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QuickBooks® Online Fundamentals for Accountants

Accountants are falling in love with QuickBooks® Online for Accountants (QBOA).

Many accountants and bookkeepers are moving to QuickBooks® Online, but others aren't as sure -- that is where this course will help. Join us for a valuable introduction to QBOA, the version of QBO® built especially for accountants. QBOA has a vast set of features not available in QuickBooks® Desktop. The interface is different, so when you are just getting started, it can be hard to find the features you need. We'll answer your questions, show you where to find your familiar tools, and introduce timesaving tips and tricks that make QBO easier to use than the desktop version. We'll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification, and software discounts.

99 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

QuickBooks® Introduction/Overview

  • Choosing the Right Subscription Level
  • Third-Party Apps
  • Tips and Tricks for Ease of Use

Using QuickBooks® Online

  • Converting From QuickBooks® Desktop
  • Creating a New Company
  • Navigating QuickBooks® Online
  • Working With Lists

Entering Transactions

  • Products and Services
  • Customers and Sales
  • Vendors and Expenses

Reporting, Analyzing Data

  • Running Reports
  • Customizing Reports

Accountant-Only Features

  • Practice Management Interface
  • Certification
  • Software Discounts and Benefits
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More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on April 14, 2023.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Alicia Pollock, MAT, ACN, MOUS

Alicia Pollock, MAT, ACN, MOUS

Royalwise Solutions, Inc.

  • CEO and QBO rock star at royalwise.com, a QuickBooks and Apple training and consulting company
  • Runs a QBO coaching program at Learn.Royalwise.com with 1-on-1 support, webinars, and on-demand video courses with CPE
  • Member of the Intuit Trainer/Writer Network, and a top-rated speaker at QuickBooks Connect, Scaling New Heights, and Intuit’s Certification Road Show
  • Author of six QuickBooks Desktop and Online textbooks available on Amazon and at questivaconsultants.com
  • Named to the Insightful Accountant Top 10 ProAdvisor list, an exclusive list of prominent consultants honored for their accomplishments and leadership in the field of QuickBooks, and was named Top App-ologist
  • M.A. degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications
  • Can be contacted at royalwise.com, [email protected], or 503-406-6550
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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With This Course

Access to all training products for one year
$699/year

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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

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Product ID: 410720
Published 2023
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Available in Multiple Formats

Purchase this course and learn on your schedule!