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Intuit

Watch In The Know webinars

Participate in monthly In the Know QuickBooks webinars, or see past recordings.

The In the Know webinar series keeps our accounting partners informed of the many changes and improvements happening at QuickBooks. We cover topics for QuickBooks Online, QuickBooks Online Accountant, ProConnect Tax Online, QuickBooks Self-Employed, and Online payroll.

Every month, we demo the newest features so you can help your clients more effectively.

Sign up for the next In the Know webinar

Date and Time Registration Link
December 10th at 11am PST Register now

Watch previous webinars

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

If you want to review the Webinar, here's the Webinar handout for September 26, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

  • Introduction & Agenda - with Wayne Daley (Length: 4m 18s)
  • Direct Deposit Status Tool - with Brian Durbin (Length: 8m 36s) View the processing status of a paycheck paid using Direct Deposit.
  • Business View Switch - with Taran Singh (Length: 9m 46s) Capability that enables customers to toggle between two distinct views of QBO.
  • Firm of the Future and Karbon - with Ian Vacin (Length: 26m 51s) Review Firm of the Future resources and content intended to help accountants improve processes to generate growth.
  • Closing - with Wayne Daley (Length: 4m 9s)

If you want to review the Webinar, here's the Webinar handout for August 22, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

  • Introduction & Agenda - with Wayne Daley (Length: 1m 4s)
  • Health Benefits - with Catherine Huffman & Mani Iyer (Length: 16m 12s) Help your clients keep their employees happy and healthy through this new Payroll integration.
  • Explainable Overtime Calculations - with Leif Linden (Length: 8m 29s) This Beta feature in QuickBooks Payroll helps keep clients compliant with overtime regulations, by automatically suggesting the right amount of regular and overtime hours
  • Auto Payroll - with Disha Patel (Length: 9m 55s) Take payroll off your to-do list for clients with salaried employees with direct deposit setup.
  • Accountant Resources - with Wayne Daley (Length: 5m 59s) Information and resources to help our accountant partners be the champion for their small business clients.

If you want to review the Webinar, here's the Webinar handout for July 25, 2019. For more questions, check the FAQ.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

  • Introduction & Agenda - with Wayne Daley (Length: 4m 3s)
  • Run Payroll Enhancements - with Disha Patel (Length: 9m 6s) Quick access to employee setup from "Run Payroll" flow. Preview Payroll Details (report) before submitting. Auto fill hours (from previous payroll).
  • Suggested Rules in QBO - with Lucy Wagner (Length: 9m 48s) New rule prompt on banking page suggests rules based on user data saving customers time when reviewing future transactions
  • Payroll Overview Screen - with Liz Harder (Length: 12m 53s) The new payroll landing page aims to provide complete confidence with no surprises by guiding users on what needs to be conmpleted and navigates them to take action.
  • Accountant Resources - with Wayne Daley (Length: 7m 24s) Information intended to help our accountant partners be the champion for their small business clients.
  • Closing - with Wayne Daley (Length: 20s)

If you want to review the Webinar, here's the Webinar handout for June 27, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

If you want to review the Webinar, here's the Webinar handout for May 23, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

If you want to review the Webinar, here's the Webinar handout for April 25, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

If you want to review the Webinar, here's the Webinar handout for March 28, 2019. For more questions, check the FAQ.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

  • Introduction & Agenda - with Wayne Daley (Length: 7m 17s)
  • Program Updates - with Wayne Daley (Length: 2m 31s) Program Updates for 28 February 2019
  • QuickBooks Online Subscription Usage Limits - with Wayne Daley (Length: 1m 37s). Beginning April 2019, QuickBooks Online usage limits will go into effect. Limits will depend on your subscription
  • QuickBooks Online Automated Sales Tax - with Wayne Daley (Length: 51s). The Sales Tax team launched a feature that allows Automated Sales Tax customers to specify the business location of transactions. Also, the updated Sales Tax Liability Report has been updated.
  • Banking User Experience - with Albert Chow (Length: 6m 25s)Updated the banking center to improve the usability of common features
  • All-new Connect to PayPal app - with Brandi Black (Length: 17m 12s)The new way of importing your PayPal transactions into QuickBooks.
  • Project Profitability - with Pawan Singh (Length: 17m 40s)Track you team's labor costs with Projects
  • Closing - with Wayne Daley (Length: 31s)

If you want to review the Webinar, here's the Webinar handout for February 28, 2019.

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

Note: If you don't wish to watch the full video, or would simply like a refresher on one or more of the topics contained in this webinar, use the "Jump to" links, found below.

Jump to a segment of the webinar

  • Introduction & Agenda - with Wayne Daley (Length: 8m 38s) Introduction & Agenda
  • Multiple logo gallery - with Tim Kebr (Length: 9m 44s) Better and more easily represent the small business brand by adding logos to customer documents using multiple images
  • Routines for QuickBooks - with Kristin Thomas (Length: 10m 57s)Automate tasks and create customer alerts in QuickBooks Online
  • Trial Balance Refresh - with Vincent Ko (Length: 10m 33s) New look and feel of our Prep for taxes product which replaces the existing Trial Blance
  • Client Overview - with Pawan Singh (Length: 16m 46s) A snapshot of the client's books with aggregate data, to help you confidently price your services and win a new client's business
  • Project Profitability - with Pawan Singh (Length: 16m 46s) Track your job's profitability with your team's labor costs
  • Closing - with Wayne Daley (Length: 1m 8s)

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following Jump to links to jump directly to specific topics:

  • Introduction & Agenda - with Wayne Daley (Length: 7m 14s)
    Introduction & Agenda
  • W9 Self Setup - with Tad Milbourn (Length: 7m 26s)
    Easily collect missing information prior to 1099 season
  • QuickBooks Detect and Defend - with Jamie Herbstman (Length: 18m 33s)
    Helping small business owners prevent and resolve business theft and fraud
  • QuickBooks Capital - with Felicia Wilson (Length: 11m 30s)
    Access to funding in QuickBooks Online, and your free business credit score
  • Closing - with Wayne Daley (Length: 1m 07s)

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following Jump to links to jump directly to specific topics:

  • Introduction & Agenda - with Wayne Daley (Length: 9m 28s)
    Introduction & Agenda
  • New Health Benefits - with May Lam (Length: 19m 40s)
    QuickBooks Payroll is partnering with SimplyInsured to provide health benefits for our small business employers
  • Quickbooks Capital - with Milind Khandare (Length: 18m 11s)
    Access to funding, from Intuit, right within QuickBooks Online
  • Closing - with Wayne Daley (Length: 2m 02s)

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following Jump to links to jump directly to specific topics:

  • Introduction & Agenda - with Wayne Daley (Length: 5m 49s)
    Introduction & Agenda
  • QBO Updates - with Wayne Daley (Length: 3m 15s)
    QuickBooks Online Updates
  • Invoice Automation - with Garrett Allen (Length: 7m 20s)
    Auto Late Fees: Adding late fees automatically to overdue invoices
  • Tips/Gratuity - with Tim Kebr (Length: 12m 42s)
    Tips on QBO sales receipts
  • New Report: Payroll Summary by Employee - with Tiago Calheiros (Length: 5m 03s)
    Introduction to this comprehensive report of wages, deductions, and tax info by employee or period
  • QuickBooks Online Advanced - with Richard McCann (Length: 13m 28s)
    An overview of a new QuickBooks Online product
  • Closing - with Wayne Daley (Length: 1m 21s)

If you want to review the Webinar, here's the Webinar handout for August 23, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following Jump to links to jump directly to specific topics:

If you want to review the Webinar, here's the Webinar handout for July 26, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

Integrated Suite of Products to Streamline Retail and Restaurant Operations

If you want to review the Webinar, here's the Webinar handout for June 26, 2018. For more questions check the FAQ.

Related Links

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics.

If you want to review the Webinar, here's the Webinar handout for May 30, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wayne Daley (Length: 9m 42s)
    Introduction & Agenda
  • Program Updates - with Wayne Daley (Length: 5m 49s)
    QuickBooks Online: Redesigned Invoice Templates, Progressive Invoice Updates, New Bank Feeds Process Update, New Reports Landing Page
    ProAdvisor Training: QuickBooks Self-Employed
  • All-New Connect to PayPal App - with Brandi Black (Length: 15m 17s)
    A new way of importing your PayPal transactions into QuickBooks, seamlessly
  • QBOA Practice Management - with Michael Hitchcock (Length: 14m 32s)
    Slack Integration: Get notifications on tasks in Slack
  • QBOA Practice Management - with Michael Hitchcock (Length: 4m 02s)
    Create projects and tasks for firm work
  • QBOA Practice Management - with Michael Hitchcock (Length: 5m 25s)
    Permanently remove clients from your client list
  • Closing - with Wayne Daley (Length: 1m 15s)

If you want to review the Webinar, here's the Webinar handout for April 26, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wayne Daley (Length: 15m 59s)
    Introduction & Agenda
  • Online Payroll Updates - with Leif Linden (Length: 17m 32s)
    Contractor Direct Deposit in QuickBooks Online Payroll and QuickBooks Full Service Payroll.
  • Apps Program for Accountants - with Brandi Black (Length: 10m 41s)
    Enabling Accountants globally to provision apps for clients at a discount price to drive their value pricing strategy.
  • Cancel Workflow Improvements - with Brady Pemble (Length: 4m 35s)
    Use the cancel and downgrade features in QuickBooks Online.

If you want to review the Webinar, here's the Webinar handout for March 27, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Length: 8m 44s)
    Introduction & Agenda
  • ProAdvisor - with Kavya Mallesh (Length: 10m 56s)
    Re-imagined Training and Certification
  • Find-a-ProAdvisor - with Leah Wetzel (Length: 7m 55s)
    Matching for tax
  • Practice Management - with Michael Hitchcock (Length: 20m 52s)
    Easily add a client (without a QBO subscription) to QBOA while creating work and client requests
  • Sales Tax - with Lauren Kaminski (Length: 15m 15s)
    You do the sales, we'll do your taxes. Existing customer migration and feature updates.
  • Tabs + Multi Client for QBO Desktop App - with Seth Pratt (Length: 10m)
    Tabs + Multi Client for QBO Desktop App

If you want to review the FAQs, here's the FAQs for February 27, 2018.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Length: 13m 50s)
    Introduction & Agenda
  • TSheets - with Dan Buckingham (Length: 2m 31s)
    TSheets
  • QBO Updates - with Wesley Booth (Length: 5m 39s)
    Classes & Preferred Vendors for Products and Services
  • Redesigned Invoice Emails - with Siya Yang(Length: 7m 18s)
    New invoice emails highlight your brand and make it easier for your clients to view and pay your invoices, anywhere, anytime
  • Progress Invoicing - with Pawandeep Singh(Length: 16m 10s)
    Invoice for your work in installments
  • Find-A-ProAdvisor - with Leah Wetzel (Length: 8m 4s)
    Matching for Tax
  • Online Payroll Updates - with Amy Au (Length: 14m 18s)
    Instant Bank Account Connections, Same Day Direct Deposit, IOP4A User ID Changes
  • QB Capital - with Jacob Chappell (Length: 13m 48s)
    Funding Small Business
  • Closing - with Wesley Booth (Length: 2m 15s)

If you want to review the Webinar, here's the Webinar handout for February 6, 2018. For more questions, check the FAQ.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

If you want to review the FAQs, here's the FAQs for December 21, 2017.

We apologize, the first 25 minutes of the video is missing.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

If you want to review the FAQs, here's the FAQs for November 30, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

If you want to review the FAQs, here's the FAQs for October 25, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

If you want to review the FAQs, here's the FAQs for September 26, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Length: ~03m)
    Webinar Introduction & Agenda
  • QBO updates - with Wesley Booth (Length: ~4m 40s)
    Projects now in Labs, Privacy Mode, IOP/IOP4A Login changes, QBO Downgrade, Reconcile update, QBOA Edit client flow
  • QuickBooks 2018 - with Wesley Booth (Length: ~3m)
    QuickBooks 2018 release information.
  • ProAdvisor Reviews - Improved - with John Richardson (Length: ~10m 40s)
    Review Classifications, Overall Score, Service and Industry spcification.
  • Price Rules - with Richard McCann (Length: ~11m 30s)
    Manage multiple price lists for multiple customer types with ease.
  • SmartScan - with Joseph Lasee (Length: ~10m 50s)
    QBO proactively scans your books for potential mistakes and missing info, saving you time and giving you peace of mind.
  • Bank Feeds Messaging update - with Justin Munro (Length: ~5m 30s)
    Enhancements to Bank Feeds messaging
  • Conclusion and wrap up - with Wesley Booth (Length: 4m 55s)

If you want to review the FAQs, here's the FAQs for August 24, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Amy Kalm (Length: ~05m)
    Webinar Introduction & Agenda
  • QBO updates – Privacy Mode & QBOA Apps Menu Option Beta - with Amy Kalm (Length: ~1m 40s)
    Updated Privacy option hides all sensitive data on the home page.
    We are running a Beta test to bring back the Apps menu option in client companies.
  • New QBO Windows/Mac App - with Seth Pratt (Length: ~10m 25s)
    We are replacing the current QBO Windows App and the QBO Mac App with an improved version with greater stability and more features.
  • Projects - with Pawandeep Singh (Length: ~19m 15s)
    When businesses work on projects, invoices, expenses, timesheets, and other project-related transactions and items can be scattered in multiple different places. Projects provides a way to organize that data in one place, and provides a workflow that is much closer to the way businesses operate.
  • Invoice with Google Calendar - with Brandi Black (Length: ~5m 30s)
    QuickBooks Online allows you to add only a part of a purchase order to a transaction and link multiple transactions to a single purchase order. This will allow you to record partial receipt or payment on a purchase order and easily keep track of your backordered quantities or amounts.
  • Conclusion - with Amy Kalm (Length: ~14m 10s)

If you want to review the FAQs, here's the FAQs for July 26, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Length: ~02m 36s)
    Webinar Introduction & Agenda
  • QBO updates - with Wesley Booth (Length: ~2m 04s)
    TSheets in Essentials & CC/BCC on more forms & Restricted file uploads.
  • Improved Firm Functionality. - with Nitin Garg (Length: ~12m 24s)
    Increased visibility into team member activities with the audit log.
  • QBO Dashboard Widgets. - with Stuart Albright (Length: ~8m 04s)
    Dashboard enhancements - P & L widget and date filters
  • Partial Purchase Orders - with Siya Yang (Length: ~5m 30s)
    Easily keep track of back-ordered quantities or amounts
  • Projects - with Heidi Maghran (Length: ~14m 10s)
    Helps businesses manage and organize their financial information in one place.
  • Employee Self Setup - with Tanmayee Potluri (Length: ~5m 48s)
    Save time inviting the employees to enter their own information.

Related links and information

Payroll Self Setup: Rolling out to 16 states (AK, CA, FL, ID, NE, NH, NM, NV, RI, SC, SD, TN, TX, UT, WA, WY) to start, eventually covering all states for QBOP and QBFSP.

If you want to review the FAQs, here's the FAQs for June 22, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Length: ~02m 08s)
    Webinar Introduction & Agenda
  • QBO updates - Navigation update for all users & added Time tracking for Essentials companies. - with Wesley Booth (Length: ~4m 47s)
    Updates to left navigation for all users
    Time Tracking has been added to Essentials companies and that time can be billable
  • Mobile-version of the time tracking. - with Yoshi Matsuzawa (Length: ~11m 11s)
    Updated the time tracking tool - now time tracking is available from mobile devices
  • Practice Management - Duplicate Projects - with Brad Newell (Length: ~9m 19s)
    Practice Management is the ability to manage clients and workflow supported by key capabilities including collaboration, document management, insights and notifications, and duplicate projects is something you asked for to help with your workflow
  • Practice Management - Client Management tools - with Corey Ferguson (Length: ~5m 30s) Client management is one of two major jobs that Practice Management benefits. The vision for client management is to provide accountants with a single place to manage ALL their clients - their details, interaction history, and relationship to team members and other clients in the firm
  • New Statements - with Samantha Lopez (Length: ~14m 10s)
    Completely updated the statement with more professional looking layout
  • Invoice Tracker - with Daniel Lu (Length: ~5m 48s)
    Helps QBO users know the status of their invoices from creation to payment (money in the bank), helping them to better manage their cash flow
  • Conclusion - with Wesley Booth (Length: ~3m 42s)

If you want to review the FAQs, here's the FAQs for May 25, 2017.

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

If you want to review the FAQs, here's the FAQs for April 28, 2017

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction & Agenda - with Wesley Booth (Time: ~02m 12s)
    Webinar Introduction & Agenda
  • Retroactive Tax Exemptions Workflow - with Andy Kiel (Time: ~10m 50s)
    Users can now change the tax exempt status individual employees pay history for the current year
  • New Reconcile Tool - with Brook Henderer (Time: ~12m 26s)
    The new Reconcile tool currently in QuickBooks Labs will be rolling out into QBO in the next few weeks, and this demo shows the new layout and new features of the Reconcile tool
  • New Budget Workflow - with Stuart Albright (Time: ~10m 40s)
    The Budget tool received a face-lift and a few new features
  • QBSE Receipt Snap - with Julie Cockle (Time: ~7m 14s)
    QuickBooks Self-Employed gets a new tool to quickly add receipts
  • QBSE Expense Finder - with Alexandra Halbeck (Time: ~10m 14s)
    QuickBooks Self-Employed gets a new First Time Use experience for the brand new QBSE setup to pull in a full year of expenses and assistance in categorizing these expenses
  • Conclusion - with Wesley Booth (Time: ~2m 51s)
    Conclusion and wrap-up - thanks for attending!

If you want to review the FAQs, here's the FAQs for March 21, 2017

You can watch the full video, or if you'd simply like a refresher on one or more of the topics covered in this webinar, use the following links to jump directly to specific topics:

  • Introduction - with Wesley Booth (Time: ~01m 48s)
    Webinar introduction
  • The New Find-a-ProAdvisor Marketplace - with Ray Choi (Time: ~12m 51s)
    The New Find-a-ProAdvisor Marketplace is designed to grow your practice making it easier for new clients to find you and contact you
  • QBO Updated Features- with Wesley Booth (Time: ~4m 44s)
    Updates to QuickBooks Self-Employed adding to wholesale billing, new reCAPCHA on banking, CC/BCC on new forms, QBO Payroll to QBO Full Service Payroll upgrade option, Payroll font changes
  • TSheets Integration - Robust Update - with Jessica Knuth (Time: ~15m 34s)
    Major upgrade to TSheets integration into QuickBooks Online, so now you don’t have to leave QuickBooks Online to add timesheet data, saving time and increasing accuracy
  • Conclusion - with Wesley Booth (Time: ~1m 59s)

If you want to review the FAQs, here's the FAQs for February 22, 2017.

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