Topic

What "Elite" Firms Know: QBO Advanced as a Productivity tool

Time

Tuesday, February 24, 2026, 1:00 PM - 2:00 PM 

Eastern Time (US & Canada)

Description

Discover how accounting firms use QuickBooks Online Advanced to save time and deliver deeper client value. Learn best practices for getting data in and files ready with Spreadsheet Sync, streamlining year-end work through better communication and process management. See how firms go beyond compliance to provide financial insights and strategic guidance using built-in AI tools.

This session is eligible for 1 CPD credit.

Intended Audience

Accountants and bookkeepers 

Presenter

Barclay Moran
Full Name
Barclay Moran
Job Title
Professional Services Specialist
Company
Intuit Canada
Bio
With 15+ years at Intuit, Barclay has a deep knowledge of QuickBooks Desktop and QuickBooks Online. He is bilingual and passionate about the customer experience, having spearheaded the management, design, and transition to a cloud-based solution for some of the largest Accounting firms in Canada.

Moderator

Joelle Sater
Full Name
Joelle Sater
Job Title
Associate professional services consultant
Company
Intuit
Bio
Joelle is working as an Associate Professional Services Consultant at Intuit. She is a QBO Advanced Certified ProAdvisor, freelance bookkeeper, and has more than 5 years bookkeeping experience.

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