Course Description

Business owners prefer a straightforward look at their bottom line, with graphs, charts, and summaries of their bank accounts, income, and expenses. Bookkeepers and accountants need to dig into the nitty-gritty details of every transaction and category.

Intuit’s goal with QuickBooks Online is to be all things to all people. They have created two separate interfaces, one for business owners and another for accounting professionals. The Business View and the Accountant View each call attention to specific features that would help both populations achieve their goals.

In this class, we’ll toggle between both experiences and explore the differences between them. We’ll explore the left navigation bar layouts, and compare the Banking Center.

Which one is right for you? Enroll now and we’ll figure that out together.

 After completing this course, you will be able to: 

• Toggle between views
• Identify features unique to each view
• Choose which view is right for you

What You’ll Learn:

• How to toggle between the Business View and Accountant View
• The layout in the Business View’s Left Navigation Bar
• The difference between the Banking Feed experience in each view
• Features found only in one view or the other

Other learners purchased these courses after completing this class:

      

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Can’t Make This Date? No problem!

By enrolling in any LIVE class by Royalwise, you'll also receive a recording of that class as a free bonus so you can pause, rewind, watch, & rewatch at your own pace for maximum retention.

Each Royalwise class is recorded live, & an edited copy is published to the course page within two weeks of the recording date. A notification will be sent to you within your OWLS portal once the recording is available.

While you wait, be sure to complete all of the quizzes or questionnaires for CPE credit, download any notes or handouts that you may have missed before class, and get your questions answered in the class discussions forum.

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Updated: September 2022