October 29, 2024

Webinar

2 CPE

Webinar (CPA Crossings): QuickBooks - Know the Right Version for Your Client

October 29, 2024
Webinar
2 CPE

Webinar (CPA Crossings): QuickBooks - Know the Right Version for Your Client

  • Instructor

    Dawn
    Brolin

View additional dates for this course

QuickBooks Desktop has been the go-to solution for companies since 1984 (Intuit originally created Quicken for bank reconciliations) and has grown into a powerful tool to track business finances. QuickBooks Online is one of the fastest growing applications in the accounting market today. With its ability to be an "on-the-go" solution, many service providers, entrepreneurs, and other industries prefer to keep it simple and use QuickBooks Online. Understanding the pros and cons of QuickBooks Desktop and QuickBooks Online will help you advise your client on the best solution for their business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...

  • Identify the major benefits to QuickBooks Desktop when selecting an accounting solution for their clients
  • Identify the major benefits to QuickBooks Online when selecting an accounting solution for their clients
  • Analyze the two solutions and provide a solid recommendation to their clients

Major Topics

The major topics that will be covered in this class include:

  • Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one
  • What are the questions to ask your client that will also assist in determining which is better – QuickBooks Desktop or QuickBooks Online
  • A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons
  • The challenges of converting between versions
  • A look at what’s new for 2020 in both Desktop and Online

CPE Credits Available

2 CPE
2
Accounting

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who suggests QuickBooks to business owners and anyone who uses QuickBooks

Provider

CPA Crossings, LLC

This event has ended.