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Just for Bookkeepers and Accountants

The QBOA® Work Center for Practice Management Course


Course
Alicia Katz Pollock
Purchase for $59

Intuit QuickBooks Online for Accountants (QBOA) has new practice management tools: the Work Center to track deadlines, shared documents, and client communication.

QBOA® Work Center Class Description

Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). Join us to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, and My Experts to communicate with clients. 

 

Instructional Level

Beginner through Advanced

Course Length

1 hour

CPE Credits

1 CPE, Certificate of Completion

Delivery Method 

QAS Self Study 

Field of Study

Accounting

Prerequisites

  • No prerequisite knowledge needed.

 

Who should take this practice management class?

  • Bookkeepers and Accountants who want to take advantage of QBOA’s free built-in practice management tools.

What You’ll Learn

  • QBOA’s Accounting Practice Tools
  • Work Projects and Tasks– what bookkeeping deadlines are coming up for your clients?
  • Shared Documents – store contracts, bank statements, and receipts
  • Client Requests – communicate with your clients right in QBO through My Experts

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions.

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

2. Watch the videos: The QBOA® Work Center for Practice Management

Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). Join us to learn about the Work Center to track deadlines, Shared Documents, and My Accountant.

pageText Setting up the QBOA® Work Center for Practice Management
pageText Creating Projects and Tasks
pageText Creating Client Requests and Managing Communication

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!

quiz Quiz: QBOA Work Center

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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