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Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

QuickBooks is known for its ease of use but there are so many ways to make using the program more efficient. When you first gain access to the client’s file, what should you do to make sure that the health of file does not impact the work you are doing. In addition, you’ll learn ways to save time on those clean up tasks while boosting the service you can provide to clients in the process. No matter what version of QuickBooks you are using (or considering using) you’ll gain invaluable insights. Join in for this session where we will cover the 5 tricks every accountant should know when using QuickBooks.

Learning Objectives

  • Identify timesaving gems to make cleanup work more efficient

  • Analyze the health of client files

  • Recognize the client’s pain points and offer suggestions

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Heather is a CPA and founder of Satterley Training & Consulting, LLC – a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology. She is also the founder of Satterley Accounting Services -a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials.

Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a Masters Degree in Innovation from Northeastern University in Boston, MA.

Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment. She also co-host’s the Accounting Automation Workflow podcast.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 7 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.  


Gina Avila

Senior Channel Manager, Intuit Reseller Program
(520) 901-6900

Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.