What You'll Learn

• The difference between Intuit Accountant Suite and the client's QBO

  • My Menu’s accountant tools

  • Client subscription management

  • Work:

    • Projects and Tasks

    • Client Insights

    • Books Close

    • The 1099s Center & ProConnect tax

  • Firm Hub:

    • Team Groups

    • Policies

    • Playbooks

    • Capacity Insights

    • The ProPartner Program

 After completing this course, you will be able to: 

• Explain the differences between QBO, QBOA, and IAS
• List IAS’s practice management tools to keep track of client and team activity
• Recognize tools to deploy teams, policies, and templates at scale

 

Intuit Accountant Suite Course Description

As CAS practices and bookkeeping firms have evolved and grown, so have their needs for managing their clients. Intuit Accountant Suite (IAS) is more than a new look—it’s a complete reimagining of how accounting firms operate while managing client activity.

We’ll take a deep dive into how Intuit Accountant Suite helps you access QBO data with an eagle-eye view of client activity so nothing falls through the cracks…without even logging into your clients’ files!

We’ll explore how new customizable dashboards, Client Insights, Books Close, Task Lists, and a new 1099s prep center all transform your daily workflow.

IAS includes new bulk tools for team management, categorization policy templates, chart of account templates, and Playbooks to deploy full setups to new clients with one click.

We’ll test the power of Intuit Intelligence AI—allowing you to ask questions across your firm or client books, identify trends and anomalies, and calculate KPIs without a spreadsheet. 

We’ll also explore the benefits that come with your free ProPartner account: practice management tools, certification training and exams, and software discounts.

Whether you’re a solo practitioner or growing a team, this session will show you how Intuit Accountant Suite will help you manage your firm, get client work done fast, and elevate your advisory services.

 

ENROLL NOW

 

 

 

 

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Instructional Level Intermediate   Course Length 3 hours   Course Credits 3.0 CPE, Certificate of Completion   Field of Study Computer Software & Applications   Delivery Method Group Internet Based   Prerequisites  A ProPartner account. Experience with QuickBooks Desktop or QuickBooks Online.   Who should take this class? Bookkeepers and Accountants with a CAS team of at least two people. Bookkeepers and Accountants curious about the new innovations in IAS   Advance Preparation None

 

Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!

 

Discover why accounting professionals like you are getting excited for 'Intuit Accountant Suite'

Find out what you've been missing. See what prior learners have to say about their journey with Alicia & this class.

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

ENROLL NOW

 

 

 

 

 

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Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise Solutions Inc. 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.

 

 

Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: Not taught yet (will upload in October 2026)
Course Page Updated: September 2026

 

 

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