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What is QuickBooks Accountants?

Organize all your clients' financial information, including income and expenses, in a single, centralized platform that simplifies document preparation for tax time. Importing transactions from clients' bank and credit card accounts is a breeze, as QuickBooks Online categorizes them automatically. Clients can conveniently photograph their receipts and link them to the relevant transactions, giving you an up-to-date view of their expenses. By allowing you access to their financial data, clients empower you to promptly respond to questions and help resolve any challenges. You can assess your clients' financial health with over 65 built-in reports, specifically designed for accounting purposes. Boost your efficiency by integrating with a variety of Intuit-approved third-party applications that expand the functionalities of QuickBooks Online. With regular automatic updates, you can rest assured that you are using the latest version of the software. In addition, a robust security system akin to online banking safeguards your sensitive information. Your data is also securely backed up in case of a computer malfunction, ensuring your work is preserved. This all-encompassing system not only optimizes your workflow but also enhances client relationships through improved transparency and ease of access, making it a valuable tool for any accounting professional. Ultimately, the combination of these features creates a seamless experience for both you and your clients.

What is Ledgersync?

Ledgersync simplifies the process of integrating your clients' bank and credit card transactions into your chosen accounting software without requiring manual input. Additionally, it facilitates the management of Client Sub-Accounts effectively. Instead of positioning itself against software like QuickBooks, Xero, and FreshBooks, LedgerSync acts as a beneficial extension that enhances their capabilities. Clients often ask how we distinguish ourselves from QuickBooks Online. As a CPA, you can utilize both QuickBooks and Ledgersync to create a robust and secure online platform that brings together client transactions. Ledgersync enables straightforward connections to both QuickBooks Desktop and Online, as well as other accounting solutions. The automatic transfer of your client's financial information to the dashboard not only conserves time but also significantly lightens the accounting workload, reducing a task that usually takes two hours to a mere thirty minutes. This newfound efficiency empowers you to devote more time to delivering value to your clients instead of being overwhelmed by administrative duties. By integrating Ledgersync into your workflow, you can enhance client satisfaction and improve overall service quality.

Media

Media

Integrations Supported

QuickBooks Online
ActivTrak
BigTime
BloomNation
Cledara
EasyEcom
ExceedFurther
FulFillor
Helcim
IRS Solutions Software
LoanAssistant
M1
NextMinute
RealTime PSO
RentMaster
Scoop Analytics
TomaCRM
UpKeep
Zenskar
iDashboards

Integrations Supported

QuickBooks Online
ActivTrak
BigTime
BloomNation
Cledara
EasyEcom
ExceedFurther
FulFillor
Helcim
IRS Solutions Software
LoanAssistant
M1
NextMinute
RealTime PSO
RentMaster
Scoop Analytics
TomaCRM
UpKeep
Zenskar
iDashboards

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Pricing Information

$12.47
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

quickbooks.intuit.com/global/accountants/

Company Facts

Organization Name

LedgerSync

Company Location

United States

Company Website

www.ledgersync.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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