QB Power Hour - QBO Advanced Feature Deep-Dive Series

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QB Power Hour - QBO Advanced Feature Deep-Dive Series

Dan DeLong • May 11, 2021

QB Power Hour - QBO Advanced Feature Deep-Dive Series

In 2021 Michelle and Dan will do a series of webinars centered around QBO Advanced and some of the key features that set QBO Advanced from the other versions of QBO.

QBO Advanced in QBOA

One of the great advantages of your QBOA client dashboard is the included QBO Company as part of the Your Books section. It allows Accounting professionals the ability to use QBO for their own firm's books, and, by doing so, refer or recommend QBO to their clients. When QBOA was released in 2014, the highest version of QBO was the Plus. With the release of QBO Advanced in 2018, that no longer was the case. Beginning in March of 2021, Intuit will begin rolling out the features of QBO Advanced into QBOA. This series will cover and highlight the main features that you will begin to see in your QBOA. We will talk about how will use them and how they can benefit your clients.

Webinar #1 - QBO Advanced in QBOA - Overview and Timeline - Feb 16, 2021

First Webinar

In this webinar, we will have some folks from Intuit who are instrumental in the Planning of this rollout of these new features to QBO discuss at a higher level the features you will see in QBOA and when you should expect to see them. With any luck, new Accountant leader, Ted Callahan will be joining us to introduce himself and kickoff the initiative.

Handouts Early Access (Closes 2/18)

Webinar #2 - QBO Advanced feature Deep Dive - Custom Fields - March 30, 2021

Second Webinar

In this webinar, Matt Fulton of Parkway Business Solutions will be joining us to take a deeper dive into Custom Fields in QBO Advanced and how Accounting firms can utilize them to enhanced their efficiencies in their Firm's Books

Handouts 3/30 Custom Fields Resource FOTH Custom Fields Article

Webinar #3 - QBO Advanced feature Deep Dive - Tasks and Workflows - May 11, 2021

Third Webinar

In this webinar, Michelle and Dan will take a deeper dive into Tasks and Workflows as a way to build automation within your books for your firm and how that can be a timesaver and efficiency with your clients.

Handouts 5/11 FOTF Tasks Article

Webinar #4 - QBO Advanced feature Deep Dive - Batch & Importing Transactions

Fourth Webinar

In the webinar for this series, Michelle and Dan will cover the options you have within efficiencies you can use with batch create or modify, or importing bulk transactions as an Advanced feature in your books.

Handouts 6/22 Support Article

Webinar #5 - QBO Advanced feature Deep Dive - Reporting Enhancements

Fifth Webinar

In this webinar, Hector Garcia will be joining us to take a deeper dive into the Performance Center and the NEW Report Builder. These "drool-worthy" reporting tools are sure to give you some powerful insights for your firm that you can then use to bring value to your clients.

Handouts 8/3 Hector's Video on Custom Report Builder