Overview

This 90-minute webinar will guide you through the process of implementing QuickBooks Online with a small business client. You'll learn about the three subscription levels of QuickBooks Online, and how to choose the right product and subscription level for your client based on their unique needs and processes. This course also teaches best practices and strategies for converting historical data to QuickBooks Online and how to complete the initial setup of a new company. Handouts for this course include a New Client Checklist to help you document your client's needs and choose the right QuickBooks subscription.

Learning Objectives:

• Identify the subscription levels available in QuickBooks Online
• Describe the information needed to determine which subscription level you will need for a client.
• Identify the steps to create a new QuickBooks Online subscription from within QuickBooks Online Accountant.
• Determine the steps to convert historical data to QuickBooks Online
• Identify the steps to complete the initial setup of a new QuickBooks Online company.

Who should attend? 

Accounting professionals and Bookkeepers

Course Level:               Basic

Course Length:            90 minutes

Prerequisites:               None

Delivery Method:        Group-live internet

Field of Study:            Non Technical - Computer Software & Applications

Recommended CPD:   1.5 CPD

Live Webinar date: Wednesday 27 March 2019

Presented by: Lauren du Plooy, Rae & Associates

About Lauren: Lauren is a certified QuickBooks Advisor in South Africa