Topic

Uncover Time Saving Secrets : QBO Advanced Tricks for Busy Accountants

Time

Tuesday, November 25, 2025, 1:00 PM - 2:00 PM 

Eastern Time (US & Canada)

Description

Unlock time-saving tips and automation in QuickBooks Online Advanced to streamline your workflows and maximize efficiency.

This session is eligible for 1 CPD credit.

Intended Audience

Accounting professionals comfortable navigating in QuickBooks online.

Learning Goals

Identify key automation features in QuickBooks Online Advanced that reduce manual data entry and repetitive tasks.
Apply time-saving workflows to improve accuracy and efficiency in client bookkeeping and reporting.
Leverage advanced reporting and customization tools to gain deeper insights and streamline client management.

Presenter

Barclay Moran
Full Name
Barclay Moran
Job Title
Professional Services Specialist
Company
Intuit Canada
Bio
With 15+ years at Intuit, Barclay has a deep knowledge of QuickBooks Desktop and QuickBooks Online. He is bilingual and passionate about the customer experience, having spearheaded the management, design, and transition to a cloud-based solution for some of the largest Accounting firms in Canada.

Moderators

Joelle Sater
Full Name
Joelle Sater
Job Title
Consultante en services professionels, Intuit
Company
Intuit
Bio

Joelle travaille comme consultante en services professionnels chez Intuit. Elle est conseillère QuickBooks Conseiller Pro et technicienne comptable. Elle a plus de 10 ans d'expérience en comptabilité.

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