Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications, and daily operations. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks.

Practice Management reduces the number of tools accountants need to manage their practice to just one. This solution is designed to eliminate the disjointed experience of manual tracking and provide a unified view of work that delivers visibility across all initiatives. With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete, once they are finished. Since QBOA is also directly connected to the applications accountants use to perform work, the software will leverage data and user behavior patterns to automate overhead and identify work that needs to get done, eliminating the need for accountants to discover and enter tasks manually. 

Learning Objectives:-

• QBOA’s Accounting Practice Tools
• Work Projects and Tasks– what bookkeeping deadlines are coming up for your clients?
• Shared Documents – store contracts, bank statements, and receipts
• Client Requests – communicate with your clients right in QBO through My Accountant
• To identify ways of Slack integration in your Quickbooks

Areas Covered:-

• The Work Center to track deadlines
• Shared Documents
• Slack integration
• Setting up Your Team
• Manage Notifications
• Invoice Communications

Who Should Attend?

• Accountant
• Accounting Firm
• Accounting Practice Owners
• Bookkeeper
• Certified Valuation Analysts
• Cloud Accountants
• CPA (Industry)
• CPA - Large Firm
• CPA - Mid Size Firm
• CPA - Small Firm
• Entrepreneurial Accountant
• Entrepreneurial CPA
• Maryland Tax Preparers
• QB Pro Advisor
• Senior Accountant
• The staff of Accounting Firm
• Tax Accountant (Industry)
• Young CPA