Wednesday October 5, 2016
9:00 AM to 5:00 PM EDT

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Le Meridien Colubus, The Joseph 
620 North High Street
Columbus, OH 43215

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Free continential breakfast and lunch


Basic understanding of general accounting principles



QuickBooks Online Fundamentals Training:
Columbus - October 5, 2016

Free training designed for accounting professionals who are new to QuickBooks Online.  This training covers why small businesses and accounting professionals are moving to online solutions, as well as the features, functionality and workflows of QuickBooks Online Accountant (free to accounting professionals).

Key Details

  • Level: Basic
  • Course Length: 7 Hours
  • Delivery Method: Group live in-person
  • Recommended CPE:  7
  • Filed of Study:  Specialized knowledge and applications

Who Should Attend 

Accounting professionals who are currently or plan to have small business clients on QuickBooks Online.

Learning Objectives 

  • Understand the features and functionality of QuickBooks Online Accountant
  • Set up a simple company in “Your Books” by converting from QuickBooks Desktop
  • Understanding of purchasing and sales workflow
  • Run basic payroll in QuickBooks Online
  • Perform routine month-end procedures in QuickBooks Online
  • Determine the next steps for learning to use QuickBooks Online and supporting clients


9:00am - 12:00pm

  • Introduction and signing up for QuickBooks Online Accountant (free)
  • Getting around in QuickBooks Online Accountant
  • Managing your books on QuickBooks Online Accountant
  • Creating a new client
  • Converting to QuickBooks Online Accountant
  • Company settings and customization

12:00 - 1:00pm

  • Hosted lunch

1:00pm - 5:00pm

  • Setting up "your books" in QuickBooks Online Accountant
  • QuickBooks Online navigation
  • Purchase and expense workflows
  • Payments, payroll and apps
  • Tools and wholesale billing options

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.