For accounting professionals. Not an accountant?

QuickBooks Online Accountant

Productive Transaction Workflows in QuickBooks Online

Dive into the powerful banking tools QuickBooks Online has available in this exclusive session designed for accounting professionals.

Woman in striped shirt checks documents in front of her laptop

Intuit Professional Services training session

2 hours of training and 
implementation services

Reduce the risk of manual errors and save time by learning how to set up and automate categorization rules with QuickBooks Online's suite of tools.



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

Accountant showing client a feature in QuickBooks Online on laptop.

In this session, you’ll learn about:

  1. Components of a bank rule and the Banking interface in QuickBooks Online
  2. Setting up bank feeds and bank rules for automated transaction processingBank rule logic and creation
  3. Machine learning, suggested rules, suggested categorization, and transaction grouping
  4. Bank rule sets and templating
QuickBooks Online Accountant Quick Banking screen.
For eligibility
Speak with our Sales Team to learn more about our program details (9am-7pm ET weekdays).*

Call 1-855-348-9670

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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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