QuickBooks Online Accountant (QBOA) for Public Accounting
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
We will take a deep look into setting up a QuickBooks Online Accountant (QBOA or QBO) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you've properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this course supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
Publication Date: July 2022
Topics Covered
- What is QBO, and how is it used in an organization?
- Different methods of implementing QBO with your firm or your clients
- Exploring accountant-centric features such as the toolbox, reporting, firm project management, and more
- Utilizing QBO within your firm team.
- Best practices with QBO functionality, security features, internal controls, and more
- Exploring 3rd party QBO tools from the marketplace
Learning Objectives
- Identify how to use the QuickBooks Online Accountant (QBOA) platform and the value to the CPA firm
- Recognize how to demonstrate the enhanced tools provided in QBOA such as client dashboard, accountant toolbox and the document center
- Identify how to create firm user accounts and client accounts for use within QBO
- Recognize how to evaluate the different methods of importing and exporting accounting data to and from QBO
- Recognize how to evaluate the benefit and value of using the QBO thin client application on your Windows or Mac computer
- Identify the number of continuing education hours required to join QBOA
- Recognize which method of implementing QBO is a good option for organizations with complex or not clean data
- Describe which client accounting subscription options allow up to 25 full-access user accounts
- Identify which customizable labels that let you track transactions however you'd like
- Identify a dashboard business intelligence reporting tool where you can pull data from excel spreadsheets, cloud services, streaming data, and on-premises databases concurrently
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
