CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Quickbooks Online for Accountants Work Centre - Managing you Practice

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • Tax Preparer
Quickbooks Online for Accountants Work Centre - Managing you Practice

1 Credit

$10

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Key Estate Planning Considerations

(1343)

Oct 20, 2021 | 10:30 AM EDT View Details

Adding Value to Retirement Plan Audits through Plan Governance: Overview

(176)

Oct 20, 2021 | 10:30 AM EDT View Details

Practical Guide To Fraud including Cash, Inventory & General Frauds (Latest)

(25)

Oct 20, 2021 | 11:00 AM EDT View Details

Products and Services Subject to Sales Tax

(221)

Oct 20, 2021 | 11:30 AM EDT View Details

How to choose the right financial advisor

(230)

Oct 20, 2021 | 11:30 AM EDT View Details

How Introverted Accountants Crush Sales Without Using High Pressure Tactics

(564)

Oct 20, 2021 | 12:00 PM EDT View Details

Mastering IRS Representation

(39)

Oct 20, 2021 | 12:00 PM EDT View Details

Fundamental Concepts of Trusts & Estates for Planning & Compliance

(24)

Oct 20, 2021 | 12:00 PM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(9)

Oct 20, 2021 | 12:00 PM EDT View Details

Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)

(35)

Oct 20, 2021 | 12:00 PM EDT View Details

Excel Accountant - Logic Functions

(5)

Oct 20, 2021 | 12:30 PM EDT View Details

How to Expedite the 1040 Review Process and Remove the Reviewer Bottleneck

(121)

Oct 20, 2021 | 01:00 PM EDT View Details

Tips On Engaging Employees In The Midst Of Crisis

(6)

Oct 20, 2021 | 01:00 PM EDT View Details

Taxes on Cryptocurrency & Digital Assets with Latest IRS Guidance

(1401)

Oct 20, 2021 | 01:00 PM EDT View Details

Five Rules for Clear Business Writing

Oct 20, 2021 | 01:30 PM EDT View Details

Course Description

Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications and daily operations. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks.

Practice Management reduces the number of tools accountants need to manage their practice to just one. This solution is designed to eliminate the disjointed experience of manual tracking, and provide a unified view of work that delivers visibility across all initiatives. With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete,  once they are finished. Since QBOA is also directly connected to the applications accountants use to perform work, the software will leverage data and user behavior patterns to automate overhead and identify work that needs to get done, eliminating the need for accountants to discover and enter tasks manually. 

QuickBooks Online for Accountants (QBOA) new practice management tools include:

  • The Work Center to track deadlines
  • Shared Documents
  • Slack integration
  • Stetting up Your Team
  • Manage Notifications
  • Invoice Communications

Join this webinar to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, and Slack integration

Learning Objectives

  • QBOA’s Accounting Practice Tools
  • Work Projects and Tasks– what bookkeeping deadlines are coming up for your clients?
  • Shared Documents – store contracts, bank statements, and receipts
  • Client Requests – communicate with your clients right in QBO through My Accountant
  • To identify ways of Slack integration in your Quickbooks

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.2

(18)
44%
39%
11%
0%
6%

DM

Always love myCPE! So many options literally all the time!

MG

Nothing to add.

MB

fine