Portland
OR
USA
Accountants are falling in love with QuickBooks Online for Accountants (QBOA)!
Many accountants and bookkeepers are making the move to QuickBooks® Online, but others aren’t so sure…and that’s where this course will help! Join us for this valuable introduction to QBOA, the version of QBO® built especially for Accountants.
QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different, so when you’re just getting started it can be hard to find the features you need. 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 lists, and software discounts.
Learn 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.
Instructional Level
Beginner through Advanced
Course Length
3 hours
Course Credits
3 CPE, Certificate of Completion
Delivery Method
Blended
Field of Study
Accounting
Prerequisites
QBOA Account
Prior experience with QuickBooks® for Desktop.
Who should take this class?
Bookkeepers and Accountants new to QuickBooks Online.
Bookkeepers and Accountants frustrated by QBO.
What You’ll Learn
The difference between QBOA for Accountants and the client’s QBO
Opening QBO in multiple windows, and other browser tricks
The Accountant’s Toolbox:
The Audit Trail
Batch deleting Unbilled Expenses
Search tips
Using QBO as an Enterprise downgrade conduit
Mastering the Banking Feed
Banking Rules for automatic data entry
Reconciliation tricks
Super-cool features not in Desktop
QuickBooks Payments merchant processing
Wholesale Billing
The Work Center for Practice Management
Overview
Month-end Review
Notes
Document Sharing
Your specific questions answered!
http://royl.ws/QBOA-LOVE
