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Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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TECH STACK IMPLEMENTATION - FOR REAL!
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW

QB Connect 2018
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 07, 2018
Date OfferedNov 08, 2018
Course Description

If you haven’t explored QuickBooks Online Accountant’s new Work, Client Requests, and Documents areas, you’re in for a treat. You don’t have to cobble together to-do lists, file sharing, and conversation tools anymore…it’s all in-product! Come and learn how this free tool can significantly help streamline virtually everything you do to manage your clients and your and your staff's daily workload.

1) Create client projects and tasks with due dates and track their progress.
2) Delegate work to your team.
3) Upload files for your clients, and ask them to share files too.

Learning Objectives

  • Identify ways to manage accounting workflow using QuickBooks Online Accountant tools for practice management.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:12:00 minutes
QUESTION 2: 0:31:00 minutes
QUESTION 3: 0:48:00 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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A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.

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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

Sign up at https://quickbooksconnect.com