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. Â
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 (CMA)
- 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
