 2013
Ok, so I have a new client using QB, and she has a newer version than my 2010 QB Accountant, so I have to upgrade. However, I can't find anything on Intuit's website regarding a desktop version of Accountant 2014. I don't want a frikkin cloud version that I have to pay a yearly license fee. I have few clients that use QB and I'd rather only upgrade as they do. Any help here?

Actionbsns (talk|edits) said:

2 October 2013
If you only have a limited need for it, why are you buying the Accountant's version? Doesn't that thing cost about $800? Costco, Office Max and Office Depot sell the OTC QB Pro for about $150 or so. Seems like that would be a cheaper way to go and you upgrade as the need arises. However, I thought that with the Accountant's version, one of the attractions of it was that you didn't need to keep upgrading, it would open newer and older versions.

Joanmcq (talk|edits) said:

2 October 2013
Yeah, I thought so, but it's not opening my client's books. I'm not sure which version she has, probably 2013. I (expletive deleted) hate QB!

One of the things the Accountant's version lets you do is log on remotely to your client's computer, and it doesn't matter which version they have. I have two nonprofits + a small biz.

Actionbsns (talk|edits) said:

2 October 2013
I log onto my client's books remote all the time. I don't use the accountant's version. Once I'm on the client's computer, I'm just using their software and their computer and it doesn't matter what version I have (BTW I have from 2004 forward). If I want a copy of the data file on my computer, I can always get a back up. I have one client using the Cloud, they have provided me with access codes, I don't generally like that version and don't recommend it or plan on using it myself.

Joanmcq (talk|edits) said:

3 October 2013
Do you use GoToMyPC or other log-in software, or do you do it from QB? My client isn't on the cloud and sent me a flash drive with her data and I can't open the file.

BTW, I called Intuit yesterday, and as the rep was looking up my account, I got disconnected. And she didn't call me back even though she had both my phone numbers. Nice CS, right? Really wanted to make that sale. The Accountant's version is about $400, I think. If the website is accurate. It was the most confusing place to try to buy something.

Actionbsns (talk|edits) said:

3 October 2013
I use GoToMyPC or Log Me In routinely. However I have one client with some type of local software that provides remote access. I think Windows has some form of remote access capability attached to it, but I've never used it. An issue that works well for remote access is that I can access a MAC computer (which I hate) as easily as a PC from my own computer. The problem with flash drive data transfer is in the time delay. The client swears they haven't done any data entry since providing the data file, but then when it's restored something is always missing.

Bottom Line (talk|edits) said:

4 October 2013
GoToMyPC or LogMeIn sounds like the way to go. QB Accountants version will allow you to go down one year only. There is a price difference between Pro and Premier. Since you have 2010 Accountant, you MAY be able to get something between 2010 and 2013. QB 2014 has only been released to the ProAdvisors and hasn't hit the stores yet. That's why it's not on the website. I agree that the Online version is horrible. I don't recommend it to anyone. I understand that a lot of CPA's don't like QB but it does have a large amount of the small business market. Many accountants have been forced to accept QB or else limit the growth of their business.

Joan TB (talk|edits) said:

4 October 2013
I use GoToMyPC extensively and really like it. I highly recommend it. I agree with Actionbsns about using flash drives. And by using their computer (and not mine) I don't have to worry about having the same version of QB as my clients (since they are all over the map with that!) I make extensive use of the file transfer feature, and I can also print stuff from THEIR computer onto MY printer here at the office. Not only that, you can utilize it to look - in real time- at other data & software that may be unique to your client that has info you need.

I don't have a problem with QB, I just have a problem with people who think they are bookkeepers trying to use QB! Usually, if I can at least get them to be consistent on their posting (treat all these similar transactions the same way) then I can find & fix things more easily. I also found that "accountant's copy" stuff in QB equally useless.

Actionbsns (talk|edits) said:

4 October 2013
One thing that I encourage my clients to do is use a suspense account, sometimes with wild abandon. If someone isn't sure of what to do with a particular entry it's a lot easier to find things if they are all entered in the same account. I use an account called either Deferred Charges or Suspense designed especially for this. I think QB has added one called "Ask My Accountant" that serves the same purpose. You do need to have someone working in the file though who is willing to admit they might not know everything. Some people have a problem with that.

Kathyt (talk|edits) said:

4 October 2013
I use quickbooks remote access, I pay 19.75 a month for it; and I can have 5 computers on it, it only gives me access to the client's quickbooks, not the entire PC. The only problem I've had with that is if the client has any pop ups on their screen that's not in quickbooks then it puts a big yellow box on the screen (like a reminder for some update) and I have to call the client to tell them to close the box. But other than that it works pretty good for me. I do that because so many people have different versions.

Joanmcq (talk|edits) said:

4 October 2013
Flash drive is only for me to currently review her books/account structure for one biz, and make changes as needed. The job will involve keeping the books for a new biz and reviewing the old one until she sells it next year. I've been hired to provide ongoing bookkeeping for the new biz. We are currently in the process of setting up the accounts, and need to get 'er done before Oct. 15 when a LOT of money will start coming in. The client is familiar with QB and wants to use the auto download abilities as well as their merchant processing for orders.

And yes, she has lots of entries in 'Ask my Accountant' which is what she wants me to sort out! So the gist of what I'm getting from you all is that I can buy 2013 Pro for about $150 and then use GoToMyPC or the Windows remote to actually do the books for the new biz. Another issue is an offshoot non-profit which will also use QB. Can Pro be used easily with a nonprofit or would they buy the specific version for that? And logging in remotely would not be an issue?

All this new techno stuff is a bit daunting, but I need to learn it. This is a big new client for me and since I've hired an assistant who does bookkeeping I'm getting more books & tax return clients. Win-win since I get clean books for the taxes and my assistant gets more hours & steady work.

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