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23WA-462A: K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar)

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

Thursday, February 29, 2024
3:00pm - 6:40pm Central Time
4 CPE (4 non-technical)

Alternate dates & more options

The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth. At the same time, traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you've correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.

Major subjects

  • Computer software
  • Public accounting
  • Quickbooks Online Accountant (QBOA) 

Learning objective(s)

  • Outline the QuickBooks Online Accountant (QBOA) platform and the value to the CPA firm - specifically, all the unique features and functions of QBOA
  • Demonstrate the enhanced tools provided in QBOA such as client dashboard, accountant toolbox, and the document center
  • Creating firm user accounts and client accounts for use within QBO
  • Evaluate the different methods of importing and exporting accounting data to and from QBO
  • Evaluate the benefit and value of using the QBO thin client application on your Windows or Mac computer

Who should take this program?

Accountants and business professionals who are interested in improving their QuickBooks Online skills

Fees

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00

More program information

Instructor Stephen Yoss, CPA, MS
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
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.