Join us to learn about the importance of implementing workflows in QuickBooks Online through utilizing the practice management tool called Work, other efficiency driving tools such as Books review, Workpapers, and more. During this session, you’ll connect with Alex Noort, the Senior Professional Consultant with our team, and have the opportunity to ask questions.
Takeaways
- Understand importance of establishing standardized workflows
- Automate workflow processes with recurring tasks
- Organize firm & client tasks for better practice management & collaboration
- Maintain consistency in bookkeeping and tax preparation