QuickBooks Online Fundamental Series Part 1 — QuickBooks Online Accountant

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The QuickBooks Online Fundamentals Webinar Series is targeted for accounting professionals who are new to QuickBooks Online. There were 3 webinars in this series.

In Part 1 of the QuickBooks Online Fundamental series, I covered the following:

–overview of Intuit, industry changes and intro to QuickBooks Online and the different subscription levels available (QBO Self-Employed, Simple Start, Essentials and Plus)
–QuickBooks Online Accountant (QBOA):
–how to sign up for it if you are an accountant, bookkeeper, tax pro, etc. working with multiple clients
–details of the client dashboard, alerts and more
–team members and how to add them
–ProAdvisor Program – accessing the portal with the certifications, training, profile and more
–Your Books in QBOA
–the data conversion tool to convert from QB Desktop to QB Online


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