QuickBooks Online - Advanced Features And Functions (1 hour)

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Apr 13, 2020

Registration: 5:30 AM / Program: 6:00 AM - 7:00 AM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


With approximately two million small businesses now running QuickBooks Online (QBO), accounting professionals must recognize that Cloud-based accounting is here to stay and begin to understand some of the advanced features in QBO that can help small businesses succeed. In this session, you will learn about many of the advanced features available in QBO such as inventory management, audit trails, customized reports, importing and exporting data, bank feeds, and linking QBO data directly into Excel. If you are not using QBO to its’ fullest or are a bit curious about the advanced features available in the service, then you should make plans to participate in this session to learn more about what QBO can do for small businesses.

Designed For



*Configure QBO to take advantage of advanced security features *Manage inventory effectively, including choosing between costing options *Import and export data to/from QBO *Utilize bank feeds to streamline recording and reconciling transactions *Create ODBC connections to link QBO data into Excel for reporting and analysis *Customize QBO-based reports and set-up automatic report distribution schedules

Major Subjects

*Computer Software & Applications

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.