Learn about the most common workflows using QuickBooks Online.
Explore different ways of entering transactions including utilizing the banking center to assist with entering transactions. Last, we will talk through elements in the Accountant Toolbox inside QuickBooks Online Accountant, associated with workflow.
Understand the most common workflows using QuickBooks Online
Know how to use the banking center for entering transactions
Leverage QuickBooks Online Accountant and the Toolbox to help manage all your small business clients
Jeff, NJ
"I really enjoyed this webinar for two reasons: 1) The content was excellent with Stacy obviously an expert in her field 2) I liked the way she presented, very informal and to the point without a lot of the stuffiness of some of the presentations I've seen."Sarah, AZ
"I really enjoyed listening to her - tons of energy, excited about her topic, etc. I love that she wasn't the "typical" accountant. Nice to see more of us out there :) And makes it so much more interesting!"Kimberly, FL
"Stacy Kildal is one of the greatest presenters. Her knowledge base is endless, Her teaching approach is easy to understand and lastly her pace at which she presents during a training is just right!"Letha, TN
"This is a great quick overview of the correct workflows for most daily activity. I think it would be useful for training clients in the appropriate processes to follow. Thanks, Stacy!"Denise, TX
"We have at least a couple of clients that use QBO, and since I am not that familiar with it, this course proved to be a great learning experience for me. Thanks!"Cynthia, MO
"I was impressed at the things that QB online can do that I was not aware of. I want to experiment with some of the things and take another look at QB online."Noelle, FL
"Stacy showed enthusiasm for the subject and was extremely knowledgeable. I learned more than expected and look forward to more courses with Stacy!"Karletta, AZ
"Stacy was very knowledgeable about the powerful functionality of QuickBooks Online as evident by her navigation and presentation of screens."Stacy Kildal, founder of Kildal Services LLC, is an internationally recognized expert in QuickBooks Online that has been named as one of Accounting’s Most Powerful Women in 2012, 2013 & 2014, as well as one of 2013 & 2014’s 40 Under 40 in Accounting. In 2014, she was also voted by her peers as one of the Top 100 ProAdvisors (included in the top 10!) and named as one of 100 Most Influential People in Accounting. In 2015, her blog was named as one of 15 Essential Sites for Accountants.