An agenda built for your business

QuickBooks Connect features expert-led content designed for accounting professionals and QuickBooks platform partners. Explore the latest tools, tech, and tactics you need to succeed and expand your business.
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Business growth

Grow your business and move your firm forward with fresh insights and innovations. Dive into the latest in service offerings, scaling operations, sales strategies, B2B marketing, and customer acquisition.

Featured sessions

Selling vertical solutions with QuickBooks

The availability and use of industry-specific solutions have increased dramatically in recent years. In this session, ISV partners will share industry solutions to meet specific customer needs, tech trends in their target verticals, and partnership opportunities with firms like yours to co-develop value for customers and generate revenue.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

How to deliver the services your clients crave, 12/8

Your clients are counting on you to help them move in the direction of their dreams. Elevate the value of your services and your expertise by delivering tangible actions that generate superior results. You'll leave this session with tools you can put to work in your own business, insights about people and processes, and inspiration for making a bigger impact for your clients. This session requires experience in working directly with clients and an understanding of financial statements.

This session is eligible for 1 hour of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Marketing your service-based business

Do you spend the majority of your time working in your business, rather than on it? Join this session led by Mailchimp partners Chris Geoffrey and Marti Kerner to learn how marketing can help you grow your service-based business and bring in new clients. They will provide real-life examples and best practices to understand what works, what doesn’t, and how to get started.

This session is eligible for 1 hour of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.


Technology

Get access to the future of cloud-based solutions for verticals, fintech trends, and support for key platform features—ranging from 3-dimensional reporting and payment fraud to migrating to QuickBooks Online.

Featured sessions

Sales tax demystified

If you want to achieve compliance without specializing in sales tax, this is the session for you. You'll leave with a basic framework of sales tax, a working knowledge of nexus, and the importance of automation for compliance.

This session is eligible for 2 hours of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

QuickBooks Online Advanced: how to build custom reports

Dive deep into custom reporting with QuickBooks Online Advanced. In this session, you’ll identify the difference between core reporting tools and the Custom Report Builder; learn how specific tags, classes, and locations can create hypercustomized reports; and start to think instinctively when leveraging transactional data entry. This session requires a skillset using QuickBooks Online typically gained through 1–3 years of experience with the software.

This session is eligible for 2 hours of CPE credits.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Sync or swim: integrate payments and CRMs to QuickBooks Online

In this first-time interactive audience session, accounting professionals and developers connect on the best practices for both when and how to design and deploy the revenue sync function for clients using various payment processors and CRMs. Through live demonstrations, you’ll identify and overcome key pain points, incorporate a sync function into the accounting workflow for both a payment processor and a CRM, and co-develop a wish list of optimizations for popular payment processors and CRM platforms. This session requires a skillset using QuickBooks Online typically gained through 1–3 years of experience with the software, along with familiarity with common payment processors and/or a CRM.

This session is eligible for 2 CPE credits.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.


Client advisory services

Discover tips and techniques that transform your practice into advisory and offer exceptional client services. Learn actionable ways to scale your client base, create impact with insights, and build stronger client connections.

Featured sessions

Behind the scenes of a successful CAS practice

Join Beth Melcher and Amy Walker as they pull back the curtain on what it takes to build a modern, successful CAS practice. You’ll get real talk and tips from 2 solopreneurs who built CAS firms from the ground up. Learn how to unpack the importance of process, grow and prune clients and employees alike, make a remote team tick, and achieve a work-life balance.

This session is eligible for 1 hour of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Building a tax road map for your clients

Curb your clients' tax season anxiety by transitioning from a compliance-based relationship into a true advisory role. This session will cover how to create a tax road map that gives your clients a bird's-eye view on their tax positions, how to proactively set key due dates, and how to establish touchpoints with their tax advisor. This session requires responsibilities managing an accounting practice typical of those in partner, manager, executive, or similar roles.
 
This session is eligible for 2 hours of CPE credits.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Activate and accelerate your practice into advisory

Make the shift from compliance-based tax and accounting services to a profitable advisory practice. In this session, you'll learn ways to apply Sean's Chief Proactive Advisor Model that transformed his practice; identify and structure the transformational shifts; and implement strategies in your tax, accounting, and bookkeeping practice.
 
This session is eligible for 1 hour of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.


Partnering with QuickBooks

Explore the latest and greatest QuickBooks resources to automate, streamline, and optimize your workflow so you have more time to serve your clients.

Featured sessions

Accountants and developers: a perfect pairing

When natural problem solvers like accountants and developers work together, powerful solutions happen. Hear from a panel of developers and accountants who have teamed up to innovate the SMB accounting space. You’ll learn how to establish valuable relationships, explore collaborative methods to ideate with continuous improvement, and delight your mutual customers.

This session is eligible for 1 hour of CPE credit.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Going up-market with QuickBooks: product, platform, and partnering vision

Hear from Intuit executives about our QuickBooks vision that’s even more invested in you: the new product solutions we’re building, the insight-driven platform we’re creating, and the powerful and purposeful ways we’ll partner together.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.

Modern accounting: challenges and opportunities

The ever-expanding gap between a cloud-based world and old-fashioned accounting poses many challenges, but also creates endless opportunities for partner profitability. Hear from expert solution providers on how they combine the power of QuickBooks and their value-add to build and retain an ideal customer base and identify opportunities.

Your seat will be reserved until 5 minutes before the session starts. Please arrive early to secure your seat.


Go all in on fun

The Color Parlor Treat yourself to a 10-minute manicure or flash tattoo.
QuickBooks Booth Get 1:1 facetime and product support with our in-house experts.
The Swag Spot Pick up gifts from QuickBooks, our sponsors, and more.
Peer-to-peer learning Schedule a Braindate or host your own to meet and exchange ideas with other attendees at the Braindate Hub.