Katana invites you to their event

Shift from QuickBooks Desktop to QuickBooks Online | Joint webinar: Intuit and Katana

About this event

Are you a QuickBooks advisor or a bookkeeper helping companies migrate from QuickBooks Desktop to QuickBooks Online? If so, the anticipation of changing things over may seem daunting, but we’re here to tell you how and why making that transition is worth it.

Shawn Coultice (Head of Channel Partnerships at Katana) and Leah Hartman (Principal Professional Services Consultant, Partner Channel Sales at Intuit) will discuss why this transition is recommended and why you’ll need a product like Katana to complete workflows and provide the required back-office, inventory, and shop-floor features for manufacturing operations.

Over the course of the webinar, we’ll cover:

  • Why are companies shifting from QuickBooks Desktop to QuickBooks Online?
  • What are the core differences between QuickBooks Desktop and Quickbooks Online?
  • How does Katana work with QuickBooks Online?
  • Case examples
  • Benefits to your practice and how we can help build your advisory services

This aims to be an informative and relaxing discussion into how to get the most out of the Desktop to Online transition and will hopefully keep your client from waiting too long to take the step.

By registering, you also agree to allow Katana to contact you in the future via email.

Hosted by

  • Team member
    Shawn Coultice Head of Channel Partnerships @ Katana Cloud Manufacturing

    Shawn has over a decade of experience helping businesses succeed with the right technology in the manufacturing technology space. Driven to solve complex business problems with cloud technology, he has built a growing community of experts that can scale with Katana as a trusted partner.

  • Guest speaker
    Leah Hartman Principal Professional Services Consultant, Partner Channel Sales @ Intuit

    Leah Hartman is a Principal Consultant of Intuit’s Partner Channel Professional Services team. She specializes in QuickBooks Online, QuickBooks Online Accountant, Online Payroll, and the Intuit Apps ecosystem. In her role, Leah provides education and product training to our partners and their customers. She is a Certified QuickBooks ProAdvisor and has over ten years of experience working for Intuit across multiple products.


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