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Self-Study CPE
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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Free cpe webinars
QuickBooks Online Advanced in Action: A Deep Dive

QUICKBOOKS ONLINE ADVANCED IN ACTION: A DEEP DIVE

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Deeply understand the features offered in QuickBooks Online Advanced and what makes it different from other mid-market accounting solutions. Join Erin Walsh Dyer on this walk through the high value features of this new offering. 

Learning Objectives

  • Understand the different ways you can use Advanced to setup workflows and reporting for your clients to complete the tasks that matter, faster, help your clients grow securely, and improve your advisory services

  • Understand Smart Reporting powered by Fathom, enhanced custom fields, custom user permissions, accelerated invoicing, and more features offered by Advanced

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Erin Walsh-Dyer is and inspirational instructor, public speaker and a member of the Intuit Trainer Writer Network. Before the launch of the Bookkeepers Friend, Erin was a top instructor for Intuit QuickBooks Training. During this time she educated thousands of students across the United States and even some Intuit Support teams. She was named Trainer of the Year in December 2012.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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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.

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About Our Sponsor

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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.