Intuit Accountant Suite is the New QBOA: Pt. 4 - Client Insights
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Intuit Accountant Suite is the New QBOA: Pt. 4 - Client Insights
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About this listen
When you have multiple clients, having a dashboard that gives you as an advisor insights into what is going on with your client's books without needing to investigate every client is working smarter, not harder. Rachel and Dan discuss the Client Insights feature in Intuit Accountant Suite and how this helps accountants.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Workshop Overview
01:20 Books Close Feature Issues and Updates
03:55 Books Close Playbook and Resources
08:42 Client Insights Overview
12:06 Client Insights Customization and Features
17:22 Client Insights Practical Applications
20:21 Conclusion and Next Week's Preview