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Free cpe webinars
Using Effectively with QuickBooks Online


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 20, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this session we will look at the practical steps to know how to use with our QuickBooks Online clients.  We'll look at basic setup of bills, the approval process and finally payment of bills.  But most importantly, we will see how integrates with QuickBooks Online and how it truly makes our processes -- and our clients' cashflows -- better!  Note: This session is not a comprehensive "how to" for, though it will cover some setup and basic functionality of the app. Our primary objective is to see the actual integration with QuickBooks Online from a functional perspective.

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Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

About Our Sponsor

Billcom logo is the leading business payments network, with 3 million members paying and getting paid over $52 billion per year. saves companies more than 50% of the time typically spent on financial back-office operations and helps businesses get paid 3 - 4 times faster by automating end-to-end payment processes.  The company is the choice of 4 of the top 10 U.S. banks; leading accounting software providers QuickBooks Online and Xero; and over 50 percent of the top 100 U.S. accounting firms. It is the only business payments solution endorsed by the American Institute of CPAs (AICPA). The recipient of more than 70 awards, proudly received multiple PC Magazine's Editor's Choice Awards and CEO René Lacerte was recently recognized as an E&Y Entrepreneur of the Year.