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Just for Bookkeepers and Accountants

QBOA's Work Center for Practice Management Class


Course
Alicia Pollock

Sat., 10/19/19 @ 10am-1pm PST
Intuit QuickBooks Online for Accountants (QBOA) has new practice management tools: the Work Center to track deadlines, and shared documents.

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 Accountant to communicate with clients.  

 

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
  • Your specific questions answered!

 

What You Should Bring

  • A pen and paper

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

 

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Saturday, October 19 @ 10am-1pm PST. Are you attending by webinar or in person? Be ready to go about 10 minutes before the start of the class.

Please let us know how you will be attending!
Connect to the Zoom Webinar
Where to attend in person

2. 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. Download the Handout

Download the handout that goes with the course.

Download the handout here

4. 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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