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QUICKBOOKS ONLINE FUNDAMENTALS: MANAGING YOUR BOOKS WITH QBO AND APPS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

This webinar shows accounting professionals how easy it is to perform basic workflows in QuickBooks Online. Demonstrations include basic purchasing and sales workflows, how to use browsers to work more efficiently in QuickBooks Online, introduction to payroll, and basic month-end tasks. Finally, this webinar will provide an overview of “apps” that extend and personalize the functionality of QuickBooks Online.

Learning Objectives

  • Describe the QuickBooks Online purchasing workflow

  • Describe the QuickBooks Online sales workflow

  • Run basic payroll in QuickBooks Online

  • Perform routine month-end procedures in QuickBooks Online

  • Determine the next steps for finding and support QuickBooks Online clients

  • Determine the next steps to learn more about QuickBooks Online

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Testimonials
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Dawn, AZ

"Thank you so much for offering this 3-part series. I have used QuickBooks for about 5 years, but had never had formal training. I used my own intuition and accounting and bookkeeping knowledge to get done what I needed to in order to generate complete and correct financials. I tended to use too many journal entries than the workflow functions, and suffered through the balance sheet account challenges that came along with that. You have inspired me to now learn the workflows and bank data download / reconciliation to use QuickBooks and its functionality appropriately. Thank you again for great information, taught in a knowledgeable and nonnintimidating way."
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Paul, NC

"I signed up to understand how to get clients to change to QBO for a bookkeeping firm as a salesman. Thanks to Michelle's enthusiastic approach and comments throughout the series I am considering opening my own bookkeeping service--since I have to make sales either way. I can also provide risk management services and anti-fraud solutions to the list of services to sell. Thanks for helping me to find my focus."
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Laura, KS

"Wow! This was a great session - so much more helpful than blundering around inside QBO by myself. This session was easy to follow, the screen share made it very clear how each part of the online QB works together. When I tried QBO 1.5 years ago it wasn't nearly as robust. I definitely learned some things that will help me streamline my workflow."
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Francis, FL

"After 30 years as a Corporate Controller, 18 years in Tax Preparation; six as Office Manager, an Enrolled Agent since 2000, and the last three years as a Care Giver for my wife who had Dementia, I will master this new life and write it then. of writing a testimonial. I feel like an old swimmer in a pool with a bunch of kids but with a lot o"
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Elizabeth B, TX

"Michelle is absolutely fantastic! She gets so much into one webinar it's unbelievable! Even though she moves quickly she was incredibly easy to follow. It was great to see questions being answered by her team via chat coming in during the webinar because I had some of the same questions! This is a must do webinar for sure!"
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Pamela, CA

"Stacy is the best instructor I have had on a webinar for QBO yet. She went at a pretty good pace but repeated certain things to make sure we understood. I would take any webinar she teaches. Even with some issues trying to get the appropriate screens (payroll and banking), she still did an excellent job explaining things."
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John, GA

"I could listen to Stacey's webinars all day long. She has a very refreshing way of presenting details and that's appreciated simply because there are some presenters that don't have the kind of flow mojo Stacey does and I loose interest very quickly with them..."
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Raenelle, TX

"Michelle always does a great job in her webinars. Her vast knowledge on QBO is very evident in all the tips and tricks she shares as she goes along. I always learn something new when she presents on a subject. Thank you CPA Academy for having her as a presenter."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.