Course Information


This is the first of a two-part series, which will help prepare accounting professionals for sections 1 and 2 of the QuickBooks Online Certification exam. All lessons include the ability to ask questions and includes in product demonstration that feature guided navigation and common workflows in the user interface.

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. In part one, attendees will learn all the necessary steps to set-up a new company and best practice workflows.

Key Learnings

In Module 1 we will look at Creating a QuickBooks Online company, company settings, sales settings, expense settings, payment settings, advanced settings, chart of accounts, products and services, adding customers and vendors, managing team and client access. In Module2 we will cover delayed charges, online invoices, undeposited funds, deposit transactions, journal entries, transfers, other transactions and tools. Best Practice workflows, price rules, and projects. 

*At the end of this course you should log in and take Sections 1 and 2 of the exam while the information is fresh in your mind

Obtaining your CPD certificate

Attendance of this webinar series will accrue 2 CPD hours for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by SAICA, AAT, SAIPA, SAIBA, IAC, CIS and others.

Who should attend

The following persons will benefit from attending this webinar:

  • Accounting professionals and Bookkeepers 


  • Free to anyone who registers for event.
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