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Mcwilliams 5tricks

5 QUICKBOOKS TRICKS FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

QuickBooks is known for its ease of use but there are so many ways to make using the program more efficient. When you first gain access to the client’s file, what should you do to make sure that the health of file does not impact the work you are doing. In addition, you’ll learn ways to save time on those clean up tasks while boosting the service you can provide to clients in the process. No matter what version of QuickBooks you are using (or considering using) you’ll gain invaluable insights. Join in for this session where we will cover the 5 tricks every accountant should know when using QuickBooks.

Learning Objectives

  • Identify timesaving gems to make cleanup work more efficient

  • Analyze the health of client files

  • Recognize the client’s pain points and offer suggestions

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Testimonials
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Georgianna, TN

"Bonnie was one of the best prepared and overall best CPE presenters I have had in a long time! Excellent Job!!! Also, I love the way you use Citrix and the hosting method. I like that you had someone coming on for several minutes prior to the session stating that it will begin shortly; I like the video conferencing so that I can see the presenter; I like that all the questions and answers were posted and I could print out and save them for review later. Just a good CPE experience. And it was FREE!"
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Patricia, MD

"WoW... This was an excellent Webinar and one you would not want to miss. I have been using QuickBooks since 1999 and I still got a wealth of invaluable information from this on topic and timely presentation. She is so knowledgeable and in tune with the needs of QuickBooks users, whether you are an accountant with several clients or a in house staff bookkeeper. QuickBooks can do so much and you will learn about it from her."
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Jeffrey, PA

"I take a number of webinars and there is a lot going on in the world of accounting and technology. This webinar was a critical one as it talk about the behind the pc screen of QuickBooks. Key things that I did not know and really need to know since I am the one that has ownership over QuickBooks. I would recommend this user of QuickBooks Desk Top."
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Stacy, VA

"I was hesitant to take this webinar because I'm a very advanced user, but I still learned new things from Heather! QBO is continually changing and new features are added everyday! Heather was extremely knowledgeable. Thanks to Intuit for sponsoring the webinar."
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Philip, PA

"I enjoyed Bonnie's presentation and would like to listen to more of her Webinars. This last week has been the first time I used CPAacademy for my CPE. I think you are really meeting a need for concise and interesting webinars. Thank you."
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Robert, CA

"Quickbooks has so many features. As an accountant I often come across Quickbooks issues in working with my clients accounts. Seminars like this one always give me at least a couple of 'ah ha' moments that really help."
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Wayde, TX

"Although I just use QuickBooks Desktop for my part time business, I picked up some good tips to help make things more efficient and got a good reminder to check/repair my data files."
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Albert, Other

"It was a pleasure to listen to your webinar. It's a rare event when a presenter states her goal, goes through achieving her presentation goals and does so on time. Thanks for this."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

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Gina Avila

Intuit
Senior Channel Manager, Intuit Reseller Program
gina_avila@intuit.com
(520) 901-6900

Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.