Webinar: QuickBooks - Know the Right Version for Your Client
WC780 | Course | Basic | Scheduled
Description
QuickBooks Desktop has been the go-to solution for companies since 1984 (Intuit originally created Quicken for bank reconciliations) and has grown int
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Accounting |
Designed For
Anyone who suggests QuickBooks to business owners and anyone who uses QuickBooks
Prerequisites
None
Highlights
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
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
Preparation
None
Notes
Webinar Day - HELP and Assistance Instructions
- The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
- We recommend you log in early to ensure you are ready to go when the presentation begins.
- IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.
Prices
- Member (Early Bird)
- $89.00
- Non-Member (Early Bird)
- $89.00
- Member
- $89.00
- Non-Member
- $89.00