QuickBooks Online for Accountants: AI, Automation and the Modern Firm

Build Your QBO Confidence for 2027

QuickBooks Online is changing. Make sure you’re ready.

9 live modulesVirtual, with replays
Feb 3 – Mar 31Wednesdays, 2027
Up to 11 CPDCredits available
$525Full series, or $75 per session

QuickBooks Online Accountant is being discontinued on December 31, 2026, as Intuit moves accounting professionals toward Intuit Accountant Suite (IAS).

For accountants and bookkeepers who have built their workflows around QBO Accountant, this is more than a platform change—it’s an opportunity to rethink how your firm works.

Build Your QBO Confidence for 2027 is a practical, 9-module live virtual training series designed to help accounting professionals navigate this transition and prepare for the next generation of QuickBooks.

From QBO and Intuit Intelligence to automation, payroll, reporting, integrations, books-to-tax workflows and advisory, you’ll learn how the platform is evolving—and, more importantly, how to use these changes to improve the way you work.

Whether you’re an accountant, bookkeeper, firm owner or finance professional, you’ll come away with practical skills you can put to work immediately while earning up to 11 CPD credits.

Why this training matters now

As Intuit Accountant Suite becomes the primary platform for accounting professionals, firms will need to understand how their existing QBO workflows translate into the new environment. That includes determining what can be automated, how AI-assisted work should be reviewed, how workflows can be standardized, and how technology can create more capacity for higher-value advisory work.

This isn’t just about learning new software. It’s about preparing your practice for how accounting work will get done in 2027 and beyond.

What you’ll learn

Across nine focused modules, you’ll explore:

  • How the QBO platform is evolving for 2027
  • What Intuit Accountant Suite and Intuit Intelligence mean for accounting professionals
  • How to improve efficiency with bank feeds, AI and automation
  • Practical considerations for Canadian payroll
  • Better use of reporting, dashboards and analytics
  • How to evaluate integrations and the QBO app ecosystem
  • The evolving books-to-tax workflow in Canada
  • How technology can support more valuable client advisory conversations

The firms that get the most from this transition won’t simply recreate their old processes in a new platform. They’ll use it as an opportunity to improve how their teams work.

Register for the full 9-module series

All nine live sessions plus replays for $525.

Save $150 vs. individual sessions
Register for the Full Series

Can’t attend live? Your registration includes access to the session replay on demand.

Weekly module schedule

Prefer to pick and choose? Register for individual modules at $75 each—select any module below.

  1. Feb3
    Module 1The QBO Platform in 2027Wednesday, 1:00–2:00 PM ET
    1 hour
  2. Feb10
    Module 2QBO as a Business PlatformWednesday, 1:00–2:30 PM ET
    1.5 hours
  3. Feb17
    Module 3Intuit Intelligence & AIWednesday, 1:00–2:30 PM ET
    1.5 hours
  4. Feb24
    Module 4Bank Feeds & AutomationWednesday, 1:00–2:00 PM ET
    1 hour
  5. Mar3
    Module 5Canadian Payroll ComplianceWednesday, 1:00–2:15 PM ET
    1.25 hours
  6. Mar10
    Module 6Reporting, Dashboards & AnalyticsWednesday, 1:00–2:30 PM ET
    1.5 hours
  7. Mar17
    Module 7Integrations & the QBO App EcosystemWednesday, 1:00–2:00 PM ET
    1 hour
  8. Mar24
    Module 8Books-to-Tax: CanadaWednesday, 1:00–2:00 PM ET
    1 hour
  9. Mar31
    Module 9Advisory ConversationsWednesday, 1:00–2:30 PM ET
    1.5 hours

Want all nine? Get the full series.

Every module live, every replay on demand, up to 11 CPD credits—$525.

Save $150 vs. individual sessions
Register for the Full Series