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20WS-0417: Surgent's QuickBooks Online Accountant Tools and Features (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, July 16, 2020
12:00pm - 2:00pm Central Time
2 CPE (2 non-technical)

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 subjects

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

Learning objective(s)

  • 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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00

More program information

Instructor Ilene Eisen, CPA, CITP, MBA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.