Introduction

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!

Class Description

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 will add 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!

Price Rules
QBO New Expense Receipt OCR
Merchant Services
The Overview Tab

2. Tips and Tricks

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

Keyboard Shortcuts, Dates, and Calculators
Managing Corporate Credit Cards

3. 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, My Accountant, and Slack integration.

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

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate