QuickBooks Online upcoming events

Accountants and Bookkeepers, join us for a FREE virtual product demo to take your skills to the next level.

Whether you’re new to QuickBooks Online or an experienced user, you will receive comprehensive, training and knowledge.

This webinar is for accounting professionals who are new to QuickBooks Online. In this webinar, you will learn how QuickBooks Online Accountant (QBOA) works with client files, how to navigate the basic features of the product, and how to perform basic sales and expense tasks–as well as gain an awareness of the Intuit product family.

More and more small businesses are moving their accounting processes to the cloud and accounting professionals must be ready to serve them by learning and implementing this technology in their practices. This informative webinar is packed with resources and tools to assist you in your conversations with clients on their journey to cloud accounting and setting your firm up for success with QuickBooks Online!

In this webinar you'll find out how QuickBooks tools can improve the way you run your firm day to day. We’ll discuss managing your practice and tracking clients & projects from start to finish. You’ll learn about client engagement and closing, onboarding new clients and setting up pricing, organising teams, allocating work & setting up projects, and using the Accountant Toolbox.

Join us for this session to learn about the latest product features released for advisors in QuickBooks and how they can improve the way you work with your clients and run your practice. In this session you'll learn about advisor features including: Performance Centre, Auto Reminders, and Month End Review: save time and streamline your process for month end reconciliation.

In this webinar guest speaker Mark Sham will discuss the basics of digital marketing. You’ll learn about topics such as marketing tools, automation, branding, social media, search engine optimization, and paid ads. If you want to grow your bookkeeping or accounting firm by attracting cloud-enabled customers, then learning how to attract them through digital means is essential.

In this webinar guest speaker and global sales expert, Tom Abbott, will discuss sales strategies for your business. You'll learn how to move from selling in-person to using digital tools needed for remote selling, building rapport virtually, how to present yourself online to customers, and virtual sales presentations.

Discover the latest innovations and updates in QuickBooks that can provide ways to make your practice more efficient. We'll discuss new QuickBooks tools and features covering topics such as: the end of manual data entry, managing project-based business clients, client insights and tackling late payments. We’ll also note some of our favourite features in QuickBooks Online and end with a Q&A session to address your questions.

Part 1 – Apps for your Firm. Learn how apps can add more functionality to QuickBooks and help you improve your productivity. We’ll provide an overview of some of our customers’ favourite apps for firms and their clients. Lauren du Plooy, Director at Rae & Associates South Africa leads the discussion along with Jason Heng Chea Xern, ASA Business Development Manager of Redstone Alliance Singapore and Kevin Barry director of Kevin Barry & Co Chartered Accountants Ireland to explore apps popular in their markets.

Part 2 – Apps to guide client discussions. Learn how apps can add more functionality to QuickBooks and help you improve your productivity. We’ll provide an overview of some of our customers’ favourite apps for firms and their clients. Lauren du Plooy, Director at Rae & Associates South Africa leads the discussion along with Jason Heng Chea Xern, ASA Business Development Manager of Redstone Alliance Singapore and Kevin Barry director of Kevin Barry & Co Chartered Accountants Ireland to explore apps popular in their markets.

In this course you’ll learn what it takes to move from a Generalist to an Advisor in these areas: Yourself, Your Firm, Your Clients, and Your Team.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

Accountants & bookkeepers - learn when and how to introduce QuickBooks Online to your clients. This webinar prepares you for explaining the product benefits and features to your clients, what to cover in a product demo, and reviews how to answer some of the most common client questions. The goal is to give your clients a smooth transition when moving to the cloud and QuickBooks Online.

This webinar looks at how our business climate has changed forever and what we can do about it now. It identifies how to interact with your target market and why a firm and your role is more valuable than ever. The session also outlines leadership principles that can guide us as we lead our firms.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

This webinar is designed for those individuals in a firm who are responsible for compiling reports and presenting financial information to their clients. It covers a number of different QuickBooks reports in depth and shows you how to create and customise them to your exact requirements.

This basic course reviews the major fundamentals of pricing and compares Hourly Billing, Value Pricing, Value Billing, and Fixed Pricing. You’ll learn some basic tenets to begin using Value Pricing.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

This course will teach you how to do Value Pricing, how to work this methodology into your firm's onboarding processes, and why it's an intimate process with your clients.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

In this webinar, you'll explore your firm's core values and strategy and how they relate to making the shift to a cloud-based practice. You'll learn how the practice management tools in QuickBooks Online Accountant can help you manage your firm's client projects and recurring tasks, streamline your books to tax process, and centralize your client and team communications and documents into one place.