QBO Year-End Cleanup
What You Will Learn
An overview of the checklist so you can get started right away, and how to teach less experienced staff step-by-step how to review and correct the most common issues that come up at year-end.
3 Types of QBO Hyperlinks
Best Practice methods to document workpapers
Deconstruct/Edit QBO Report URLs
Who is this bundle for:
Anyone looking for a QBO Year-End Checklist, and making sure the file is accurate at year-end.
- Bookkeepers
- Tax Preparers
This bundle includes the following courses:
This Course is Taught By:
Rob Smith
Head of Technical Content
Rob has owned and grown multiple CPA firms. He focuses on process and embedding firm knowledge into workpapers and workflows. He specializes in MS 365 products.
