-
Course Level :Basic
-
Credits :1
-
Instructional Method :Group Internet Based
-
Pre-requisites :None
-
Advance Preparation :None
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.Â
Major topics covered in this QuickBooks CPE webinar:
Join this online CPE webinar to learn about the Work Center to track deadlines, to-do lists, delegate tasks, Shared Documents, My Accountant to communicate with clients, and Slack integration.
You might be interested in Alicia Katz Pollock Certification course on QuickBooks: Beginners | Advanced | Comprehensive.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.
33 Ratings
DM
Jan 4th, 2021
Always love myCPE! So many options literally all the time!
JS
May 4th, 2022
Excellent subject. Needed more time to absorb the info.
MG
Jan 8th, 2021
Nothing to add.
MB
Dec 16th, 2020
fine
1 Credit
Subject Area
Aug 09, 2022 | 11:00 AM EDT
Aug 09, 2022 | 11:00 AM EDT
Aug 09, 2022 | 12:30 PM EDT
We use cookies to make your experience on this website better