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Qbo series p2

QUICKBOOKS ONLINE FUNDAMENTALS: SETTING UP YOUR FIRM'S BOOKS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 5, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This is part 2 of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online.

Please consider reviewing the 1st webinar in this series: http://www.cpaacademy.org/archived_show/a0D1A00000vXDW2UAO

This webinar begins with a demonstration of the QuickBooks Online Accountant “Your Books” feature, which is a free subscription to QuickBooks Online that is integrated within QuickBooks Online Accountant for the accounting professional to use. It will then show the accounting professional how to set their firm up as a simple service company in their “Your Books” QuickBooks Online company.

Learning Objectives

  • Describe the benefits of the QuickBooks Online Accountant “Your Books” feature

  • Set up a simple service company in “Your Books”

  • Set up a simple company in “Your Books” by converting from QuickBooks Desktop

  • Determine the next steps for learning to use QuickBooks Online

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Testimonials
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Claire, LA

"I found the Webinar to be enjoyable as well as educational. I loved how Michelle showed, from the sample company, how to use the Your Books portion of the program, how to set up clients and especially the ability to send requests to clients with the program keeping us updated (reminded) about requests that were fulfilled as well as requests that were not fulfilled. This is a big deal to me because there seems to always be a data request that I don't get into my follow up list or that I just plain forget about. The fact that the requests originate in QBOA will make me much more efficient on follow up and help cut down on calls from clients asking me...how's it going? Do you need anything else? The clients will KNOW what I need and I will KNOW if the requests have been fulfilled!!"
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Linda, PA

"Excellent webinar with an in depth look into QuickBooks Online for Accountants and our Clients. Extremely helpful if you are thinking about making the switch from Desktop to Online. It can certainly eliminate that dreaded task of having your clients send you back ups (portable or accountants) and working within the limitations of those copies to "fix" their books at quarter or year end ......and then having them restore the file to their system!"
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Judy, IL

"Being new to this format, I throughly enjoy listening and watching a skilled person go through the different screens and giving out good tips. I also enjoy the information you can download for future reference. Not to mention being able to make a file of the questions asked by participants. I would recommend to anyone to take the time and reap the benefits."
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Doris, OK

"I have worked with QuickBooks for a number of years and have not found any other program that will do what QuickBooks does, however, I have not had the training I need and I fumble through most of it. The classes I attended did not explain very well. I am anxious to attend more of your classes as often as possible"
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Sheila, NC

"One Word Beautiful! In addition to the fact that Michelle was so knowledgeable, she displayed such passion for this topic, it drew me in. I will definitely be pursuing this. Time well spent! I missed part #1 because I had Internet problems. However, I will definitely be finding it on line. A+ for Michelle!"
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Jorge, CA

"Great webinar for newbiew and advanced users. For newbies you get an understanding of the power that QBO offers. For advanced users, sprinkled throughout are great tips to make more efficient your operation as a firm, and to offer your clients new tips and offer your services."
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Spencer, Other

"I very much enjoyed this webinar. Alicia is a great presenter and very knowledgeable of the Quickbooks applications. I highly recommend this course to those using Quickbooks now and to those considering bookkeeping for small to medium sized firms as a second revenue stream."
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Sharon, OK

"Thank You for offering the webinar. It was very helpful in setting up a company in QB. Sometimes in the set-up not always sure how to answer the questions and afraid you may do something incorrectly. The instructor was very informative on the information of the course."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

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.