Canada-Focused QuickBooks Connect Sessions

QuickBooks® Connect is right around the corner! As we gear up for this amazing global event, we wanted to highlight some of the sessions we’ve put together that are specifically geared for Canadian tax professionals. A big shout out to our fantastic partner, Rachel Fisch, for the help with these sessions. Don’t miss her at QBC!

Speaking of which — have you registered to secure your spot? Do so now! You can also view the full agenda of events and sessions here.

MONDAY, November 2

Session 1 at 10:00 am: QuickBooks Online in Canada: Determine when QuickBooks Online is Right for the Client and Best Practices for Converting

This session is the first part of the Canadian QuickBooks Online Advanced Certification Exam Prep course and covers Module One: Converting to QuickBooks Online. During this session, you will learn to:

  • Deploy best practices for conversion

  • Use the QuickBooks Desktop conversion tool

  • Determine when to alternatively import list data and beginning balances

Session 2 at 1:30 pm: QuickBooks Online in Canada: Optimize QuickBooks Online and Work Smarter

This session is the second part of the Canadian QuickBooks Online Advanced Certification Exam Prep course and covers Module Two: Optimizing QuickBooks Online for You and Your Client. During this session, you will learn to:

  • Optimize QuickBooks Online

  • Management categories and workflows

  • Work more efficiently in QuickBooks Online

Session 3 at 3:30 pm: QuickBooks Online in Canada: Complex Transactions and Troubleshooting in QuickBooks Online

This session is the third part of the Canadian QuickBooks Online Advanced Certification Exam Prep course and covers Module Three: Complex Transactions and Troubleshooting. This session covers complex transactions and troubleshooting in QuickBooks Online, including but not limited to:

  • Tracking Client Retainers/deposits

  • Recording Bounced Checks

  • Reconciliation Problems

WEDNESDAY, November 4

Session 4 Wednesday Nov 4 at 8:30 am: QuickBooks Online in Canada: Expanding QuickBooks Part 1

This session is the fourth part of the Canadian QuickBooks Online Advanced Certification Exam Prep course and covers Module Four: Expanding QuickBooks Part 1.  During this session, you will learn to:

  • Purchase inventory using purchase orders

  • Sell and adjust inventory

  • Process transactions using multiple currencies

Session 5 at 10:20 am: QuickBooks Online in Canada: Expanding QuickBooks Part 2

 This session is the fifth and final part of the Canadian QuickBooks Online Advanced Certification Exam Prep course and covers Module Five: Expanding QuickBooks Part 2.

During this session, you will learn to:

  • Find and use third party apps for you and your client

  • Navigate the new QBOA

  • Discover the new ProAdvisor® Program

We can’t wait to meet all of you at QBC. Our team of professionals will be on hand to meet you personally and talk through any further questions you have. See you there!

About the Author

Bryan Tritt

Bryan Tritt

Bryan leads communications for Intuit Canada's Accounting software, including QuickBooks Accountant offering and ProFile. When he's not working, you can usually find him playing hockey, baking vegan treats and watching Game of Thrones. You can follow him on Twitter at @IntuitBry.

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