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Webinar

QuickBooks: Know the Right Version for Your Client

Friday, April 11, 2025
1-3 p.m. Central
2 CPE (2 technical)

Course code: 25WX-0161
View pricing

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.


QuickBooks Desktop has been the go-to solution for companies since 1984 (Intuit originally created Quicken for bank reconciliations) and has grown into a powerful tool to track business finances. QuickBooks Online is one of the fastest growing applications in the accounting market today. With its ability to be an "on-the-go" solution, many service providers, entrepreneurs, and other industries prefer to keep it simple and use QuickBooks Online. Understanding the pros and cons of QuickBooks Desktop and QuickBooks Online will help you advise your client on the best solution for their business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one
  • What are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks Online
  • A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons
  • The challenges of converting between versions
  • A look at what's new for 2020 in both Desktop and Online

Learning objectives

  • Identify the major benefits to QuickBooks Desktop when selecting an accounting solution for their clients
  • Identify the major benefits to QuickBooks Online when selecting an accounting solution for their clients
  • Analyze the two solutions and provide a solid recommendation to their clients

Who should take this program?

  • Anyone who suggests QuickBooks to business owners and anyone who uses QuickBooks

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.

More program information

Instructor Dawn Brolin
Location Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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