Integrating QuickBooks with Third-Party Applications for Seamless Workflows 1 Credit
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In an era where collaboration and efficiency reign supreme, the integration of QuickBooks with third-party applications stands as a game-changing strategy.
But you’re forced to choose between the comfort and familiarity of QuickBooks Desktop or the convenience and integration options of QuickBooks Online. It’s like being stuck between a rock and a hard place – neither option seems like the perfect fit.
You can still use QuickBooks Desktop, while also enjoying seamless integration with your favorite business applications.
Get ready to break free from the limitations and take your productivity to new heights. Stay tuned to learn more about how you can find the perfect fit and say goodbye to the forced switch to QuickBooks Online.
QuickBooks Online is amazing general ledger software, but it’s not meant to be all things to all people. Instead, it’s designed to be your central hub that integrates with external apps to create a customized seamless accounting experience that fits your unique workflow perfectly.
Join Alicia Katz Pollock to learn how to integrate third-party apps with your clients’ QBO to streamline your processes.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.
With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
RP
The trainer Alicia Katz is very knowledge of the course. She gave us good recommendations on how to choose an appropriate app. Will definitely recommend her.
KH
Alicia did a very good job. I've attended numerous events on intuit qb products and she was very good.
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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