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QBO Video Training

Mobile App for QuickBooks® Online Course


Course
Alicia Pollock

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, take pictures of receipts.

Class Description

Use QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you. Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts. Bookkeeping has never been so easy and fun.

 

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, with signatures. 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 customers. The more you can do on the fly, the less you have to do in the office!

Instructional Level

Beginner through Advanced 

Course Length

1.5 hours 

Course Credits

1 CPE, Certificate of Completion

Who should take this class?

  • Anyone who works while they’re out on the go.
  • Anyone who accepts credit cards for customer payments.
  • Bookkeepers and Accountants who wish to make educated recommendations to clients.

What You’ll Learn 

  • Mobile App features not on the website 
  • Creating and emailing Estimates, Invoices, and Sales Receipts while onsite  
  • Taking pictures of receipts in QBO® on a smartphone to maintain a paper trail
  • Managing timecards and schedules with 3rd Party Apps.

     

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Watch the Video: The QBO Mobile App

QuickBooks Online is the perfect software to use on a smartphone or tablet while you're providing services to clients. Reduce double-entry paperwork by creating Estimates and Invoices onsite, with signatures. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Swipe credit cards onsite to reduce A/R. 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 customers. The more you can do on the fly, the less you have to do in the office!

All About the QBO Mobile App

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

The QBO Mobile App Quiz Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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