For accounting professionals. Not an accountant?

QuickBooks Online Accountant

Optimizing Your Move to QuickBooks Online

Get ready to migrate a file to QuickBooks Online, and optimize your workflow for increased efficiency post-migration, with this session designed exclusively for accounting professionals.

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Intuit Professional Services training session

2 hours of training and 
implementation services

Start your QuickBooks Online journey off on the right foot. Learn how to prepare your files for their move to QuickBooks Online and receive tips to optimize your post-migration operations.

This session is delivered by the Intuit Professional Services team - cloud accounting experts - who will focus on your firm’s specific needs.

Offer requirements:

  • 1 QuickBooks Online Advanced subscription or
  • 2 QuickBooks Online Plus subscriptions, or
  • 3 QuickBooks Online Essentials subscriptions

Call 1-855-348-9670

Client and accountant working together on QuickBooks Online.

In this session, you’ll learn about:

  1. How to identify clients that are a good fit for QuickBooks Online and which product is best suited for their business
  2. Best practices for cleaning up your file pre-migration to ensure a smooth migration
  3. Post-migration, how to link your client’s QBO to your QBOA for billing
  4. Post-migration set up of advanced account settings such as default tax codes, bank rules, and recurring transactions to maximize efficiency in your firm
  5. Post-migration, how to set up users and customized reports to ensure that things run smoothly
QuickBooks Online dashboard showing invoices, profit & loss, sales and expenses.
For eligibility
Speak with our Sales Team to learn more about our program details (9am-7pm ET weekdays).*

Call 1-855-348-9670

We’re here to help

Supporting every accounting professional, at every stage

We want to work with you to develop an offer that will help grow your firm. Contact our Sales Team to learn more about special volume-based pricing available on any of our products.

Speak to an expert 1-855-348-9670

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