Qboa For Proadvisors (2024)

Accountants & Bookkeepers! Master QuickBooks Online for Accountants (QBOA) the easy way with 3 hours of cool features, c

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

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

Month-end Review

Document Sharing

Requirements

none

Description

QBOA for ProAdvisors Course DescriptionAccountants 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.In this class, you'll learn about:The difference between QBOA for Accountants and the client's QBOOpening QBO in multiple windows, and other browser tricksThe Accountant's ToolboxThe Audit TrailBatch deleting Unbilled ExpensesSearch tipsMastering the Banking FeedBanking Rules for automatic data entryReconciliation tricksSuper-cool features not in DesktopQuickBooks Payments merchant processingWholesale BillingThe Work Center for Practice ManagementOverviewMonth-end ReviewNotesDocument SharingYour specific questions answered! After completing this course, you will be able to:Explain the differences between QBO and QBOADescribe how to access accountant-only toolsRecall tips and tricks that make the software easier to useRecognize automations that streamline your data entry and file reviewIdentify resources only available to ProAdvisorsRecognize QBOA’s practice management tools to keep track of clients

Overview

Section 1: QBO Accountant for ProAdvisors

Lecture 1 What's Happening to QBDT

Lecture 2 How to Start a QBOA Account

Lecture 3 Features Not Found in QuickBooks Desktop

Lecture 4 Practice Management Tools

Lecture 5 The Client Center

Lecture 6 Setting Up Your Team in QBOA

Lecture 7 The Work Center

Lecture 8 Projects and Tasks

Lecture 9 Client Requests and Shared Documents

Lecture 10 Reviewing Your Clients Books

Lecture 11 Books Review

Lecture 12 Accountant Tools

Lecture 13 QBOA Tips and Tricks

Lecture 14 Keyboard Shortcuts in QBO

Lecture 15 Browser Tricks for QBO

Lecture 16 The Search Box

Lecture 17 Audit History

Lecture 18 Reconciliation Tips

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