K2's Hands on with QuickBooks Online Accountant (QBOA) for Public Accounting (3 hours - late morning) - Webcast
Overview
We will take a deep look into setting up a QuickBooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you’ve properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
Highlights
- What is QBO, and how is it used in an organization?
- Different methods of implementing QBO with your firm or your clients.
- Exploring accountant-centric features such as the toolbox, reporting, firm project management, and more.
- Utilizing QBO within your firm team.
- Best practices with QBO functionality, security features, internal controls, and more.
Designed For
Accountants who would like to expand their QuickBooks Online Accountant (QBOA) knowledge
Objectives
- Outline the QuickBooks Online Accountant (QBOA) platform and the value to the CPA firm. Specifically, all the unique features and functions of QBOA.
- Demonstrate the enhanced tools provided in QBOA such as client dashboard, accountant toolbox and the document center.
- Creating firm user accounts and client accounts for use within QBO.Evaluate the different methods of importing and exporting accounting data to and from QBO.
- Evaluate the benefit and value of using the QBO thin client application on your Windows or Mac computer.
Leader(s):
Leader Bios
Stephen Yoss, K2 Enterprises
At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family's firm, Yoss & Allen, where he revolutionized their technological infrastructure.
As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.
Stephen's expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he's contributed to some of the nation's most memorable fireworks displays, including the Macy's July 4th Spectacular and the Golden Gate Bridge's 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.
When he's not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he's at Burning Man or volunteering in his hometown of Big Bear Lake, CA.
Dive deeper into Stephen's blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
(3/27/24)
Non-Member Price $190.00
Member Price $145.00