Coming in January 2021! New training event to help firms transition clients to QuickBooks Online

Coming in January 2021! New training event to help firms transition clients to QuickBooks Online

You asked and Intuit® listened! Intuit is rolling out an exciting new training event that’s designed to help firms advise their clients on the value of switching to QuickBooks Online, and having their staff complete a successful implementation and training. This two-part training includes firm-facing and client-facing webinars designed to help you and your clients succeed.

This training event will launch in early January 2021, beginning with a four-part webinar series for firms, followed by a one-hour webinar designed just for your clients! The firm training path is designed to equip firm members with the knowledge and skills they need to assess, sell, implement, and train their clients to use QuickBooks Online. Each session can be taken as a stand-alone session for different members of the firm, depending on their role, or as a complete course for those who wear many or all the hats in the firm.

The firm training will be taught by Heather Satterley, a CPA and Advanced Certified ProAdvisor®. Heather has trained thousands of accounting professionals as an esteemed member of the Intuit Trainer/Writer Network, and through her company, Satterley Training & Consulting. She has been named a Top QuickBooks ProAdvisor seven years running, and one of the Top 100 Most Influential People in Accounting by Accounting Today.

The webinar course topics and schedules are listed below:


Session 1 – How to Sell the Value and Benefits of QuickBooks Online to Your Clients

Jan. 6, 2021, 12 p.m. CT

Change is hard. Many firms struggle to effectively communicate the value of converting to QuickBooks Online.

In this session, you’ll learn how to have a conversation with your clients that will get them excited about moving their accounting to QuickBooks Online.

Session 2 – Choosing the Right QuickBooks Online for Your Client

Jan. 7, 2021, 12 p.m. CT

Businesses come in all shapes and sizes, and often have unique workflows and diverse needs. QuickBooks Online has four subscription levels to help you find the right fit for almost any small business.

In this session, you’ll learn the features available in each subscription level of QuickBooks Online, and how to choose the right one for each of your clients.

Session 3 – Ensuring Success: How to Effectively Train Your Clients to Use QuickBooks Online

Jan. 13, 2021, 12 p.m. CT

Converting client data to QuickBooks Online is only one step on the path to a successful implementation. Clients must feel supported and comfortable to ensure a smooth transition and ultimate adoption of a new accounting system.

In this session, you’ll learn how to take charge of your client’s implementation experience through a proven training plan.

Session 4 – Best Practices When Converting to QuickBooks Online

Jan. 14, 2021, 12 p.m. CT

There are many tools available to help you convert your clients’ data from QuickBooks Desktop products and other accounting applications to QuickBooks Online.

In this session, you’ll learn how to correctly use the built-in conversion tool in QuickBooks Desktop to convert to QuickBooks Online. You’ll also learn best practices when converting from other accounting applications, or when conversion from Desktop isn’t the best option.

Training for your clients

Once you’ve completed the training for your firm, it’s the perfect time to invite your clients to an exclusive webinar just for them! Click on the green “Invite” button below.

Webinar: Moving To QuickBooks Online

This webinar is written and presented by Alicia Katz Pollock, co-founder of Royalwise, a computer training and support company in Portland, Oregon. Alicia is an Advanced Certified ProAdvisor, a member of the Intuit Trainer/Writer Network and the national QuickBooks Online training team. She was named a Top 100 ProAdvisor, and has written two books on QuickBooks Online, specifically for business owners.

  • Option 1: Jan. 19, 2021, 12 p.m. CT
  • Option 2: Jan. 21, 2021, 12 p.m. CT (same session repeated)

This session focuses on impressing your clients with the value and the many benefits of using QuickBooks Online, and learning about all the exciting feature, including Bank Feeds, Receipt Capture, QuickBooks Payments, Tagging, and more.


Start the new year right! Make sure to register for these exciting webinars that are designed to help you and your clients realize the freedom and value of using QuickBooks Online with your firm.