Many small to mid-sized businesses use QuickBooks to manage their accounting. However, are you using QuickBooks to your best advantage? Are there new features that could make your life easier? In this session we will discuss 10 tips to navigating the world of QuickBooks Online. We will start at can you convert from QuickBooks Desktop to online, move on to topics helpful for people new to QuickBooks Online and continue with all the way to broadening seasoned user’s understanding of the program.  

Marcum LLP is proud to offer the Education with a Bite Series as a free event and all attendees will receive CPE and CE credits.

Join us for breakfast and start your workday learning about an array of topics from some of the most qualified and educated speakers. Breakfast will be served at 7:00 AM and the presentation will begin at 7:30 AM and run anywhere until 8:30 or 9:00 AM.

We always look forward to seeing new faces, so please feel free to spread the word to those business advisors and clients that you feel would benefit from this event.


Jennifer Moss

Senior, Accounting Services - Marcum LLP

Jennifer Moss has over 10 years of experience working with QuickBooks. She is our in house QuickBooks Online Pro Advisor. Her specialties are converting QuickBooks Desktop files to QuickBooks Online, training clients in QuickBooks Online and providing ongoing support to our clients. She enjoys helping clients navigate their way through the QuickBooks conversion process, taking the stress out of their accounting and helping to create workflows that make her client’s lives easier.

CPE Credit

Program Description 10 Tips to Navigating QuickBooks
Important Notice Regarding CPE:
Learning Objectives
  • Develop and apply rules with staying power
  • Demonstrate how the receipts tab works in QuickBooks Online
  • Name the newest updates to QuickBooks Essentials and Plus
  • Summarize the newest updates to QuickBooks Online Advanced
Instruction Delivery Method Group Live
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees should ensure that they sign in and out on the provided attendance forms, including an email address so that certificates can be sent after attendance is processed.
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Marcum LLP Nationally Approved PACE Program Provider FAGD/MAGD Credit Approval does not imply acceptance by any regulatory authority or AGD endorsement 9/1/2021 to 8/31/2024 – Provider ID #217875