Lessons

January 23, 2020 Meeting

Length: 60 minutes

January QBO Updates: ProAdvisor Support, Adding 3rd Party Apps, Cash Flow Center, Accountant Toolbox, Online Backup Changes, Cash Flow Dashboard
The Cleanup Process: Where to Start, Creating a Checklist, Diagnosing the Books, Clearing Accounts, Cleanup Accounts

December 19, 2019 Meeting

Length: 35 minutes

Hubdoc Overview
Receipt Bank Overview
AutoEntry Overview
December QBO Updates: Tsheets Elite, QB Payments, Training Resources, Tax Tab in QB Self-Employed, QBO New Payroll Lineup

December 13, 2019 Meeting

Length: 60 minutes

Recap of QBOchat Scholar Program
QBO Updates – Create button moved, Business Performance Dashboard, Pay Down Credit Card, Previous Year-to-Date on report options
QB Report Customizations
Apps – Zapier