Content Provider
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Self-Study CPE
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Free cpe webinars
QuickBooks Online: Part 1 - Set-up and Onboarding


This webinar is on the Intrado platform. You can join 15 minutes prior to the scheduled start time. After you select the Intrado link, please make sure to fill in the registration questions on the right side of the page in order to join. Your CPE certificate will be issued by Intuit following the webinar.
Cost Free
CPE Credits 3.5 hours
CE Credits 0.0 hours
Course Level Beginner
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This is the first of a two-part series which will provide attendees with in-depth product training. You will learn the skills and knowledge required to provide a professional level support to small business clients and help them succeed using QuickBooks Online through the end to end accounting life cycle.

In part one, you will learn all the necessary steps to set-up a new company, best practice workflows, common onboarding tasks and tools to manage your team and clients within QuickBooks Online Accountant and QuickBooks Online.

Learning Objectives:

  • State the different QuickBooks Online subscriptions and recognize best practices to establish client’s QuickBooks Online needs and make the right recommendations

  • Describe the features of the Overview tab

  • Recognize the benefits of approved apps and identify how to add and manage apps for clients

  • Recognize the benefits of customizing the chart of accounts

  • Identify how to set up products and services and add vendors

  • Recognize how to create bank feeds

  • Recognize how to use the Bill Pay powered by Melio and best practices for setting up QuickBooks Payments

  • Identify how to use the Work functionality and assign and manage team permissions

  • Recognize how to use QuickStart templates and manage client requests

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

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.