Mobile Edition

QuickBooks Online Accountant (QBOA) (SUQBOA03)

Date:Wednesday, September 11, 2019
Time:4:00 PM - 6:00 PM
(Registration at 3:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Ilene Eisen
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

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!

  • Access client records and run reports easily
  • Use Accountant Tools in both QuickBooks Online Small Business and QuickBooks Self-Employed to make corrections and update client’s books
  • Set up your staff (team) in QuickBooks Online Accountant and provide security for your clients and your firm’s records
  • Create projects to track work and due dates

Major Topics:
  • Access to QuickBooks Online Accountant
  • Accessing client records
  • Using Accountant Tools
  • Setting up Access for Staff
  • Creating Projects & Client Request

Who Should Attend:
QuickBooks users in public accounting, bookkeeping firms, and tax practices


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.