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Intro to QuickBooks Online for Accountants and Bookkeepers

$59.00

Accountants and Bookkeepers are frequently frustrated by QuickBooks Online. The interface is different, and they can’t find the features they need. This class will introduce you to the QBOA, the version for Accountants. 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.

Use it as a handy on-demand reference to answer real-life questions as they come up during day-to-day work.

Click here to access the class recording.

Description

QuickBooks OnlineThe class comes with a free 10-minute followup phone call for when you have any questions about the material. Just call Alicia at 971-235-7119 or fill out our Contact Form.

Class Description

Accountants and Bookkeepers are frequently frustrated by QuickBooks Online. The interface is different, and they can’t find the features they need. This class will introduce you to the QBOA, the version for Accountants. 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.

Instructional Level

Beginner through Intermediate

Course Length

3 hours

Requirements

No prerequisite knowledge needed.

Who should take this class?

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

What You’ll Learn

  • The difference between QBOA for Accountants and the clients’
  • QBO Opening QBO in multiple windows
  • Reclassification tools Voided/Deleted Transactions
  • Writing off invoices
  • Journal Entries
  • The Audit Trail
  • Closing the books
  • The Banking feed
  • Banking Rules for automatic entry
  • 3rd party apps including T-Sheets and Expensify
About Your Instructor
Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO). She has a Master of Arts in Teaching, and is a member of the Intuit Trainer/Writer Network.

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