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QuickBooks Online (QBO) Mobile Application For Accountants

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

The topic is also scheduled as live webinar on the following dates

Oct 29, 2021 | 01:30 PM EDT Register

Overview

  • QBO on a Smartphone or Tablet
    4 mins
  • Mobile App Feature: Customer Pictures
    10 mins
  • 60+ days past due by customers
    15 mins
  • Creating estimate
    21 mins
  • Banking receipts
    32 mins
  • third party service apps
    34 mins
  • What should you do next
    40 mins

Course Description

For years, the Accounting and Auditing 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 Online CPE 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 Online 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.

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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.
  • To learn how to manage time cards and schedules with related 3rd party applications.
  • To learn how to reduce the paperwork using QuickBooks online.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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