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.

CPE Credits1.5
Instructor Atiba Lewis

Ways to save

Save $5.67 with a credit pass

At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 1.5-credit course comes to about $33.33: $5.67 less than buying it on its own.

Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 8.5 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

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 Start it whenever you like — full live CPE credit · How Live Replay works · 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.

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 11.5 credits
View event

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