Meet With Your Clients in QBO

QuickBooks, I stumbled onto a new button. It is always fun seeing and exploring new tech as it arises. This new button can be found at the top on the customer and vendor pages, which allows you to meet directly with your client, vendors and customers in QuickBooks Online. I only see this for new QuickBooks subscriptions.

The software used for these meetings—Accelerate—is Intuit-owned. While only the beta version is available right now, this is a game-changer for meetings. You can click the icon directly inside QuickBooks Online or use it as a stand-alone product.

Accelerate takes notes for you during the active meeting

Technology amazes me. It will even highlight action items throughout the call. There are buttons at the bottom of the meeting panel so you can collect contact information, take payment and download the report from the meeting.

Once your call is over, you can download the report as a PDF or export it as a Google Doc and disperse it to your team.

Over the next few weeks, I will be testing this new app out and will update you on how it goes.

To learn more about Accelerate Intuit, CLICK HERE.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.