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Updated in [July 21st, 2023]
This recorded webinar, Introduction to QuickBooks Online for Accountants: Part 1, is designed for accounting professionals who are new to QuickBooks Online. Participants will learn how QuickBooks Online Accountant works with client files, how to navigate the basic features of the product, and how to perform basic sales and expense tasks–as well as gain an awareness of the Intuit product family.
The course will cover the following topics:
- Recognizing how to navigate QuickBooks Online Accountant to manage clients and practice all in one place
- Learning how to extend QuickBooks Online’s functionality through apps and the ecosystem
- Performing basic money in transactions in your client’s QuickBooks Online company
- Performing basic money out transactions in your client’s QuickBooks Online company
- Describing the benefits of using bank feeds to clients
The course will be led by Stacy Kildal, Owner of Kildal Services; Heather Satterley, Satterley Training & Consulting, LLC; Bryce Forney, CPA, Forney Accountancy; and Carla Caldwell, Founder of Caldwell Consulting & Training. The course length is 120 minutes and slides and handouts can be downloaded from https://spaces.hightail.com/space/f1V....