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QuickBooks Online for Accountants
What does it take to stay ahead as QBO evolves from bookkeeping software into a full-scale, AI-powered business platform? Staying ahead requires more than knowing the features of QuickBooks Online; it demands understanding how its AI-driven evolution, powered by Intuit Intelligence, is...
Presented in partnership with K2 Canada.
On the agenda
QBO Online for Accountants Module 1: The QBO...
QBO Online for Accountants Module 2: QBO as a...
QBO Online for Accountants Module 3: Intuit...
QBO Online for Accountants Module 3: Intuit...
QBO Online for Accountants Module 4:Bank Feeds,...
QBO Online for Accountants Module 4:Bank Feeds,...
QBO Online for Accountants Module 5:Canadian...
QBO Online for Accountants Module 5:Canadian...
16 sessions across 9 days, taught by Atiba Lewis and CPE Today — see the full agenda ↓
About this event
What does it take to stay ahead as QBO evolves from bookkeeping software into a full-scale, AI-powered business platform?
Staying ahead requires more than knowing the features of QuickBooks Online; it demands understanding how its AI-driven evolution, powered by Intuit Intelligence, is reshaping workflows, client expectations, and the realities of Canadian accounting.
This course equips you with the practical skills and strategic insight to apply these changes within a Canadian context, streamline operations, and step confidently into higher-value advisory.
Leave with:
-How QuickBooks Online is evolving—and how to stay ahead
-When to trust (and challenge) Intuit Intelligence
-A clear framework to streamline client workflows
-A repeatable, automated month-end process
-Canadian payroll and ProTax Online Canada integration clarity
-Confidence to lead advisory conversations
Outcome: Able to use QuickBooks Online and Intuit Intelligence to streamline workflows and deliver higher-value advisory services.
Agenda
Select a day, then a class, for full details.
Day 1 Wednesday, July 8, 2026 1 session
QBO Online for Accountants Module 1: The QBO Platform in 2026 1:00 – 2:00 PM · CPE Today · 1 credits
What has changed, what is new, and what every Canadian accountant needs to know.
You'll learn to:
- Describe QBO's evolution from a financial management tool to an end-to-end business platform.
- Explain the QBOA to IAS transition and what it means for your daily practice.
- Identify Canadian QBO subscription tiers and confirm which plans are not available in Canada.
- Determine which businesses are strong candidates for QBO and which should consider alternatives.
- List the three primary implementation methods and the best practices for each.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1 CPE creditsLiveHero
Day 2 Wednesday, July 15, 2026 1 session
QBO Online for Accountants Module 2: QBO as a Business Platform 1:00 – 2:30 PM · CPE Today · 1.5 credits
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.
You'll learn 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.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1.5 CPE creditsLiveHero
Day 3 Wednesday, July 22, 2026 2 sessions
QBO Online for Accountants Module 3: Intuit Intelligence and AI Agents 1:00 – 2:23 PM · CPE Today · 1.5 credits
Practical deployment, not hype. Apply AI where it measurably improves outcomes.
You'll learn to:
- Explain what Intuit Intelligence is, and what it is not (it is not a chatbot).
- Identify the five AI agents available in Canada and which subscription tiers include each.
- Navigate to each agent within QBO and explain how to trigger it.
- Apply the ATL 3-Question Triage Framework before deploying any AI feature for a client.
- Describe Canadian-specific considerations including Sales Tax Agent and EN/FR support.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1.5 CPE creditsLiveHero
QBO Online for Accountants Module 3: Intuit Intelligence and AI Agents 1:00 – 2:23 PM · Atiba Lewis · 1.5 credits
Practical deployment, not hype. Apply AI where it measurably improves outcomes.
You'll learn to:
- Explain what Intuit Intelligence is, and what it is not (it is not a chatbot).
- Identify the five AI agents available in Canada and which subscription tiers include each.
- Navigate to each agent within QBO and explain how to trigger it.
- Apply the ATL 3-Question Triage Framework before deploying any AI feature for a client.
- Describe Canadian-specific considerations including Sales Tax Agent and EN/FR support.
AL
Taught by Atiba Lewis
Computer Software and Applications1.5 CPE creditsLiveHero
Day 4 Wednesday, July 29, 2026 2 sessions
QBO Online for Accountants Module 4:Bank Feeds, Reconciliation and Automation 1:00 – 2:00 PM · CPE Today · 1 credits
The core bookkeeping workflow, now AI-enhanced.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1 CPE creditsLiveHero
QBO Online for Accountants Module 4:Bank Feeds, Reconciliation and Automation 1:00 – 2:00 PM · Atiba Lewis · 1 credits
The core bookkeeping workflow, now AI-enhanced.
AL
Taught by Atiba Lewis
Computer Software and Applications1 CPE creditsLiveHero
Day 5 Wednesday, August 5, 2026 2 sessions
QBO Online for Accountants Module 5:Canadian Payroll Compliance 1:00 – 2:15 PM · CPE Today · 1 credits
T4, ROE, CRA remittance, provincial deductions, Wagepoint and Payworks.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1 CPE creditsLiveHero
QBO Online for Accountants Module 5:Canadian Payroll Compliance 1:00 – 2:15 PM · Atiba Lewis · 1 credits
T4, ROE, CRA remittance, provincial deductions, Wagepoint and Payworks.
AL
Taught by Atiba Lewis
Computer Software and Applications1 CPE creditsLiveHero
Day 6 Wednesday, August 12, 2026 2 sessions
QBO Online for Accountants Module 6:Reporting, Dashboards and Analytics 1:00 – 2:30 PM · CPE Today · 1.5 credits
From Standard Reports to Spreadsheet Sync, Performance Centre, and beyond.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1.5 CPE creditsLiveHero
QBO Online for Accountants Module 6:Reporting, Dashboards and Analytics 1:00 – 2:30 PM · Atiba Lewis · 1.5 credits
From Standard Reports to Spreadsheet Sync, Performance Centre, and beyond.
AL
Taught by Atiba Lewis
Computer Software and Applications1.5 CPE creditsLiveHero
Day 7 Wednesday, August 19, 2026 2 sessions
QBO Online for Accountants Module 7: Integrations and the QBO App Ecosystem 1:00 – 2:00 PM · CPE Today · 1 credits
Evaluating, connecting, and governing the third-party apps that orbit QBO.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1 CPE creditsLiveHero
QBO Online for Accountants Module 7: Integrations and the QBO App Ecosystem 1:00 – 2:00 PM · Atiba Lewis · 1 credits
Evaluating, connecting, and governing the third-party apps that orbit QBO.
AL
Taught by Atiba Lewis
Computer Software and Applications1 CPE creditsLiveHero
Day 8 Wednesday, August 26, 2026 2 sessions
QBO Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow 1:00 – 2:00 PM · CPE Today · 1 credits
Year-end close, ProTax Online, GST/HST filing, and T1/T2 season for Canadian practitioners.
Taught by CPE Today · ★ 4.5
Computer Software and Applications1 CPE creditsLiveHero
QBO Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow 1:00 – 2:00 PM · Atiba Lewis · 1 credits
Year-end close, ProTax Online, GST/HST filing, and T1/T2 season for Canadian practitioners.
AL
Taught by Atiba Lewis
Computer Software and Applications1 CPE creditsLiveHero
Day 9 Wednesday, September 2, 2026 2 sessions
QBO Online for Accountants Module 9: Advisory Conversations for the Evolving Platform 1:00 – 2:30 PM · CPE Today · 1.5 credits
From compliance expert to platform advisor: the conversations that grow your practice.
Taught by CPE Today · ★ 4.5
Accounting1.5 CPE creditsLiveHero
QBO Online for Accountants Module 9: Advisory Conversations for the Evolving Platform 1:00 – 2:30 PM · Atiba Lewis · 1.5 credits
From compliance expert to platform advisor: the conversations that grow your practice.
AL
Taught by Atiba Lewis
Accounting1.5 CPE creditsLiveHero
Your instructor
CPE Today
· ★ 4.5 instructor rating
CPE Today's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations and vendors of technology products. We make every effort to maintain a high level of integrity, family values, and friendship among all involved.
Full profile →Co-sponsored with your state society
We're proud to co-sponsor this event with the societies below. Society members: register through your state society to receive special member pricing — check your society's CPE catalog or member portal for this event, or register directly with us here.
K2 Canada
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
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