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Free cpe webinars
QuickBooks Online: Top Tips and Tricks to Boost Efficiency


Cost Free
Presentation Length 2.0 hours

Recorded DateApril 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this session, you will learn the top ways to maximize your efficiency using QuickBooks Online, from understanding the web browser’s ins and outs to specific data entry tips when using bank register, banking, and re-classification tools. 

Learning Objectives: 

  • List the details of Google Chrome: browser navigation, multiple users/windows, various tabs, and bookmarks

  • Identify data entry shortcuts, navigation tips, date shortcuts, and keyboard shortcuts

  • Recall standard reporting automation: combine multiple reports into one pdf on demand and automate emails

  • Identify bank feeds tricks: import vendors, show bank details and copy bank details to a memo

  • Determine how to reclassify transactions with the end-user reclassify tool

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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with three children, lives in Weston, Florida. Hector is fluent in Spanish and English.

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