Topic
Power productivity with QuickBooks Online Advanced Workflows
Time
Tuesday, September 19, 2023, 1:00 PM - 2:00 PM
Eastern Time (US & Canada)
Description
Automate key accounting tasks and workflows to free up time for more impactful work. Learn more about Workflows within QuickBooks Online Advanced and how it can help solve some of your clients’ common pain points such as estimate processing and getting accounts receivables paid.
Speaker
Barclay Moran is a Pre-Sales Engineering Specialist at Intuit with deep expertise across the full QuickBooks product suite, third-party applications, and accounting and bookkeeping workflows. Fluent in both English and French, he works directly with accounting firms and small-to-medium businesses, delivering training, consulting, and technical expertise to help clients get the most out of their financial tools.
With over two decades in the industry, Barclay brings a rare combination of technical depth and practical, real-world experience — making him a trusted resource for SMBs & accounting firms navigating complex financial and technology challenges.
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