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.

QuickBooks Online: Basic Level

Introduction to QuickBooks Online for Accountants

This webinar is for accounting professionals who are new to QuickBooks Online. In this webinar, you will learn how QuickBooks Online Accountant 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.

December 10, 2018 12:00 pm - 1:30 pm CST

1.5 CPE Credits

QuickBooks Online: Basic Level

Introduction to Apps

This course introduces accounting professionals to the benefits of adding apps to the QuickBooks Online ecosystem and including app advisory services to your firm service offerings. There are currently over 550 Intuit-approved apps that can be connected to QuickBooks Online to add functionality and streamline business workflow processes for your firm and your clients. You will learn how apps connect and interact with QuickBooks and best practices for implementation and app advisory engagements. You'll also discover apps that can address different business processes such as document management, customer relationship/workflow management, inventory, e-commerce, expense tracking, reporting and more.

December 12, 2018 12:00 pm - 2:00 pm CST

2 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

Welcome to the TSheetsPRO Family! Not yet a TSheetsPRO? Sign up (it's free) at www.tsheets.com/pros. You'll need your TSheets URL to register for the webinar.

This webinar is designed to be your roadmap of TSheets Time Tracker, the TSheetsPRO Portal, how to refer clients and get the most out of your PRO Referral Program. Join us this week for tips and tricks on how to grow YOUR business by using TSheets. We're looking forward to getting to know you!

December 12, 2018 3:00 pm - 4:00 pm CST

1 CPE Credits

QuickBooks Online: Basic Level

Redesigned ProAdvisor Program – Tools to Grow Your Firm and Expertise

Learn about the new changes with the QuickBooks ProAdvisor Program and how the changes will help you grow your practice.

December 14, 2018 12:00 pm - 1:00 pm CST

CPE Credits

QuickBooks Online: Basic Level

Reshape Your Practice Using QuickBooks Online Accountant

Almost 70% of small businesses are expected to move their accounting processes to the cloud by 2020 and accounting professionals must be ready to serve them by learning and implementing this technology in their practices. Discover the benefits of cloud accounting and how it can change the way you work with both your clients and your team. 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. Finally, you'll examine your existing client list and learn strategies to help you price your services and grow your practice by targeting the right type of clients for your practice. Handouts for this course include worksheets to help you document goals and key areas to focus on in your firm.

December 17, 2018 12:00 pm - 1:30 pm CST

1.5 CPE Credits

QuickBooks Online: Certification Exam Prep

2018 QuickBooks Online Certification Exam Prep Training: Part 1

This is the first of a two-part series, which will help prepare accounting professionals for sections 1 and 2 of the QuickBooks Online Certification exam. It is repeated multiple times on the QuickBooks Accountant University schedule. All lessons include the ability to ask questions and includes in-product demonstration that feature guided navigation and common workflows in the user interface.

December 18, 2018 12:00 pm - 2:30 pm CST

2.5 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

Welcome to the TSheetsPRO Family! Not yet a TSheetsPRO? Sign up (it's free) at www.tsheets.com/pros. You'll need your TSheets URL to register for the webinar.

This webinar is designed to be your roadmap of TSheets Time Tracker, the TSheetsPRO Portal, how to refer clients and get the most out of your PRO Referral Program. Join us this week for tips and tricks on how to grow YOUR business by using TSheets. We're looking forward to getting to know you!

December 19, 2018 10:00 am - 11:00 am CST

1 CPE Credits

QuickBooks Online: Certification Exam Prep

2018 QuickBooks Online Certification Exam Prep Training: Part 2

This is the second of a two-part series, which will help prepare accounting professionals for sections 3 through 7 of the QuickBooks Online Certification exam. It is repeated multiple times on the QuickBooks Accountant University schedule. All lessons include the ability to ask questions and includes in-product demonstration that feature guided navigation and common workflows in the user interface.

December 19, 2018 12:00 pm - 2:30 pm CST

2.5 CPE Credits

QuickBooks Online: Basic Level

Redesigned ProAdvisor Program – Tools to Grow Your Firm and Expertise

Learn about the new changes with the QuickBooks ProAdvisor Program and how the changes will help you grow your practice.

December 20, 2018 12:00 pm - 1:00 pm CST

CPE Credits

QuickBooks Online: Basic Level

Implement QuickBooks Online with a Client

This 90-minute webinar will guide you through the process of implementing QuickBooks Online with a small business client. You'll learn about the three subscription levels of QuickBooks Online and QuickBooks Self-Employed, and how to choose the right product and subscription level for your client based on their unique needs and processes. This course also teaches best practices and strategies for converting QuickBooks Desktop data to QuickBooks Online and how to complete the initial setup of a new company. Handouts for this course include a New Client Checklist to help you document your client's needs and choose the right QuickBooks subscription.

December 21, 2018 12:00 pm - 1:30 pm CST

1.5 CPE Credits

QuickBooks Online: Basic Level

QuickBooks Self-Employed Specialty Training

This 120-minute webinar will help you better understand the unique needs of your self-employed clients and how they differ from other business owners who file a form Schedule C. Learn how the features of QuickBooks Self-Employed, such as the mileage tracker and estimated tax projector can help self-employed clients stay organized and compliant throughout the year. This session will teach you the skills you need to setup, support and advise your self-employed clients using QuickBooks Self-Employed.

December 27, 2018 12:00 pm - 2:00 pm CST

2 CPE Credits

QuickBooks Online: Basic Level

Streamline Your Client and Firm Workflows with QBOA Practice Management

This webinar is for accounting professionals who want to unleash the power of QuickBooks to manage your firm more efficiently and increase your work productivity. You’ll learn how to use QBOA Work to create standardized workflows, so you have confidence that no client deadline will ever fall through the cracks. You’ll also learn how to use collaboration and document management tools to unlock time savings that enable you to scale.

December 28, 2018 12:00 pm - 1:30 pm CST

1.5 CPE Credits

There are no events currently scheduled in this category.

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QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Atlanta, GA

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Atlanta GA

December 18, 2018 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - San Francisco, CA

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

San Francisco Bay Area CA

December 18, 2018 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Dallas, TX

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Dallas TX

January 15, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Chicago, IL

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Chicago IL

January 16, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Detroit, MI

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Troy MI

January 17, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Long Island, NY

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Long Island NY

January 17, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Orlando, FL

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Orlando FL

January 22, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Training Tour: Grow Your Practice Workshop - Long Beach, CA

This Fall, we are hitting the road with a brand new course: Grow Your Practice Workshop. The one-day training event provides bookkeeping and accounting professionals with an opportunity to:

- Learn how the rise of the gig economy presents opportunities for your firm to grow

- Identify the opportunities of pursuing and turning this workforce into clients

- Build a strong brand to help differentiate you from the competition

- Develop an effective marketing strategy to attract new clients and gain referrals

- And much more!

Whether you are early to QuickBooks Online or a more established practitioner, you can select from two tracks that aligns with your learning objective and experience. Each session in the tracks provide attendees with an interactive experience and resources you can use immediately.

Long Beach CA

January 24, 2019 9:00 am - 5:00 pm CST

7 CPE Credits

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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