QuickBooks Online 2017 for Accountants: Managing Transactions in your books

 

welcome everyone to part three of QuickBooks Online fundamental series this part is managing your books with QuickBooks Online and apps my name is Hector Garcia I am a CPA and active QuickBooks consultant I'm a dance QuickBooks ProAdvisor and the principle of my business quick keeping an accounting LLC based out of Miami Florida and I'm the co-host of QE power our the webinar series for QuickBooks power users my email is Hector AB

Garcia CPA calm and pre accessible if you have any questions just email me just keep in mind that may take a couple days for me to respond because there's a it is taxable but you can email me anytime if you have any questions anyway so today we're going to cover quickbooks online fundamentals this is a three part series this will be the third part managing your books in your your first books in with

QuickBooks Online and third-party apps if you have missed the first two parts I put a link under in there in the chat window I put a link to a recording or the last recording that I did for part two so it could be useful to take a look a part two there is a little bit of overlap between part two and part three but if some things are a bit much

too fast for you go ahead and visit or check out part two because I'll desktop which should make a lot more sense once once you do that alright so this better get started so if you are a CPA or another accounting professional that needs your CPA certificate you must attend this lie so although this is being recording and some of you are watching this recorded afterwards there's no CPE for recording for multiple life and

you will get one point four hours of CP as long as you were with it you were in the entire webinar for that time and we're going to ask polling questions so we're going to a total of four polling questions you need to answer them doesn't matter what you answer there's no right or wrong answer you need to answer something and as long as you answer all four you can get your certificate and

your certificate will be emailed to you in source PDF format and expect about two weeks for delivery you must keep that certificate for your own records in - it doesn't have a repository for you to go back and check those key PE certificates later on now the learning objectives are after completing this webinar you'll be able to understand the quickbooks online purchasing workflow so we're talking about expenses build purchase orders things like that then

the sales work so we're talking about estimate invoices we're feeling things from customers that will get started to be talking about running payroll so we'll kind of consider a payroll process and show you how the whole process goes goes job gets done with payroll and we're going to do a routine month and procedure such as reconciling the bank or printing or financial statements or making adjustments and then some of the other next steps to

learn QuickBooks Online these are other videos or the webinars out there and you know how to find and support quickbooks online coins so that will be the last two things that we will cover so the agenda we're going to do a demonstration of how to use quickbooks online we're not going to do a lot of slides during the first 45 minutes or so so we'll do a full demonstration of how to use QuickBooks

Online and level there go back to slide mobile we'll talk about the mobile features and the desktop apps that are available for you access QuickBooks Online and the add-on apps as well and I will do some next steps and then leave it open for Q&A now still free to ask questions throughout the webinar in the in the chat box there are Intuit employees in either webinar life they're going to be answering some

of those question if any of those questions...

See more here: https://www.youtube.com/watch?v=dE7zqMFy3nw

 welcome everyone to part three of QuickBooks Online fundamental series this part is managing your books with QuickBooks Online and apps my name is Hector Garcia I am a CPA and active QuickBooks consultant I'm a dance QuickBooks ProAdvisor and the principle of my business quick keeping an accounting LLC based out of Miami Florida and I'm the co-host of QE power our the webinar series for QuickBooks power users my email is Hector ABGarcia CPA calm and pre accessible if you have any questions just email me just keep in mind that may take a ...