Content Provider
Quickbooks logo preferred rgb

Self-Study CPE
View Details/Register
View Details/Register
Qbo series p3


Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner 
Integrates withQuickBooks Online 
Course Description

This webinar shows accounting professionals how easy it is to perform basic workflows in QuickBooks Online. Demonstrations include basic purchasing and sales workflows, how to use browsers to work more efficiently in QuickBooks Online, introduction to payroll, and basic month-end tasks. Finally, this webinar will provide an overview of “apps” that extend and personalize the functionality of QuickBooks Online.

Learning Objectives

  • Describe the QuickBooks Online purchasing workflow

  • Describe the QuickBooks Online sales workflow

  • Run basic payroll in QuickBooks Online

  • Perform routine month-end procedures in QuickBooks Online

  • Determine the next steps for finding and support QuickBooks Online clients

  • Determine the next steps to learn more about QuickBooks Online


"I enjoyed the webinar and learned great things. I am a Sole owner and work alone but am gearing up for business in order serve my clients with as much know how and knowledge I can. Getting QBO certified is something I will pursuing now."

"Great series to introduce QBOA functionality, every accountant with small business clients using desktop version will benefit from this course and will want to convert them to QBO, no more file exchanges and missed transactions!"

"It was obvious that the presenter knew the QBO program in extreme detail and was able to convey that knowledge in an effective manner. The time passed quickly without a yawn!"

"I was shocked by the amount of information Michelle was able to cram into the "short" period. I plan to re watch the session when it goes on the archives. Lots of good ideas there."

"Michelle Long is one of THE BEST presenters around. Intuit is so lucky to have her. I've been enjoying her webinars for many years. She is clear, concise, fun, engaging and knows her STUFF!!! You guys are lucky now, too!!"

"This webinar has given me that knowledge and told to be able to present this to my manager so we can start or look into Quickbooks online."

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Quickbooks logo preferred rgb
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.