Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
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 course 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 course supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
Publication Date: August 2024
Topics Covered
- What is QBO, and how is it used in an organization?
- Different methods of implementing QBO with your firm or your clients
- Exploring accountant-centric features such as the toolbox, reporting, firm project management, and more
- Utilizing QBO within your firm team
- Best practices with QBO functionality, security features, internal controls, and more
Learning Objectives
- Identify the key features and functionalities of QuickBooks Online Accountant (QBOA) for public accounting firms
- Identify effective methods for implementing QuickBooks Online (QBO) with clients and within the firm
- Identify accountant-centric tools in QBOA, including the toolbox, reporting, and firm project management features
- Identify best practices for QBO functionality, security features, and internal controls in accounting workflows
- Explain the integration of third-party applications from the Intuit app marketplace to enhance QBOA capabilities
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
