QuickBooks Online Training

 Registration is closed for this event
Join UNA for a two-day QuickBooks Online training, led by FORVIS and Intuit. Day 1 will be an introductory, back-to-basics overview of the software, and Day 2 will be an advanced, deep-dive training.

On Day 1, get a back-to-basics overview, learn about the latest customizations and navigation features and review essential functions including:

  • Reconciliation Automation
  • Categorization
  • Rules
  • Receipt Capture
  • Cashflow Management
  • Dashboards

Join us on Day 2 for a deeper dive into QuickBooks Online for Nonprofits and learn about:

  • Configuring settings for your nonprofit,
  • Importing your Chart of Accounts,
  • Creating custom workflows with approvals,
  • Automating Program and Fund Accounting,
  • And more! 

We’ll also spotlight advanced tools like QB Time for time and grant tracking, QuickBooks Online Advanced, donor and fund tracking apps, CRM apps, and advanced reporting. Get familiar with QuickBooks Online or brush up on your skills and learn the newest features to help you automate, save time, and streamline your accounting processes!

Please note, this training will be recorded and made available to all registered attendees following the session, along with supporting materials and resources.

Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, administrative staff, and anyone else who would benefit from learning about QuickBooks Online and how your organization manages its finances. 

Part 1 | November 2, 2022 | 10 AM to 2 PM (Mountain Time)
Part 2 | November 3, 2022 | 10 AM to 2 PM (Mountain Time)

UNA Member Rate: $150
Not-Yet-Member Rate: $300



Robbie Randall, Sr. Partner Development Manager, Transformation Expert

Robbie Randall is a member of the Intuit® National Accounts team. He has a decade of professional tax and accounting experience and a great passion for helping businesses thrive. Having owned businesses, he understands the heartaches, triumphs, and attention it takes to operate one. In his current role, he consults with Top 100 U.S. accounting firms and enjoys sharing insights he’s collected from some of the most successful cloud-based firms. Connect with Robbie on Twitter or LinkedIn @smbizpro.


Randy Cassen, Professional Services Consultant

Randy Cassen is a Product Consultant of Intuit’s Partner Channel Professional Services team. Specializing in the QuickBooks Online platform, QuickBooks Online Accountant, Online Payroll, and the Intuit Apps ecosystem, Randy provides education and product training to our partners and their customers. He is a Certified QuickBooks ProAdvisor and has over 17 years of experience working for Intuit across multiple products.

Intuit is the global technology platform that helps consumers and small businesses overcome their most important financial challenges. Intuit believes everyone should have the opportunity to prosper and we never stop working to find new innovative ways to make that possible.

This event is brought to you by Forvis. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS will offer comprehensive assurance, tax, advisory, and wealth management services. Learn more about FORVIS.


November 2nd, 2022 10:00 AM to November 3rd, 2022 2:00 PM
Event Fee(s) - UNA Members: Please log in above to see member discount
Registration Fee $300.00