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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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Resultscrm advanced selfstudy

RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE0.5
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAug 30, 2018
Date OfferedSep 24, 2018
Course Description

In this webinar we will show you how to create and save an Advanced/Named Search and the various modules that you can leverage these searches.

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Review Questions
Review Questions
QUESTION 1: 00:10 minutes
QUESTION 2: 00:24 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Sam Saab

Results CRM
Founder, EVP of Product, ResultsCRM
nsaab@results-software.com

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With over 30 years of experience in Information Technology consulting and software development, Sam is a recognized pioneer in the Customer Relationship Management (CRM) industry as well as a thought leader in Business Information Management technologies. In 2002, he developed and launched Results CRM—an award-winning integrated business solution that helps organizations centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM and Business Information Management, and he currently resides in the Washington D.C. metro area with his wife and their two children.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.