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Local CPA, Dave Heistein, named to the Intuit® QuickBooks® SharedBooks User Development Team

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Intuit®, the company behind QuickBooks® software, has assembled a 5 person team of CPA’s to provide input into the development of a new QuickBooks® product.
Dave Heistein, owner of Profitwise Accounting, has been named to the QuickBooks® SharedBooks user development team. Intuit®, the developers of the popular accounting software QuickBooks®, has assembled a distinguished team of accountants and CPA’s.  This team will provide the company with a user’s perspective in the development process for an exciting new service: SharedBooks. The user development team members were selected from a nationwide pool of accountants and CPA’s based on their high level of QuickBooks® expertise.

QuickBooks® SharedBooks, currently in development, will allow both clients and their accountants and bookkeepers to “share” their QuickBooks® files giving all users simultaneous access to and immediate updates of all files. Accountants, bookkeepers and their clients will continue to maintain QuickBooks® files on their hard drives but, with SharedBooks, the Intuit servers will ensure that files are synchronized automatically. Multiple users can work on the files at the same time and SharedBooks will provide the necessary controls through features such as ‘read only’ mode or ‘request access to files’ function in order to maintain data integrity.

The SharedBooks user development team will work with the Intuit® in-house product development team to ensure that customer requirements are incorporated in the product development process and help them “test” usability features.

QuickBooks® SharedBooks is intended to improve productivity for accountants, bookkeepers and their clients.

“Think of QuickBooks® SharedBooks as the Google Docs for accounting and bookkeeping,” said Dave Heistein. “I think this will be a great enhancement to the line of QuickBooks products and a real time saver for all users. I am looking forward to the release of SharedBooks in the near future.”


About Profitwise Accounting

Profitwise Accounting is a San Diego based full-service tax and accounting firm, offering traditional accounting, bookkeeping and tax services, with a significant difference: Profitwise specializes in small to mid-size businesses and works one-on-one with individual owners and staff. We are small business accountants.

Dave Heistein is a Certified Public Accountant in the state of California. He is a San Diego CPA, as well as an advanced QuickBooks Pro Advisor and Instructor. As a small business owner, he is dedicated to educating and informing other business owners on bookkeeping and accounting matters.

Contact Information

Profitwise Accounting

Dave Heistein, 619-819-0252


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This post was written by Profit Wise Accounting