When & Where:

Portland, OR Area
June 27 - Becoming A Firm Of The Future: 1-5pm
June 28 - QuickBooks Online Certification: 9-6pm
Hilton Portland & Executive Tower
921 SW Sixth, Portland, OR 

Seattle, WA Area
June 28 - Becoming A Firm Of The Future: 1-5pm
June 29 - QuickBooks Online Certification: 9-6pm
Seattle Airport Marriott
3201 S 176th St, Seattle, WA
Register Now!

 

Not In Your Area?

We have other options.  See our webinar schedule

Contact

QuickBooks Accountant Training 
Intuit Inc. 
 
accountant_training@intuit.com 

Prerequisites

  • In order to access the certification exam, you must be enrolled in the ProAdvisor Program (free or paid)
  • Basic understanding of general accounting principles
  • Basic understanding of QuickBooks Online functionality

This training is intended for accounting professionals who have or plan to have small business clients on QuickBooks Online.

 

Two Great Training Opportunities To Help You Grow Your Practice:

  • Becoming A Firm Of The Future 
  • QuickBooks Online Certification Exam Prep

The accounting industry is changing and we must change how we operate to survive and thrive.  Attend one of both; whichever fits where you are in your journey to an online practice:

  • Afternoon Training Course - 1:00-5:00pm: Becoming A Firm Of The Future:
    Learn about the steps to take your practice to the next level. Get on the cloud and streamline your workflows, become a trusted advisor and get connected with tips and tools to managing social marketing to grow. Note: Only available in select cities.
  • Full-Day Training Course - 9:00am - 6:00pm: QuickBooks Online Certification Exam Prep will helps prepare you for the QuickBooks Online Certification exam. This course is
    not a "how to" and assumes you meet the prerequisites.

Bonus: Earn up to 9 CPE credits. And, complete your QuickBooks Online Certification exam
onsite to earn a reward!

Course Learning Objectives:

Becoming A Firm Of The Future

 After attending this course, you will:

  • Know the steps to take to become a firm of the future.
  • Be able to select which QuickBooks is right for your clients and how to convert to QuickBooks Online.
  • Streamline your workflow to be more efficient. 
  • Navigate and choose apps that save time. 
  •  Understand the value pricing model.
  • Know the tools available in the QuickBooks ProAdvisor Program.
  • Understand the power of social & how to get started.
  • Know what changes to make to your ProAdvisor profile. 

Course Level: Basic 
Course Length: 4 hours
Delivery Method: Group-live in-person 
Recommended CPE: 4.0  

Who Should Attend? This course is designed for accounting professionals who currently have, or plan to have small business clients who use QuickBooks Online or would like to learn more about working with QuickBooks Online software.

QuickBooks Online Certification Exam Prep Training

 After attending this course, you will:

  • Understand QuickBooks Online features, set-up & navigation. 
  • Have ability to manage “money-in” related to sales/revenue and “money-out” related to expenses/purchases. 
  • Know how to navigate QuickBooks Online company settings & customization. 
  • Understand QuickBooks Online reporting, resolving client data-entry errors and troubleshooting. 
  • Understand the add-on tools such as payments, payroll and apps. for your clients. 
  • Know how to access tools & resources for accountants from within QuickBooks Online Accountant. 

Course Level: Intermediate 
Course Length: 5 hours
Delivery Method: Group-live in-person 
Recommended CPE: 5.0 

Who Should Attend? This course is designed for accounting professionals who currently have, or plan to have small business clients who use QuickBooks Online or would like to learn more about working with QuickBooks Online software

CPE Policy:

Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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: www.learningmarket.org Our sponsor number is 103311.

For information regarding refund, complaint resolution, and program cancellation policies, please contact our customer support team at 1-888-333-3451.

Program cancellation policy:  At times, we must change a course location, course date, or postpone a course. We will give the customer as much advanced notice as possible of any such change. If the customer is unable to attend a course at the revised location or date, we will credit 100% of any course fees paid against a future course or, if requested, refund those fees. However, we will not be liable for any other costs incurred including (for example) travel charges or any consequential damages even if we were advised of them. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.

Refund policy:  Any registration cancelled up to 5 days prior to the course will be refunded in FULL. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.  Any refund with respect to cancellation of course where an alternative option cannot be provided by Intuit, would be processed within 30 days from date of request

Complaint resolution policy:  Intuit will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner.