QuickBooks is known for its ease of use but there are so many ways to make using the program more efficient. When you first gain access to the client’s file, what should you do to make sure that the health of file does not impact the work you are doing. In addition, you’ll learn ways to save time on those clean up tasks while boosting the service you can provide to clients in the process. No matter what version of QuickBooks you are using (or considering using) you’ll gain invaluable insights. Join in for this session where we will cover the 5 tricks every accountant should know when using QuickBooks.
Identify timesaving gems to make cleanup work more efficient
Analyze the health of client files
Recognize the client’s pain points and offer suggestions
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.
Intuit
Senior Channel Manager, Intuit Reseller Program
[email protected]
(520) 901-6900
Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.