We will take a deep look into setting up a QuickBooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you’ve properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
No, this is a basic level course with no prerequisites. It's designed to help you set up the accountant platform correctly from the beginning.
Yes. We examine the various firm and staff configuration options to ensure you're managing your internal team effectively within the application.
It does. We evaluate the different methods for importing and exporting accounting data so you can choose the best fit for your specific needs.
It's a dedicated version of the software for your Windows or Mac computer. We look at why using this instead of a standard browser adds value to your firm.
Not exactly. The focus is specifically on the configuration of the Accountant platform, including the toolbox, project management, and firm-wide security settings.
I built this course because I've seen too many firms treat their accountant dashboard as just another login rather than the command center it's meant to be. I wrote this for the professional who's tired of clicking around and wants a clean, organized system for their team and clients. You deserve a setup that actually supports your workflow.
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Interested in bringing this training to your team, or want more information? Send a note and we’ll get back to you.