#QBO #BookstToTax #CanadianAccounting

What Books-to-Tax Actually Means (It's Not What You Think)

Name: What Books-to-Tax Actually Means (It's Not What You Think)
Uploaded: 2026-09-03T20:13:11+00:00
Duration: 1 min 54 s
Description: This module cuts through the confusion about QuickBooks Online's role in Canadian tax prep. Learn what happens before and after the tax handoff—closing discipline, account mapping, and filing readiness—all the pieces that make tax season smoother. Discover how the quality of your tax engagement is really decided months earlier, in the close.

1:54 · A clip from QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow, taught by Atiba Lewis · Watch on YouTube ↗

This module cuts through the confusion about QuickBooks Online's role in Canadian tax prep. Learn what happens before and after the tax handoff—closing discipline, account mapping, and filing readiness—all the pieces that make tax season smoother. Discover how the quality of your tax engagement is really decided months earlier, in the close. From the course “QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow” (1.5 CPE credits, Computer Software and Applications, Intermediate): https://www.cpetoday.com/course/qbo-online-for-accountants-module-8-books-to-tax-the-canadian-workflow-26c01485 Taught by CPE Today. More from CPE Today: https://www.cpetoday.com/instructor/cpe-today Taught by Atiba Lewis. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QBO #BookstToTax #CanadianAccounting

More from this course

2:16 Why Payroll in QBO Doesn't Auto-Populate T4s

3:04 The Before-and-After: Why Most Firms Still Waste Time on Tax Returns

3:52 The AP Accrual Item Most Firms Leave Undone