Seminar
Live Replay WebinarIntermediate level
QBO Online for Accountants Module 2: QBO as a Business Platform
From lead capture to project close: one connected workflow.
Learning objectives
Upon completing this course, you should be able to:
- Explain why QBO has evolved from accounting software into a full business platform.
- Describe the Intuit Platform and what each component does for a Canadian small business.
- Demonstrate how Customer Hub and the AI Customer Agent capture and qualify leads.
- Walk through the order-to-cash workflow: estimate, contract, invoice, payment.
- Explain how QBO Projects connects job costing, time tracking, and profitability.
- Facilitate the consolidation conversation: helping clients audit and simplify their stack.
Major topics
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Who this is for
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Prerequisites: You should know the QBO Subscription tiers and what IAS is.
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 1.5 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- You should know the QBO Subscription tiers and what IAS is.
- Advance preparation
- None
- Length
- 1h 30m
- Course number
- 26c01477
- Provider
- K2E Canada
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 1.5 credits · 1h 30m
$39
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Jul
15
QuickBooks Online for Accountants
Seminar · Jul 8 – Sep 2, 2026
· Online · this course runs Jul 15, 2026 · event offers up to 11 credits
$50/day
View event
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