Using QuickBooks Online: Tips and Tricks Webcast | 4152971F


Date :
February 12, 2016 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Discover how QuickBooks Online can be used as a bookkeeping tool and serve as an accounting solution for small business. This is also a way to train or expose clients to the QuickBooks Online basics.


  • Identify features of QuickBooks Online from a bookkeeping perspective.
  • Differentiate between the desktop and online QuickBooks software.
  • Recognize ways to improve efficiency when completing data entry functions.
  • Determine if QuickBooks Online is a viable alternative for your clients.
  • Choose inexpensive add-ons to expand functionality.

Major Subjects:

  • Getting started
  • File set up
  • Customizing the file
  • Cash basis data entry
  • Bank accounts
  • Accounts Receivable
  • Accounts Payable
  • Add-ons

Advanced Prep:


Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Level of Difficulty:
Field of Interest:
Computer Science


Designed For:

Accountants and their QuickBooks clients.


Bonnie J Nagayama
Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor. Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.
No Agenda or Materials posted.