Content Provider
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Canopy middle employment
Quickbooks implement


Cost Free   CPE Credits 1.5 hours   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper, QuickBooks Online 
Course Description

This is the last of a 3-part webinar series for accounting professionals who are brand new or just starting out with QuickBooks Online. This webinar will help you identify which clients you should implement first as you transition to QuickBooks Online. You’ll learn the proper way to sign up a new client account and complete the setup process, both when converting from QuickBooks Desktop or starting with a new client. The second part of this session will help you determine how to price your engagements, keeping in mind the increased efficiency and time savings you will experience with QuickBooks Online. You’ll learn about the free QuickBooks ProAdvisor program, how you can get certified in QuickBooks and the next steps on your journey to becoming a QuickBooks cloud practice.
Learning Objectives:
Determine which QuickBooks Online subscription level is right for your client.
Understand the different features offered in each subscription level of QuickBooks Online.
Identify the steps to sign up a client for QuickBooks Online and complete setup of the company.
Determine the benefits and drawbacks of hourly and fixed fee pricing of services in your firm
Describe the benefits of the QuickBooks Online ProAdvisor Program and how it can help you grow your practice.

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

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.