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Just for Bookkeepers and Accountants

The QBOA® Work Center for Practice Management Course


Course
Alicia Pollock

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

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, My Accountant to communicate with clients, and Slack integration. 

 

Instructional Level

Beginner through Advanced

Course Length

3 hours

Course Credits

3 CPE, Certificate of Completion

Prerequisites

  • No prerequisite knowledge needed.

 

Who should take this 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 Accountant
  • Slack integration

 

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: 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.

Setting up the QBOA® Work Center for Practice Management
Creating Projects and Tasks
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: QBOA Work Center Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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