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QuickBooks Online: Top Tips and Tricks to Boost Efficiency

QUICKBOOKS ONLINE: TOP TIPS AND TRICKS TO BOOST EFFICIENCY

Cost Free
Presentation Length 2.0 hours

Recorded DateOctober 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this session, you will learn the top ways to maximize your efficiency using QuickBooks Online, from understanding the web browser’s ins and outs to specific data entry tips when using bank register, banking, and re-classification tools. 

Learning Objectives: 


  • List the details of Google Chrome: browser navigation, multiple users/windows, various tabs, and bookmarks

  • Identify data entry shortcuts, navigation tips, date shortcuts, and keyboard shortcuts

  • Recall standard reporting automation: combine multiple reports into one pdf on demand and/or automate emails

  • Identify bank feeds tricks: import vendors, show bank details and copy bank details to memo

  • Determine how to reclassify transactions: end-user reclassify tool

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL, for his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training, and it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with three children, lives in Weston, FL. Hector is fluent in Spanish and English.

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