QuickBooks Online Accountant Webinar

Jul 17
1:00 - 3:00 p.m.

Online

2-Other
CPE Credits

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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. QBOA-2020-01-WEBNR-198-01 Level: Basic

Prerequisites: None

Notes
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.

Speaker(s)

Ilene Eisen

Associate