QuickBooks Online Accountant Collaborating with Clients

Author: Laura Madeira

CPE Credit:  2 hours for CPAs

Don't miss this informative webinar 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


Instructional Method

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

Program Prerequisites
A basic understanding of QuickBooks Online.

Advance Preparation

Registration Options
Regular Fee $55

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