ProAdvisor Newsletter: May 2019

ProAdvisor Newsletter: May 2019

This Month’s Focus: Learning Strategies & Continuing Education

It’s time for education – and we’ve got plenty of choices. This month’s articles are designed to educate, inform and learn something new. Enjoy!

QuickBooks Online New Features and Improvements – May 2019: Don’t miss our summary of the latest enhancements for your firm and clients. Read more

3 ways QuickBooks elevates the accounting profession: Learn how to “level up” your firm with best practices from Misty Megia. Learn more

Building solid client relationships through engagement letters: Engagement Letters can be scary for our clients and for us. Debra Kilsheimer offers examples and tells you what to avoid. More info

QuickBooks Online greatest hits: Innovations for your practice and clients: What are Stacy Kildal’s favorite features in QuickBooks Online? Find out in this dynamic summary of no less than seven productivity boosts. Read more

4 steps to writing a killer brochure that drives leads: Try these marketing techniques to attract more leads to your practice – and close the sale! Read more

How to convert QuickBooks Desktop to QuickBooks Online Advanced: Learn how to diagnose your client’s eligibility for conversion, and then get a guide with easy-to-follow checklists. Erin Walsh Dyer explains.

QuickBooks ProAdvisor Program Updates

Making the MOST of all the value-added benefits included with the ProAdvisor Program: Get a list of the benefits that come with the ProAdvisor Program, all at no additional charge! More info

Firm of the Future Spotlight on large firms: Boyum Barenscheer: See what tools and strategies Nick Swedberg uses to stay ahead of the curve, stand out and be a Firm of the Future. Read more

Training Opportunities for You and Your Firm

Spring tour: Invest in your practice with QuickBooks Online Training and Certification: Get in-depth training on QuickBooks Online to help you prepare for certification. We’ll also cover what’s new in QuickBooks Online 2019 and prepare certified ProAdvisors for the annual re-certification exam. Find out if we are coming to your city.

Training and certification on QuickBooks Desktop Enterprise 19.0

Learn more about the training you need to work with mid-market and larger clients! Read more

QuickBooks Online Certification Bootcamp: June 26-27: Prepare for your first certification or move up to QuickBooks Online Advanced Certification, virtually anywhere; if you are currently certified, get a jumpstart on your re-certification ahead of the July 31 deadline. Register today for new certification or re-certification training

Save more than 50% on QuickBooks Connect! The QuickBooks Connect early-bird discount ends June 27; lock in your registration today for this don’t-miss event. Register now

Resources to Better Your Business

Run Powered by ADP: A new integration with payroll and QuickBooks Online – Save time with a 2-way integration between ADP and QuickBooks Online with the RUN Powered by ADP app. Seamlessly import your account list to enable easy account mapping, and push payroll transactions into QBO with one click. Get more info

QuickBooks Online usage limits: How to help clients clean up and stay under limits – Get guidance on how to help your clients deal with “usage notifications.” Read more

How to use foreign currency transfers with bank feeds in QuickBooks Online

Get step-by-step help from Esther Friedberg Karp on how your clients can enable foreign currency transfers in QuickBooks Online. Learn more

Hot App of the Month


Backup, restore and copy your QuickBooks Online data. ChronoBooks stays in constant communication with QuickBooks, storing every change made. Get the app