QuickBooks Online Certification Training Presented by: Stacy Kildal

QuickBooks Online Certification Training Presented by: Stacy Kildal

Stacy Kildal Stacy Kildal Certified QuickBooks Advanced ProAdvisor @StacyKildal 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

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 email after the session ends stating whether or not you qualified for CPE for this session CPE certificates will be emailed directly to you within 7 business days of the conference date to the same email address you used to register Intuit Proprietary and Confidential

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

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: http://bitly.com/pap_join Or QuickBooks.com (Click on Accountants drop down) Intuit Proprietary and Confidential

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 email yesterday. (Check your SPAM or Junk email ) Intuit Proprietary and Confidential

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

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

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

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

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

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

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

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

Module 10 Topic 1: Accessing QuickBooks Online Accountant How do I Log into QuickBooks Online Accountant http://qbo.intuit.com

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

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

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

Module 10 Topic 2: Client List Client Detail Page

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

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

Module 10 Topic 2: Client List Add Client

Module 10 Topic 2: Client List Add Client

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

Module 10 Topic 3: Team Users Add Team User

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

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

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

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

Module 10 Topic 4: ProAdvisor QuickBooks ProAdvisor Certification

Module 10 Topic 4: ProAdvisor QuickBooks ProAdvisor Profile

Module 10 Topic 4: ProAdvisor ProAdvisor Additional Centers

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

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

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

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

Finding QuickBooks Online Certification Exam 1 2 3 New to QuickBooks Online Accountant or ProAdvisor: Sign up: http://bitly.com/pap_join 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

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

QuickBooks Online Certification Challenge Complete the 2017 QuickBooks Online Certification within 48 hours after this virtual conference Enter your shipping record at: http://bit.ly/vcon_certification 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

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