QuickBooks Online Certification Training Presented by: Stacy Kildal

Transcription

1 QuickBooks Online Certification Training Presented by: Stacy Kildal

2 Stacy Kildal Stacy Kildal Certified QuickBooks Advanced Owner, KildalServices.com Creator, StacyKAcademy.com QuickBooks Online & Desktop Advanced Certified ProAdvisor First ProAdvisor to get QuickBooks Online Certified Writer/Reviewer of QuickBooks Online training material for US, Canada, Singapore, Australia & UK Principal, Kildal Services LLC Co-Host and Co-Founder of QBOShow.com and AppasaurusRex.com

3 CPE Process This session is eligible for 1 hour of CPE. You must stay in the session for the duration of the training There will be CPE polling questions that will be pushed out during the session. In order to qualify for CPE, you must respond to all polling questions during the session. You will receive an after the session ends stating whether or not you qualified for CPE for this session CPE certificates will be ed directly to you within 7 business days of the conference date to the same address you used to register Intuit Proprietary and Confidential

4 Prepare for today Preferred browsers: To ensure the best training experience, please download one of the following free browsers in advance: Google Chrome Safari (Mac Users) Firefox Intuit Proprietary and Confidential

5 Prepare for today Sign up for the free QuickBooks ProAdvisor: In order to take your exam at the end of the day, you must be enrolled in the QuickBooks ProAdvisor Program, which is now free! Go to: Or QuickBooks.com (Click on Accountants drop down) Intuit Proprietary and Confidential

6 Training Materials For your reference you have access to additional training from your QuickBooks ProAdvisor portal: Supplemental training guides Self-paced training modules Today s presentation slides have been provided in PDF format via your reminder yesterday. (Check your SPAM or Junk ) Intuit Proprietary and Confidential

7 Additional Resources QuickBooks Training: qbtrainingevents.com QuickBooks Online Blog: qboblog.com Intuit Proprietary and Confidential

8 QuickBooks Online Certification 5 Sections 15 Questions per section (75 total) 4 Attempts to pass (each section) 80% to pass each section Exam takes approximately 2 hours

9 Agenda Module 1 Getting Started Module 2 Setting Up Module 3 Navigating & Customizing Module 4 Money In Module 5 Money Out Module 6 Payroll and Other Transactions Module 7 Banking & Tools Module 8 Reporting Module 9 Ecosystem and Apps Module 10 QuickBooks Online Accountant Module 11 Accountant Tools Module 12 Troubleshooting Intuit Proprietary and Confidential

10 Module 10 : QuickBooks Online Accountant Access QuickBooks Online Accountant Client List Team User ProAdvisor Unique Features Intuit Proprietary and Confidential

11 Topic 1: Accessing QuickBooks Online Accountant Upon completion of this topic, you should be able to: Describe the steps to access and login to QuickBooks Online Accountant Intuit Proprietary and Confidential

12 Module 10 Topic 1: Accessing QuickBooks Online Accountant QuickBooks Online Accountant For Professionals (Bookkeepers, CPA s, EA s, Consultants, etc) Access many companies from ONE access point Special tools/features to manage and monitor client companies Your window to view QuickBooks Online companies through

13 Module 10 Topic 1: Accessing QuickBooks Online Accountant How do I get QuickBooks Online Accountant QuickBooks.com

14 Module 10 Topic 1: Accessing QuickBooks Online Accountant How do I get Clients to Show on QuickBooks Online Accountant?

15 Module 10 Topic 1: Accessing QuickBooks Online Accountant How do I Log into QuickBooks Online Accountant

16 Topic 2: Client List Upon completion of this topic, you should be able to: Identify features and functionality of the Client list Intuit Proprietary and Confidential

17 Module 10 Topic 2: Client List Client List Easy oversight to QuickBooks Online data

18 Module 10 Topic 2: Client List Client List Quickly open QuickBooks Online companies

19 Module 10 Topic 2: Client List Client Detail Page

20 Module 10 Topic 2: Client List Client Detail Page Monitor reconciliation status

21 Module 10 Topic 2: Client List Client Detail Page Inactivate client

22 Module 10 Topic 2: Client List Add Client

23 Module 10 Topic 2: Client List Add Client

24 Topic 3: Team Users Upon completion of this topic, you should be able to: Specify the steps to manage permissions for team users accessing your QuickBooks Online Accountant firm Intuit Proprietary and Confidential

25 Module 10 Topic 3: Team Users Add Team User

26 Module 10 Topic 3: Team Users Add Team User - Firm Administration and Books

27 Module 10 Topic 3: Team Users Add Team User Manage Client Access

28 Topic 4: QuickBooks ProAdvisor Upon completion of this topic, you should be able to: Recognize the features available to help you manage your QuickBooks ProAdvisor membership Intuit Proprietary and Confidential

29 Module 10 Topic 4: ProAdvisor QuickBooks ProAdvisor Level Silver: not certified or have fewer than 5 paid online clients. Gold: QuickBooks Online certified OR have 5 19 paid online clients. Certified gold members are listed on the Find-A-ProAdvisor online directory. Certified Gold: Access to the QuickBooks Online Advanced training and certification Diamond: Advanced QB certified OR have 20+ online clients. Premium Support (Diamond Support) Advanced Certified: Receive priority ranking on the Find-A-ProAdvisor directory

30 Module 10 Topic 4: ProAdvisor QuickBooks ProAdvisor Certification

31 Module 10 Topic 4: ProAdvisor QuickBooks ProAdvisor Profile

32 Module 10 Topic 4: ProAdvisor ProAdvisor Additional Centers

33 Topic 5: Unique Features Upon completion of this topic, you should be able to: Identify functionality of the Your Books section in QuickBooks Online Accountant Specify unique features of the Accountant Toolbar Intuit Proprietary and Confidential

34 Module 10 Topic 5: Unique Features Your Books Client list in Your Books is same as Clients in QBOA

35 Module 10 Topic 5: Unique Features QBOA Toolbar Client Switcher Quick Create

36 Module 10 Topic 5: Unique Features QBOA Toolbar Search Gear Icon

37 Finding QuickBooks Online Certification Exam New to QuickBooks Online Accountant or ProAdvisor: Sign up: Log into QuickBooks Online Accountant at: qbo.intuit.com Click on ProAdvisor in the left navigation bar Click the Certification Tab Select QuickBooks Online: Take Exam Also, find here the supplemental training guides and self-paced modules 3 8 Intuit Proprietary and Confidential

38 QuickBooks Online Certification - HELPFUL TIPS Keep the QuickBooks Online Accountant Window and the course window open. Write down your answers Take a screen shot or picture of your score when you pass each section and the final score. 3 9 Intuit Proprietary and Confidential

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40 QuickBooks Online Certification Challenge Complete the 2017 QuickBooks Online Certification within 48 hours after this virtual conference Enter your shipping record at: Offer applies to ProAdvisors that: Are 2016 QuickBooks Online certified and have not yet updated to 2017 or QuickBooks Online certification has expired or Have not previously become QuickBooks Online Certified and Provide a U.S. shipping address Your Rewards: Tech Kit Includes everything to keep you charged! Mobile battery back up, Mobile Vehicle Charger, USB Charger, Ear buds Lapel Pin: New QuickBooks Online Certified ProAdvisor Badge! QuickBooks Online Bag Terms: Offer applies to the QuickBooks Accountant University participants who attend the QuickBooks Online Certification Prep Training course and successfully complete the 2017 QuickBooks Online Certification exam within 48 hours after attending the training. Items shipped within 4 weeks of adding your record into the database. We re sorry, but we can only ship within United States only

41 Questions?

42 Thank You for Attending