QBO for Accountants -Tips and Tricks Course

4.3 (24)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Monday, December 21, 2020 | 02:30 PM EST

  • CPA
  • TAX PROS
  • CITP
  • CMA
  • CGMA
  • PCP
  • CPA(Canada)

Credits: 3.5 CPE | 3.5 CPD

$35

Subject Area

Accounting

Upcoming Webinars

excel accountant: filtering data

Jan 18, 2021 | 09:30 AM EST View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(74)

Jan 18, 2021 | 10:00 AM EST View Details

qbo: banking feed and reconciling - make rules & automate

(19)

Jan 18, 2021 | 10:00 AM EST View Details

forensic accounting : value added skill for every accountant

(20)

Jan 18, 2021 | 10:00 AM EST View Details

how to maneuver new irs partnership audits

(4)

Jan 18, 2021 | 10:00 AM EST View Details

schedule c - form 1040 (2020)

(2537)

Jan 18, 2021 | 10:00 AM EST View Details

fraud update - latest 2020

(37)

Jan 18, 2021 | 10:00 AM EST View Details

best overview on individual tax updates 2020 (basic)

(88)

Jan 18, 2021 | 10:00 AM EST View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(3)

Jan 18, 2021 | 10:00 AM EST View Details

corporate budget analysis best practices

(2)

Jan 18, 2021 | 10:30 AM EST View Details

how to strategize your firm’s growth and expand margins in the new world

(302)

Jan 18, 2021 | 10:30 AM EST View Details

passive activity loss limitations: working with the complex pal rules & real estate tax issues.

(44)

Jan 18, 2021 | 08:00 AM PST View Details

annual federal tax update - individuals (form 1040)

(153)

Jan 18, 2021 | 08:00 AM PST View Details

corporate external financial reporting decisions

(33)

Jan 18, 2021 | 08:00 AM PST View Details

corporate accounting & auditing best practices

Jan 18, 2021 | 08:00 AM PST View Details

Additional Dates

Jan 25, 2021 | 09:00 AM EST Register

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?

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

Testimonial

4.3

(24)
50%
29%
17%
4%
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.