Wednesday, Aprill 19th, 2023
9:00 AM CST - 12:00 PM CST
This is an online event
What is Beyond Boot Camp?
The Beyond Boot Camp series was created to give Alliance members additional information and training that we weren't able to squeeze into our regular Boot Camp. These short online classes will fill in some of the gaps and expand on topics we feel you need to know.
Prior attendance at a live Boot Camp isn't required, but it's recommended. Classes are short, usually 2-3 hours, and anyone from your company can attend.
About the Instructor(s)
Out of the Box Technology is Anything + Everything QuickBooks. The certified consultants at the firm have been working with QuickBooks software since it's inception over 30 years ago. The team brings 100+ years of collective accounting experience to every client relationship. Whatever QuickBooks obstacle you're facing, the Out of the Box Technology team can handle it, whether you need hands-off, high-level consulting, or in the weeds QuickBooks help, this team has done it all.
Visit the Out of the Box Technology Roundtable Rewards Page
Trainer: Kirsten Wentworth
Kirsten Wentworth is an Executive Director of Accounting & Data Services at Out of the Box Technology. The certified consultants at the firm have been working with QuickBooks software since it's inception over 30 years ago. The team brings 100+ years of collective accounting experience to every client relationship. Whatever QuickBooks obstacle you're facing, the Out of the Box Technology team can handle it, whether you need hands-off, high-level consulting, or in the weeds QuickBooks help, this team has done it all.
Beyond Boot Camp: What to Expect Out of Your Accounting System When Using Service Titan
You are using two great tools - QuickBooks and Service Titan. Now what?
- What is the benefit of this workflow?
- What information do you want synced, and what are the advantages?
- What should be managed in Service Titan vs. QuickBooks?
- What are the differences when you have QB Desktop compared to QB Online?
Lastly, we will dive into common things to avoid that you may not even realize.
- What should be managed in Service Titan rather than QuickBooks?
- Thoughts on what to sync and why
- Benefits and opportunities of the integration
- Common tips and tricks
Who should attend this course?
While anyone who is interested may attend this course, the target audience is:
- General Manager
- Sales Manager
- Service Manager
- Office Manager
What you need to bring:
- Attendees must access this online workshop from a computer.
- If necessary, the trainer will provide tools and templates to the attendees via email (sent to the email address registered) the business day prior to the start of the workshop.
Class Cancellation Policy
On occasion, due to unforeseen circumstances, or for circumstances beyond our control, a class may have to be cancelled. We will avoid these cancellations if at all possible.
One of the causes of a cancelled class may be low enrollment. If a class does not meet the minimum enrollment (can differ by class and circumstance) by two weeks prior to the start date, Service Nation, Inc. reserves the right to cancel or reschedule the class. You can help prevent this situation by enrolling in classes early.
In the event of a cancellation, you will be notified of the cancellation, and any funds paid will be refunded.
Notice of Photographic and Media Recording:
Service Nation, Inc. may take photos and videos during this event. Please let us know if you do not consent.