Content Provider
Method

Free cpe webinars
QuickBooks Online: The Trick to Powerful Automation

QUICKBOOKS ONLINE: THE TRICK TO POWERFUL AUTOMATION

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Looking to get more out of QuickBooks Online? Well, you're in the right place. Sign up for this jam-packed session for workflow automation best practices from top QBO experts like Mamoon Syed of Method and Polly Sidoruk of Synder.

Learning Objectives:


  • Identify how automation puts hours back into your week

  • Recall tricks to maximize your productivity and reduce admininstrative work

  • Determine the top workflows for growing businesses using QuickBooks Online

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Mamoon Syed

Method
Product Manager

Method

Mamoon has been part of the Method team for over two years. He originally started as a Professional Services Consultant, so he has plenty of experiencing helping small businesses on QuickBooks leverage the power of automation. Today, he works on Method’s actual platform as Product Manager.

Linkedin

Eilis McCann

Method
Manager, SEO & Content Marketing
e.mccann@method.me

Method

Eilis McCann leads content and SEO at Method — the #1 QuickBooks CRM. A content marketer eager to see the impact her words have on the world, she loves discovering and sharing strategies that help small businesses succeed. In her spare time, you can find her dancing at concerts, exploring the outdoors, and trying out new restaurants!
 

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Messagedesk

Kyle Kuczynski is a Co-Founder and messaging expert who educates, informs, and provides resources to businesses and organizations through MessageDesk.

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Josh Merryman

MessageDesk
Product Manager

Messagedesk

Josh is a solutions-oriented Product Manager who loves providing big-tech solutions to the everyday business operator. He currently leads the Product Team at MessageDesk and prides himself on publishing powerful yet easy-to-use messaging solutions for organizations of all types.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Method
Method is the top-rated CRM for QuickBooks, with over 1,200 five-star reviews fromQuickBooks users and ProAdvisors. Method is also completely customizable, enabling smallbusinesses to create a software solution that matches their unique workflows. Whether youneed better lead tracking, more accurate estimating, streamlined proposal management, orsomething else entirely, Method has a solution for you.