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Customizing QBO

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.

Alicia to speak at QuickBooks Connect!

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Alicia to speak at QuickBooks Connect
Alicia to speak at QuickBooks Connect on Wednesday, Oct 26 in San Jose, CA

Are you going to QuickBooks Connect in San Jose, CA next week? If so, on Wednesday, October 26 at 7:30 am, grab your breakfast and join Alicia for her workshop, QuickBooks Online in the Field!

QuickBooks Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t! Reduce paperwork by creating Estimates and Invoices onsite. Speed up A/R with integrated QuickBooks Merchant Services. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Use third-party apps to keep track of employee timecards and schedules. In this hands-on workshop we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your clients.
The more you can do on the fly, the less you have to do in the office!
Three Audience Takeaways:
1) Creating and emailing Estimates, Invoices, and Sales Receipts onsite.
2) Using QuickBooks Payments to take credit cards in the field, and see how to automate them in QBO.
3) Taking pictures of receipts in QBO on a smartphone to maintain a paper trail.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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