Content created with your business priorities in mind

Access your funds instantly regardless of how your customers pay — ACH, credit/debit card, or check. Automatically allocate upcoming payments, including taxes, payroll, and more.

Learn how to add new sales channels and team members, manage complex payouts from Amazon, and collect credit card payments through a B2B eCommerce platform.

Run your business more efficiently with money management, data sync, and speed improvement. Join this product demo to learn how to retain oversight and financial control, while making moves with your money.

Learn how Intuit is building apps alongside strategic partners to bring in your data automatically. We’ll cover Connect and Square, as well as future integrations with eBay and PayPal.

From an estimate to payday, learn how QuickBooks Invoicing helps business owners get paid faster during this product demo.

Learn about two new steps that complete the end-to-end bookkeeping workflow, reimagine how to collaborate with clients, and capture missing information.

Learn how QuickBooks Advanced connects the complex ecosystem it takes to run a mid-market business. Explore KPI insights, custom reports, multi-company reporting, and more.

During this product demo, discover how to eliminate work, make bookkeeping effortless and do more  anywhere.

Learn how QuickBooks Online Payroll leverages AI-driven automation for a seamless and flexible payroll setup that minimizes work and maximizes confidence

Set up your remote team for success with time management and project collaboration. Learn how to effortlessly convert time and work to money with billing and job costing.

What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee.

MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12
powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases

This session is not eligible for CPE credit.

Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience.  

This session is not eligible for CPE credit.

This MeetUp will be a place where Black accountants and bookkeepers can congregate to feel connected to the accounting community. Not only will the color of your skin be celebrated, but the discussion of numbers is welcomed!

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Are you looking to meet other bookkeepers that know your language? Do you wish you didn’t have to run your business on your own? Are you looking to get started running a bookkeeping business? Join this MeetUp to connect with some amazing bookkeepers, get the answers to your questions, and discuss best practices for running a firm.
 
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Join Gina Madson to discuss best practices in the channel marketing space. Hear from your peers, share some of your recent wins, and get to know your fellow Intuit channel partners as we informally connect and collaborate.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

As female entrepreneurs, "what's next” may look different for each of us, but we are all on this entrepreneurial journey together. Is "next" a next business, next client, next collaboration, next challenge you are solving? Or perhaps, "next" is a fresh perspective on how you are currently doing things. Let's have an open discussion on what "next" feels like and looks like for you. 
 
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Join Alex Chriss, EVP and GM, Intuit QuickBooks as he welcomes you to the virtual event and previews the company’s latest innovations.

This session is not eligible for CPE credit.

Join Intuit QuickBooks executive leadership as they welcome you to the virtual event, showcase how QuickBooks can support your business priorities, and preview the company’s latest innovations. 

This session is not eligible for CPE credit.

Business happens everywhere. Whether you’re out the road or standing in line for coffee, QuickBooks puts powerful business tools in the palm of your hand.

This session is not eligible for CPE credits.

Discover how seamless cash flow management starts with a single place to get paid, pay others, access capital, and manage money.

This session is not eligible for CPE credits.

See how the powerful integration of QuickBooks and Mailchimp helps grow your business and keeps customers coming back for more.

This session is not eligible for CPE credits.

The modern workforce is hybrid. QuickBooks offers big company benefits for small businesses to empower employees no matter where, or how, they work.

This session is not eligible for CPE credits.

QuickBooks Online Advanced helps growing businesses power productivity with custom tools, connected workflow automation, and customized business insights.

This session is not eligible for CPE credits.

Join Kristen Bell and Jay Shetty for a can't-miss conversation about the entrepreneurial mindset, finding joy, and making a positive impact through business.

This session is not eligible for CPE credit.

Learn how to use your unique knowledge of your business to create S.M.A.R.T. goals for your future. Join this session to reconnect with your status as a business owner, recognize the fundamentals of S.M.A.R.T. goals, and discover why goals matter for every business. Using real world examples, we will cover strategies to implement immediately.

This session is eligible for 1 credit of CPE.

Dive deep into tech and trends in the world of automation. In this panel with QuickBooks partners, Avalara and Fishbowl, explore what their customers are craving and solutions that are making businesses more productive and efficient.

This session is eligible for 1 credit of CPE.

In this session, Erin will walk you through how to get started using QuickBooks Online. You'll learn how to set it up, use QuickBooks Payments and QuickBooks Payroll, manage workflows, and collaborate with other users.

This session is not eligible for CPE credit.

Whether you are part of the growing gig economy or the owner of an established business, the QuickBooks Online suite of products offer an expandable solution to match your accounting needs. Join Matthew Fulton as he shares the benefits of each level of QuickBooks Online, how to simplify payroll through QuickBooks Time and QuickBooks Payroll, ways to track project profitability with QuickBooks Online Plus, and more.

This session is eligible for 1 credit of CPE.

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Has your business embraced a more virtual way of working? Join this roundtable for a collaborative discussion on the trials and triumphs in managing remote teams. Come ready to share your successes and willing to talk through your roadblocks.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Understanding cash flow allows you to plan ahead and prepare for the unknown. Uncover the secrets of making beneficial business decisions while leveraging QuickBooks cash flow tools. You’ll learn the principles and foundation of cash flow, how today’s economy affects cash flow, and how to leverage cash flow in your business decisions.

This session is eligible for 1 CPE credit.

Discover the latest solutions by QuickBooks partners, Avalara, DocuSign, Fishbowl, and NEXT | AP Intego, in these quick-hit demos. Partners will also be answering questions live in the chat.

1:00 pm ET: Avalara is a leading provider of cloud-based tax compliance automation solutions.

1:15 pm ET: DocuSign helps organizations connect and automate agreements on any device, anywhere, anytime.

1:30 pm ET: Fishbowl is the top manufacturing and warehouse inventory management software for QuickBooks users.

1:40 pm ET: NEXT | AP Intego is a fast-growing digital “insurtech” insurance agency for small businesses.

This session is not eligible for CPE credit.

Intuit has invested in nurturing its partner network for the last 25 years. With a proven track record in the small business mid-market segment, Intuit enables partners to build and grow with QuickBooks. Listen as a panel of Intuit’s Partner Development Managers discusses the QuickBooks Solution Provider program, opportunities for partners to grow a profitable practice in financial management services, and investments Intuit has made to ensure partner success.

This session is not eligible for CPE credit.

Small businesses need insight into their financials at all times. Join Hector Garcia, CPA to learn how to create, customize and save basic financial reports. During this session, you’ll also explore how to use tags for better reporting capabilities, create management reports, and export those reports into Excel. This session is eligible for 1 CPE credit.

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. The last 18 months taught us that the most budget-wise and workflow-flexible businesses tend to survive. Collaborate on solutions in a group that best speaks to your business. We'll have experts in construction, travel and recreation, professional and creative services, restaurants and bars, legal, and nonprofits. 

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

QuickBooks Online’s built-in merchant service is like magic money. QuickBooks Payments will close the transactions, batch undeposited funds, and match the banking feed with no work from you. In this session, learn how to sign up for QuickBooks Payments, swipe cards using bluetooth readers, and automate monthly customer payments.

This session is not eligible for CPE credit.

Discover the latest solutions by QuickBooks partners, LeanLaw, LivePlan, and Syft Analytics, in these quick-hit demos. Partners will also be answering questions live in the chat.

2:00 pm ET: LeanLaw provides legal billing software for small to mid-sized law firms.

2:12 pm ET: LivePlan simplifies planning, budgeting, forecasting, and performance tracking for small businesses.

2:25 pm ET: Syft Analytics helps businesses make better decisions using their financial data.

This session is not eligible for CPE credit.

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. As a business owner, you know you should look at your financial reports, but what are they actually telling you? This question-and-answer roundtable will explore what your reporting can tell you, and how to get more of what you need from your business' QuickBooks data.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

As small businesses grow, their need to standardize, optimize, and structure their payroll solution to better fit their needs becomes critical. In this session, learn how QuickBooks Online Payroll gives business owners more control and flexibility, and how a dependable payroll software helps manage your employee’s day-to-day needs, provides payroll compliance and reporting, and supports HR.

This session is eligible for 1 credit of CPE.

Colin Cloud’s award-winning act will leave you inspired, astounded, and mesmerized. During this live show, he’ll interact with audience participants to reveal their most personal desires, deduce little known personal facts, predict behaviors and more — all real, all virtual.

Due to the interactiveness of this show, participation is limited and first-come, first-serve.

This session is brought to you by Avalara. To learn more, please visit the partner page.

This session is not eligible for CPE credit.

What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee.

MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12
powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases

This session is not eligible for CPE credit.

Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience.

This session is not eligible for CPE credit.

​​Join 'Appy Hour hosts Liz Scott and Heather Satterley for a morning mimosa MeetUp to chat about apps, new gadgets, and the future of technology as it relates to accounting. Learn about the 'Appy Hour with Liz and Heather, a bi-monthly webinar series, and how you can join their fun and informative community.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Hector is a QuickBooks Online and QuickBooksEnterprise expert, accountant, and business advisor. In this MeetUp, ask Hector any accounting, QuickBooks, tax, or small business related questions — he will answer as candidly as possible.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Join accounting entrepreneurs Andrew Wall and Brad Celmainis to discuss running your firm, new business concepts, innovation, and everything in between.
 
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Join Michelle Long and Dan DeLong, and get to know the QB Power Hour community. You'll discuss the industry, QuickBooks, apps that integrate with QuickBooks, and more.
 
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Hear from Intuit QuickBooks Vice President and Expert Segment Leader, Ariege Misherghi and Director and Accountant Segment Leader, Ted Callahan about the ways QuickBooks is helping accounting professionals grow their practice and scale their impact.

This session is not eligible for CPE credit.

Best-selling author Jay Shetty delivers a Main Stage keynote designed to inspire and uplift.

This session is not eligible for CPE credit.

Join Hector Garcia, CPA for a deep dive into building a customized reports menu. By the end of the session, you’ll be able to better understand custom fields and filtering tricks, and create a custom summary report.

This session is eligible for 1 CPE credit.

When your firm is a consulting or advisory firm, it’s necessary for your team to operate in high-value ways. Join Jason to discuss onboarding a new team in this environment. Leave with a better understanding of the importance of training, how to onboard a high-performing team, and why clarity is key when hiring consultancy team members.

This session is eligible for 1 credit of CPE.

In this session for intermediate to expert QuickBooks users, learn tips and tricks to use QuickBooks Online more effectively and efficiently. It will cover best practices for the day-to-day use of Quickbooks, features in QuickBooks Online that users may not be taking full advantage of, and different ways to correct mistakes.

This session is eligible for 1 credit of CPE.

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Is mentorship still a thing? Can we harness it to encourage more diversity? Does it need a refresh? In this roundtable, discuss how to ensure that the newest among us have access to an enduring sense of support through mentorship.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Wondering how to increase your value? Start by turning basic bookkeeping tasks into advisory topics. Join this panel to better understand balance sheets to growth funding, financing options, bill pay to cash flow planning, and profit and loss to growth acceleration.

This session is eligible for 1 credit of CPE.

Are you a firm owner searching for simple business strategies to grow stronger? Join QuickBooks partners Bill.com, Expensify, and Practice Ignition for a panel discussion that explores ways to help your company thrive.

This session is eligible for 1 credit of CPE.

Discover how Esther Friedberg Karp harnesses the power and flexibility of QuickBooks Online to service clients with unusual and specific advanced accounting needs. In this session, learn how to record special cases like inventory valuation adjustments, barter transactions, and fully landed costs in QuickBooks Online.

This session is eligible for 1 credit of CPE.

Whether your goals are finding new customers or engaging the one you’ve got, having the right tools for the job is vital. In this session, you’ll learn about how Mailchimp's marketing and commerce tools can help you grow your accounting practice through audience management, engaging content creation, marketing automation, and robust insights.

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. There are a lot of theories about how to price your clients well — both for you and them. Join this roundtable and look behind the theories and into the heart of pricing, and discuss what successfully motivates price and what doesn't. 

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

After nearly two years in a global pandemic, what is the new normal of finances for consumers and companies? In this panel, QuickBooks partners Dext and LivePlan explore the future of financial forecasting, budgeting, reporting analytics, customer insights and more — where we are, where we might be headed, and what tools it will take to successfully get there.

This session is eligible for 1 credit of CPE.

Learn best practices when documenting your firm and client processes from Heather, a process automation expert. In this session, you’ll leverage technology to document step-by-step instructions; create a documentation outline and action plan; and define metrics to measure the effectiveness of your firm’s training programs and documentation. Also, discover apps that make process documentation and project management a cinch.

This session is eligible for 1 credit of CPE.

Learn the fundamental steps of building a simple sales process from new client discovery to closing the contract. Join this workshop to explore the human-centered selling techniques that are grounded in relationship building and active listening, and take immediate action on a simple sales process plan. To prepare for the workshop, please download the provided workbook in advance.

This session is eligible for 1 CPE credit.

Every accounting practice hopes to attract new customers by offering the same set of services. In this session, you will learn about new types of services that your firm can offer to a new set of customers to differentiate yourself in the crowded sea of accounting firms. You’ll explore the what and how of these types of services, and how to implement them at your firm.

This session is eligible for 1 credit of CPE.

Join Darren Root and John Mitchell as they discuss the shifts experienced by small business over the past 24 months, and the leadership posture that is required to thrive in the next phase of small business in America. This session will cover simple firm products to reduce the friction in your staff process and customer experiences, how to intentionally curate the customers you serve, and how a clearly identified tech stack and internal process drives efficiency.

This session is eligible for 1 credit of CPE.

Take a closer look into the trending QuickBooks partner apps reviewed by accounting automation expert, Monique Swansen, Stephen Brown, and Brian Clare.

Featured apps include:  Avalara, Bill.com, Dext, DocuSign, Expensify, Fathom, Fishbowl, NEXT | AP Intego, Practice Ignition, Relay, Syft Analytics

This session is not eligible for CPE credit. Please note: Reviewed apps are paid partnerships.

Discover the latest solutions by QuickBooks partners, Bill.com, Dext, Practice Ignition, in these quick-hit demos. Partners will also be answering questions live in the chat.

2:00 pm ET: Bill.com simplifies, digitizes and automates back-office financial processes.

2:15 pm ET: Dext automatically fetches, categorizes and publishes client data for accounting professionals.

2:30 pm ET: Practice Ignition combines proposals, contracts, and client payment details into one smart document.

This session is not eligible for CPE credit.

Everyone has one — that little thing you do to a QuickBooks file that not only makes things easier, but also lets you know it's really yours. What's the trick or optimization you simply can't live without? Join Matthew Fulton and Alexis Sadler as they host a Roundtable dedicated to digging deep on tips and tweaks. Come ready to take notes, and to share your own!

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

You deserve a practice filled with clients who respect your processes, honor your deadlines, pay a fair price for your services, and heed your advice. This session focuses on proven methods for you to build healthy and influential client relationships. Attend this session to discover proven techniques to overcome your clients' resistance to change, earn, maintain and restore client trust, establish and preserve boundaries with problematic clients, and dive into a four-step process for communicating your value.

This session is eligible for 1 credit of CPE.

Documenting your processes is the first step in building a scalable business. In this workshop, you'll use what you learned in Heather’s “Using technology to document and manage your workflow” session to create an SOP (standard operating procedure) for a workflow you currently use in your firm. Then, you’ll analyze your chosen process using a flowchart, leverage apps to create a step-by-step workflow, and make a QuickBooks Online Accountant template to track team progress.

To prepare for the workshop, please ensure you have access to Scribe and Lucidchart. Also, download the provided worksheets you'll complete during the session.

Participation is limited and first-come, first-serve. This session is not eligible for CPE credit.

Results come through action, which follows where we direct our energy, which follows our thoughts. During this guided visualization workshop, you’ll take what you learned at QuickBooks Connect and distill it down into key thoughts that will propel you to be the best “you.” Through a reflective meditation combined with the power of visualization, you will walk away grounded with your own game plan for success.

This session is not eligible for CPE.