Quickbooks Online (QBO) Mobile Application for Accountants

4.5 (61)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Monday, March 29, 2021 | 10:00 AM EST

  • CPA Canada
  • CMA
  • CPA
  • Tax Pros
  • CFE

1.5 CPE | 1.5 CPD

$15

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 12, 2021 | 09:30 AM EST Register

Course Description

For years, the accounting industry has been little behind the curve when it comes to adopting new technologies. Most of the operations are executed within the office and using limited devices. Because of the exponential rise in technology, firms are not left with many options and face an important decision: adopt new technology or be left behind. Mobile technology is becoming more powerful each day. Today, accounting operations can be executed from anywhere via a laptop or smartphone instead of from your office desktop. Many forward-thinking accounting firms are moving to mobile accounting to enjoy various benefits it offers. One of the most prominent app which is used by accountants is Quickbooks Online (QBO) Mobile Application.

You can use QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you. Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts. Bookkeeping has never been so easy and fun.

QuickBooks® Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The QBO mobile application has the following features and benefits :

  • It reduce paperwork by creating Estimates and Invoices onsite, with signatures. 
  • It eliminates after-the-fact accounting by using your camera to take pictures of receipts. 
  • It also uses third-party apps to keep track of employee time cards and schedules. 

In this webinar, we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your customers. Remember, the more you can do on the fly, the less you have to do in the office!

This webinar is for anyone who works while they’re out on the go, for anyone who accept credit cards for customer payments & also for Bookkeepers and Accountants who wish to make educated recommendations to clients.

Learning Objectives

  • To get the overview of the Quickbooks online Mobile Application (QBO) features which are not available on website.
  • Learn to create and email estimates, invoices, and sales receipts to clients using Quickbooks online Mobile Application (QBO)
  • Learn to take pictures of receipts using Quickbooks online Mobile Application (QBO) on a smartphone to maintain a paper trail.
  • Learn how to manage time cards and schedules with related 3rd party applications.
  • Learn how to reduce the paperwork using Quickbooks online.

Who Should Attend?

  • Bookkeeper
  • Accountant
  • QB Pro Advisor
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA (Industry)
  • Young CPA
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Entrepreneurial Accountant
  • Accounting Managers

Testimonial

4.5

(61)
56%
39%
3%
2%
0%

NG

Very nice into to Quickbooks Online. I used Quickbooks 12-15 years ago and even beta tested the product during its design and integration with ProSeries. It was a real awakening to see how much has changed with mobile and online entry. I appreciated Erin's thoroughness in outlining the features.

QY

Alicia did a great job of presenting a lot of information in a relatively short period of time! I am not a regular user of QBA, however, I was able to follow along and have confidence that I will be able to easily set up clients in QBA when the time comes to do so.

MO

Webinar makes it convenient for getting education and CPE credits.

PD

GREAT SESSION AND VERY INFORMATIVE. I AM CURRENTLY STARTING MY BOOKKEEPING SERVICES AND PLAN ON ATTAINING MY CPA. THIS PRESENTATION VERY HELP ME PUT SOME THINGS INTO PERSPECTIVE AND GAVE ME DIRECTION IN HOW TO GO ABOUT STARING MY BOOKKEEPING BUSINESS.

ST

The information I learned was just what I needed to make the decision to start my Bookkeeping and Tax Preparation business. I'm really excited to learn more about the setup of clients in QBO Mobile Application. Thank you!

LAP

Great overview of the product and a very knowledgeable instructor, Alicia was very upbeat and helpful in her presentation and was always checking for questions and addressing them in real-time.