Training Events


Small Business Webinars

These free sessions will help you get started on the feature and functions of QuickBooks Online for Accountants and teach you how to get the most out of QuickBooks Online for your clients.

Other Topics - Intermediate

Small Business Tax Advisor Series - Part 3: Manage and Scale your Accounting & Tax Firm

This course provides steps for managing and scaling an Accounting & Tax firm by integrating Intuit’s cloud-based products. The training illustrates a case study of a full-time bookkeeping and tax professional who is having growth challenges. She needs tools to help her and her team reduce time and stress by performing accounting and tax preparation processes in a standardized way. In this session, you will learn tips for identifying which clients are the right fit for QuickBooks Online (QBO) and the steps to transition both your accounting and tax clients online. Next, explore the QBOA tools for viewing and modifying transactions in real time - in the most efficient manner. The import capabilities and integration features of ProConnect Tax Online (PTO) with QBOA will illustrate the seamless transition from Books to Tax. You’ll see how integrated tax software solutions can reduce data entry errors and time spent to prepare tax returns. Lastly, you’ll learn how to employ the Intuit Link application to improve your communication with clients and to keep their tax documentation and communication secure.

March 29, 2018

12:00 pm - 1:40 pm

2.0 CPE Credits

Other Topics - Intermediate

Small Business Tax Advisor Series - Part 2: Increase your Profitability with Schedule C Clients

This course provides fresh ideas and in-product demos of QuickBooks Self-Employed (QBSE), QuickBooks Online Accountant (QBOA), ProConnect Tax Online (PTO) and Intuit Link tools to use in a Small Business tax advisory service. For the tax professional who wants to run an efficient and organized tax office, but craves flexibility to work virtually, you will learn about the technology and tools to enable you to successfully support your Schedule C tax clients. You will see the value in combining QuickBooks accounting tools (QBSE+QBOA) with Intuit's tax tools (PTO+Intuit Link) to build an efficient and profitable tax office. The presenter will walk through a case study that features a part-time VIRTUAL tax preparer looking to solve key profitability issues, and apply simplified, collaborative processes with clients to reduce data entry time and errors. This course overviews the requirements, features of, and expert tips for utilizing QBSE, QBOA, PTO, and Link applications.

March 15, 2018

12:00 pm - 1:40 pm

2.0 CPE Credits

Other Topics - Intermediate

Small Business Tax Advisor Series - Part 1: Design your Dream Tax Practice

Positioning your business in the right marketplace can help you grow your Small Business Advisory practice or, steer you in the right direction if you’re just starting out providing accounting services and tax services. This training discusses niches and market positioning, and, will provide ideas for what you can improve upon to make your client interactions more meaningful. The training includes case studies to help you discover creative packages and ways to add value, as well as advisory opportunities when working with self-employed service providers and small business clients. The guided case studies will motivate you to identify what you’re good at, reflect on your current service options, and re-evaluate your pricing models and potential for bundled packages.

March 8, 2018

12:00 pm - 1:40 pm

2.0 CPE Credits

QuickBooks Online: Basic Level

QuickBooks Self-Employed in Your Practice

This is a 1 ½ hour webinar designed for accounting professionals that would like to learn more about the QuickBooks Self-Employed product and how they can incorporate it into their practice. You will learn about the unique features in QBSE that can help self-employed clients keep track of their business income and expenses and manage the unique accounting needs of a self-employed individual. Features include the ability to categorize personal verses business expenses in a single account, mileage tracking, invoicing (including QuickBooks Payments!) and the ability to project estimated tax payments. You’ll also learn best practices to set up and work with clients using QuickBooks Self-Employed.

March 28, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

QuickBooks Online: Basic Level

Introduction to QuickBooks Online for Accountants - Part 3: Implement QuickBooks Online with Your Clients and Grow Your Practice

This is the last of a 3-part webinar series for accounting professionals who are brand new or just starting out with QuickBooks Online. This webinar will help you identify which clients you should implement first as you transition to QuickBooks Online. You’ll learn the proper way to sign up a new client account and complete the setup process, both when converting from QuickBooks Desktop or starting with a new client. The second part of this session will help you determine how to price your engagements, keeping in mind the increased efficiency and time savings you will experience with QuickBooks Online. You’ll learn about the free QuickBooks ProAdvisor program, how you can get certified in QuickBooks and the next steps on your journey to becoming a QuickBooks cloud practice.

March 20, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

QuickBooks Online: Basic Level

Introduction to QuickBooks Online for Accountants - Part 2: Reshape Your Practice Using QuickBooks Online Accountant

This is the second of a 3-part webinar series for accounting professionals brand new or just starting out with QuickBooks Online and cloud accounting. This webinar is designed to help you explore your firm’s vision and mission and reasons for wanting to move your practice to the cloud. You’ll learn how QuickBooks Online Accountant, along with concepts and workflows you learned in Part 1, can improve your firm’s own internal processes. Demonstrations include navigating and using QuickBooks Online Accountant, including how to use the Client Dashboard, Practice Management, and the Accountant’s Toolbox.

March 13, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

QuickBooks Online: Basic Level

Introduction to QuickBooks Online for Accountants - Part 1: Benefits of QuickBooks Online and Common Workflows

This is the first of a 3-part webinar series for accounting professionals brand new or just starting out with QuickBooks Online and cloud accounting. This webinar explains why QuickBooks Online and working in the cloud is such a great solution for accounting professionals and their clients. Learn how easy it is to perform basic sales and expense workflows in QuickBooks Online. Demonstrations include basic navigation, and purchasing and sales workflows.

March 6, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

QuickBooks Self-Employed in Your Practice

This is a 1 ½ hour webinar designed for accounting professionals that would like to learn more about the QuickBooks Self-Employed product and how they can incorporate it into their practice. You will learn about the unique features in QBSE that can help self-employed clients keep track of their business income and expenses and manage the unique accounting needs of a self-employed individual. Features include the ability to categorize personal verses business expenses in a single account, mileage tracking, invoicing (including QuickBooks Payments!) and the ability to project estimated tax payments. You’ll also learn best practices to set up and work with clients using QuickBooks Self-Employed.

February 28, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

QuickBooks Online: Certification Exam Prep

2017 QuickBooks Online Certification Exam Prep Training

This 4-hour webinar will cover all 12 training modules of content to prepare attendees for the new 2017 QuickBooks Online Certification Exam's 5 sections. It is repeated multiple times on the QuickBooks Accountant University schedule.

February 26, 2018

11:00 am - 3:00 pm

4.0 CPE Credits

Other Topics - Intermediate

Small Business Tax Advisor Series - Part 3: Manage and Scale your Accounting & Tax Firm

This course provides steps for managing and scaling an Accounting & Tax firm by integrating Intuit’s cloud-based products. The training illustrates a case study of a full-time bookkeeping and tax professional who is having growth challenges. She needs tools to help her and her team reduce time and stress by performing accounting and tax preparation processes in a standardized way. In this session, you will learn tips for identifying which clients are the right fit for QuickBooks Online (QBO) and the steps to transition both your accounting and tax clients online. Next, explore the QBOA tools for viewing and modifying transactions in real time - in the most efficient manner. The import capabilities and integration features of ProConnect Tax Online (PTO) with QBOA will illustrate the seamless transition from Books to Tax. You’ll see how integrated tax software solutions can reduce data entry errors and time spent to prepare tax returns. Lastly, you’ll learn how to employ the Intuit Link application to improve your communication with clients and to keep their tax documentation and communication secure. 

February 23, 2018

12:00 pm - 1:40 pm

2.0 CPE Credits

QuickBooks Online: Basic Level

Introduction to QuickBooks Online for Accountants - Part 3: Implement QuickBooks Online with Your Clients and Grow Your Practice

This is the last of a 3-part webinar series for accounting professionals who are brand new or just starting out with QuickBooks Online. This webinar will help you identify which clients you should implement first as you transition to QuickBooks Online. You’ll learn the proper way to sign up a new client account and complete the setup process, both when converting from QuickBooks Desktop or starting with a new client. The second part of this session will help you determine how to price your engagements, keeping in mind the increased efficiency and time savings you will experience with QuickBooks Online. You’ll learn about the free QuickBooks ProAdvisor program, how you can get certified in QuickBooks and the next steps on your journey to becoming a QuickBooks cloud practice. 

February 21, 2018

12:00 pm - 1:30 pm

1.5 CPE Credits

There are no events currently scheduled in this category.

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There are no events currently scheduled in this category.

Please check back again soon

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Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For information regarding refund, complaint resolution and program cancellation policies, please contact our customer support team at 1-888-333-3451.

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Program cancellation policy:
At times, we must change a course location, course date, or postpone a course. We will give the customer as much advanced notice as possible of any such change. If the customer is unable to attend a course at the revised location or date, we will credit 100% of any course fees paid against a future course or, if requested, refund those fees. However, we will not be liable for any other costs incurred including (for example) travel charges or any consequential damages even if we were advised of them. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.

Refund policy:
Any registration cancelled up to 5 days prior to the course will be refunded in FULL. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Intuit, would be processed within 30 days from date of request.

Complaint resolution policy:
Intuit will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner