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Tuesday Learning Lab: "A Tour of QuickBooks Online, some tips and tricks, and how it Integrates with SAGE Online"

  • 02/13/2024
  • 11:30 AM


  • This web series is a member's only benefit. If your company is a member of the association and you have not been added to the membership please contact us.

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For better or worse, QuickBooks Online is here to stay.  If you are considering starting new in QuickBooks or switching to QBO, this presentation will give you a thorough insight into QBO, some tips to make it more manageable, and what its integration with SAGE Online is and means.

Learning Objectives:

  • ·       How an order, created in SAGE Online, integrates with QBO
  • ·       What data is moved when exporting an order from SAGE into QBO
  • ·       Which QBO product (there are 4 choices) is best for distributors and why
  • ·       An overview of QBO and how to navigate it. (not at all like QB Desktop)
  • ·       Some tips and tricks to use QBO more efficiently.


About Harriet Harriet Gatter is an independent consultant who works exclusively with Ad Specialty Distributors. She was a distributor for 23 years and an adjunct accounting professor (not as much fun as expected).  She sold her distributorship in 2013, became certified as a QuickBooks ProAdvisor and started Accounting Support, LLC to figure out how to design a simple, efficient, and affordable Order Management and Accounting System exclusively for Ad Specialty Distributors.


PO Box 1062
Shelbyville, TN 37162

Tel: (205) 588-8004
Fax:(321) 695-5441


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