Surgent's QuickBooks Online Accountant Tools and Features (QBOA)


QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to efficient work in clients' QuickBooks Online company files. It is designed to identify errors quickly. There are also tools to correct client errors and record adjustments.

QuickBooks Online Accountant is also a tool to manage your practice with tools for project management, client requests, and integration with Pro Tax Online for efficient tax preparation. You will also receive a free QuickBooks Online company file to manage your own books and records.


Thursday, October 1, 2020
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 and working on clients’ QuickBooks Online company files
  • Setting up Access for Staff
  • Creating Projects & Client Request for information
  • Transfer records to tax application 


  • Gain access to clients’ company files
  • Use Accountant Tools to make corrections and update clients’ books and run reports
  • Allow staff (team) access to selected client data
  • Create projects to schedule work and client requests and track due dates
  • Transfer client data to Intuit Pro Connect Online software to reduce data entry


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

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