SOS Inventory Affiliate Training 

SOS Certification Course Description

Cost:                                     Free  ​ 

Subject Area:                      Specialized Knowledge Applications

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Course Level:                      Intermediate 

Instructional Method:        Group Internet Based

Prerequisites:                      Must be a registered SOS affiliate, watch basic introductory video

Advanced Preparation:      None 

Who should attend?           CPA - Small Firm

                                              CPA- Medium Firm

                                              Other

Course Description

Attendees will be taken through a high-level overview of SOS Affiliates Program. Key takeaways will be: an overview of SOS, understanding the benefits of being SOS Certified, how to recognize a client who might be a good fit for SOS Inventory, account set up, SOS and QuickBooks integration, and an overview of all other features.

Learning Objectives

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• Identify the main functions and features of SOS Inventory.

• Recognize the benefits of SOS—for you as a SOS Certified Advisor and for clients that use SOS Inventory.

Program Overview

• Setting up new SOS account with new QuickBooks Online account

• Setting up a new SOS with existing QuickBooks Online account

• Bulk Edit

• SOS Overview

• SOS Reporting

• Client Targets & How to identify

• Referral Program

• How to get credit for new clients

• Questions & Answers