CPAacademy.org | WHAT'S NEW IN QUICKBOOKS ONLINE

Content Provider

Self-Study CPE

6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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WHAT'S NEW IN QUICKBOOKS ONLINE

Computer Software and Applications

WHAT'S NEW IN QUICKBOOKS ONLINE

Cost Free

CPE Credits 2.5 hours

Subject Area 2.5 - Computer Software and Applications

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
Small Business Owner

Series: Bookkeeper, QuickBooks Online, Women in Accounting

Course Description

This course will provide you with information and knowledge on the latest features and product updates in QuickBooks Online over the last few months. This course will also help prepare QuickBooks Online Certified ProAdvisors for the re-certification exam.

On completion of this course, you will be able to:
- Use the Work tab features in QBOA to manage your work.
- Navigate the new features of the QBOA client list
- Manage team and client access
- Identify the steps to find, purchase and access apps
- Access client data using the new Sales, Expenses and Banking Centers
- Be aware that the P&L widgets now show the same transaction values as P&L reports
- Perform a basic tax setup
- Promote best practice workflows to clients
- Track the status of invoices
- Use Projects functionality to manage related transactions
- Be aware that the reconciliation tool includes intelligence to help troubleshoot reconciliations

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 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

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.