QBO for Accountants -Tips and Tricks Course

4.2 (30)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Tuesday, November 17, 2020 | 10:00 AM EDT

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer
  • CFE

3.5 Credits

$35

Subject Area

Accounting

Webinar Qualifies For

3.5 CPE credit of Accounting for all CPAs

3.5 CPD credit (Verifiable) for Canadian CPAs

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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.

QuickBooks Online for Accountants (QBOA) tips and tricks includes :

  • 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 Practice Owners
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • Client Services Co-ordinator
  • Compliance Officers
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • HR Professionals
  • Information Reporting Officers
  • Staff of Accounting Firm
  • Xero Advisor
  • Young CPA

Testimonial

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(
    [no_of_record] => 30
    [average] => 4.1667
)
 

4.2

(30)
43%
33%
20%
3%
0%

KZ

Relevant to my job responsibilities

EF

Enjoyed it very much, learned a lot about QBOA

ST

The presenter covered a lot of tips and tricks thoroughly.

CP

The Certificate should only be for 2 hours, instead of 3. I missed the first hour due to a flub on my part.