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: Advanced Certification Exam Prep

QuickBooks Online Advanced Certification Exam Prep Training: Part 3

This session covers Module 8, 9 and 10 of QuickBooks Online Advanced Certification. Module 8 of QuickBooks Online Advanced Certification looks at the key activities that ProAdvisors are likely to perform when working with a client’s QuickBooks Online company at end of period. Module 9 looks at the inner workings of QuickBooks Online’s automated sales tax and how it uses data to calculate state and local tax liabilities. Module 10 outlines the most important considerations and steps when planning a conversion from Desktop or from other systems to QuickBooks Online.

August 16, 2019 12:00 pm - 3:00 pm CDT

3 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.

August 19, 2019 12:00 pm - 1:30 pm CDT

1.5 CPE Credits

QuickBooks Online: Intermediate Level

QuickBooks Online Advanced in Action - A Deep Dive

Deeply understand the features offered in QuickBooks Online Advanced and what makes it different from other mid-market accounting solutions. Join Erin Walsh Dyer on this walk through the high value features of this new offering.

August 20, 2019 12:00 pm - 1:00 pm CDT

1 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. 

August 21, 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!

August 21, 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. 

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

3 CPE Credits

QuickBooks Online: Advanced Certification Exam Prep

QuickBooks Online Advanced Certification Exam Prep Training: Part 1

This session covers Module 1, 2 and 3 of QuickBooks Online Advanced Certification. Modul 1 explains the different ways transactions can be categorized and highlights how QuickBooks Online can be optimized to deliver the business-critical information every client need. Module 2 introduces the features available in QuickBooks Online to set up, track and manage inventory, including inventory and valuation adjustments. Module 3 covers non-standard transactions such as when to use zero-dollar transactions, how to use recurring transactions and why to utilize progress invoicing. 

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

3 CPE Credits

QuickBooks Online: Intermediate Level

Moving Your Client to QuickBooks Online Advanced

Explore how to move your client to QuickBooks Online Advanced from an existing QuickBooks Online plan or QuickBooks Desktop.

August 27, 2019 12:00 pm - 1:00 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!

August 28, 2019 10:00 am - 11:00 am CDT

1 CPE Credits

QuickBooks Online: Advanced Certification Exam Prep

QuickBooks Online Advanced Certification Exam Prep Training: Part 2

This session covers Module 4, 5, 6 and 7 of QuickBooks Online Advanced Certification. Module 4 covers some of the more advanced features used in QuickBooks Online to record and invoice for billable charges such as delayed charges and billable expenses and time. Module 5 starts with the fundamentals of a multicurrency setup in QuickBooks Online and progresses to appropriate workflows, adjustments and troubleshooting. Module 6 examines how banking feeds work with QuickBooks Online and identifies best practices to troubleshoot common issues with reconciliations. Module 7 identifies how QuickBooks Online’s report features can be used to create customized reports such as management reports and budgets. 

August 28, 2019 12:00 pm - 3:00 pm CDT

3 CPE Credits

Other Topics

ProAdvisor Benefit Webinar: Power Of The Inbox with Constant Contact

Join us for a special webinar from our partner, Constant Contact, as they teach us about email best practices, identifying the right list/segmentation, and how to build a killer campaign. This session will go through what to do when crafting client emails, what to avoid, and a short demo of the Constant Contact tool, which you have special access to as a ProAdvisor.

August 29, 2019 12:00 pm - 1:00 pm CDT

0 CPE Credits

QuickBooks Online: Advanced Certification Exam Prep

QuickBooks Online Advanced Certification Exam Prep Training: Part 3

This session covers Module 8, 9 and 10 of QuickBooks Online Advanced Certification. Module 8 of QuickBooks Online Advanced Certification looks at the key activities that ProAdvisors are likely to perform when working with a client’s QuickBooks Online company at end of period. Module 9 looks at the inner workings of QuickBooks Online’s automated sales tax and how it uses data to calculate state and local tax liabilities. Module 10 outlines the most important considerations and steps when planning a conversion from Desktop or from other systems to QuickBooks Online. 

August 30, 2019 12:00 pm - 3:00 pm CDT

3 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