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Self-Study Courses

QuickBooks Automation and Other Automation Tools

2 CPE Credits $38.00/credit hour
★ ★ ★ ★ ★ 5.0 (5 ratings)

Transform business operations and reduce manual workload through powerful automation tools and strategies. This comprehensive course reveals how organizations can leverage QuickBooks Online Advanced’s automation features for both workflow and advanced reporting, alongside integration platforms like Zapier and Microsoft Power Automate. Participants will discover practical solutions for automating bills, payments, invoices, scheduled reports, and vendor management while learning to implement custom workflows that streamline daily operations and enhance productivity.

Business leaders and accounting professionals will gain hands-on experience with automation tools that revolutionize reporting processes and stakeholder communication. The course combines QuickBooks Online Advanced’s native capabilities with broader integration strategies, demonstrating how to utilize Integration Platform as a Service (iPaaS) solutions and third- party tools to create seamless connections between accounting systems and other business applications. Participants will walk away with actionable strategies to reduce manual data entry, minimize errors, and create more efficient processes that save both time and resources. This practical approach to automation empowers organizations to scale operations without increasing overhead costs.

Publication Date: September 2025

Designed For
Business leaders and accounting professionals seeking to automate QuickBooks Online workflows.

Topics Covered

  • Automation Intro & Quick Wins
  • Bank Feeds and Rules
  • Reporting Tools
  • Spreadsheet Sync
  • Workflow Automation
  • Integration Platforms (iPaaS)
  • Advanced Developer Options

Learning Objectives

  • Explain how to implement QuickBooks Online Advanced workflow automation tools for streamlined business processes
  • Explain how to demonstrate effective use of automated reporting features and scheduling capabilities
  • Explain how to apply integration platforms to create efficient connections between accounting and business systems
  • Explain how to construct automated workflows for bills, payments, and vendor management processes
  • Explain how to design custom automation solutions using iPaaS tools like Zapier and Power Automate
  • Explain how to create paperless processes that reduce manual data entry and minimize errors

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Accounting (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
$76.00 / 2 CPE
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