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QuickBooks - Know the Right Version for Your Client

Thursday, December 5
 4:00pm - 6:00pm

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Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

QuickBooks Desktop has been the go-to solution for companies since 1984 (Intuit originally created Quicken for bank reconciliations) and has grown into a powerful tool to track business finances. QuickBooks Online is one of the fastest growing applications in the accounting market today. With its ability to be an “on-the-go” solution, many service providers, entrepreneurs, and other industries prefer to keep it simple and use QuickBooks Online. Understanding the pros and cons of QuickBooks Desktop and QuickBooks Online will help you advise your client on the best solution for their business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

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

Designed For

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

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Dawn Brolin, CEO, Powerful Accounting Inc

Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator. Dawn’s extensive accounting expertise and personal entrepreneurial experiences fuel her passion for helping other business owners succeed through the application of smart technology solutions, effective financial management, and comprehensive business continuity and fraud mitigation strategies. Dawn’s in-depth knowledge and down-to-earth, entertaining approach make her an in-demand trainer, speaker, and thought leader. She has worked with prestigious partners including Fundera, Intuit, TSheets by QuickBooks, AbacusNext, ADP, MineralTree and many more. In addition, Dawn’s contributions to the accounting profession are continually recognized with many top awards. She was named “2020 Top Niche Practice ProAdvisor: Forensics” as well as one of the “2018, 2019 & 2020Top 100 Most Influential People in Accounting” ~ by Accounting Today, “2012-2017 Top 25 Most Powerful Women in Accounting” ~ by CPA Practice Advisor, “2017 MP Elite Accounting Firm Leaders” ~ by Accounting Today, and “Top 40 Under 40 Class of 2009” ~ by CPA Technology Magazine. Dawn has also been published on many blogs and in books such as “The World’s Most Inspiring Accountants.” Dawn has also appeared on the MSNBC show Your Business and has spoken at national conferences including CPA Academy, Cleveland Ohio Society of CPA’s, Intuit QuickBooks Connect Conference, Live Your Legacy, Scaling New Heights, AbacusMaximus, Spark & Hustle, TD Bank, and many others.

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Non-Member Price $124.00

Member Price $89.00