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
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.