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Free cpe webinars
Intuit ProConnect: QuickBooks Online Integration
Software Demonstration Included
Computer Software and Applications

INTUIT PROCONNECT: QUICKBOOKS ONLINE INTEGRATION

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Available Date(s)
Friday, January 24, 2025: 12:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites Some experience with ProConnect Tax
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner
Course Description

QuickBooks Online Accountant connects your QuickBooks Online clients to ProConnect Tax. In fact, your QuickBooks Online clients are your ProConnect Tax clients. This session will explore the interconnectivity between ProConnect Tax and QuickBooks Online Accountant. By understanding how these integrations work, you will walk away with the capability to automate data transfer, invoice clients within ProConnect Tax, and manage user access across the shared platform. 


Learning Objectives:


  • Take advantage of integrations between accounting and tax workflows

  • Automate data entry for business clients

  • Create and send invoices from ProConnect Tax with QuickBooks Online Accountant

  • Understand the interconnected permissions between ProConnect Tax and QuickBooks Online Accountant

Ross Olson

Intuit
Solution Specialist
[email protected]

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Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Intuitaccountantslogo
Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).