Overview

8.0 Credits
ONLINE

Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers.
Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms.
Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online.
Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!

Objectives

  • Differentiate between some of the characteristics of QuickBooks Desktop and QuickBooks Online
  • Identify the ideal QBO subscription model that would work best for a given company and best practices for converting to QBO
  • Select the best path for performing routine accounting tasks in QBO
  • Determine the way to set up QBO or convert from QuickBooks Desktop to QBO
  • Identify and implement advanced options in QBO, such as workflow management, fixed asset tracking, and enhanced financial and operational reporting

Major Topics

  • Best practices for setting up companies
  • New features in QuickBooks Desktop and Online
  • Enhancing internal controls in QuickBooks-based environments
  • Improving financial and operational reporting when using QuickBooks and QuickBooks Online

 

Prerequisite

Fundamental knowledge of basic QuickBooks and QuickBooks Online operations

Advanced Preparation

None

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