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Qb preptraining


This is intended for accounting professionals who have or anticipate having QuickBooks Online clients. Prerequisites: - Basic understanding of general accounting principles - Basic understanding of QuickBooks Online functionality - Enrollment in the free QuickBooks ProAdvisor Program 
Cost Free   CPE Credits 4.0 hours   Subject Area Specialized Knowledge & Applications  Course Level Intermediate  Instructional Method Group Internet Based  Prerequisites Basic understanding of general accounting principles, QuickBooks Online functionality  Advanced Preparation None  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner 
Series: Bookkeeper, CFOs and Controllers, QuickBooks Online 
Course Description

This 4-hour live QuickBooks Online certification prep training webinar can help prepare you for the QuickBooks Online newly released 2017 certification exam, which covers all new product updates.

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 training is not a "how to" for QuickBooks Online. This is intended for accounting professionals who have or anticipate having QuickBooks Online clients.

To Enroll in the FREE ProAdvisor Program:

Learning Objectives

  • Understand QuickBooks Online features, set-up & navigation.

  • Be able to manage “money-in” related to sales/revenue and “money-out” related to expenses/purchases.

  • Know how to navigate QuickBooks Online company settings & customization.

  • Understand QuickBooks Online reporting, resolving client data-entry errors and troubleshooting.

  • Understand the add-on tools such as payments, payroll and apps. for your clients.

  • Know how to access tools & resources for accountants from within QuickBooks Online Accountant.

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 (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.