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Moving Your Client to QuickBooks Online Advanced - September 14, 2021

Start Date:9/14/2021

Start Time:12:00 PM CT

Duration:60 minutes

Course Description:

Explore how to move your client to QuickBooks Online Advanced from an existing QuickBooks Online plan or QuickBooks Desktop.

Learning Objective:
  • Understand the migration process of moving clients from different QuickBooks Online plans or QuickBooks Desktop to QuickBooks Online Advanced.


  • Who should attend? Accounting professionals and QuickBooks Online Certified ProAdvisors Course
  • Level: Intermediate
  • Course Length: 60 minutes
  • Prerequisites: None Delivery
  • Method: Group-live Internet
  • Field of Study: Non Technical - Computer Software & Applications
  • Recommended CPE: 1 Credit

Note: CPE automation for this event does not support partial credits. If you are present for 50 minutes or more, you may request a partial credit for every additional 25 minutes of attendance if check points and polling question(s) requirements are met. Please inquire at:

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Heather Satterley

CPA & Advanced Certified QuickBooks Online ProAdvisor

Satterley Training & Consulting, LLC

  • Co-founder/Partner BackOffice Ally
  • Trainer/Educator
  • Top 100 ProAdvisor 2014 - 2019!
  • 2017 & '19 Top 10 QuickBooks ProAdvisor
  • Co-host of The ‘Appy Hour with Liz & Heather
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