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QBO for Accountants -Tips and Tricks Course

4.2 (33)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Monday, August 31, 2020 | 09:00 AM EDT

  • CPA Canada
  • CPA/CITP
  • CMA
  • CPA
  • Tax Preparer

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

Additional Dates

Jun 28, 2021 | 09:00 AM EDT Register
Jul 13, 2021 | 09:00 AM EDT 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.

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 Practice Owners
  • Auditors
  • Bank Managers
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • Client Services Co-ordinator
  • Cloud Accountants
  • Cloud Firms
  • Compliance Officers
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Cybersecurity Pros
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • HR Professionals
  • Information Reporting Officers
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 33
    [average] => 4.2121
)
 

4.2

(33)
45%
33%
18%
3%
0%

KZ

Relevant to my job responsibilities

EF

Enjoyed it very much, learned a lot about QBOA

SW

Information was useful, a break mid-way through the course would be nice.

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.