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QB Power Hour - QBO Advanced Feature Deep-Dive Series
Dan DeLong • May 11, 2021
QB Power Hour - QBO Advanced Feature Deep-Dive Series
In 2021 Michelle and Dan will do a series of webinars centered around QBO Advanced and some of the key features that set QBO Advanced from the other versions of QBO.
QBO Advanced in QBOA
One of the great advantages of your QBOA client dashboard is the included QBO Company as part of the Your Books section. It allows Accounting professionals the ability to use QBO for their own firm's books, and, by doing so, refer or recommend QBO to their clients. When QBOA was released in 2014, the highest version of QBO was the Plus. With the release of QBO Advanced in 2018, that no longer was the case. Beginning in March of 2021, Intuit will begin rolling out the features of QBO Advanced into QBOA. This series will cover and highlight the main features that you will begin to see in your QBOA. We will talk about how will use them and how they can benefit your clients.
Webinar #1 - QBO Advanced in QBOA - Overview and Timeline - Feb 16, 2021
First Webinar
In this webinar, we will have some folks from Intuit who are instrumental in the Planning of this rollout of these new features to QBO discuss at a higher level the features you will see in QBOA and when you should expect to see them. With any luck, new Accountant leader, Ted Callahan will be joining us to introduce himself and kickoff the initiative.
Webinar #2 - QBO Advanced feature Deep Dive - Custom Fields - March 30, 2021
Second Webinar
In this webinar, Matt Fulton of Parkway Business Solutions will be joining us to take a deeper dive into Custom Fields in QBO Advanced and how Accounting firms can utilize them to enhanced their efficiencies in their Firm's Books
Webinar #3 - QBO Advanced feature Deep Dive - Tasks and Workflows - May 11, 2021
Third Webinar
In this webinar, Michelle and Dan will take a deeper dive into Tasks and Workflows as a way to build automation within your books for your firm and how that can be a timesaver and efficiency with your clients.
Webinar #4 - QBO Advanced feature Deep Dive - Batch & Importing Transactions
Fourth Webinar
In the webinar for this series, Michelle and Dan will cover the options you have within efficiencies you can use with batch create or modify, or importing bulk transactions as an Advanced feature in your books.
Webinar #5 - QBO Advanced feature Deep Dive - Reporting Enhancements
Fifth Webinar
In this webinar, Hector Garcia will be joining us to take a deeper dive into the Performance Center and the NEW Report Builder. These "drool-worthy" reporting tools are sure to give you some powerful insights for your firm that you can then use to bring value to your clients.
Webinar #6 - QBO Advanced feature Deep Dive - Users and Roles
Final Webinar
In this webinar, Michelle and Dan will discuss the changes in Users and Roles so you can set up security boundaries to ensure proper access.
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04.09.24 - RightTool Updates - Importing Journal Entries
Dan and Michelle are joined by Dave Young, a Vice Chancellor at Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice. We'll also be joined by Accounting Professional Brandon Morris who has worked with the Wizards in his own practice
03.12.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate
02.27.24 - QBO Updates and FB Group Q&A
2.13.24 - Inventory Management - Deep Dive into Katana
01.30.24 - QuickBooks Live Updates and FB Group Q&A
01.16.24 - Advisory vs Compliance - A Pricing Conversation
The 7 Minute Advisory Conversation w/Guest Mike Milan
12.5.23 - Prepping for Year End with Guest Keeper
Every Other Tuesday
12:00 NOON EST
60 minutes