CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

QBO for Accountants -Tips and Tricks Course

4.2 (33)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Friday, June 11, 2021 | 09:00 AM EDT

  • CPA Canada
  • CPA/CITP
  • CMA
  • CPA
  • 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 Certified Information Technology Professionals (CITP)

3 CE credit of Computer Technology for Maryland Tax Preparers

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Jun 23, 2021 | 09:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

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Jun 23, 2021 | 10:00 AM EDT View Details

ethics for tax professionals (latest 2021)

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Jun 23, 2021 | 10:00 AM EDT View Details

practical guide to fraud including cash, inventory & general frauds (latest)

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Jun 23, 2021 | 10:00 AM EDT View Details

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Jun 23, 2021 | 10:00 AM EDT View Details

tips on engaging employees in the midst of crisis

(1)

Jun 23, 2021 | 10:30 AM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jun 23, 2021 | 10:30 AM EDT View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

Jun 23, 2021 | 08:00 AM PDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jun 23, 2021 | 08:00 AM PDT View Details

mastering irs representation

Jun 23, 2021 | 08:00 AM PDT View Details

sox internal controls for accounts payable, receivable & inventory

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Jun 23, 2021 | 08:00 AM PDT View Details

14 ways to minimize data entry in excel

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Jun 23, 2021 | 12:00 PM EDT View Details

regulatory ethics – data

Jun 23, 2021 | 12:00 PM EDT View Details

controller confidential: 4 ways automation powers accounts payable efficiency

Jun 23, 2021 | 12:00 PM EDT View Details

understanding, detecting and preventing payroll fraud

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Jun 23, 2021 | 12:30 PM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Additional Dates

Jun 28, 2021 | 09:00 AM EDT Register
Jul 13, 2021 | 09:00 AM EDT Register

Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with 3.5 CPE hours of hot tips, cool tricks, and QBOA troubleshooting techniques.

This QuickBooks Online Webinar for Accountants (QBOA) tips and tricks covers the following Major Topics:

  • 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 time-saving 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
  • To open 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 Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Management Accountant
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Staff of Accounting Firm
  • Xero Advisor
  • Young CPA

Testimonial

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(
    [no_of_record] => 33
    [average] => 4.2121
)
 

4.2

(33)
45%
33%
18%
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.