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Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with 8 CPE hours of hot tips, cool tricks, and QBOA troubleshooting techniques including, Back door shortcuts, Interface tricks, and Accountant-only tools that allow you to cut your client work in half. Many Accountants and Bookkeepers are making the move to QuickBooks®Online, but others aren't ready yet. The interface is different so it can be hard to find the features you need. 

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 CPE 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. Intuit has also 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.  QuickBooks Online for Accountants (QBOA) new practice management tools include :

  • The Work Center to track deadlines
  • Shared Documents
  • Slack integration
  • Stetting up Your Team
  • Manage Notifications
  • Invoice Communications

This CPE webinar will answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO®  easier to use than the desktop version. Join this webinar to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, Slack integration and make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

Learning objectives

  • To identify the differences between QBOA for Accountants and the client's QBO
  • To recall the Opening of QBO in multiple windows, and other browser tricks
  • To identify Super-cool features not in Desktop
  • 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)

About Presenter

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business 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.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is 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
  • 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
  • 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 are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.9
(7)
86%
14%
0%
0%
0%
  • RG
    Ruth Garrett , CPA
    Oct 5th 2020
    I have used QuickBooks for about 5 years, but had never had formal training. I used my own intuition and accounting and bookkeeping knowledge to get done what I needed to in order to generate complete and correct financials. I tended to use too many journal entries than the workflow functions, and suffered through the balance sheet account challenges that came along with that. You have inspired me to now learn the workflows and bank data download / reconciliation to use QuickBooks and its functionality appropriately. Thank you again for great information, taught in a knowledgeable and nonnintimidating way.
ZS
Z Singley , ACCT./BK
Great series to introduce QBOA functionality, every accountant with small business clients using desktop version will benefit from this course and will want to convert them to QBO, no more file exchanges and missed transactions
FH
Frank Hajek , CPA
I could listen to Alicia's webinars all day long. She has a very refreshing way of presenting details and that's appreciated simply because there are some presenters that don't have the kind of flow mojo Stacey does and I loose interest very quickly with them
BB
Bruce Bush , CFF, CPA
I signed up to understand how to get clients to change to QBO for a bookkeeping firm as a salesman. Thanks to Michelle's enthusiastic approach and comments throughout the series I am considering opening my own bookkeeping service--since I have to make sales either way. I can also provide risk management services and anti-fraud solutions to the list of services to sell. Thanks for helping me to find my focus.
EJ
Emric Jorgensen , CPA, CPA
Alicia is the best instructor I have had on a webinar for QBO yet. She went at a pretty good pace but repeated certain things to make sure we understood. I would take any webinar she teaches. Even with some issues trying to get the appropriate screens (payroll and banking), she still did an excellent job explaining things
MB
Mark Baker , CPA
Wow! This was a great session - so much more helpful than blundering around inside QBO by myself. This session was easy to follow, the screen share made it very clear how each part of the online QB works together. When I tried QBO 1.5 years ago it wasn't nearly as robust. I definitely learned some things that will help me streamline my workflow.

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.

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
The Structure and Organization of the IRS
Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
Crucial Insights for Real Estate: Part 4
Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register
  • Cost $60
  • CPE Credits 6
  • CPD Credits 6
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant Accounts Director Cloud Accountants Chief Accounting Officer Entrepreneurial Accountant Accounting Managers Staff of Accounting Firm
  • Handout Material Download
  • Handout 2 Download
  • Handout 3 Download

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
The Structure and Organization of the IRS
Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
Crucial Insights for Real Estate: Part 4
Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register