Content Provider
Qblogo 50 50 color new

Middlebanner astps03182024
Accountantbestpractices intuit

ACCOUNTANT BEST PRACTICES AND AUTOMATION IN QUICKBOOKS ONLINE

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This one-hour session designed for Accountant users provides an overview of features and functionality of QuickBooks Online Accountant (QBOA) and automation in QuickBooks Online. Attendees will understand the benefits of using QBOA to manage their team and clients, plus learn how to become more efficient working with QuickBooks Online clients. You’ll learn tips for navigating QBO, utilizing bank feed and rules, saving and sharing reports plus other automated features.

Linkedin

Leah Hartman

Intuit
Senior Product Consultant
leah_hartman@intuit.com
(650) 944-3763

Qblogo 50 50 color new

Leah has been with Intuit for more than five years, currently working in Accountant Sales as a Product Consultant. Prior to sales, she supported ProAdvisor Customer Care where she assisted accountants who utilize Intuit's accounting software. While she’s able to support a vast majority of products, she specializes in QuickBooks Online, QuickBooks Online Accountant and QuickBooks Online Payroll. Leah currently resides in Tucson, Arizona where she was born and raised. Outside of work Leah enjoys horseback riding in the beautiful Sonoran Desert.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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

Qblogo 50 50 color new
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.