What You'll Learn

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

• Opening QBO in multiple windows, and other browser tricks

• My Menu:

  • Reclassify Transactions

  • Voided/Deleted Transactions

  • Writing off invoices

• Work: Projects and Tasks
• Client Insights
• Books Close
• The 1099s Center
• Overview
• Month-end Review
• Batch deleting Unbilled Expenses
• Search tips
• Mastering the Banking Feed
• Super-cool features not in Desktop
• QuickBooks Payments merchant processing
• Wholesale Billing
• Notes
• Document Sharing
   

 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 clients

• Recall tips and tricks that make the software easier to use

• Recognize features that streamline your data entry and file review
  

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, and a new 1099s prep center all transform your daily tasks.
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 ProAdvisor account: practice management tools, the Work Center for task lists, certification training and exams, and software discounts.

For accountants moving over from QuickBooks Desktop for the first time, QBO has a vast set of features not available in QuickBooks Desktop. We’ll practice a variety of timesaving tips and tricks that make QBO easier to use.  Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.
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.

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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 'QBOA for ProAdvisors'

Find out what you've been missing. See what prior learners have to say about their journey with Alicia & her class, QBOA for ProAdvisors.

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.

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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: June 2025
Course Page Updated: April 2026

This course was previously titled "Master QBOA the Easy Way" and "QBOA for ProAdvisors."

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