K2's Hands-On With QuickBooks Online Accounting for Public Accounting

In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you’ve correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.

Learning Objectives:

• Outline the QuickBooks Online Accountant (QBOA) platform and the value to the CPA firm -specifically, all the unique features and functions of QBOA 

• Demonstrate the enhanced tools provided in QBOA such as client dashboard, accountant toolbox, and the document center 

• Creating firm user accounts and client accounts for use within QBO

• Evaluate the different methods of importing and exporting accounting data to and from QBO 

• Evaluate the benefit and value of using the QBO thin client application on your Windows or Mac computer

CPE credit: 4 Computer Software & Application

Prerequisites: None

Instructor: Tommy Stephens

Program level: Basic

Advance preparation: None

Who should attend:  Accountants and business professionals who are interested in improving their QuickBooks Online skills