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QBO Video Courses

The QBOA® Work Center for Practice Management Course


Course
Alicia Katz Pollock
Purchase for $27

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. 

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

Instructional Level

Intermediate to Advanced

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

Delivery Method

QAS/Self Study

Who should take this class?

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

Other learners purchased these courses after completing this class:  

 

 

Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

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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