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

QBO for Accountants -Tips and Tricks Course

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 28, 2021 | 09:30 AM EDT Register

Overview

  • Exploring the Interface
    11 mins
  • Making User Accounts
    50 mins
  • The Banking Center
    91 mins
  • Working with Vendors
    141 mins
  • Keyboard Shortcut
    167 mins
  • The Search Box
    186 mins
  • The Bank Feed Rules
    204 mins
  • Reconciliation Tips and Tricks
    207 mins

Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with 5 CPE hours of hot tips, cool tricks, and QBOA troubleshooting techniques.

3.5 CPE of QuickBooks Online for Accountants (QBOA) tips and tricks!

  • Back door shortcuts,
  • Interface tricks, and
  • Accountant-only tools that allow you to cut your client work in half.

Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

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. This class will introduce you to QBOA, the version for Accountants. We’ll 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.  

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task management, and software discounts.

Learning Objectives

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • 3rd party apps including T-Sheets and Expensify

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

4.2

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The review questions were way out of order with the video. Had to do a lot of guessing because the material wasn't covered until much later.