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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
Register
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 : Accountants and Bookkeepers ready to learn the core functionality in QuickBooks Online.

Delivery : Training is offered via webinars or in a classroom setting.

Sign in to QuickBooks Online Accountant to register.

Sign in
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 : Accountants and Bookkeepers who are QuickBooks Online Certified ProAdvisors.

Delivery : Training is offered via webinars or in a classroom setting.

Sign in to QuickBooks Online Accountant to register.

Sign in
QuickBooks Online Standard Payroll training
If your clients are using QuickBooks Standard payroll, this class is designed for you. You’ll discover everything you need to know to support their payroll requirements.
You’ll learn the fundamentals of setting up payroll and employees, paying employees and tracking liabilities.

A sample of the topics that we’ll cover in this class:

  • Setup payroll basics
  • Setup employee information to run payroll efficiently
  • Setup basic payroll items for wages includes salary, hourly and commissions
  • Create pay items like deductions for health care and RSPs and the company portions
  • Create paycheques
  • Track and pay payroll liabilities
  • Create T4’s and
  • Create Records of Employment information
  • Use TSheets to track time, manage and edit time, and report on time
There is also time for Q & A to answer your payroll questions.
Length:
3 hours
Audience:
Accountants and bookkeepers interested in learning QuickBooks Online Payroll
Delivery:
webinar
Register
QuickBooks Online Advanced Payroll
Come and discover the key elements of QuickBooks Online Advanced Payroll including setting up payroll and employees, running payroll, generating reports and more.

A sample of the topics that you’ll discover include the following:

  • Detailed payroll setup, including employee setup and their year to date information for mid-year setup
  • Setup of wages like salary, hourly, commissions and more
  • Setup of advanced pay items like benefits and company contributions including non-cash benefits and much more
  • Mapping payroll expenses and liabilities to the correct accounts
  • Running payroll and viewing payroll reports including paystubs, payroll liabilities, expenses and more
  • Creating T4’s in QuickBooks Online Advanced Payroll
  • Viewing the employee portal (employee experience)
Length:
3 hours
Audience:
Accountants and bookkeepers interested in learning QuickBooks Online Advanced Payroll
Delivery:
Webinar
Register
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
Register
Workflows for Accounting Professionals

In this 12 step webinar we'll cover templating communications and canned responses, creating your firm's lists of tasks and to-do's, managing your clients' tasks and to-do's, composing your wish list of applications features vs what you need and eight other topics to master workflows.

In this actionable session, we’ll go for a workflow run to get you on the road to creating effective best practices, processes, systems and workflows for your practice.

Length:
1 hour
Audience:
Accountants and Bookkeepers
Delivery:
webinar
Register

For self-paced training, or to write the certification exams,
log into QuickBooks Online Accountant and select the ProAdvisor tab.

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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