We continue our detailed look into Quickbooks Online (QBO) in the second episode of this series. 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.
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Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Nichols
Graphics By Flaticon and Upsplash
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
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Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.