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QuickBooks Online Accountant Webinar

CPE

When
July 17
1:00 - 3:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
QBOA-2020-01-WEBNR-198-01
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

QuickBooks Online Accountant is designed for accountants to access client QuickBooks Online company files. This software app enables accountants and bookkeepers to record or correct transactions and run reports on a client’s company file using the” Accountant Tools”. You can also securely request/receive information and documents from clients. There are also features included to help manage your practice. Schedule work using project management tools, transfer client data to Tax software. Manage your team’s access rights. Work on your own QuickBooks Online company file. Access ProAdvisor benefits, training, and certifications. This software application is constantly updated with new features!

Highlights

  • Access client records and run reports easily
  • Use Accountant Tools in both QuickBooks Online Small Business and QuickBooks Self-Employed to make corrections and update client’s books
  • Set up your staff (team) in QuickBooks Online Accountant and provide security for your clients and your firm’s records
  • Create projects to track work and due dates


Speaker(s)

Ilene Eisen, CPA.CITP, MBA

  • Nationally recognized Speaker (K2 Enterprises, Surgent, Intuit, AICPA, Cal CPA, Scaling New Heights) in QuickBooks, Excel, Internal Controls, and various technology topics
  • Owner of IE Solutions in Monterey, CA specializing in Sales and Consulting Intuit Premier Level Reseller & Certified in QuickBooks and Sage 100 (formerly MAS90/200) products
  • Over 35 years’ experience in accounting, accounting software, and accounting related technology work
  • California CPA Society – Speaker, Author and past Technology Chairperson,  AICPA – Certified Information Technology Credential and past committee member 
  • Active volunteer in local non-profit and educational organizations


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