Vermont Society of Certified Public Accountants
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Surgent's QuickBooks Online Accountant (QBOA)

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Member Price: $0.00
Non-Member Price: $0.00

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Date/Time:
Oct 3, 2018, 4:00pm–6:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
Level:
Basic
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!

Objective

  • Learn to how to gain access to client’s company files
  • Use Accountant Tools in both QuickBooks Online to make corrections and update client’s books and run reports
  • Set up your staff (team) in QuickBooks Online Accountant and provide security for your clients and your firm’s records
  • Create projects, schedule work, and track work and due dates
  • Transfer client data to Intuit Pro Connect Online software to reduce data entry

Highlights

  • Access to QuickBooks Online Accountant
  • Accessing and working on client’s QuickBooks Online company files
  • Setting up Access for Staff
  • Creating Projects & Client Request for information
  • Transfer records to tax application
  • ProAdvisor portal

Designed For

QuickBooks users in public accounting, bookkeeping firms, and tax practices

Prerequisite

None

Advanced Preparation

None
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