This course will provide you with information and knowledge on the latest features and product updates in QuickBooks Online over the last few months. This course will also help prepare QuickBooks Online Certified ProAdvisors for the re-certification exam.
On completion of this course, you will be able to:
- Use the Work tab features in QBOA to manage your work.
- Navigate the new features of the QBOA client list
- Manage team and client access
- Identify the steps to find, purchase and access apps
- Access client data using the new Sales, Expenses and Banking Centers
- Be aware that the P&L widgets now show the same transaction values as P&L reports
- Perform a basic tax setup
- Promote best practice workflows to clients
- Track the status of invoices
- Use Projects functionality to manage related transactions
- Be aware that the reconciliation tool includes intelligence to help troubleshoot reconciliations
Paul Colabove (PC Business Services)
"These courses from CPA academy are always more than what I expect with regards to content, materials provided, and knowledge and professionalism of Presenters"Elizabeth Burke (Elizabeth Burke, CPA)
"Wonderful speaking voice for a webinar, at a good pace covering a lot of material. Super, thanks!"Darinda Stout (Stout's Bookkeeping)
"Really thought the instructor was great! Covered a lot of information but very efficiently."Cynthia Williamson (Financially Focused)
"Yes, I really found the presenter insightful & knowledgeable with real-world experience."Stephanye Vinson (svtax)
"The webinar provided a wealth of information and I gained valuable knowledge."Lewis Cole (Charles Cole Company, Inc.)
"I learned lots of valuable information. Erin is a good presenter."Stuart Smith (Stuart Smith)
"Outstanding webinar! QB Online is more powerful than I realized."Nazanin Kholdebarin (The Capital Group)
"I highly recommend this webinar to whoever works with QB."