Accountants are falling in love with QuickBooks® Online for Accountants (QBOA).
Many accountants and bookkeepers are moving to QuickBooks® Online, but others aren’t as sure - that is where this course will help. Join us for a 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 are 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 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, and software discounts.
Learning Objectives
- You will be able to identify the different versions of QuickBooks® Online.
- You will be able to describe common A/R and A/P workflows in QBO®.
- You will be able to review customized reports in QBO®.
- You will be able to recognize the accountant tools in QBOA.
Agenda
QuickBooks® Introduction/Overview
- Choosing the Right Subscription Level
- Third-Party Apps
- Tips and Tricks for Ease of Use
Using QuickBooks® Online
- Converting From QuickBooks® Desktop
- Creating a New Company
- Navigating QuickBooks® Online
- Working With Lists
Entering Transactions
- Products and Services
- Customers and Sales
- Vendors and Expenses
Reporting, Analyzing Data
- Running Reports
- Customizing Reports
Accountant-Only Features
- Practice Management Interface
- Certification
- Software Discounts and Benefits
Speakers
Alicia Pollock, MAT, ACN, MOUS
Royalwise Solutions, Inc.
- CEO and QBO rock star at royalwise.com, a QuickBooks and Apple training and consulting company
- Runs a QBO coaching program at Learn.Royalwise.com with 1-on-1 support, webinars, and on-demand video courses with CPE
- Member of the Intuit Trainer/Writer Network, and a top-rated speaker at QuickBooks Connect, Scaling New Heights, and Intuit’s Certification Road Show
- Author of six QuickBooks Desktop and Online textbooks available on Amazon and at questivaconsultants.com
- Named to the Insightful Accountant Top 10 ProAdvisor list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top App-ologist
- M.A. degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications
Who Should Attend
This live webinar is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, bookkeepers, tax preparers, auditors, and enrolled agents.
