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Quickbooks reshape

INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: RESHAPE YOUR PRACTICE

PART 2 OF THE SPECIAL 3 PART INTUIT SERIES!
Register
Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper, QuickBooks Online, Women in Accounting
Course Description

This is the second of a 3-part webinar series for accounting professionals brand new or just starting out with QuickBooks Online and cloud accounting. This webinar is designed to help you explore your firm’s vision and mission and reasons for wanting to move your practice to the cloud. You’ll learn how QuickBooks Online Accountant, along with concepts and workflows you learned in Part 1, can improve your firm’s own internal processes. Demonstrations include navigating and using QuickBooks Online Accountant, including how to use the Client Dashboard, Practice Management, and the Accountant’s Toolbox.
 
Learning Objectives:


● Identify common pain points for accounting firms and how features in QuickBooks Online Accountant can address them
● Describe the benefits available to QuickBooks Online Accountant users.
● Determine the steps to add clients to your Client List in QuickBooks Online Accountant.
● Determine the steps to add new Team members to your QuickBooks Online Accountant firm.
● Identify features in the Work tab in QuickBooks Online Accountant that you can use to collaborate with your team and clients.
 

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

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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.