Discover what’s new for accountants and admins in QuickBooks Online. We’ll cover enhanced role-based access, organizing clients with custom IDs, and the latest improvements to the batch migration tool for moving from Desktop to Online.

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 
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00:00 Introduction and Welcome
00:18 Scheduling Mishap and Time Zone Confusion
02:15 Personal Updates and Casual Conversation
03:19 QuickBooks Online Accountant Overview
04:59 Navigating QuickBooks Online Accountant
12:46 Inviting Accountants and Managing Clients
18:19 New Features and Enhancements
19:09 Firm ID Invitations and User Management
21:57 Invitation Process Overview
23:08 Handling Email Invitations
24:27 Client Access and Security
27:11 Managing Client Invitations
31:09 Custom Client Numbers
36:45 QBOA Visual Changes and Feedback
38:45 Conclusion and Final Thoughts