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Self-Study Courses

QuickBooks Online Accountant Collaborating with Clients (Currently Unavailable)

2 CPE Credits $31.00/credit hour Thursday, March 7, 2019 · 12:00pm PT / 3:00pm ET

Don't miss this informative on-demand course demonstrating QuickBooks Online Accountant.

Publication Date: March 2019

Designed For
Practicing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks Online edition financial software.

Topics Covered

  • QuickBooks Online Client Versions
  • QuickBooks Online Accountant Overview
  • QuickBooks Online Accountant Navigation
  • Working in Your Clients' Books
  • Accountant Reports and Templates
  • QuickBooks Online Resources

Learning Objectives

  • Identify the differences in the QuickBooks Online versions your clients are subscribed to
  • Recognize how to evaluate the benefits of QuickBooks Online Accountant
  • Recognize how to efficiently navigate QuickBooks Online Accountant
  • Identify the basics of working in your clients' files
  • Describe the steps to accessing Accountant Report and Report Templates
  • Recognize the ability of all QuickBooks Online versions
  • Identify why creating a firm ID is necessary in QuickBooks Online Accountant
  • Differentiate feature available with QuickBooks Online Accountant, but not available with QuickBooks Online subscriptions

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
A basic understanding of QuickBooks Online.

Advance Preparation
None

Instructor

Laura Madeira

Laura Madeira is the owner of ACS, Inc., an Intuit Premier Reseller located in the greater Dallas, Texas, area. She has been selected to the Top 10 QuickBooks ProAdvisors list.

Laura is one of the original members of the elite Intuit Trainer/Writer Network. She has been a guest speaker for Intuit for many years. She was also a founding member of the Intuit Customer Advisory Council. Laura is an Advanced QuickBooks Certified, Advanced QuickBooks Online Certified, Enterprise and Point of Sale Certified. Laura is also a Sage Certified Consultant representing Sage 100 Contractor software.

She has also written several QuickBooks training books and self-paced training videos. Details can be found on her website.

Laura earned her accounting degree from Florida Atlantic University. She enjoys photography, art and camping with her sisters and their families. When Laura is not writing, she enjoys reading a good book or two.
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