Surgent's QuickBooks Online Accountant (QBOA)


QuickBooks Online Accountant is designed for accountants to access client QuickBooks Online company files. This software app enables accountants and bookkeepers to record or correct transactions and run reports on a client's company file using the" Accountant Tools". You can also securely request/receive information and documents from clients. There are also features included to help manage your practice. Schedule work using project management tools, transfer client data to Tax software. Manage your team's access rights. Work on your own QuickBooks Online company file. Access ProAdvisor benefits, training, and certifications. This software application is constantly updated with new features!


Wednesday, November 6, 2019
Registration Time: 3:00pm
3:00pm – 5:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

QuickBooks users in public accounting, bookkeeping firms, and tax practices


Surgent McCoy CPE, LLC



Advanced Preparation



  • Access to QuickBooks Online Accountant
  • Accessing client records
  • Using Accountant Tools
  • Setting up Access for Staff
  • Creating Projects & Client Request


  • Access client records and run reports easily
  • Use Accountant Tools in both QuickBooks Online Small Business and QuickBooks Self-Employed to make corrections and update client’s books
  • Set up your staff (team) in QuickBooks Online Accountant and provide security for your clients and your firm’s records
  • Create projects to track work and due dates


N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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