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Introduction to QuickBooks Online for Accountants: Part One


This is part one of a two-part webinar series.

This webinar is on the Intrado platform. You can join 15 minutes prior to the scheduled start time. Your CPE certificate will be issued by Intuit following the webinar.
Available Date(s)
Friday, July 15, 2022: 1:00PM EDT

Cost Free
CPE Credits 2.0 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites Basic understanding of accounting principles & terminology
Advanced Preparation None
Course Description

This training session is for accounting professionals who are new to QuickBooks Online and need help getting started. Learn how QuickBooks Online Accountant works with client files as you navigate the product’s essential features, perform critical sales and expense tasks, and gain an awareness of the Intuit product family.

Prerequisites: Attendees should have a basic understanding of accounting principles and terminology and the ability to operate software in a browser environment.

Note: Intuit will issue your CPE certificate following the webinar.

Learning Objectives:

  • Recognize the family of QuickBooks products, benefits, and ecosystem

  • Determine the benefits of the ProAdvisor program

  • Recognize the layout of QuickBooks Online Accountant

  • Recognize the importance of the Chart of Accounts and products and services to QuickBooks Online and successful reporting

  • Identify the QuickBooks Online Centers and describe their role

  • Determine best-practice workflows in QuickBooks Online to support clients

  • Identify necessary money in: manage sales receipts, invoices, receive payments

  • Identify essential money out: expenses, create bills, pay bills

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

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.