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Intuit recently released a major update to the month-end review feature in QuickBooks Online Accountant. This tool organizes and streamlines the review process that accountants follow to make sure clients' accounting records are in tip-top shape and ready for reporting and tax return preparation. In this session, expert and CPA Heather Satterley will present a deep-dive demonstration of the features and functionality of this accountant-only tool and will also discuss firm best practices when using it. Get a leg up on your tax season by implementing these new processes when working with clients who use QuickBooks Online.
Learning Objectives:
- Describe the features of the new "Books Review" feature in QuickBooks Online Accountant
- Recognize how the "Books Review" feature can save time spent on reviewing your clients' QuickBooks Online data
- Outline how client requests can improve and streamline communication with your clients who use QuickBooks Online
Heather D. Satterley, CPA, EA
Woodard
Director of Education and Media
[email protected]
Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.
Polina Sidoruk
Synder
Head Of Customer Success
[email protected]
Polly is Head of Customer Success and an experienced bookkeeping automation consultant. Working with dozens of businesses on a daily basis and helping them automate their bookkeeping once and for all, she knows the ins and outs of QuickBooks and enjoys sharing tips for successful automation.
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