This course will provide you with information and knowledge on the latest features and product updates in QuickBooks Online over the last few months. This course will also help prepare QuickBooks Online Certified ProAdvisors for the re-certification exam.
On completion of this course, you will be able to:
- Use the Work tab features in QBOA to manage your work.
- Navigate the new features of the QBOA client list
- Manage team and client access
- Identify the steps to find, purchase and access apps
- Access client data using the new Sales, Expenses and Banking Centers
- Be aware that the P&L widgets now show the same transaction values as P&L reports
- Perform a basic tax setup
- Promote best practice workflows to clients
- Track the status of invoices
- Use Projects functionality to manage related transactions
- Be aware that the reconciliation tool includes intelligence to help troubleshoot reconciliations