QB Talks | QuickBooks Online: Year-End Readiness Tips!

Join us for an informative and fun QB Talks webinar featuring renowned speaker Liz Scott, as she dives into ways to prep yourselves and your clients with essential tools and tips for achieving year-end readiness. Liz will guide you through the powerful capabilities of QuickBooks Online with a few new features to streamline your year-end processes. Don’t miss this chance as you prep for year-end!

Learning Objectives:

• Understand how to leverage BooksReview for a comprehensive year-end review.
• Explore the benefits of Spreadsheets Sync for efficient data cleanup.
• Gain insights into generating a powerful custom 1099 report for year-end analysis.
• Discover the latest Chart of Accounts templates and how they can be used for cleanup and standardization.
• Explore the features available for Balance Sheet Budgeting to create a plan forward.

CPE Credits Available: 1

Subject Area/Field of Study: Non-Technical - Computer Software & Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers