WEBINAR: Using QuickBooks Online and Useful Third Party Applications
May 21 @ 1:30 pm - 2:30 pm
Event Navigation
Faculty: Doug Palmer, CPA, Founder of Palmer Financial, and co-presenter Brad Yochum, MBA, President, QBcure, LLC
Whether you’re brand‑new to QuickBooks Online or a seasoned user, this practical, fast‑paced session will help you get more out of the platform you use every day. With most small and mid‑sized nonprofits relying on QBO for financial management, now is the perfect time to sharpen your skills, boost efficiency, and strengthen your organization’s financial operations.
You’ll discover how to use QBO for stronger reporting, smoother audits, better accountability, and streamlined day‑to‑day workflows. Plus, we’ll explore powerful third‑party applications that integrate seamlessly with QBO to elevate your productivity and transform the way your organization works.
What You’ll Learn
- QBO for GAAP & Audit Readiness
Set up and use QuickBooks Online in ways that support clean audits and accurate, GAAP‑aligned reporting. - Budgeting & Management Reporting
Leverage QBO tools to create meaningful budgets and reports that leadership can actually use for decision‑making. - Bank & Credit Card Integration
Speed up reconciliations and reduce errors with efficient banking and credit card sync features. - Third‑Party App Integrations
Discover essential apps for expense reporting, time tracking, board/management reporting, and more, and learn how they connect effortlessly to QBO.
Walk away with practical shortcuts and best practices that immediately make your work easier.