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YES you CAN do that in QBO! - March 26, 2019

Start Date:3/26/2019

Start Time:3:00 PM CDT

Duration:90 minutes

Abstract:

Efficiency, integration, and automation, these are a few of our favorite things, and we’ll demonstrate how to add high-value advisory services to the compliance work you do today. This 1-hour webinar will teach you the tricks power users leverage in QuickBooks Online to be more productive than with QuickBooks Desktop. We’ll also share how to do the functions you miss from QuickBooks desktop. This webinar will be delivered by Robbie Randall, a Product Specialist at Intuit, who specializes in QuickBooks Online Accountant and cloud workflows. Robbie is also a former small business owner and certified expert in QuickBooks Online. LEARNING OBJECTIVES: By completing this webinar, you will be able to: • Use a single login for all QuickBooks Online clients • Use navigation short cuts • Leverage automation to complete data entry • Improve monthly processes • Customize firm settings • Customize reports • Automate report delivery schedules • Identify the benefits of automation • Learn the new collaboration techniques • Close accounting periods • Launch ProAdvisor training and certification WHO SHOULD ATTEND? Accounting professionals who use the QuickBooks Online program and want to learn how to increase productivity, save time and improve the client experience using QuickBooks Online Accountant. Course Level: Basic Course Length: 1 hour Prerequisites: None Delivery Method: Group-Internet Based Field of study: Computer Software & Applications – Non-Technical Recommend CPE: 1.0 Recommended IRS CE: 0

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Speakers

Robbie Randall

Robbie Randall is a member of the Intuit® ProConnect™ product specialist team. He’s a seven-year veteran in the professional tax and accounting profession and has a great passion for helping small businesses thrive. Having owned a small business, he understands the heartaches, the triumphs and the attention it takes to operate one. In his current role, he speaks with hundreds of entrepreneurs weekly and enjoys sharing insights that he’s collected from some of the most successful cloud-based firms.

First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Payroll
QuickBooks Consulting
What tax software do you currently use?
Approximately how many returns does your firm prepare?
PTIN - Required for IRS CE Credit. Your PTIN must include the “P” in front along with all preceding 0’s so that it is 9 characters in total (e.g. P00012345)
Customer Account Number (CAN) - If not an existing customer enter 0.