Quickbooks Online (QBO) Mobile Application for Accountants

Course Details

Choose Your Time Zone:

ADDITIONAL DATES

Nov 02, 2020 | 11:00 AM EDT Register
Nov 18, 2020 | 11:00 AM EDT Register

Course Description

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 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.

Learning objectives

  • 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)
  • Learn to take pictures of receipts using Quickbooks online Mobile Application (QBO) on a smartphone to maintain a paper trail.
  • Learn how to manage time cards and schedules with related 3rd party applications.
  • Learn how to reduce the paperwork using Quickbooks online.

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.
  • 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

4.5
(50)
56%
42%
0%
2%
0%
  • NG
    NIMESHKUMAR GANDHI , MBA
    May 20th 2020
    Very nice into to Quickbooks Online. I used Quickbooks 12-15 years ago and even beta tested the product during its design and integration with ProSeries. It was a real awakening to see how much has changed with mobile and online entry. I appreciated Erin's thoroughness in outlining the features.
QY
Qing Yang , CPA
Alicia did a great job of presenting a lot of information in a relatively short period of time! I am not a regular user of QBA, however, I was able to follow along and have confidence that I will be able to easily set up clients in QBA when the time comes to do so.
KK
Kathleen Kennedy , CPA
Overall the presentation was good and I will definitely sign-up with myCPE again.
PD
Peggy Denby
GREAT SESSION AND VERY INFORMATIVE. I AM CURRENTLY STARTING MY BOOKKEEPING SERVICES AND PLAN ON ATTAINING MY CPA. THIS PRESENTATION VERY HELP ME PUT SOME THINGS INTO PERSPECTIVE AND GAVE ME DIRECTION IN HOW TO GO ABOUT STARING MY BOOKKEEPING BUSINESS.
ST
sean tsao , CPA
The information I learned was just what I needed to make the decision to start my Bookkeeping and Tax Preparation business. I'm really excited to learn more about the setup of clients in QBO Mobile Application. Thank you!
LAP
Lou Anne Pronto , CPA
Great overview of the product and a very knowledgeable instructor, Alicia was very upbeat and helpful in her presentation and was always checking for questions and addressing them in real-time.

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

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Business Tax Update 2020
Thursday, October 22, 2020 | 03:00 PM EDT View Details/Register
Your Client Has Not Filed a Tax Return for Many Years and Comes To You, Now What?
Thursday, October 22, 2020 | 03:30 PM EDT View Details/Register
PPPFA UPDATES (WITH LATEST GUIDANCE FROM SBA)
Thursday, October 22, 2020 | 04:00 PM EDT View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Friday, October 23, 2020 | 09:00 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Conversion of Historical data from different Accounting Software to QuickBooks Online
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, October 23, 2020 | 08:00 AM PDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
  • Cost $15
  • CPE Credits 1.5
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA (Industry) Young CPA Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant Accounts Director Entrepreneurial Accountant Accounting Managers
  • Handout Material Download

upcoming Live CPE Webinars

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Business Tax Update 2020
Thursday, October 22, 2020 | 03:00 PM EDT View Details/Register
Your Client Has Not Filed a Tax Return for Many Years and Comes To You, Now What?
Thursday, October 22, 2020 | 03:30 PM EDT View Details/Register
PPPFA UPDATES (WITH LATEST GUIDANCE FROM SBA)
Thursday, October 22, 2020 | 04:00 PM EDT View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Friday, October 23, 2020 | 09:00 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Conversion of Historical data from different Accounting Software to QuickBooks Online
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, October 23, 2020 | 08:00 AM PDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register