Event presented in collaboration with QB
Overview
This 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
Obtaining your CPD certificate
Attendance of this webinar series will accrue 1.5 CPD hours for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by SAICA, AAT, SAIPA, SAIBA, IAC, CIS and others.
Who should attend
The following persons will benefit from attending this webinar:
- Accounting professionals and Bookkeepers
Price:
- Free to anyone who registers for event.
Webinar Series: QuickBooks Online:
This webinar is part of a free series which is brought to you by Intuit QuickBooks.
Webinars in this series:
- Introduction to QuickBooks Online for Accountants and Bookkeepers (20 March 2019)
- Implementing QuickBooks Online with a Client (27 March 2019)
- Reshape Your Practice using QBOA (3 April 2019)
- QBO Certification Exam Prep Part 1
- QBO Certification Exam Prep Part 2
- App Partners Series