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

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.

March 25, 2019 12:00 pm - 2:00 pm CDT

2 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

Welcome to the TSheetsPRO Fundamentals 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!

March 27, 2019 3:00 pm - 4:00 pm CDT

1 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

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!

April 3, 2019 10:00 am - 11:00 am CDT

1 CPE Credits

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. This webinar is offered multiple times; please select your preferred date when registering.

April 3, 2019 12:00 pm - 1:30 pm CDT

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.

April 4, 2019 12:00 pm - 2:00 pm CDT

2 CPE Credits

QuickBooks Online: Intermediate Level

What's New in QuickBooks Online 2019 - Recertification

This training course will prepare you to support clients with the latest features and product updates to QuickBooks Online and QuickBooks Online Accountant released in the past year. More importantly, it will prepare you to take the new recertification exam. ProAdvisors, certified prior to March 1, 2019, need to complete the recertification exam by July 31st, 2019 to keep their certification status current.

April 5, 2019 12:00 pm - 1:50 pm CDT

2 CPE Credits

QuickBooks Online: Certification Exam Prep

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.

This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. In part one, attendees will learn all the necessary steps to set-up a new company and best practice workflows.

April 9, 2019 12:00 pm - 3:00 pm CDT

3 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.

April 10, 2019 12:00 pm - 1:30 pm CDT

1.5 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

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!

April 10, 2019 3:00 pm - 4:00 pm CDT

1 CPE Credits

QuickBooks Online: Certification Exam Prep

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.

This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. As you progress through day two, you will develop a working understanding of the complete end to end accounting life cycle and be able to support clients with the key required tasks within QuickBooks Online Accountant.

April 11, 2019 12:00 pm - 3:00 pm CDT

3 CPE Credits

QuickBooks Online: Advanced Level

What's New in QuickBooks Online 2019 - Advanced Recertification

This training course will prepare you to support clients with the latest features and product updates to QuickBooks Online and QuickBooks Online Accountant released in the past year. More importantly, it will prepare you to take the new Advanced Recertification exam. ProAdvisors, advanced certified prior to November 2, 2018, need to complete the recertification exam by July 31st, 2019 to keep their core and advanced certification status current.

April 12, 2019 12:00 pm - 2:10 pm CDT

2 CPE Credits

QuickBooks Online: Intermediate Level

What's New in QuickBooks Online 2019 - Recertification

This training course will prepare you to support clients with the latest features and product updates to QuickBooks Online and QuickBooks Online Accountant released in the past year. More importantly, it will prepare you to take the new recertification exam. ProAdvisors, certified prior to March 1, 2019, need to complete the recertification exam by July 31st, 2019 to keep their certification status current.

April 16, 2019 12:00 pm - 1:50 pm CDT

2 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

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!

April 17, 2019 10:00 am - 11:00 am CDT

1 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.

April 17, 2019 12:00 pm - 1:30 pm CDT

1.5 CPE Credits

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. This webinar is offered multiple times; please select your preferred date when registering.

April 22, 2019 12:00 pm - 1:30 pm CDT

1.5 CPE Credits

QuickBooks Online: Certification Exam Prep

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.

This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. In part one, attendees will learn all the necessary steps to set-up a new company and best practice workflows.

April 23, 2019 12:00 pm - 3:00 pm CDT

3 CPE Credits

Other Topics

TSheetsPRO Fundamentals Certification

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!

April 24, 2019 3:00 pm - 4:00 pm CDT

1 CPE Credits

QuickBooks Online: Certification Exam Prep

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.

This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. As you progress through day two, you will develop a working understanding of the complete end to end accounting life cycle and be able to support clients with the key required tasks within QuickBooks Online Accountant.

April 26, 2019 12:00 pm - 3:00 pm CDT

3 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.

April 29, 2019 12:00 pm - 1:30 pm CDT

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.

April 30, 2019 12:00 pm - 2:00 pm CDT

2 CPE Credits

QuickBooks Online: Certification Exam Prep

What's New in QuickBooks Online: Re-certification Prep Training - March 28 or 29

Join us March 28 or 29 to gear up for your re-certification exam in our free virtual conference QuickBooks Online Certification Bootcamp. Discover the latest product updates and retain your ProAdvisor benefits.

Once you pass the exam, you can check off the July 31, 2019 re-certification deadline to maintain your certification status. Plus, you’ll keep the 100 points on your QuickBooks ProAdvisor Program balance, to help you move up the tiers and unlock more benefits.

You can choose a course and date that meet your needs:

  • QuickBooks Online Re-certification – Available in Track 1 on either date
  • QuickBooks Online Advanced Re-certification* – Available in Track 2 on either date

Training highlights

  • Learn what's changed in QuickBooks online since last year
  • Prepare to take the annual re-certification exam
  • Live chats with Intuit product specialists and subject-matter experts
  • Networking with your peers and trainers

*Completing the QuickBooks Online Advanced re-certification exam will automatically renew your QuickBooks Online Certification, as well.

Up to 2 CPE Credits

QuickBooks Online: Certification Exam Prep

QuickBooks Online Certification Bootcamp - March 27-29

Join us for a free QuickBooks Online virtual conference on March 27-29. Whether you’re taking your QuickBooks Online Certification for the first time, or if you’re currently certified and want to prepare for the Advanced Certification, we got you covered.

Track 1: QuickBooks Online Certification Exam Prep
Recommended for those with working knowledge of QuickBooks Online and preparing to get certified for the first time. This training will provide you with:

  • Skills and knowledge required to provide a professional level of support to small business clients.
  • Key features and best practice workflows.
  • Prepare you to take the QuickBooks Online Certification exam.

Track 2: QuickBooks Online Advanced Certification Exam Prep
Recommended for those who are already QuickBooks Online Certified with advanced working knowledge of QuickBooks Online. This training will help you:

  • Learn how to leverage more complex and advanced functionality.
  • Prepare you to take the QuickBooks Online Advanced Certification exam.

Up to 10 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