Intuit values the relationship we have with our Accounting partners. Knowing you are vital to your customers business, it is essential for you to be able to assist your clients with the newest features we introduce each month. As such we have created the “In the Know” webinar series to help keep you informed of the many changes and improvements happening in QuickBooks Online, QuickBooks Online Accountant, ProConnect Tax Online, QB Self-Employed and Online payroll. Every month our goal is to demonstrate the newest features of our online products, so that you, our valued ProAdvisors, can help your clients more effectively.

Sign up for our next session here:

Date & Time Registration Link
Thu, Dec 13, 2018 12:00 PM - 1:00 PM CST https://attendee.gotowebinar.com/register/5055861621360324354

Latest Webinar

QBO Update October 25, 2018

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  • Introduction & Agenda - with Wayne Daley (Length: 7m 14s)
    Introduction & Agenda
  • W9 Self Setup - with Tad Milbourn (Length: 7m 26s)
    Easily collect missing information prior to 1099 season
  • QuickBooks Detect and Defend - with Jamie Herbstman (Length: 18m 33s)
    Helping small business owners prevent and resolve business theft and fraud
  • QuickBooks Capital - with Felicia Wilson (Length: 11m 30s)
    Access to funding in QuickBooks Online and your free business credit score
  • Closing - with Wayne Daley (Length: 1m 07s)
    Thank you for attending

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Archive of Previous Webinars

QBO Update September 25, 2018

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  • Introduction & Agenda - with Wayne Daley (Length: 9m 28s)
    Introduction & Agenda
  • New Health Benefits - with May Lam (Length: 19m 40s)
    QuickBooks Payroll is partnering with SimplyInsured to provide health benefits for our small business employers
  • Quickbooks Capital - with Milind Khandare (Length: 18m 11s)
    Access to funding, from Intuit, right within QuickBooks Online
  • Closing - with Wayne Daley (Length: 2m 02s)
    Thank you for attending

 

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Archive of Previous Webinars

QBO Update August 23, 2018

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  • Introduction & Agenda - with Wayne Daley (Length: 5m 49s)
    Introduction & Agenda
  • QBO Updates - with Wayne Daley (Length: 3m 15s)
    QBO Updates
  • QBOA Practise Management - with Harsha Jagadish (Length: 14m 53s)
    Work Notifications: Get email notifications on tasks and projects
    Templates: Streamline and standardize all of your workflow across your team
  • Invoice Automation - with Garrett Allen (Length: 7m 20s)
    Auto Late Fees: Adding late fees automatically to overdue invoices
  • Tips/Gratuity - with Tim Kebr (Length: 12m 42s)
    Tips on QBO sales receipts
  • New Report: Payroll Summary by Employee - with Tiago Calheiros (Length: 5m 03s)
    A comprehensive report of wages, deductions, and tax info by employee or period
  • QuickBooks Online Advanced - with Richard McCann (Length: 13m 28s)
    Giving an overview of a new QuickBooks Online product
  • Closing - with Wayne Daley (Length: 1m 21s)
    Thank you for attending!

 

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QBO Update July 26, 2018

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QBO Update June 26, 2018

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Integrated Suite of Products to Streamline Retail and Restaurant Operations

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QBO Update May 30, 2018

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QBO Update April 26, 2018

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  • Introduction & Agenda - with Wayne Daley (Length: 9m 42s)
    Introduction & Agenda
  • Program Updates - with Wayne Daley (Length: 5m 49s)
    QuickBooks Online: Redesigned Invoice Templates, Progressive Invoice Updates, New Bank Feeds Process Update, New Reports Landing PageProAdvisor Training: QuickBooks Self-Employed
  • All-New Connect to PayPal App - with Brandi Black (Length: 15m 17s)
    A new way of importing your PayPal transactions into QuickBooks, seamlessly.
  • QBOA Practice Management - with Michael Hitchcock (Length: 14m 32s)
    Slack Integration: Get notifications on tasks in Slack.
  • QBOA Practice Management - with Michael Hitchcock (Length: 4m 02s)
    Create projects and tasks for firm work.
  • QBOA Practice Management - with Michael Hitchcock (Length: 5m 25s)
    Permanently remove clients from your client list
  • Closing - with Wayne Daley (Length: 1m 15s)
    Thank you for attending!

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QBO Update March 27, 2018

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  • Introduction & Agenda - with Wayne Daley (Length: 15m 59s)
    Introduction & Agenda
  • Online Payroll Updates - with Leif Linden (Length: 17m 32s)
    Contractor Direct Deposit in QuickBooks Online Payroll and QuickBooks Full Service Payroll.
  • Apps Program for Accountants - with Brandi Black (Length: 10m 41s)
    Enabling Accountants globally to provision apps for clients at a discount price to drive their value pricing strategy.
  • Cancel Workflow Improvements - with Brady Pemble (Length: 4m 35s)
    Use the cancel and downgrade features in QuickBooks Online.

 

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QBO Update February 27, 2018

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  • Introduction & Agenda - with Wesley Booth (Length: 8m 44s)
    Introduction & Agenda
  • ProAdvisor - with Kavya Mallesh (Length: 10m 56s)
    Re-imagined Training and Certification
  • Find-a-ProAdvisor - with Leah Wetzel (Length: 7m 55s)
    Matching for tax
  • Practice Management - with Michael Hitchcock (Length: 20m 52s)
    Easily add a client (without a QBO subscription) to QBOA while creating work and client requests
  • Sales Tax - with Lauren Kaminski (Length: 15m 15s)
    You do the sales, we'll do your taxes. Existing customer migration and feature updates.
  • Tabs + Multi Client for QBO Desktop App - with Seth Pratt (Length: 10m)
    Tabs + Multi Client for QBO Desktop App

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QBO Update February 6, 2018

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  • Introduction & Agenda - with Wesley Booth (Length: 13m 50s)
    Introduction & Agenda
  • TSheets - with Dan Buckingham (Length: 2m 31s)
    TSheets
  • QBO Updates - with Wesley Booth (Length: 5m 39s)
    Classes & Preferred Vendors for Products and Services
  • Redesigned Invoice Emails - with Siya Yang(Length: 7m 18s)
    New invoice emails that highlight your brand and make it easier for your clients to view and pay your invoice, anywhere, anytime
  • Progress Invoicing - with Pawandeep Singh(Length: 16m 10s)
    Invoice for your work in installments
  • Find-A-ProAdvisor - with Leah Wetzel (Length: 8m 4s)
    Matching for Tax
  • Online Payroll Updates - with Amy Au (Length: 14m 18s)
    Instant Bank Account Connections, Same Day Direct Deposit, IOP4A User ID Changes
  • QB Capital - with Jacob Chappell (Length: 13m 48s)
    Funding Small Business
  • Closing - with Wesley Booth (Length: 2m 15s)
    Thanks for attending!

Webinar handout

In the Know Handout

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FAQs

QBO Update December 21, 2017

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QBO Update November 30, 2017

We apologize the first 25 minutes of the video is missing.

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QBO Update October 25, 2017

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QBO Update September 26, 2017

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QBO Update August 24, 2017

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  • Introduction & Agenda - with Wesley Booth (Length: ~03m)
    Webinar Introduction & Agenda
  • QBO updates - with Wesley Booth (Length: ~4m 40s)
    Projects now in Labs, Privacy Mode, IOP/IOP4A Login changes, QBO Downgrade, Reconcile update, QBOA Edit client flow
  • QuickBooks 2018 - with Wesley Booth (Length: ~3m)
    QuickBooks 2018 release information.
  • ProAdvisor Reviews - Improved - with John Richardson (Length: ~10m 40s)
    Review Classifications, Overall Score, Service and Industry spcification.
  • Price Rules - with Richard McCann (Length: ~11m 30s)
    Manage multiple price lists for multiple customer types with ease.
  • SmartScan - with Joseph Lasee (Length: ~10m 50s)
    QBO proactively scans your books for potential mistakes and missing info, saving you time and giving you peace of mind.
  • Bank Feeds Messaging update - with Justin Munro (Length: ~5m 30s)
    Enhancements to Bank Feeds messaging
  • Conclusion and wrap up - with Wesley Booth (Length: ~4m 55s)
    Conclusion and wrap up

 

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QBO Update July 26, 2017

QBO Update July 26, 2017

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  • Introduction & Agenda - with Amy Kalm (Length: ~05m)
    Webinar Introduction & Agenda
  • QBO updates – Privacy Mode & QBOA Apps Menu Option Beta - with Amy Kalm (Length: ~1m 40s)
    Updated the Privacy option to hide all sensitive data on the home page.
    We are running a Beta test to bring back the Apps menu option in client companies.
  • New QBO Windows/Mac App - with Seth Pratt (Length: ~10m 25s)
    We are replacing the current QBO Windows App and the QBO Mac App with a new version that has been improve with greater stability and more features.
  • Projects - with Pawandeep Singh (Length: ~19m 15s)
    When business work on projects invoices, expenses, time-sheets etc. of their project work can get scattered in multiple different places. Projects provides a way to organize that data in one place. With Projects provides a workflow that is much closer to the way businesses operate.
  • Invoice with Google Calendar - with Brandi Black (Length: ~5m 30s)
    QuickBooks Online allows you to add only a part of a purchase order to a transaction and link multiple transactions to a single purchase order. This will allow you to record partial receipt or payment on a purchase order and easily keep track of your backordered quantities or amounts.
  • Conclusion - with Amy Kalm (Length: ~14m 10s)
    Conclusion and rap up

 

FAQs

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QBO Update June 22, 2017

QBO Update June 22, 2017

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  • Introduction & Agenda - with Wesley Booth (Length: ~02m 36s)
    Webinar Introduction & Agenda
  • QBO updates - with Wesley Booth (Length: ~2m 04s)
    TSheets in Essentials & CC/BCC on more forms & Restricted file uploads.
  • Improved Firm Functionality. - with Nitin Garg (Length: ~12m 24s)
    Increased visibility into team member activities via audit log.
  • QBO Dashboard Widgets. - with Stuart Albright (Length: ~8m 04s)
    Dashboard enhancements - P & L widget and date filters
  • Partial Purchase Orders - with Siya Yang (Length: ~5m 30s)
    Easily keep track of backordered quantities or amounts
  • Projects - with Heidi Maghran (Length: ~14m 10s)
    Helps businesses manage and organize their financial information in one place.
  • Employee Self Setup - with Tanmayee Potluri (Length: ~5m 48s)
    Save time inviting the employees to enter their own information.

Related links and information

Related links and info

Restricted File Uploads

Restricted File Uploads

Improved Firm Functionality

Lead Assignment Audit log Custom report sharing

Audit Log

Custom report sharing

Payroll Self Setup

Rolling out to 16 states (AK, CA, FL, ID, NE, NH, NM, NV, RI, SC, SD, TN, TX, UT, WA, WY) to start, eventually covering all states for QBOP and QBFSP.

 

FAQs

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QBO Update May 25, 2017

QBO Update May 25, 2017

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  • Introduction & Agenda - with Wesley Booth (Length: ~02m 08s)
    Webinar Introduction & Agenda
  • QBO updates - Navigation update for all users & added Time tracking for Essentials companies. - with Wesley Booth (Length: ~4m 47s)
    We are updating the left navigation for all users. Time Tracking has been added to Essentials companies and that time can be billable.
  • Mobile-version of the time tracking. - with Yoshi Matsuzawa (Length: ~11m 11s)
    Updated the time tracking tool and now time tracking is available from mobile devices.
  • Practice Management - Duplicate Projects. - with Brad Newell (Length: ~9m 19s)
    Practice Management as the ability to manage clients and workflow supported by key capabilities including collaboration, document management, insights and notifications. Duplicate projects is something you asked for to help with your workflow
  • Practice Management - Client Management tools - with Corey Ferguson (Length: ~5m 30s)
    Client management is one of two major jobs that Practice Management solves for. The vision for client management is being able to provide accountants a single place to manage ALL their clients - their details, interaction history and relationship to team members and other clients in the firm.
  • New Statements - with Samantha Lopez (Length: ~14m 10s)
    Completely updated the statement with more professional looking layout.
  • Invoice Tracker - with Daniel Lu (Length: ~5m 48s)
    Helps QBO users know the status of their invoices from creation to getting paid (money in bank), helping them better manage their cash flow.
  • Conclusion - with Wesley Booth (Length: ~3m 42s)
    Conclusion and rap up.

 

FAQs

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QBO Update April 28, 2017

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  • Introduction & Agenda - with Wesley Booth (Length: ~02m 06s)
    Webinar Introduction & Agenda
  • Accountant Practice Management - with Harsha Jagadish and Tiago Calheiros (Length: ~30m 25s)
    Give accountants confidence that nothing slips through the cracks.
  • Record paychecks out of order. - with Andy Kiel (Length: ~22m 44s)
    Additional Payroll “Correction” Feature.
  • App Integration - with Brandi Black (Length: ~15m 04s)
    TSheets, Online Bill Pay, Bill My Time from Google Calendar
  • Conclusion - with Wesley Booth (Length: ~1m 36s)
    Conclusion and wrap-up.

 

FAQs

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QBO Update March 21, 2017

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  • Introduction & Agenda - with Wesley Booth (Time: ~02m 12s)
    Webinar Introduction & Agenda
  • Retroactive Tax Exemptions Workflow - with Andy Kiel (Time: ~10m 50s)
    Users can now change the tax exempt status individual employees pay history for the current year.
  • New Reconcile Tool - with Brook Henderer (Time: ~12m 26s)
    The new Reconcile tool currently in QuickBooks Labs will be rolling out into QBO in the next few weeks. This demo shows the new layout and new features of the Reconcile tool.
  • New Budget Workflow - with Stuart Albright (Time: ~10m 40s)
    The Budget tool received a face-lift and a few new features.
  • QBSE Receipt Snap - with Julie Cockle (Time: ~7m 14s)
    QuickBooks Self-Employed gets a new tool to quickly add receipts
  • QBSE Expense Finder - with Alexandra Halbeck (Time: ~10m 14s)
    QuickBooks Self-Employed gets a new First Time Use experience for the brand new QBSE setup to pull in a full year of expenses and assistance in categorizing these expenses.
  • Conclusion - with Wesley Booth (Time: ~2m 51s)
    Conclusion and wrap-up.

 

FAQs

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QBO Update February 22, 2017

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  • Introduction - with Wesley Booth (Time: ~01m 48s)
    Webinar introduction
  • The New Find-a-ProAdvisor Marketplace - with Ray Choi (Time: ~12m 51s)
    The New Find-a-ProAdvisor Marketplace is designed to grow your practice making it easier for new clients to find you and contact you.
  • QBO Updated Features - with Wesley Booth (Time: ~4m 44s)
    Updates to QuickBooks Self-Employed adding to wholesale billing, new reCAPCHA on banking, CC/BCC on new forms, QBO Payroll to QBO Full Service Payroll upgrade option, Payroll font changes.
  • TSheets Integration - Robust Update - with Jessica Knuth (Time: ~15m 34s)
    Major upgrade to TSheets integration into QuickBooks Online. Now you don’t have to leave QuickBooks Online to add the timesheet data. This will save time and increase accuracy.
  • Conclusion - with Wesley Booth (Time: ~1m 59s)
    Conclusion and wrap-up.

FAQs

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This hub will be updated as new webinars are released.