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所在平台: Udemy |
课程主页: https://www.udemy.com/course/qboa-for-proadvisors-2024/
课程评论：没有评论
**课程名称：** QBOA for ProAdvisors (2024) **课程概述：** 本课程是为会计师和簿记员设计的 QuickBooks Online Accountant (QBOA) 入门指南。课程旨在帮助那些正在考虑或已开始使用 QuickBooks Online 的专业人士，熟悉 QBOA 相比 QuickBooks Desktop 独有的丰富功能和不同的界面。 课程将解答您在使用 QBOA 过程中可能遇到的问题，展示常用工具的位置，并分享能显著提高使用效率的时间节省技巧。此外，课程还将深入介绍免费 ProAdvisor 账户附带的各项权益，包括： * **实践管理工具：** 帮助您有效地管理客户工作。 * **认证培训和考试：** 助力您获得 QuickBooks 认证。 * **工作中心 (Work Center)：** 用于管理任务列表。 * **软件折扣：** 享受 QuickBooks 软件的优惠。 您将学习到直观的快捷方式、界面技巧以及会计师专属工具，这些都将帮助您将客户工作量减半。通过掌握讲师 Alicia 的独家技巧，实现“事半功倍”，从而赚取更多收益。 **课程主要内容包括：** * QBOA for Accountants 与客户使用的 QBO 之间的区别。 * 多窗口打开 QBO 及其他浏览器技巧。 * 会计师工具箱 (Accountant's Toolbox)。 * 审计追踪 (Audit Trail)。 * 批量删除未开票费用 (Batch deleting Unbilled Expenses)。 * 搜索技巧。 * 银行数据馈送 (Banking Feed) 的掌握。 * 银行规则 (Banking Rules) 的自动数据录入。 * 对账技巧 (Reconciliation tricks)。 * Desktop 版本中没有的炫酷功能。 * QuickBooks 支付 (QuickBooks Payments) 商户处理。 * 批发计费 (Wholesale Billing)。 * 用于实践管理的**工作中心 (Work Center)**。 * 月度结账回顾 (Month-end Review)。 * 备注 (Notes)。 * 文档共享 (Document Sharing)。 * 解答您的具体问题！ **完成课程后，您将能够：** * 解释 QBO 与 QBOA 之间的差异。 * 描述如何访问会计师专属工具。 * 回忆能使软件更易于使用的技巧。 * 识别能够简化数据录入和文件审查的自动化功能。 * 了解仅对 ProAdvisors 可用的资源。 * 识别 QBOA 的实践管理工具，以有效地跟踪客户。
QBOA for ProAdvisors Course DescriptionAccountants are falling in love with QuickBooks Online for Accountants (QBOA)!Many accountants and bookkeepers are making the move to QuickBooks Online, but others aren't so sure...and that's where this course will help! Join us for this valuable introduction to QBOA, the version of QBO built especially for Accountants. QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different, so when you're just getting started it can be hard to find the features you need. We'll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version. We'll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task lists, and software discounts.Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.In this class, you'll learn about:The difference between QBOA for Accountants and the client's QBOOpening QBO in multiple windows, and other browser tricksThe Accountant's ToolboxThe Audit TrailBatch deleting Unbilled ExpensesSearch tipsMastering the Banking FeedBanking Rules for automatic data entryReconciliation tricksSuper-cool features not in DesktopQuickBooks Payments merchant processingWholesale BillingThe Work Center for Practice ManagementOverviewMonth-end ReviewNotesDocument SharingYour specific questions answered! After completing this course, you will be able to:Explain the differences between QBO and QBOADescribe how to access accountant-only toolsRecall tips and tricks that make the software easier to useRecognize automations that streamline your data entry and file reviewIdentify resources only available to ProAdvisorsRecognize QBOA's practice management tools to keep track of clients
