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Mcwilliams qb2016


Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 22, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

All the Intuit provided information about the new version is coming but with this session, about a month after the launch, what do you need to know about this latest release of the desktop products.

This session will answer:

-What features make the upgrade worth it for you and your clients?
-What features were not widely publicized that were true enhancements?
-What does not work exactly the way you expect?
-Why might you and your clients decide to wait to upgrade?

In this hour, we will address these issues and more.

Learning Objectives

  • Identify the major enhancements in the new version of QuickBooks

  • Recognize the value in upgrading or waiting

  • Determine the approach that is best for you and your clients

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Bonnie J. Nagayama, CPA is uniquely qualified to give a well-rounded, solutions approach to the many issues facing small business today. As a CPA with Controller experience, and the President of a rapidly expanding small business herself, she assists the owner balance the many requirements of owning and operating a small business in a cost effective, time-saving manner. Bonnie does not offer any income tax work, but rather focuses on the more day-to-day operational issues that can make a dramatic difference in the cash flow and profitability of the business. Bonnie is a small business consultant, author, and professional speaker on QuickBooks® Accounting Software and Managing Your Business to Greater Heights.


Gina Avila

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

Quickbooks logo preferred rgb

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 Presenter

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McWilliams & Associates Inc. provides goods and services to Accountants and their small business QuickBooks clients for the purpose of improving the success of both. McWilliams & Associates Inc. is dedicated to business growth and profitability through education and support for our national and international clients and customers.