Advanced Training for Accounting Professionals
QBO has general purpose metrics that can fit a wide market but in this class we show you how to leverage the most popular and dynamic analytics platform available to provide your clients with up to date metrics that matter to them while future-proofing your business. During the session we will start from scratch to build a dashboard that you can immediately use to show meaningful QBO information and then expand on with information from other sources. We will also show how your client’s can expand their team’s online access to QBO data online while maintaining control of the data and end with a peek at how natural language queries will allow for no code self-service business intelligence.
Length (in minutes): 50
Level (Basic, Intermediate, Advanced): Basic
Prerequisites: Previous use of QuickBooks Online
CPE Field of Study: Computer Software and Applications
CPE Hours: 1
EA/AFSP CE Hours: 0