QBOA for ProAdvisors (2024)

Why take this course?
π QBOA for ProAdvisors: Master QuickBooks Online for Accountantsπ
Course Description:
Are you an accountant or bookkeeper ready to dive into the world of QuickBooks Online for Accountants (QBOA)? Or perhaps you're already using QBO but want to unlock its full potential? π§Ύ Whether you're a seasoned pro or new to the platform, this course is your golden ticket to mastering QBOA with ease and precision.
π Why Choose QBOA for ProAdvisors?
- π Addressing the common concerns of accountants transitioning from QuickBooks Desktop to QBOA.
- β Learning where to find crucial tools and features that are unique to QBOA.
- π Saving time with backdoor shortcuts and interface tricks designed specifically for accountants.
- π° Increasing your efficiency and potentially doubling your productivity.
- π Utilizing the ProAdvisor account's perks, including practice management tools, certification training, and exclusive discounts.
What You'll Discover:
In this comprehensive class, you'll get hands-on with QBOA's distinctive features tailored for accountants. Here's a sneak peek of what you'll learn:
- π€ The differences between the client's QBO and the specialized QBOA interface.
- π How to open QBO in multiple windows and other clever browser hacks.
- π οΈ The powerful Accountant's Toolbox at your fingertips.
- π§Ύ Utilizing the Audit Trail for error-free and transparent accounting.
- βοΈ Batch deleting Unbilled Expenses to clean up transactions efficiently.
- π Advanced search tips to find what you need quickly.
- π¦ Mastering the Banking Feed for a streamlined reconciliation process.
- βοΈ Setting up and using Banking Rules to automate data entry.
- β¨ Discovering super-cool features that you won't find in QuickBooks Desktop.
- π³ Getting familiar with QuickBooks Payments merchant processing.
- π Navigating the ins and outs of Wholesale Billing.
- π οΈ Exploring the Work Center for effective practice management.
- ποΈ Learning how to perform a Month-end Review.
- π Understanding Notes, Document Sharing, and how they can aid your clients.
Outcomes of Mastering QBOA:
After completing this course, you'll be armed with the knowledge to:
- π« Differentiate between QBO and QBOA and understand their applications.
- π Access and utilize accountant-only tools within QBOA.
- π Apply tips and tricks that will make your workflow smoother and more efficient.
- π Identify automations to streamline data entry, file review, and reconciliation.
- π Recognize the resources exclusive to ProAdvisors that can transform your practice management.
Your Instructor:
Alicia Katz Pollock is a leading expert in QuickBooks Online for Accountants and a passionate educator. She's dedicated to helping accountants and bookkeepers thrive in their profession by mastering QBOA. With her guidance, you'll navigate the platform with confidence and ease, turning complex tasks into a breeze.
π Enroll now and take the first step towards becoming a QBOA maestro! Let's elevate your accounting practice together! πβ¨
Loading charts...