QuickBooks Online Accountant Collaborating with Clients (Currently Unavailable)
Author: Laura Madeira
| CPE Credit: |
2 hours for CPAs |
Don't miss this informative webinar demonstrating QuickBooks Online Accountant.
Publication Date: February 2017
Designed For
Practicing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks Online edition financial software.
Topics Covered
- The Differences Between the Versions of QuickBooks Online Your Client is Using
- Benefits of QuickBooks Online Accountant and How to Access
- QuickBooks Online Accountant Navigation
- Basics of Working in Your Clients' Files
- Accountant Reports and Report Templates
- QuickBooks Online Resources
Learning Objectives
- Identify the differences in the QuickBooks Online Versions Your Client is Using
- Evaluate the benefits of QuickBooks Online Accountant
- Recognize how to efficiently navigate QuickBooks Online Accountant
- Identify the basics of working in your clients' files
- List the steps to accessing Accountant Report and Report Templates
- Understand available methods to add clients through QuickBooks Online
- Evaluate different features of QuickBooks Online
- Identify the benefits of the ProAdvisor program
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
