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

Burlington – May 24,2017

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Toronto – June 6, 2017

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Montreal – July 11,2017

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Delivery:
webinar
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QuickBooks 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:

  • Industry-specific solutions, troubleshooting, plus tips and tricks to get the most out of QuickBooks Online for your clients
  • Inventory in QuickBooks Online
  • Multi-currency
  • Handling complex transactions and techniques to support clients.
Length:
7 hours
Audience:
QuickBooks Online Certified ProAdvisors
Delivery:
classroom

Burlington – May 25,2017

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Toronto – June 7, 2017

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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:
2 hours
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:

June 21

Practice Ignition

June 28

Dream Payments

July 12

Karbon

August 23

Spotlight Reporting

September 13

RecieptBank

October 11

TradeGecko
The Secret to Scaling: How to Build & Implement a Fixed Fee Pricing Plan
QuickBooks, Practice Ignition and Hubdoc are teaming up for a live webinar to outline all of the steps required to prepare, build and implement a fixed fee pricing model.

In this Webinar We will Cover:

  • How to bundle recurring and nonrecurring services
  • The key to determining a time/cost baseline of each service
  • Calculating cost + margin to price service bundles
  • How to have the "value" conversation with clients before and during implementation
  • The scale and profitability that fixed fees open up for your practice
Length:
90 minutes
Audience:
Accountants and bookkeepers who want to move to fixed fees and need a plan of action.
Delivery:
webinar:

May 31 @ 7pm EDT

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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.

Tour of QuickBooks Online Accountant Tour of QuickBooks
Online Accountant
(1:32)
How to create a new QBO Company from QuickBooks Online Accountant How to create a new QBO company from QuickBooks Online
Accountant
(2:23)
How to collaborate with clients within QuickBooks Online How to collaborate with clients within QuickBooks Online (3:27)
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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