In this member only webinar/training session Kyle Turriff ontinues to build on the journey from his first 2 sessions, sharing practical tasks to automate within a firm and for your clients. During this 1 hour session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier.
The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.
Learning Objectives:
After attending this session, attendees will:
- Continue building familiarity with Zapier
- See a live build of a Zap that posts intercompany transactions in QBO
- Gain new ideas on automating transactions into QBO
Cost: Must be Premium Content Member (Join Here)
CPE Credits - 1.0 Hour
Field of Study - Business Management and Organization
Course Level: Basic
Instructional Method - Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
This is a premium content member's only training event. You can learn more and join the program here. Annual membership is $599. Discounted "Kick Off" pricing is $499 per year through July 31, 2024. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.
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