QBOA – QuickBooks Online Accountant

QuickBooks Online Accountant is a way to access, manage, and collaborate with all of your online clients. This course walks through all of the Tools and resources available in this online client dashboard.

Modules

QBOA - Course Overview

Lesson

• QBOA Course Overview Preview

QBOA - What is QBOA

Lessons

• What is QBOA
• Signing up for QBOA
• Signing into QBOA

QBOA - Clients

Lessons

• Client List Overview
• Creating a New Client
• Client Details
• Accessing Clients
• Inactivate Clients
• Wholesale Billing
• Merge Duplicate Clients

QBOA - Team

Lessons

• Team Overview
• Master Admin of the Firm
• Full User
• Basic User
• Lead Accountant

QBOA - ProAdvisor

Lessons

• ProAdvisor Overview
• ProAdvisor Levels
• ProAdvisor Profile
• ProAdvisor Training
• ProAdvisor Benefits
• Find a ProAdvisor
• Reviews
• Becoming a QuickBooks Solution Provider

QBOA - Work

Lessons

• Work
• Client Requests
• Schedule Tasks

QBOA - Apps

Lessons

• Apps
• Apps for your Firm
• Apps for your Clients

QBOA - Your Books

Lessons

• Your Books
• Clients In Your Books and Your Firm

QBOA - Accountant User

Lessons

• Accountant Tools Overview
• Accountant Access
• Prep for Taxes
• Reclassify Transactions
• Voided Deleted Transactions
• Undo Reconciliation
• Bookkeeping Review
• Write Off Invoices
• Adjusting Journal Entries
• Close the Books
• Accountant Reports
• Management Reports
• Report Tools
• ProConnect Tax Online