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Table of Contents
Schedule ..................................................................................................................................................................................................3
QuickBooks Online Certification Exam Preparation (Parts 1 – 5)............................................................................4
The QBO Small Business Platform: A “21st Century” Opportunity for Accountants ......................................5
Best Practices for Converting QuickBooks Desktop to QuickBooks Online ........................................................5
Grow and Improve Your Practice with the QuickBooks ProAdvisor Program ..................................................6
Using the New QBOA to Save Time and Increase Productivity..................................................................................6
Integration Strategies: QBO as a 365 Technology Solution for Your Clients .....................................................7
QuickBooks Online in a Large Firm Environment ............................................................................................................7
Taking the Fear out of QBO and the Use of Apps...............................................................................................................8
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Schedule
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QuickBooks Online Certification Exam Preparation (Parts 1 – 5)
Course Description:
This special multi-session course prepares ProAdvisors to take the QuickBooks Online Certification
Exam and equips ProAdvisors to support their clients who use QuickBooks Online. The subject
matter is broad and comprehensive, covering the fundamentals of QuickBooks Online and the
unique features available in QuickBooks Online Accountant.
Topics and QuickBooks features addressed during this course include:
Recognizing the advantages of using QuickBooks Online
Setting Up QuickBooks Online
Identifying tools and resources for accounting professionals
Performing common workflows using QuickBooks Online
Using the Accountant Home feature
Recording sales and revenue transactions
Recording expense and purchase transactions
Using the reporting feature in QuickBooks Online
Identifying best practices for troubleshooting client errors
Using Accountant Tools to troubleshooting errors
Identifying and activating QuickBooks payments
Setting up and using payroll in QuickBooks Online
Identifying the steps to explore, purchase and access QuickBooks Online Apps
Leveraging unique billing options for you as an accounting professional
Connecting your QuickBooks Online Accountant subscription to your client’s subscriptions
Managing the client
Learning Objectives:
This course is designed to prepare ProAdvisors to pass the QuickBooks Online Certification Exam,
but participation in this course does not guarantee the attendee will pass the exam.
Who Should Attend? This course is designed for current QuickBooks ProAdvisors and accounting
professionals who currently use or would like to learn more about working with QuickBooks
Online software.
Instructor:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Kaydee Peterson
Basic
Five 60-Minute Sessions
None
Group - Live Internet
Specialized Knowledge and Applications
5 CPE Hours (CPE is based on 50-minute hour)
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The QBO Small Business Platform: A “21st Century”
Opportunity for Accountants
Join Joe Woodard as he interviews Jim McGinnis and Luis Sanchez to discuss this concept, the
partnership between QBO, ProAdvisors and Developers as well as how it impacts accounting
professionals.
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
Best Practices for Converting QuickBooks Desktop to
QuickBooks Online
Course Description:
QuickBooks Online includes powerful conversion tools, especially for clients who are migrating
from QuickBooks Desktop. However, as trusted advisors and accounting professionals, it is best for
you to guide your clients through the conversion process to ensure the client is converting accurate,
current accounting data to QuickBooks Online. This session gives you the information you need to
convert your existing and prospective clients’ company files to QBO, so that you can add data
conversion to your service offerings with confidence.
Learning Objectives:
After attending this course you will be able to:
Assist your clients with the conversion from QuickBooks Desktop to QuickBooks Online
Understand options for converting from accounting solutions other than QuickBooks
Validate your client’s post-conversion data in QuickBooks Online to verify that the
converted accounting transactions are complete and accurate.
Instructor:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Esther Friedberg Karp
Basic
60 Minutes
An understanding of the fundamental use of QuickBooks Desktop
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
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Grow and Improve Your Practice with the QuickBooks
ProAdvisor Program
Course Description:
Are you taking advantage of all the QuickBooks ProAdvisor Program has to offer? Attend this
course to learn about all of the not so hidden resources available to you in the program. Newer
ProAdvisors should attend to get familiar with program offerings, and not-so-new ProAdvisors
should attend to learn how to get the most value out of their membership. This is a great course for
anyone looking to grow and improve their practice. Topics include certification paths, marketing
tools, training resources and where your membership can take you in the industry.
Instructor:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Kaydee Peterson
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
Using the New QBOA to Save Time and Increase Productivity
Course Description:
Learn how the new QuickBooks Online Accountant can help you save time and increase your
productivity working with your clients and team members. Learn how the new customizable Client
Dashboard, Bookkeeping and Payroll Detail tabs and the Accountant Toolbox, will help save you
time. Plus, learn about the document requests feature and see how it can improve your efficiency
requesting documents from clients. Discover how to set up team members and restrict their access
to specific clients, too.
Learning Objectives:
After attending this course, you will be able to utilize:



The new Client Dashboard feature in to access client books and understand firm roles for
team members.
The Accountant Toolbox feature to reclassify transactions, write off Invoices, and undo
prior reconciliations.
The wholesale pricing model to grow your practice and better serve your clients.
Instructor:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Michelle Long
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
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Integration Strategies: QBO as a 365 Technology Solution for
Your Clients
Join Joe Woodard as he interviews Rene Lacerte (CEO of Bill.com) and Matt Rissell (CEO of TSheets
Time Tracking) to discuss the new ProAdvisor Partnerships and how they play into QBO as the
Small Business Platform
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
QuickBooks Online in a Large Firm Environment
Course Description:
In this session, two representatives of T200 CPA firms discuss some of the factors to consider
regarding QuickBooks Desktop or QuickBooks Online. You will walk away from this session with
tools to help you advise your clients on accounting software and system recommendations.
Instructors:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Deborah Defer and Denise Bailey
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
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Taking the Fear out of QBO and the Use of Apps
Course Description:
This course will assist you in defining what an app is and how it works with QuickBooks, help you
learn how to find apps for you and your clients. Many accounting professionals are hesitant to try a
new app with live data, and this course is designed to teach you ways to teach you best practices in
testing apps and how to sync them to a QuickBooks Online account.
Learning Objectives:
After attending this course you will be able to:
Define apps
Understand how apps sync with QuickBooks Online & each other
Identify which apps will benefit you and your clients
Develop best practices for testing and learning new apps
Instructor:
Course Level:
Course Length:
Prerequisites:
Delivery Method:
Field of Study:
Recommended CPE:
Stacy Kildal
Basic
60 Minutes
None
Group - Live Internet
Specialized Knowledge and Applications
1 CPE Hour (CPE is based on 50-minute hour)
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