Accountants are falling in love with QuickBooks® Online for Accountants (QBOA).
Many accountants and bookkeepers are moving to QuickBooks® Online, but others aren't as sure -- that is where this course will help. Join us for a 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 are 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 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, and software discounts.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
QuickBooks® Introduction/Overview
- Choosing the Right Subscription Level
- Third-Party Apps
- Tips and Tricks for Ease of Use
Using QuickBooks® Online
- Converting From QuickBooks® Desktop
- Creating a New Company
- Navigating QuickBooks® Online
- Working With Lists
Entering Transactions
- Products and Services
- Customers and Sales
- Vendors and Expenses
Reporting, Analyzing Data
- Running Reports
- Customizing Reports
Accountant-Only Features
- Practice Management Interface
- Certification
- Software Discounts and Benefits
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 14, 2023.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Alicia Pollock, MAT, ACN, MOUS
Royalwise Solutions, Inc.
- CEO and QBO rock star at royalwise.com, a QuickBooks and Apple training and consulting company
- Runs a QBO coaching program at Learn.Royalwise.com with 1-on-1 support, webinars, and on-demand video courses with CPE
- Member of the Intuit Trainer/Writer Network, and a top-rated speaker at QuickBooks Connect, Scaling New Heights, and Intuit’s Certification Road Show
- Author of six QuickBooks Desktop and Online textbooks available on Amazon and at questivaconsultants.com
- Named to the Insightful Accountant Top 10 ProAdvisor list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top App-ologist
- M.A. degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications
- Can be contacted at royalwise.com, [email protected], or 503-406-6550
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
