QBOA for ProAdvisors (2024)

Description

QBOA for ProAdvisors Course Description

Accountants are falling in love with QuickBooks Online for Accountants (QBOA)!

Many accountants and bookkeepers are making the move to QuickBooks Online, but others aren't so sure...and that’s where this course will help! Join us for this valuable introduction to QBOA, the version of QBO built especially for Accountants.

QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different, so when you’re just getting started it can be hard to find the features you need. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version.

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task lists, and software discounts.

Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

In this class, you'll learn about:

• The difference between QBOA for Accountants and the client's QBO

• Opening QBO in multiple windows, and other browser tricks

• The Accountant's Toolbox

• The Audit Trail

• Batch deleting Unbilled Expenses

• Search tips

• Mastering the Banking Feed

• Banking Rules for automatic data entry

• Reconciliation tricks

• Super-cool features not in Desktop

• QuickBooks Payments merchant processing

• Wholesale Billing

• The Work Center for Practice Management

• Overview

• Month-end Review

• Notes

• Document Sharing

• Your specific questions answered!

After completing this course, you will be able to:

• Explain the differences between QBO and QBOA

• Describe how to access accountant-only tools

• Recall tips and tricks that make the software easier to use

• Recognize automations that streamline your data entry and file review

• Identify resources only available to ProAdvisors

• Recognize QBOA’s practice management tools to keep track of clients

What You Will Learn!

• The difference between QBOA for Accountants and the client's QBO
• Opening QBO in multiple windows, and other browser tricks
• The Accountant's Toolbox
• The Audit Trail
• Batch deleting Unbilled Expenses
• Search tips
• Mastering the Banking Feed
• Banking Rules for automatic data entry
• Reconciliation tricks
• Super-cool features not in Desktop
• QuickBooks Payments merchant processing
• Wholesale Billing
• The Work Center for Practice Management
• Month-end Review
• Document Sharing

Who Should Attend!

• Bookkeepers and Accountants frustrated by QBO.
• Bookkeepers and Accountants new to QuickBooks Online.

TAKE THIS COURSE