February 24, 2024


Webinar


2 CPE

QuickBooks - Know the Right Version for Your Client

February 24, 2024
Webinar
2 CPE

QuickBooks - Know the Right Version for Your Client

  • Instructor

    Dawn
    Brolin

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

  • Accounting

Advanced Preparation

None

Intended Audience

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

Provider

CPA Crossings

This event has ended.