Join us next Wednesday, August 12, at 2:00 PM Eastern for our QBTalks-Apps show, where Intuit will discuss its new QuickBooks Lending Overview page and how it can help you better support your clients.The new QuickBooks Lending Overview page, by surfacing key factors such as cash flow patterns, revenue stability, and transaction history - along with actionable insights is designed to help take the guesswork from funding options. By the end of this webinar, you will have a better understanding of how the new QuickBooks Lending Overview page can provide a wealth of information that may fit your clients, or your own firm.
Rackeb Mered, Senior Product Manager, and Peter Czmielewski, Principal Product Marketing Manager, with QuickBooks Capital will walk us through this new experience, demonstrating how it works. They will also share how these data-driven insights can help you confidently advise clients as they explore funding options.
CPE Requirements
If you are looking for CPE, you will need to attend a minimum of 50 minutes of the 1-hour webinar and complete a minimum of three (3) CPE polling questions based on the following CPE learning objective.
CPE Learning Objectives
Upon completion of the webinar, participants should be able to:
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Identify at least one way the new QuickBooks Lending Overview page can help you better support your clients’ funding needs.
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Select at least one way the new QuickBooks Lending Overview gives you and your clients greater visibility into business health and potential lending eligibility.
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Identify at least one way the data-driven insights within the new QuickBooks Lending Overview can help you confidently advise your clients regarding funding options.
About our Show Sponsor
You really won't want to mist this upcoming edition of QBTalks-Apps on Wednesday, August 12, 2026, at 2:00 PM Eastern.
If you are not already registered for either QBTalks or QBTalks-Apps, you can sign-up HERE.