Topic

Simplify Year-End with QuickBooks Online Ledger and Workpapers

Time

Tuesday, January 20, 2026, 11:00 AM - 12:00 PM 

Eastern Time (US & Canada)

Description

Join us for the third in a series of three webinars where we will review tools within QuickBooks Online that are designed to help professionals optimize their year-end and monthly bookkeeping processes. Whether you’re preparing for books-to-tax or managing regular books reviews, this session will showcase how QBO can transform workflow efficiency and save valuable time.

This session is eligible for 1 CPD credit.

Intended Audience

Accountants and Bookkeepers currently using QuickBooks Desktop and are interested in leveraging cloud technology to unlock greater efficiency, scalability, and value for their clients and practice.

Learning Goals

  •  
  • What the year-end/books-to-tax process looks like in QuickBooks Online
  • Leveraging Workpapers to enhance productivity and streamline workflows
  • The complete workflow from start to finish, starting with bank feed automation
  • Spreading time savings across longer durations to accelerate your year-end process

Presenter

Alex Noort
Full Name
Alex Noort
Job Title
Professional Services Specialist, Intuit
Bio

Professional Services Specialist, Intuit

Alex Noort has cultivated their empathy-based mindset in a myriad of roles throughout Intuit since 2017. They have grown into the role of Senior Professional Services Consultant, guiding Accounting/Bookkeeping firms and Small Businesses across Canada in their journeys with QuickBooks Online. With a background in Psychology, Alex's goal is to imbue compassion to meet client's needs where they are, and provide customized strategies to deliver on their most fundamental objectives.

Moderators

Bhanu Malik
Full Name
Bhanu Malik
Job Title
PDSS
Company
Intuit
Bio

Bhanu Malik is a strategic Account Executive at Intuit, specializing in high-value business transformation. He leverages his extensive experience in key account management and business expansion to successfully transition firms from QuickBooks Desktop to QuickBooks Online. Bhanu drives growth by establishing strategic client relationships, providing comprehensive training, and onboarding support, and ensuring solution alignment with key business objectives.

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