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Just for Bookkeepers and Accountants

QBOA Tips and Tricks Course


Course
Alicia Pollock

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants experience with 3 hours of hot tips, cool tricks, and QBOA troubleshooting techniques.

Course Description:

Three hours of QuickBooks Online for Accountants (QBOA) tips and tricks! Back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

Many Accountants and Bookkeepers are making the move to QuickBooks®Online, but others aren't ready yet. The interface is different so it can be hard to find the features you need. This class will introduce you to 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.  

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task management, and software discounts.

 

Instructional Level

Beginner through Advanced 

Course Length

3 hours 

Course Credits

3 CPE, Certificate of Completion

Prerequisites 

  • A QBOA Account

 

Who should take this course?

  • 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 client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • The Accountant's Toolbox:
    • Reclassification tools
    • Voided/Deleted Transactions
    • Writing off invoices
    • Journal Entries
    • The Audit Trail
    • Batch deleting Unbilled Expenses
    • Using QBO as an Enterprise Downgrade Conduit
    • Mastering the Banking Feed
    • Banking Rules for automatic data entry
    • Reconciliation tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • 3rd party apps including T-Sheets and Expensify
  • Wholesale Billing
  • The Work Center for Practice Management
  • Document Sharing
  • Your specific questions answered!

     

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. Watch the Videos: QBOA for Accountants and Bookkeepers

All the tips and tricks that will transform you from a QBO skeptic to a QBO lover. Really. I promise.

Introduction
QBO for Accountants and Bookkeepers
Wholesale Billing
QBOA's Work Center
The Accountant's Briefcase: Reclassify, Voided/Deleted Transactions, and Write Off Invoices
Unmarking Billable Expenses
Exporting QBO to QuickBooks Desktop
Backing Up QBO
Accountant Reports
Keyboard Shortcuts
Chrome tricks
The Search Box
QuickBooks Labs
The Audit Log
Bank Feed Rules
Reconciliation Tips
Let Alicia be your training partner

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!

Course Participation Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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