Live Local Training:

Course Details:

This in-depth training is designed to prepare accounting professionals for the ProAdvisor Program's QuickBooks Online Certification exam.


  • Enrollment in the free QuickBooks ProAdvisor Program
  • Basic understanding of general accounting principles
  • Basic understanding of QuickBooks Online functionality

Course Agenda:

  • 9:00am – 12:00pm

    • QuickBooks Online features, set-up & navigation for you and your clients
    • Managing revenue, expenses/purchases – "money in and money out"
    • Company settings & customization

  • 12:00 –1:00pm –Lunch Break

    • Hosted by partners

  • 1:00pm –3:00pm

    • Reporting, resolving client data-entry errors & troubleshooting
    • QuickBooks Payments, Invoices, Payroll & Intuit approved add-ons (Apps)

  • 3:00pm – 5:00pm

    • Get your certification done! Taking your exam

Course Description:

This training will cover QuickBooks Online features and functionality: Set-up & navigation, "money-in" related to sales & revenue and "money-out" related to expenses & purchases as well as QuickBooks Online company settings & customization. In addition, we will cover reporting, resolving client data-entry errors, troubleshooting as well as additional services such as payments, payroll and apps. Plus, you will learn about tools only accessed through QuickBooks Online Accountant and wholesale billing options. The training includes live product demonstrations that feature guided navigation and common workflows in the user interface.

Course Level: Intermediate
Course Length: 5.0 Hours
Delivery Method: Group-live
Field of Study: Specialized Knowledge and Applications
Recommended CPE: 5.0

Learning Objectives:

After attending this course, you will be able to:

  • Identify the benefits of using QuickBooks Online
  • Perform common workflows using QuickBooks Online
  • Identify the steps to set up QuickBooks Online
  • Navigate the Customer Center and the Quick Create function
  • Complete expense-related and other transactions using QuickBooks Online
  • Perform reporting features in QuickBooks Online
  • Resolve Common data entry errors
  • Utilize QuickBooks Payments and Online Invoices
  • Recognize advantages of QuickBooks Payroll
  • Discuss the steps to find and use QuickBooks Online Apps
  • Recognize the Benefits of QBOA
  • Utilize the Accountant Home and Tools

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: Our sponsor number is 103311.

For information regarding refund, complaint resolution, and program cancellation policies, please contact our customer support team at
(888) 333-3451, 6:00am-6:00pm PST Mon-Fri. See more ›