Links to Watch Webinars on QuickBooks Online & Using Client Data Review

Links to Watch Webinars on QuickBooks Online & Using Client Data Review

Although hundreds of people joined me for the live webinars, there were people unable to attend since the webinars were over-capacity.  I apologize for the inconvenience.  As promised, I recorded them and the links to the recordings are below.  

Intro to QuickBooks Online / QuickBooks Online Accountant

Increasing numbers of small businesses are choosing to use QuickBooks Online so accounting professionals should be familiar with it to support them. Join me for an intro and overview of QuickBooks Online and QBO Accountant. I’ll share some navigation tips and tools for accounting professionals too. You’ll see how easy it is to use QB Online and collaborate and support your clients with the data in the cloud. 

QuickBooks Online, QBO Accountant

See some key differences between QuickBooks Pro / Premier / Enterprise (QuickBooks Desktop products) vs. QuickBooks Online. Learn about cool features in QBO that are not in the desktop versions of QuickBooks.

Watch the recording here:

Using QuickBooks Client Data Review – Save Time Cleaning up Files

Client Data Review allows you to find and fix problems in QuickBooks files quickly and efficiently with these tools:

  • Troubleshoot Prior Account Balances
  • Reclassify Transactions (and assign a class)
  • Review List Changes — Chart of Accounts, Items, Fixed Asset Items and Payroll Items
  • Fix Unapplied Customer Payments and Credits (clean up open invoices)
  • Clear Up Undeposited Funds account
  • Write off Invoices
  • Fix Unapplied Vendor Payments and Credits  
  • Fix Incorrectly Recorded Sales Tax
  • Compare Balance Sheet and Inventory Valuation
  • Troubleshoot Inventory
  • Find Incorrectly Paid Payroll Liabilities

Plus during the webinar we discussed:

  • QuickBooks file compatibility between QB Pro / Premier 
  • QuickBooks for Windows (PC) vs. QuickBooks for Mac and QuickBooks Online (QBO)
  • Using an Accountant’s Copy
  • and more

This webinar was intended for accountants, CPAs, Bookkeepers, QuickBooks ProAdvisors or tax professionals.

Watch the recording here:

I hope the webinars are helpful for you!