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QBO for Accountants -Tips and Tricks Course

4.1 (40)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, January 07, 2021 | 09:00 AM EDT

  • CPA (Canada)
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer

3.5 Credits

$35

Subject Area

Accounting

Webinar Qualifies For

3.5 CPE credit of Accounting for all CPAs

3.5 CPE credit for Certified Management Accountants (CMA)

3.5 CPD credit (Verifiable) for Canadian CPAs

3.5 CPD credit (Verifiable) for Payroll Compliance Practitioners (PCP)

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

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Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

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Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

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Aug 02, 2021 | 11:30 AM EDT View Details

merchant account nightmares: the shady world of credit card processing fees

(47)

Aug 02, 2021 | 12:00 PM EDT View Details

fraud/anti-corruption awareness, prevention and detection

(102)

Aug 02, 2021 | 12:00 PM EDT View Details

Additional Dates

Aug 12, 2021 | 09:30 AM EDT Register

Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with 5 CPE hours of hot tips, cool tricks, and QBOA troubleshooting techniques.

QuickBooks Online for Accountants (QBOA) tips and tricks includes :

  • 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.

Many Accountants and Bookkeepers are making the move to QuickBooks®Online, but others aren't ready yet. The interface is different so it can be hard to find the features you need. This class 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 timesaving tips and tricks that make QBO®  easier to use than the desktop version.  

We’ll also 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.

Learning Objectives

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • 3rd party apps including T-Sheets and Expensify

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • Client Services Co-ordinator
  • Compliance Officers
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • HR Professionals
  • Information Reporting Officers
  • Staff of Accounting Firm
  • Xero Advisor
  • Young CPA

Testimonial

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(
    [no_of_record] => 40
    [average] => 4.1250
)
 

4.1

(40)
40%
35%
23%
3%
0%

KZ

Relevant to my job responsibilities

EF

Enjoyed it very much, learned a lot about QBOA

SW

Information was useful, a break mid-way through the course would be nice.

ST

The presenter covered a lot of tips and tricks thoroughly.

CP

The Certificate should only be for 2 hours, instead of 3. I missed the first hour due to a flub on my part.

TK

My course repeated a section twice and then abruptly ended. It also froze once where I needed to leave and come back in.