Training & Certification

In this 2-part course, you will learn about the core functionality of QuickBooks Online. This includes client onboarding, managing client work, banking, reporting and preparing client books for a period end.

Audience: Accounting professionals with an introductory understanding of QuickBooks Online

Delivery: Webinar or self-paced

Length: 2-parts, 3.5 hours each

Sign in to QuickBooks Online Accountant to register.

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After completing QuickBooks Online Certification and spending some time in product, you can move on to QuickBooks Online Advanced certification training.

In this course, you will learn about inventory management, advanced categorization, non-standard transactions, billable charges, multicurrency, advanced topics for banking and reporting, period-end activities and complex file conversions.

Audience: Accounting professionals who are QuickBooks Online Certified ProAdvisors

Delivery: Webinar or self-paced

Length: 2-parts, 3.5 hours each

Sign in to QuickBooks Online Accountant to register.

Register

If your clients are using QuickBooks Standard payroll, this class is designed for you. You’ll discover everything you need to know to support their payroll requirements.

You’ll learn the fundamentals of setting up payroll and employees, paying employees and tracking liabilities.

A sample of the topics that we'll cover in this class:

• Setup payroll basics
  
• Setup employee information to run payroll efficiently
  
• Setup basic payroll items for wages includes salary, hourly and commissions
  
• Create pay items like deductions for health care and RSPs and the company portions
  
• Create paycheques
  
• Track and pay payroll liabilities
  
• Create T4’s and RL-1
  
• Create Records of Employment information

There is also time for Q & A to answer your payroll questions.

Audience: Accountants and bookkeepers interested in learning QuickBooks Online Payroll

Delivery: Webinar

Length: 3 hours

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In this session, accounting professionals will learn the differences between QuickBooks Online and QuickBooks Online Accountant, and how to navigate within each product. 

The session also includes basics for using QBOA for your client files.

You’ll learn about:

• What is QBO? 
• What is QBOA?
• Detailed explanation of what it is
• Explain the benefits for the accountant
• Provide details on how to get signed up, where to go, what to do
• How to get around QBOA (add more specifics here to demo and written content)
• Navigation and mention toolbox
• Adding clients and team members
• Detailed how to attach a client already using QBO (invite accountant)
• Detailed how to add a new team member from their firm (highlight the difference between adding team member to QBOA vs adding user to QBO)
• Navigate and Open client files
• Explain wholesale billing and how to add clients to WSB
• Renaming shells and setting up promo units
• Encourage the accountant user to attend the QBO Certification and other QBO classes

Audience: ProAdvisors who are new to QBOA and are ready to add a client file or team member

Delivery: Webinar

Length: 90 minutes

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In this session, you will learn how to migrate a QuickBooks Desktop company to QuickBooks Online, bringing the file’s full history into QBO. We will also discuss options for migrating non-QBDT clients into QBO.

You’ll learn:

• How to demonstrate a QBDT migration, including pre and post migration steps
• Discuss 3rd party apps (Saasant, Transaction Pro Importer, etc)
• Export data from other platforms, importing into QBO with history.
• This includes platforms such as Sage 50, Xero, Wave, Freshbooks, and MYOB.
• Discuss the templates and data that can be exported/imported into QBO
• Discuss Intuit’s Service Delivery Manager team as a migration resource
• What is the SDM team§  How to contact them (via their account manager – and their account manager name should be in QBOA on the ProAdvisor tab, under Benefits)
• Setup Sales Tax
• Include how to make tax codes inactive after an import from QBDT
• Discuss turning on proper provincial tax codes
• Add client users
• Merge duplicate clients
• Setup and customize invoice templates
  

Audience: Accounting professionals ready to migrate clients to QBO

Delivery: Webinar

Length: 90 minutes

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In n this session, you will learn how to set up QuickBooks Online file from scratch.  Discover how to import data, including the chart of accounts, customer and supplier lists, and other items. Complete the setup by connecting to your client bank accounts, set up sales tax and users.

You’ll learn:

• Finding import data templates in QBO
• Import Chart of Accounts and edit chart of accounts
• Import Products and Services or setup some basic from scratch
• Enable Sales Tax§  Edit Account settings§  Opening balance journal entry
• Create New Users§  Connect Bank and Credit Card feeds and setup Rules
• Add any apps selected for use§  Create the first sale in the file
  

Audience: Familiar with QBO/QBOA and ready to set up a new client using QBO

Delivery: Webinar

Length: 90 minutes

Register