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

Quickbooks Online for Accountants Work Centre - Managing you Practice

4.2 (17)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Wednesday, June 23, 2021 | 10:30 AM EDT

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

1 Credit

$10

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) of Data Analysis & Reporting Techniques for all CITP(AICPA)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

tgif: transform grow innovate in finance

Jul 30, 2021 | 09:00 AM EDT View Details

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Jul 30, 2021 | 09:30 AM EDT View Details

gaap update

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comprehensive tax strategies & insights on real estate

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Jul 30, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

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Jul 30, 2021 | 10:00 AM EDT View Details

money laundering risks and countermeasures for accountants and other professionals

Jul 30, 2021 | 10:00 AM EDT View Details

talking through our differences – generational diversities impact on leadership and engagement

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Jul 30, 2021 | 10:00 AM EDT View Details

foreign asset reporting rules

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Jul 30, 2021 | 10:00 AM EDT View Details

taming the e-mail beast: key strategies for managing your e-mail overload

Jul 30, 2021 | 10:00 AM EDT View Details

new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19

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Jul 30, 2021 | 10:30 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business

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Jul 30, 2021 | 11:00 AM EDT View Details

internal controls for businesses

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Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

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Jul 30, 2021 | 11:30 AM EDT View Details

retirement plan governance best practices: essential documents

Jul 30, 2021 | 11:30 AM EDT View Details

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

Click Here

Additional Dates

Aug 09, 2021 | 01:30 PM EDT Register

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
  • Setting up Your Team
  • Manage Notifications
  • Invoice Communications

Join this online CPE 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 Practice Owners
  • Bookkeeper
  • Certified Valuation Analysts
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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(
    [no_of_record] => 17
    [average] => 4.2353
)
 

4.2

(17)
47%
41%
6%
0%
6%

DM

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

MG

Nothing to add.

MB

fine