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Just for Bookkeepers and Accountants

Look What I Found!


Course
Alicia Pollock
Free
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Peek into QuickBooks Online's nooks and crannies to find new features and troubleshooting tips to solve your pain points!

Course Description

Because Alicia works with different clients every day, she puts QBO® to the test. Because the software is constantly changing and growing, new features pop up all the time. This course peeks into QBO's nooks and crannies to introduce you to handy tools to solve your pain points!
Explore what's new or hidden in QBO®! New features are added all the time. If you don't go exploring, or tend to just focus on what you need to do to get the job done, you'll miss out. Because Intuit works hard to address the needs of business owners and bookkeepers, take a look at these new tools to see if they are just the thing you need to streamline your workflow.
Many of these tools eliminate the need to use 3rd Party apps!
Visit this course regularly, as Alicia adds new tips and tricks on a regular basis!

Instructional Level

Beginner through Advanced 

Who should take this class?

  • QuickBooks® Online users looking to glean essential nuggets of information to make using QBO easier and faster than before.
  • Bookkeepers and Accountants who wish to provide the best options for their clients.

 

Here is the course outline:

1. New Features

Because Alicia works with different clients every day, she puts QBO® to the test. Because the software is constantly changing and growing, new features pop up all the time. These lessons peek into QBO's nooks and crannies to introduce you to handy tools to solve your pain points!

pageText Price Rules
pageText Receipt Capture (Snap Receipt)
pageText QB Payments' Deposits window & Aggregate %
pageText The new GoPayment App
pageText The Overview Tab
pageText The QBO Mileage Tracker
pageText Sending Invoices From Gmail Addresses in QuickBooks Online
pageText Tagging
pageText Payments-only Users
pageText Pay Down Credit Cards
pageText The Project Center

2. Tips and Tricks

Time-saving shortcuts, because when you have a lot of work to do, every second counts!

pageText Keyboard Shortcuts, Dates, and Calculators
pageText Managing Corporate Credit Cards
pageText Reclassify
pageText QuickBooks Status
pageText Fixing Duplicated Income and Undeposited Funds
pageText Using Rewind.io to Back Up QBO
pageText City of Portland and Multnomah Taxes in QBO
pageText Negative Merchant Service Deposits
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