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

QuickBooks Online Hacks

  • CPA (CA)
  • CMA
  • CPA (US)
  • Tax Preparer
QuickBooks Online Hacks

1 Credit

FREE

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

1 CPE credit of External Financial Reporting Decisions for CMAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Testimonial

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(
    [average] => 4.3550
    [no_of_record] => 169
)
 

4.4

(169)
49%
38%
12%
0%
1%

AA

Everything was useful! No wasted time.

HO

It was really good.

MC

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!

JP

Good.

CC

WAS GOOD

KK

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.