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

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
Reclassify
QuickBooks Status
Fixing Duplicated Income and Undeposited Funds
Using Rewind.io to Back Up QBO
City of Portland and Multnomah Taxes in QBO
Negative Merchant Service Deposits
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