QuickBooks Online Acccountant (Part 2)

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This is the second of a Two-Part Series, which will help prepare accounting professionals for sections 3 through 7 of the QuickBooks online certification exam.


Banking and tools: using bank feeds, excluding bank transactions, creating bank rules, reconciling reports, recurring transactions. Diving into reports, practice management, and preparing clients’ books QuickBooks solutions for clients.


This series will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. As you progress through day two, you will develop a working understanding of the complete end to end accounting life cycle and be able to support clients with the key required tasks within QuickBooks Online Accountant.The lessons include the ability to ask questions and includes in-product demonstration that features guided navigation and common workflows in the user interface.

QuickBooks Online Accountant consists of two parts. After completing both parts you will:

  • Be able to convert your practice from face-face to online;
  • Obtain client referrals once you get Quickbooks certified;
  • Get a bird’s-eye view of all your clients and projects, and work more efficiently so you never miss a deadline;
  • Be able to access your clients’ online to get seamless collaboration and essential work tools at your fingertips,
  • Be able to obtain a referral fee from Quickbooks of up to R3500 per month (terms & conditions apply).


Adhoc – Free webinar


Study Unit 1

Module 3: Banking and Tools

Study Unit 2

Module 4: Reports

Study Unit 3

Module 5: Managing your work

Study Unit 4

Module 6: Preparing clients’ books

Study Unit 5

Module 7: QuickBooks solutions for clients


There are no preconditions for this course.

Moderate level.

Recorded webinar made available on a specified date


Innocent Shongedza

Innocent Shongedza has more than 12 years industry experience in various finance and accounting roles. During the past 10 years Innocent has moved into the training space where he facilitated on work-readiness programs for over 1000 accounting and finance graduates. He is an assessor and moderator registered with various SETAs where he assesses and moderates accounting and finance qualifications.


By attending this webinar, you will be provided with:

  •  Summarised slide presentation
  •  Reference documents and / or course material where available
  • Access to a technical knowledge base
  • Recorded webinar that includes an expert presenter and participant interaction
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The only thing that interferes with my learning is my education. - Albert Einstein

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