Learning Lab: A Tour of QuickBooks Online, some tips and tricks, and how it Integrates with SAGE Online

PAPPA MEMBER BENEFIT! Monthly Learning Labs

February 13, 2024 @ 12:30 p.m.

A Tour of QuickBooks Online, some tips and tricks, and how it Integrates with SAGE Online

featuring

Harriet Gatter, Founder, Accounting Support, LLC

For better or worse, QuickBooks Online is here to stay.  If you are considering starting new in QuickBooks or switching to QBO, this presentation will give you a thorough insight into QBO, some tips to make it more manageable, and what its integration with SAGE Online is and means.

Learning Objectives:

• How an order, created in SAGE Online, integrates with QBO
• What data is moved when exporting an order from SAGE into QBO
• Which QBO product (there are 4 choices) is best for distributors and why
• An overview of QBO and how to navigate it. (not at all like QB Desktop)
• Some tips and tricks to use QBO more efficiently.

About Harriet:  Harriet Gatter is an independent consultant who works exclusively with Ad Specialty Distributors. She was a distributor for 23 years and an adjunct accounting professor (not as much fun as expected).  She sold her distributorship in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to figure out how to design a simple, efficient, and affordable Order Management and Accounting System exclusively for Ad Specialty Distributors.

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