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Mastering QBO For Accountants - Techniques, Tips & Tricks, Advance Learning

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • CBA/MCBA
  • CFIRS
  • CWS

Published: May, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The QBOA Interface
    4 mins
  • QBOA Tricks
    38 mins
  • How to Unmark Billable Expenses
    70 mins
  • Using QBO to Convert QBES files
    95 mins
  • The Search Box
    121 mins
  • Bank Feed Rules
    139 mins
  • Mobile App Feature: Customer Pictures
    169 mins
  • Invoice QuickBooks Payments
    202 mins
  • Invoice COmmunications
    279 mins

Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with Full-day CPE course full of hot tips, cool tricks, and QBOA troubleshooting techniques including, Back door shortcuts, Interface tricks, and Accountant-only tools that allow you to cut your client work in half. 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. 

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 CPE 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. Intuit has also introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications and daily operations. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks.

Practice Management reduces the number of tools accountants need to manage their practice to just one. This solution is designed to eliminate the disjointed experience of manual tracking, and provide a unified view of work that delivers visibility across all initiatives. With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete, once they are finished. Since QBOA is also directly connected to the applications accountants use to perform work, the software will leverage data and user behavior patterns to automate overhead and identify work that needs to get done, eliminating the need for accountants to discover and enter tasks manually. QuickBooks Online for Accountants (QBOA) new practice management tools include:

  • The Work Center to track deadlines
  • Shared Documents
  • Slack integration
  • Stetting up Your Team
  • Manage Notifications
  • Invoice Communications

This Online CPE webinar on Accounting will 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. Join this webinar to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, Slack integration and make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.


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Learning Objectives

  • To identify the differences between QBOA for Accountants and the client's QBO
  • To recall the Opening of QBO in multiple windows, and other browser tricks
  • To identify Super-cool features not in Desktop
  • 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)

Recommended For

  • This QuickBooks online CPE webinar is recommended for CPAs, CMAs, Accounting Directors, Accounting Staff, Business Owners and Other Accounting Professionals desiring to learn about QBO tips and tricks.
  • This IIA approved CPE webinar for CIAs will prove insightful for all the tiles of IIA.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Accounting Practice Owners
    • Accounts Director
    • Chartered Professional Accountant
    • Chief Accounting Officer
    • Cloud Accountants
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial CPA
    • Senior Accountant
    • Staff of Accounting Firm
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 6 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
    • 6 CPE Credit for Internal Audit Practitioner (IAP)
    • 6 CPD Credit for Chartered Professional Accountant (CPA Canada)
    • 6 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
    • 6 CPE Credit for Certified Management Accountants (CMA)
    • 6 CPE Credit for Certified Internal Auditors (CIA)
    • 6 CPE Credit for Certified Valuation Analyst (CVA)
    • 6 CE Credit for Maryland Tax Preparer (MRTP)
    • 6 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
    • 6 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 6 CE Credit for Certified Wealth Strategist (CWS)
    • 6 General Credit for Accountant/Bookeeper

    Additional details

    • Course Level :
      Basic
    • Credits :
      6
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
      None
    • Advance Preparation :
      None

    IRS APPROVED

    MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

    MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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    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.

    Presenter

    About Presenter

    Alicia Pollock, MAT,ACN,MOS

    Advisor, Royalwise Solutions

    Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

    With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

    About Company

    Royalwise Solutions

    royalwise.com/

    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.

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