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.
Identify timesaving gems to make cleanup work more efficient
Analyze the health of client files
Recognize the client’s pain points and offer suggestions
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!"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."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."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."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."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."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."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."
Woodard
Director of Education and Media
hsatterley@woodard.com
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.
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.