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QBO Video Courses

Master QBOA the Easy Way


Course
Alicia Katz Pollock
Purchase for $81

Accountants and Bookkeepers! Master QuickBooks Online for Accountants (QBOA) the easy way with 3 hours of cool features, client management tools, efficiency tips. Sponsored by Uncat.

Mater QBOA the Easy Way Course Description

Accountants are falling in love with QuickBooks Online for Accountants (QBOA)!

Many accountants and bookkeepers are making the move to QuickBooks® Online, but others aren't so sure...and that’s where this course will help! Join us for this valuable introduction to QBOA, the version of QBO® built especially for Accountants. 

QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different, so when you’re just getting started it can be hard to find the features you need. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version.  

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task lists, and software discounts.

Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

 

What You’ll Learn 

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • The Accountant's Toolbox:
  • The Audit Trail
  • Batch deleting Unbilled Expenses
  • Search tips
  • Using QBO as an Enterprise downgrade conduit
  • Mastering the Banking Feed
  • Banking Rules for automatic data entry
  • Reconciliation tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • Wholesale Billing
  • The Work Center for Practice Management
  • Overview
  • Month-end Review
  • Notes
  • Document Sharing
  • Your specific questions answered!

Instructional Level

Beginner through Advanced

Course Length

3 hours

Course Credits

3 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

Delivery Method

Blended/QAS/Self Study

Prerequisites 

  • QBOA Account 
  • Prior experience with QuickBooks® for Desktop

Who should take this class?

  • Bookkeepers and Accountants new to QuickBooks Online.
  • Bookkeepers and Accountants frustrated by QBO.

Other learners purchased these courses after completing this class:  

  

 

 

Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions

 

 

 

 

Brought to you in part by UNCAT

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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: December 2021

Here is the course outline:

Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

Watch the Videos: QBOA for Accountants and Bookkeepers

All the tips and tricks that will transform you from a QBO skeptic to a QBO lover. Really. I promise.

pageText Intro and Agenda
pageText Why Use QBOA?
pageText Set Up Your Team
pageText The Client Center
pageText The Work Center
pageText Projects and Tasks
pageText Client Requests and Shared Documents
pageText Client Overview Tab
pageText Books Review Tab
pageText Accountant Tools
pageText QBOA Tips and Tricks
pageText Exporting QBO to Desktop
pageText Additional Tips and Tricks
pageText Conclusion - What's Next?

Quiz and CPE Credit

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!

pieChart Complete this survey for CPE Credit
pieChart Evaluation & Participation Survey

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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