A bit of a work-musing. But, I’m always interested in software, tech, and numbers, even when it involves work.
Recently, where I work (considering my personal openness, I never know if it’s a good thing to say where I work), we’ve made a concerted effort to migrate all of our client firms on QB Online to one place. Usually, when you start off with QB online, your email address allows you to create yourself as its own firm. And since client relationships are so personal, that’s sort of okay. But, if anything ever happens to you it can become slightly difficult for someone else to take over where you left off. Just from a logistical point of view – picking up your clients and doing the work.
Well, in doing so, I’ve also tried to make team leads for my peers’ clients. Unfortunately, it doesn’t look like that comes with any admin permissions for their client firms. (So they could add other staff to work with the client on QuickBooks, for example.)
So, one of the things I’m going to see while I’m Intuit’s conference next week is the best fix for this. I’ll ask if anyone who is setup as a standard (full) access user can be made a company admin for a particular client-firm.
I’ll also have to ask if Pro Advisor people (who have points + credits that can be used for discounts to clients) will be able to maintain some status. Or, what would be best to bring those credits and discounts to clients as continue to onboard.
Which, nicely leads me in to thinking about and asking people at Intuit Connect what the best method for intaking new clients will be.