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QuickBooks® Training Library

3rd Party Apps for QBO


Course
Alicia Katz Pollock
Free
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Learn about 3rd party apps that integrate with QuickBooks Online.

Course Description

QuickBooks Online becomes a customized hub for your company's unique workflow.

Choose 3rd Party apps that integrate so that you can streamline your workflow, eliminate data entry, and add new features to your QuickBooks Online experience.

Please note that while many of these apps have affiliate links, we are recommending them to you because they're services that we use ourselves.
Watch these videos to learn about their features, and decide if they're the right solution for you!

Course Length

1 hour 

Course Credits

1CPE, Certificate of Completion

 

Prerequisites 

  • Our “QuickBooks® Online Fundamentals” live class/webinar, or
  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 
  • Prior QuickBooks® Online experience.

 

Who should take this class?

  • Business owners who want to extend the abilities of their QBO software
  • Bookkeepers who want to easily and successfully implement apps

 

After taking this course you will be able to: 

  • Identify the role of 3rd party apps in the QuickBooks ecosystem

  • Recognize the purpose of a needs assessment before implemention

  • Recall the steps to successful integration

 

What You’ll Learn 

  • Where to find QBO apps

  • Who can implement the apps

  • How to do a needs assessment

  • How to choose a best-fit app for the company’s needs

  • Addressing change management to prepare the staff for the changes

  • Steps to a successful implementation

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 





Course Updated: November 2023
Course Credits: 1.0 

Here is the course outline:

1. Third Party Apps

Why does QBO have 3rd party apps, how do you know which is the right one to use, and what are the best ways to implement them?

1 section
3rd Party Apps for QBO Slide Deck

2. App Demos

Learn all about our favorite 3rd Party QBO Apps

9 sections
Forwardly - instant A/R and A/P Payments (or no fees) - 2024
Ramp - Expense management for medium to large businesses
Relay Business Banking
Canopy - Accounting Firm Management
Uncat - get info from your bookkeeping clients about uncategorized expenses
Rewind.com - back up your QBO files
Knowify - Construction management
Dext - Receipt Management
Review: 3rd Party Apps

3. Quizzes

Take these assessments for CPE credit and to complete the course

1 section
Quiz: Third-party Apps
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