WAATP QuickBooks Online Mini Seminar

Presented by Washington Association of Accounting and Tax Professionals 

Wednesday, June 3, 2026 Webinar

Event schedule: 

• Beginning of Webinar : 9:00 am
• QuickBooks Online Mini Webinar  : 9:00 am - 11:00 am

Speaker: Nayo Carter Gray, 1 Step Accounting

Location: Live Streamed Webinar

CPE Credits: 2 CE depending on the attendees credentials 

Course Description:  

QuickBooks Online can be one of the most valuable tools in your workflow, or one of the biggest drains on your time, depending on how it’s being used.

This focused 2-hour mini seminar is designed for tax and accounting professionals who want practical, real-world strategies for working more efficiently within QuickBooks Online. Through live discussion, workflow insight, and common issue troubleshooting, attendees will gain tools and techniques they can immediately apply in their practice and with their clients.

From avoiding common mistakes to streamlining processes and improving accuracy, this session is built to help professionals work smarter, save time, and feel more confident navigating QBO in today’s fast-moving environment.

Course Objectives:

By the end of this session, participants will be able to:

• Recognize and correct common errors within QuickBooks Online
• Navigate key QBO features more efficiently and confidently
• Implement practical workflows to improve bookkeeping accuracy and consistency
• Utilize time-saving tools and automation features within QuickBooks Online
• Apply best practices for managing and maintaining client files
• Identify strategies to streamline communication and collaboration with clients
• Improve overall efficiency in daily QuickBooks Online processes
• Gain practical insight that can be immediately applied within their practice

Key Takeaways:

• Identify common QuickBooks Online mistakes and how to correct them
• Learn practical workflows to improve efficiency and organization
• Explore time-saving tools and features within QBO
• Improve accuracy and consistency in client bookkeeping processes
• Gain insight into best practices for managing client accounts
• Strengthen confidence in troubleshooting and navigating QBO challenges
• Walk away with practical strategies you can implement immediately

Attendee Requirements:

Who Should Attend:

This webinar is ideal for:

• Tax professionals using QuickBooks Online in their practice
• Bookkeepers and accountants managing client QBO files
• Firm owners looking to improve workflow efficiency
• Professionals wanting to reduce cleanup time and common errors
• Newer QBO users seeking confidence and practical guidance
• Experienced users looking for updated best practices and smarter processes

Don’t miss this opportunity to connect, ask questions, and shape the future of our organization!

If you would like to ask questions ahead of time please send them to [email protected] 

WAATP members, $120 

Non-members, $135 

Join WAATP today to receive a discount. 

Disclaimer:

Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS