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Training

With self-paced, in-person, and live online training available, as well as certification and more, we've got all the tools to help you succeed in the cloud.

Learn about the benefits of certification

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QuickBooks Online training

Specially designed webinars & classroom training that cover what you need to know.

Getting Started with QuickBooks Online Accountant
Welcome to QuickBooks Online Accountant. In this session, you’ll learn about the benefits of cloud accounting for your customer and firm, advantages of using QuickBooks Online Accountant and view a demo of QBOA.

You'll learn about:

  • Benefits of Cloud Accounting
  • QuickBooks Online Accountant Overview
  • QuickBooks Online Accountant demo
Length:
1 hour
Audience:
New to QuickBooks Online
Delivery:
webinar
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QuickBooks Online certification training
In this session, you’ll learn about the core functionality of QuickBooks Online, prepare for the Certification exam, and have an opportunity to write the exam at the end of the day.

You'll learn about:

  • Navigating in QuickBooks Online
  • Entering common sales transactions
  • Entering and paying bills
  • Setting up bank feeds and processing bank transactions
  • Client file setup
  • Supporting your clients, using QuickBooks Online Accountant
  • Tips and tricks to make you more efficient and save you time
Length:
7 hours
Audience:
Ready to learn the core functionality in QuickBooks Online
Delivery:
classroom

Markham - January 24

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Edmonton - February 5

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Mississauga - February 7

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Calgary - February 22

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Vancouver - March 12

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Toronto - May 9

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Burlington - May 16

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Burnaby - June 13

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Edmonton - June 11

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Calgary - June 14

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Delivery:
webinar
Register Register (French)
QuickBooks Online Advanced certification training
In this session, you’ll continue building upon the content you learned in the QuickBooks Online Certification course, and learn about more QuickBooks Online features.

You'll learn about:

  • Supporting clients for construction and contractors using QuickBooks Online. Learn the workflows, transactions, and tasks in QuickBooks Online to help your clients succeed.
  • How to manage Non-profit clients in QuickBooks Online. Learn how to set up class and budget tracking, receive donations and manage their specific needs.
  • Creating, buying, selling, and managing Inventory in QuickBooks Online.
  • How QuickBooks handles Multi-currency customers, suppliers, and transactions. Learn how to manage, sales, expenses, and other multicurrency tasks.
  • Managing clients’ QuickBooks files. Learn more about troubleshooting client mistakes and using complex transactions to support client requirements.
Length:
7 hours
Audience:
QuickBooks Online Certified ProAdvisors
Delivery:
classroom

Markham - January 25

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Edmonton - February 6

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Mississauga - February 8

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Calgary - February 23

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Vancouver - March 13

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Toronto - May 10

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Burlington - May 17

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Edmonton - June 12

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Burnaby - June 14

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Calgary - June 15

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Delivery:
webinar
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QuickBooks Online payroll training
In this session, you’ll get all the information you need to recommend and support QuickBooks Online Payroll in your accounting or bookkeeping practice.

Learn how to:

  • Setup payroll for your clients, including employee information, basic payroll items, and other items, such as deductions for health care and RSPs
  • Create paychecks
  • Track and pay liabilities
  • Create T4’s and Records of Employment
Length:
4 hours
Audience:
ProAdvisors interested in learning QuickBooks Online Payroll
Delivery:
webinar
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Converting to QuickBooks Online

In this session, you’ll learn how to convert your clients from QuickBooks desktop and competitor products, to QuickBooks Online.

Come see what the QuickBooks conversion will do for you. Learn what is converted, and the tips and tricks, to make the experience as seamless as possible.

Length:
90 minutes
Audience:
Basic QuickBooks Online experience
Delivery:
webinar
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QuickBooks Online apps webinar series
In this webinar series, we’ll feature a different app each month. You'll learn about the app from the developer, show you how the featured app can fit into your workflow, and how it integrates with QuickBooks Online.
Length:
1 hour
Audience:
QuickBooks Online ProAdvisors who are interested in exploring the apps ecosystem.
Delivery:
webinar:

New Sessions coming soon

QuickBooks Online Advanced certification webinars with IPBC.

In collaboration with Intuit, IPBC is hosting a series of webinars, covering QuickBooks Online Advanced certification content.

QuickBooks for construction and contractors

Attend this class to discover how QuickBooks Online can work for your contractor clients. Learn all about the features that clients need the most for their business. Learn how to set up customer jobs and track costs to specific jobs including materials, time, subcontractors, and other charges. Learn how to create quotes and turn those quotes into invoices. Discover the reports that will help your clients understand their jobs and their profitability.

Monday, January 15, 2018
3:00PM - 5:00PM (EST)

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QuickBooks for inventory & retail

Join us for this deep dive into QuickBooks inventory and retail. Learn how to setup clients, buy and sell inventory. Learn how to track their inventory and manage the ordering process, receiving and adjusting inventory. Discover QuickBooks handles multicurrency transactions when buying or selling products ans services outside of Canada

Tuesday, January 16, 2018
3:00PM - 4:30PM (EST)

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QuickBooks for non-profits and charities

Join us for this class to discover how to set up your charity clients. Discover the steps to set up and track the most important transactions for charities, like donors, donations, charitable receipts and much more. Discover how to use class tracking to track your grants and programs within the charity.

Wednesday, January 17, 2018
3:00PM - 4:30PM (EST)

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Complex transactions in QuickBooks Online

Sometimes we run into tricky situations when dealing with client files. Come to this session to discover how to handle some common complex transactions in your client files. Learn how to bad debt, NSF cheques, supplier refunds, merchant fees and much more. Discover how to troubleshoot and correct reconcile discrepancies and other challenges your client files present.

Thursday, January 18, 2018
3:00PM - 4:30PM (EST)

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Ready to take the certification exam? Sign in now.

More ways to learn

Learn at your own pace with self-study modules and video tutorials.

Self-study for core certification
QuickBooks Online core certification training module 1

Module 1
Getting Started with QuickBooks Online & QuickBooks Online Accountant

QuickBooks Online core certification training module 2

Module 2
Customers and Sales

QuickBooks Online core certification training module 3

Module 3
Expenses and Suppliers

QuickBooks Online core certification training module 4

Module 4
Banking, Company Activities and Automation

QuickBooks Online core certification training module 5

Module 5
Using Apps with QuickBooks Online

QuickBooks Online core certification training module 6

Module 6
Adding Clients and Reports

QuickBooks Online Certified ProAdvisor

Ready to take the core certification exam?

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See how it works

Watch step-by-step video tutorials and learn the ins and outs
of QuickBooks Online and QuickBooks Online Accountant.

Introducing QuickBooks Online Accountant

Introducing QuickBooks Online Accountant (3:04)

Bank Rules

Bank Rules (5:59)

Accountant Reports and Templates

Accountant Reports and Templates (3:06)

Accountant Tools

Accountant Tools (4:22)

Create Schedule for Emailed Reports

Create Schedule for Emailed Reports (2:08)

Client Dashboard and Adding Clients

Client Dashboard and Adding Clients (4:41)

Reclassify Transactions

Reclassify Transactions (3:25)

Workpapers

Workpapers (2:42)

Accountant resources

Learn more about QuickBooks Online with these handy resources.

Working online

What does working
online mean for my business?

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Understanding cloud accounting and QuickBooks Online

Understanding cloud accounting and QuickBooks Online

Learn more

QuickBooks Online training for small businesses

Help your clients learn more about QuickBooks Online with these handy resources.

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