Master QuickBooks Online Accountant (QBOA) the Easy Way

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Master QuickBooks Online Accountant (QBOA) the Easy Way

Learning Objectives

To analyze the difference between QBOA for Accountants and the client's QBO.
To explore opening QBO in multiple windows, and other browser tricks.
To inspect super-cool features, not on a Desktop.
To set up QuickBooks Payments merchant processing.
To analyze document sharing in QBOA.

Course Description

Accountants are falling in love with QuickBooks Online for Accountants (QBOA)!

Many Accountants and Bookkeepers are making the move to QuickBooks Online, but others aren't ready yet. QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different so it can be hard to find the features you need.

This online CPE/CPD webinar will introduce you to QBOA, the version for Accountants. We’ll answer your questions, show you where to find your familiar tools, and introduce all the time-saving tips and tricks that make QBO easier to use than the desktop version.

The following are the Major Topics covered in this CPE QBO Course:

The Accountant's Toolbox
The Audit Trail
Batch deleting Unbilled Expenses
Search tips
Using QBO as an Enterprise downgrade conduit
Mastering the Banking Feed
Banking Rules for automatic data entry
Reconciliation tricks
Super-cool features not in Desktop
QuickBooks Payments merchant processing
Wholesale Billing
The Work Center for Practice Management
Month-end Review
Notes
Document Sharing

Join speaker Alicia Pollock to explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task management, and software discounts.

Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

Webinar Qualifies For

3 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
3 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
3 CPD Credit of Office Productivity: Accounting Software for CPA in Canada
3 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
3 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
3 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Alicia Pollock, MAT,ACN,MOS

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.

Additional Information

Duration

3 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.5

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Susann Graham, CPA (US)

If I could give this webinar 10 stars I would! So much great information and so many tips.

Vicki Gann, CPA (US)

Great information provided that I can use starting today.

Doreen Flores, CPA (US)

Alicia is a wonderful presenter

Vicki Vieau, Tax Professional

Excellent information!

Suzann Ridge, CPA (US)

When the presenter shared her screen to demonstrate steps in QB online, the screen was fuzzy so it made it difficult to follow her movements in the program.

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Accounting

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Master QuickBooks Online Accountant (QBOA) the Easy Way

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

3 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Susann Graham, CPA (US)

Vicki Gann, CPA (US)

Doreen Flores, CPA (US)

Vicki Vieau, Tax Professional

Suzann Ridge, CPA (US)

Subject Area

Unlimited Access Plan

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