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QuickBooks Online Hacks

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

QuickBooks Online (QBO) has slick hacks that streamline your daily workflow. Save hours of time in entering transactions with these essential QBO tips and tricks!

In this “QBO Hacks” webinar from Alicia Pollock learn moves that make tasks easier, faster, and more efficient. When you have tons of work to do...Every. Second. Counts! Join QBO Rock Star Alicia Katz Pollock for this “bells and whistles” class chock-full of efficiency recommendations and cool features you can use to streamline and automate your data entry in QuickBooks Online. We’ll cover everything from built-in calculators, to interface tricks, to leveraging Chrome’s tools to enhance your QBO experience. We’ll even include links to tools that are not on the menu, like Reclassify Transactions!

Spend one hour with Alicia learning these...hacks...and save yourself dozens of hours -- PER PROJECT -- in the future!

Prerequisites 

  • Our “QuickBooks® Online Fundamentals” live class/webinar, or
  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 
  • Prior QuickBooks® Online experience.

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Bookkeepers and Accountants who wish to brush up on their skills.

What should you bring?

A pen. No computer is necessary.

What You’ll Learn:  

  • Built-in calculators
  • Date shortcuts
  • Keyboard Commands
  • Chrome tricks
  • Incognito windows
  • Chrome People
  • Multiple tabs
  • Banking Feed Options
  • Sorting and Filtering Hacks
  • Recurring Transactions for Invoicing
  • Recurring Transactions as Templates
  • Emailing reports automatically
  • Backdoor links not found on the menus:
  • Reclassify Transactions
  • Manage Billable Expenses
  • QuickBooks Status Page


Learning Objectives

  • To familiarize oneself with features used to streamline and automate data entry in QuickBooks Online.
  • To identify leveraging Chrome’s tools to enhance your QBO experience.
  • To get familiar with moves that make tasks easier, faster, and more efficient.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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.

NASBA APPROVED

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.

Presenter

About Presenter

Alicia Pollock

Advisor, Divvy Expense Management

I specialize in training individuals and large groups in QuickBooks, Microsoft Office, and Apple Macintosh iPhone, iPad, & software of all types, from beginners to corporations.

Most of my sessions are devoted to QuickBooks setups and trainings, with an emphasis on QuickBooks Online (QBO). I have a full training course and resource library to answer your questions, at learnqbo.com.

Specialties: Intuit QuickBooks, Microsoft Office, Apple Macintosh, Corporate training, computer education. 

About Company

Divvy Expense Management

getdivvy.com/

Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports. By integrating real-time tracking for every business transaction, Divvy provides organizations with instant insight into their spend. With Divvy, you can make informed cash flow decisions, curb losses before they happen, and never have to save a receipt again.

For more information, visit getdivvy.com

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

170 Ratings

Excellent

83

Very Good

65

Average

21

Poor

0

Terrible

1

SN

Sandra Nagle, CPA (US)

Feb 9th, 2021

Great instructor! So much knowledge to share - the webinar should have been longer. A new person's head would be spinning with how quickly she moved - but it was fantastic!! I would definitely take another class from her as I learned a lot, even though I am very experienced with QBO. THANK YOU!!

MC

My CPE, CPA (US)

Feb 10th, 2021

Great overview of quickbooks - a lot of great, useful tips provided. I'm excited to test our what I learned next time I'm using QB. I enjoy being able to take courses that interest me while earning CPE at the same time!

KK

Kjersten Kenniston, Accountant

Feb 9th, 2021

Quality learning in an efficient time frame taught by people who are knowledgeable and teach in an understanding fashion without assuming too much or too little from their participants.

JG

Joe Galea, CPA (US)

Feb 9th, 2021

This is one of the best CPE courses I have taken. I have been using QuickBooks since 2005, and QuickBooks online for the past two years, and I learned a lot!

AA

Andrea Anthony, CPA (US)

Feb 10th, 2021

Everything was useful! No wasted time.

QuickBooks Online Hacks

FREE

1 Credit

Subject Area

Accounting

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