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4.5 (62)
Alicia Katz Pollock, MAT,ACN,MOS
Tuesday, April 13, 2021 | 10:00 AM EDT
1.5 CPE credit of Computer Software & Applications for all CPAs
1.5 CPE credit for Certified Fraud Examiners (CFEs)
1.5 CPE credit for Certified Management Accountants (CMA)
1.5 CPD credit (Verifiable) for Canadian CPAs
1.5 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)
1 CE credit of Computer Technology for Maryland Tax Preparers
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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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 :
In this Online CPE 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 Online 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.
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.
Advisor, Royalwise Solutions
QuickBooks Online
Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished
author with several tutorial books on Amazon. With a master’s degree in
teaching, 30+ years of tech industry experience, and a mile-long list of
professional certifications, Alicia expertly blends deep subject matter expertise
and patient guidance to provide an easy and fun online learning environment!
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.
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Nimeshkumar Gandhi,
May 20th 2020
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
Qing Yang, CPA
May 27th, 2020
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
Melissa Oduor, CPA
Dec 22nd, 2020
Webinar makes it convenient for getting education and CPE credits.
PD
Peggy Denby, Tax Pros
May 27th, 2020
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
Sean Tsao, CPA
May 23rd, 2020
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
Lou Anne Pronto, CPA
May 21st, 2020
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.
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