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TRAINING AND CERTIFICATION | ACCOUNTANCY
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Your options to prepare for the QuickBooks Online Certification Exam

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Core classroom training

We’ll take you through the key functionality of QuickBooks in our one-day session.

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Core self-study

Achieve certification status at your own pace with our online training modules.

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On-demand webinar training

This two part course will help you prepare for the QuickBooks Online Certification exam.

Upcoming live webinars

Free online learning run by an expert. Sign up for a session with live Q&As or access

our on-demand webinars.

QuickBooks Online Explained

Virtual Training: Live

This webinar will explain the product benefits and features of QuickBooks Online for your clients: Small and Medium Businesses. There will be a short demonstration of the localised South Africa online accounting solution and we will cover topics from frequently asked questions. We aim to assist you in guiding your clients on their journey whether choosing an accounting solution for the first time or moving to QuickBooks Online from another platform.

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On-demand webinars

Watch recordings of popular webinars.

Introduction to QuickBooks Online for Accountants and Bookkeepers

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

Reshape your practice using QuickBooks Online Accountant

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.

Moving clients to the cloud with QuickBooks Online

More and more small businesses are moving their accounting processes to the cloud and accounting professionals must be ready to serve them by learning and implementing this technology in their practices. This informative webinar is packed with resources and tools to assist you in your conversations with clients on their journey to cloud accounting and setting your firm up for success with QuickBooks Online!

QuickBooks Online Certification Exam Prep Training, Part 1

This two-part course will help prepare accounting professionals for the QuickBooks Online Certification exam. The course is PART 1 of the two part series and 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 the course 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.

QuickBooks Online Certification Exam Prep Training, Part 2

This two-part course will help prepare accounting professionals for the QuickBooks Online Certification exam. The course is PART 2 of the two part series and 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. Once you complete both parts of the course you will be ready for the exam. You can access the exam under the training tab when you are logged into QuickBooks Online Accountant. Good luck on your certification exam!

I’m QuickBooks Online Certified, What’s Next?

Already Intuit QuickBooks Online Certified? This quick webinar provides next steps covers all aspects of the Your Practice section in QuickBooks Online Accountant including tips for creating a Find an Advisor profile and listing, using your client dashboard, managing your team, your work, and choosing the perfect suite of apps for your practice.

Management Information and Reporting in QuickBooks Online

This webinar is designed for those individuals in a firm who are responsible for compiling reports and presenting financial information to their clients. It covers a number of different QuickBooks reports in depth and shows you how to create and customise them to your exact requirements.

Fundamentals of Pricing for Accounting Firm Owners

This basic course reviews the major fundamentals of pricing and compares Hourly Billing, Value Pricing, Value Billing, and Fixed Pricing. You’ll learn some basic tenets to begin using Value Pricing.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

The Human Value of Client Onboarding

This course will teach you how to do Value Pricing, how to work this methodology into your firm's onboarding processes, and why it's an intimate process with your clients.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

The True Path to Trusted Advisor

In this course you’ll learn what it takes to move from a Generalist to an Advisor in these areas: Yourself, Your Firm, Your Clients, and Your Team.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

Learn how to talk to your clients about QuickBooks Online

Accountants & bookkeepers - learn when and how to introduce QuickBooks Online to your clients. This webinar prepares you for explaining the product benefits and features to your clients, what to cover in a product demo, and reviews how to answer some of the most common client questions. The goal is to give your clients a smooth transition when moving to the cloud and QuickBooks Online.

Evolving your Firm into a Market Leader

This webinar looks at how our business climate has changed forever and what we can do about it now. It identifies how to interact with your target market and why a firm and your role is more valuable than ever. The session also outlines leadership principles that can guide us as we lead our firms.

Presented by Jason Blumer, CPA and CEO of Thriveal CPA Network.

QuickBooks Tools and Features to Increase Efficiency

Discover the latest innovations and updates in QuickBooks that can provide ways to make your practice more efficient. We'll discuss new QuickBooks tools and features covering topics such as: the end of manual data entry, managing project-based business clients, client insights and tackling late payments. We’ll also note some of our favourite features in QuickBooks Online and end with a Q&A session to address your questions.

QuickBooks Online Ecosystem and Apps, Part 1

Part 1 – Apps for your Firm. Learn how apps can add more functionality to QuickBooks and help you improve your productivity. We’ll provide an overview of some of our customers’ favourite apps for firms and their clients. Lauren du Plooy, Director at Rae & Associates South Africa leads the discussion along with Jason Heng Chea Xern, ASA Business Development Manager of Redstone Alliance Singapore and Kevin Barry director of Kevin Barry & Co Chartered Accountants Ireland to explore apps popular in their markets.

QuickBooks Online Ecosystem and Apps, Part 2

Part 2 – Apps to guide client discussions. Learn how apps can add more functionality to QuickBooks and help you improve your productivity. We’ll provide an overview of some of our customers’ favourite apps for firms and their clients. Lauren du Plooy, Director at Rae & Associates South Africa leads the discussion along with Jason Heng Chea Xern, ASA Business Development Manager of Redstone Alliance Singapore and Kevin Barry director of Kevin Barry & Co Chartered Accountants Ireland to explore apps popular in their markets.

Workflows in QuickBooks Online Accountant

In this webinar you'll find out how QuickBooks tools can improve the way you run your firm day to day. We’ll discuss managing your practice and tracking clients & projects from start to finish. You’ll learn about client engagement and closing, onboarding new clients and setting up pricing, organising teams, allocating work & setting up projects, and using the Accountant Toolbox.

Marketing Your Firm

In this webinar guest speaker Mark Sham will discuss the basics of digital marketing. You’ll learn about topics such as marketing tools, automation, branding, social media, search engine optimization, and paid ads. If you want to grow your bookkeeping or accounting firm by attracting cloud-enabled customers, then learning how to attract them through digital means is essential.

Virtual Selling Effectively, Closing Deals Remotely

In this webinar guest speaker and global sales expert, Tom Abbott, will discuss sales strategies for your business. You'll learn how to move from selling in-person to using digital tools needed for remote selling, building rapport virtually, how to present yourself online to customers, and virtual sales presentations.

What's New In QuickBooks Online Accountant

Join us for this session to learn about the latest product features released for advisors in QuickBooks and how they can improve the way you work with your clients and run your practice. In this session you'll learn about advisor features including: Performance Centre, Auto Reminders, and Month End Review: save time and streamline your process for month end reconciliation.