Skip to main content

Synchronize Your Files to the Cloud with SharePoint -Updated

Thursday, July 18
 2:30pm - 4:30pm

(Check-In 2:25pm)

Add to Calendar

Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a “must take.” There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Recognize the value proposition for deploying the OneDrive Sync app
  • Identify all the steps necessary to setup the Sync app properly

Highlights

The major topics covered in this course include:

  • Overview of the OneDrive Sync app functionality
  • Step-by-step review and demonstration of how to deploy this app
  • Installing the Sync app on your local devices
  • Configuring the files and folders to synchronize toy your local device
  • Manage the locally stored files
  • Best practice tips for using the Sync app and avoiding common mistakes

Designed For

Anyone who use Microsoft OneDrive or SharePoint

Prerequisites

Basic understanding of SharePoint and OneDrive

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

Return to Top

Non-Member Price $124.00

Member Price $89.00