Session
1
:
Introduction: Accounting System
This session presents what you should consider when setting up and managing your accounting practice.
Accounting with QuickBooks Online Accountant
Free Webinar Series
Why You Should Attend
Accounting with QuickBooks Online Accountant details how accountants perform accounting to increase their clients' financial condition, profit, and cash flow and work with their client's bookkeeper to prepare timely, relevant, and reliable business information.
The webinar series is for accountants who provide accounting services to QuickBooks Online and QuickBooks Online Payroll clients using QuickBooks Online Accountant.
The webinar enables accountants to help their clients:
- Efficiently and productively perform bookkeeping and payroll,
- Provide timely, relevant, and reliable financial information, and
- Increase financial position, profit, and cash flow.
Free Guidebook
The source for this webinar series is our Accounting with QuickBooks Online Accountant Guide. NACPB Pro members receive a free digital version of the Guide. To access the Guide, login to the member Dashboard.
Agenda
Session
2
:
Accounting Tools
This session presents modern, leading practice management, bookkeeping, payroll, accounting, and tax preparation technology, hardware, and applications.
Session
3
:
Setting Up Your Books
This session presents how you set up and manage your books.
Session
4
:
Setting Up Your Practice
This session presents how you set up and manage your practice.
Session
5
:
New Client Setup Workflow
This session presents how you set up and manage your client workflow.
Session
6
:
Performing Bookkeeping Services Workflow
This session presents how you set up and manage your bookkeeping services workflow.
Session
7
:
Performing Payroll Services Workflow
This session presents how you set up and manage your payroll services workflow.
Session
8
:
Performing Accounting Services Workflow
This session presents how you set up and manage your accounting services workflow.