QBOA for Accountants and Bookkeepers

by | Nov 3, 2016

QBOA for Accountants and Bookkeepers

Master QuickBooks Online

Over the past few years, my business owner clients have increasingly moved off of QuickBooks Desktop (QBDT) and onto QuickBooks Online (QBO).

At first, about 5 years ago, this move could only be made by companies with the simplest of needs. QBO just wasn’t feature-rich enough. But fast forward to today…QBO has become robust. The only clients I can’t put on it are those who use Progress Invoicing, and a few complex manufacturing companies.

But when I talk to accountants and bookkeepers, some have nothing but vitriol towards the platform. I’ve generally found that the love/hate continuum correlates to the age of the professional. Some who have been using QuickBooks for decades dislike the new QBO system. Those new to the profession, or those who are experienced but pride themselves on being technically adept, love it and would never consider going back.

My conclusion, as a professional trainer, is that the frustration is usually nothing more than what we affectionately call “a training issue.”

When I ask bookkeepers what their complaints are, 90% of the issues aren’t actually real. 20% of those I’ve asked looked at QBO years ago before it evolved into its current form. They haven’t taken the time, or given it the benefit of the doubt. The other 70% mention “missing” features in QBO that really are there.

For me, the best part is what they don’t know that they don’t know. Because QBO is cloud-based, it opens the door to new automation procedures. There’s no way for a bookkeeper to know about QBO’s Banking Rules without being shown…and it’s WWWAAAYYYY more powerful than the QBDT tool. Banking Feed Rules allow them to automatically pull in routine transactions, eliminating business owner error and saving hours of time.

That’s nice and all, but the first step is still getting over that initial gut reaction. I realize that it can be hard to learn a new system. At Royalwise I like to joke “We teach old dogs new tricks, and new dogs old tricks.”

When you’re new to QBO, a little training goes a long way. To this end, you can purchase recording of my classes Introduction to QBO, and QBOA for Bookkeepers and Accountants.

The Introduction to QBO class is a 4-hour overview of how the software works, and how to perform common business transactions.

The QBOA for Bookkeepers and Accountants class is specially designed to help the accounting professionals who say they don’t want to use QBO, or that it can’t do everything QBDT does. 

This class/webinar will introduce you to the Accountant Tools. I’ll show you:

  • Tips and tricks for working in the web browser
  • Keyboard shortcuts
  • Accountants tools
  • Reclassify
  • Audit Trail
  • Q&A time to get your specific concerns addressed
  • and MUCH more!

I gave this workshop during the Woodard Virtual Conference in September, and received a 97% satisfaction rating! All attendees reported a huge increase in their comfort level with QBO. They were now looking forward to using it more.

Both classes are available live or by webinar. They are also recorded, so if you want a review in the future (or if you can’t make it on those dates), you can log into our website and watch it later.

My goal with my QuickBooks Trainings is to help you love QBO as much as I do. Please join me in November and save yourself hours of time and frustration trying to figure it out on your own, or ignoring it completely.

Let me help you help your clients!

I guarantee ROI…and the sessions are tax deductible, too!





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