Conference
Live Replay WebinarIntermediate level
QuickBooks Online for Accountants Module 2: QBO as a Business Platform
QuickBooks Online has outgrown its bookkeeping roots and now operates as a fully integrated business platform designed for modern Canadian small businesses. This training explores how the Intuit platform connects core tools to support everything from lead generation to cash collection, including how Customer Hub and the AI Customer Agent capture and qualify opportunities. You will follow the complete order-to-cash journey, from estimate to payment, while also seeing how QBO Projects ties together job costing, time tracking, and real-time profitability. The course also equips you to guide clients through consolidating and simplifying their tech stack, turning QBO into a streamlined, end-to-end operating system for their business.
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 1.5
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01477
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
$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
Conference · Jul 8 – Sep 7, 2026
· Online · this course runs Jul 15, 2026 · event offers up to 11 credits
$50
View event
Feb
10
QuickBooks Online for Accountants: AI Automation and the Modern Firm
Conference · Feb 3 – Mar 31, 2027
· Online · this course runs Feb 10, 2027 · event offers up to 11 credits
View event
Related reading from our instructors
You might also like
Conference
Conference
Conference
Automation, Insight & High-Performance Analytics Week
Computer Software and Applications
★★★★★
4.6 (391)
$300
Conference