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QuickBooks Online Accountant Tools and Features (QBOA)

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Live Webinar SELECT STARTING AT $89 (3 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Ilene Eisen, CPA, CITP, MBA

$89

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QuickBooks Online Accountant Tools and Features (QBOA)

  • Customer Rating
    (6)
  • Field of Study
    Computer Software & Applications
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to efficient work in clients’ QuickBooks Online company files. It is designed to identify errors quickly. There are also tools to correct client errors and record adjustments. QuickBooks Online Accountant is also a tool to manage your practice with tools for project management, client requests, and integration with Pro Tax Online for efficient tax preparation. You will also receive a free QuickBooks Online company file to manage your own books and records.

Major Topics:

  • Access to QuickBooks Online Accountant
  • Accessing and working on clients’ QuickBooks Online company files
  • Setting up Access for Staff
  • Creating Projects & Client Request for information
  • Transfer records to tax application 

Learning Objectives

  • Gain access to clients’ company files
  • Use Accountant Tools to make corrections and update clients’ books and run reports
  • Allow staff (team) access to selected client data
  • Create projects to schedule work and client requests and track due dates
  • Transfer client data to Intuit Pro Connect Online software to reduce data entry

Designed for:

QuickBooks users in public accounting, bookkeeping firms, and tax practices

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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