Accounting with QuickBooks Online Accountant Guide

The Future of Accounting is Here

Accounting with QuickBooks Online Accountant Guide

QuickBooks Online Accountant

Objectives

The Guide is for accountants who provide accounting services to QuickBooks Online and QuickBooks Online Payroll clients using QuickBooks Online Accountant.

The Guide enables accountants to help their clients:

  1. Efficiently and productively perform bookkeeping,
  2. Provide timely, relevant, and reliable financial information, and
  3. Increase financial position, profit, and cash flow.

Overview

An accounting system is a set of processes that create, record, classify, summarize, analyze, interpret, and communicate information. Business owners use that information to stay informed, make business decisions, and increase their company's financial position, profit, and cash flow.

Bookkeeping is the day-to-day creating, recording, classifying, and summarizing of financial transactions; such as sales and receipts and purchases and payments, and is the foundation of an accounting system.

Accounting is analyzing, interpreting, and communicating business information; such as financial position, profit, and cash flow, and is the capstone of an accounting system.

The Guide details how accountants perform accounting to increase their clients' financial condition, profit, and cash flow and work with their client's bookkeeper to prepare timely, relevant, and reliable business information.

The Guide presents Accounting Analytics' Accounting Process. The Process enables accountants to manage their clients' bookkeeping and perform accounting services using QuickBooks Online Accountant.

Note: The Guide is included in our Accounting with QuickBooks Online Accountant course.

Sessions

  1. Introduction: Accounting System
  2. Accounting Tools
  3. Setting Up Your Books
  4. Setting Up Your Practice
  5. New Client Setup Workflow
  6. Performing Bookkeeping Services Workflow
  7. Performing Payroll Services Workflow
  8. Performing Accounting Services Workflow

Fee

Free Pro Member (log in to the Members Only portal)
This Guide is only available to NACPB Pro Members.

To access the Guide, join NACPB as a Pro Member or update your membership to Pro member.
To join or update your membership, select Membership and scroll down to Join, Update or Renew.