Welcome to QuickBooks Online Certification Training

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1 Welcome to QuickBooks Online Certification Training

2 Cindy Schroeder Owner of Bright Bookkeeping and Bookkeeping Buds Advanced Certified QuickBooks ProAdvisor Alumni Intuit Accountant Council Member Named Top 20 Firm of the Future Named Top 100 ProAdvisor 2015 Lifelong Mouseketeer

3 CPE Process You must stay in the session for the duration of the training. This training session is eligible for 1 hour of CPE There will be CPE polling questions that will be pushed out during the session. In order to qualify for CPE, you must Trainer respond Diane to all Lucas polling questions during the session. CPE certificates are ed directly to you within 3 days to the same address used to register. You must keep a copy for your records.

4 Prepare for today 1 2 Preferred browsers: To ensure the best training experience, please download one of the following free browsers in advance: Google Chrome Safari (Mac Users) Firefox Sign up for QuickBooks ProAdvisor (it s free): 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

5 Training Materials For your reference you have access to additional training from your QuickBooks ProAdvisor member site: Supplemental training guides Self-paced training modules Today s webinar presentation slides have been provided in PDF format see link in chat

6 Additional Resources Accountant Training: Accountant University QuickBooks Online Blog qboblog.com

7 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

8 Finding QuickBooks Online Certification Exam Scenario 1 Recently Enrolled in the ProAdvisor Program: Log into QuickBooks Online Accountant at: qbo.intuit.com Click on the ProAdvisor Tab in the left navigation bar Click the Certification tab Select QuickBooks Online: You ll see supplemental training guides, self-paced modules and Take Exam Scenario 2 Already enrolled in the ProAdvisor Program: Go to the ProAdvisor website at: quickbooks.com Click on Accountants drop down menu and then ProAdvisor Program and sign in in upper right hand corner Click on the Certification tab Click on QuickBooks Online to view the Supplemental Training Guides & Self-paced modules. Click Take Exam

9 Module 1 Getting Started

10 Module Topics Topic 1: Introducing QuickBooks Online Topic 2: QuickBooks Online Accountant Topic 3: Setting up QuickBooks Online Topic 4: Navigating QuickBooks Online Topic 5: Introducing QuickBooks Apps

11 Topic 1: Introducing QuickBooks Online Learning Objectives Upon completion of this topic, you should be able to: Identify the benefits of using QuickBooks Online Determine which subscription level of QuickBooks Online to recommend

12 Technical Benefits Cloud-based software No expensive equipment or networks to maintain QuickBooks Online Apps Accessible across multiple operating systems and devices Real-time, multi-user access from anywhere Hosted, updated and secured by Intuit s Servers using 128 bit encryption

13 Workflow Benefits Integrated document management Ecosystem of apps with seamless integration Less data entry and more advisory services One login for all your client companies Accountant s Toolbox

14 Recommending QuickBooks Online Determine client s needs and wants Try out the test drive file Google QuickBooks Online Test Drive Compare features of each product

15 Simple Start 1 Company User, 2 Accountant Users 44 default reports Track Income & Expenses Basic financial and A/R reports Unlimited Bank Feeds Allows for Apps and Payroll

16 Essentials 3 Company Users, 2 Accountant Users 77 default reports Manage and pay bills Setup recurring transactions Company Snapshot Report Scorecard report compares to industry trends

17 Plus 5 Company Users, 2 Accountant Users Up to 25 users, unlimited free time tracking only and reports only users 100 default reports Class & Location tracking Budgets FIFO Inventory and Purchase Orders

18 Topic 2: QuickBooks Online Accountant Learning Objectives Upon completion of this topic, you should be able to: Identify steps to sign up for QuickBooks Online Accountant Recognize workflows that can be initiated from within QuickBooks Online Accountant

19 Sign Up for QuickBooks Online Accountant OR Setup a new account or link to existing Intuit ID Have QuickBooks Online but no green toolbar? You should be migrated soon!

20 Easily check up on client s books from the Client List

21 Go to client s QuickBooks

22 Move between clients quickly with the Client Switcher Go to client's QuickBooks

23 Access your ProAdvisor benefits

24 Manage your firm s books with a free subscription to QuickBooks Online

25 Topic 3: Setting up QuickBooks Online Learning Objectives Upon completion of this topic, you should be able to: Recognize the steps to manage Company Settings Identify accounting related preferences Specify the steps to modify Lists & Users Identify the steps to import data into QuickBooks Online

26 Create a new company from within QuickBooks Online Accountant

27 Setup Wizard for New QuickBooks Online Subscriptions Enter company name, address & logo

28 Enter business details Enter business information

29 If no desktop to import

30 you re ready to start customizing!

31 Review Company Settings Gear Icon > Company Settings

32 Review Advanced Settings Gear Icon > Company Settings

33 Invite Users Gear Icon > Manage Users

34 Review Chart of Accounts, Access Registers from Chart of Accounts

35 Merging/Deleting List Entries

36 Create New Customers/Vendors from Customer/Vendor Centers

37 Setting up QuickBooks Online Importing & Converting Importing Lists from Excel Converting from QuickBooks Desktop

38 Importing from Excel

39 Importing from Excel

40 Converting from QuickBooks Desktop

41 Importing data

42 Start in QuickBooks Desktop; press F2

43 Maximum 350K targets

44 File > Utilities > Verify Data

45 Backup & Rebuild Data, if needed

46 Company > Export Company File to QuickBooks Online

47 Follow instructions on Export Wizard

48 confirmation

49 Compare BS & PL, accrual-basis, all dates

50 Setting up QuickBooks Online Connect your Bank Feeds

51 Connect Bank & Credit Card Accounts

52 Select Bank and Log In

53 Associate Bank Account to QuickBooks Online Account

54 Specify Activity to Download

55 Topic 4: Navigating QuickBooks Online Learning Objectives Upon completion of this topic, you should be able to: Recognize key components of the QuickBooks Online interface

56 Navigating QuickBooks Online Left-side Navigation Top Navigation vs. Accountant Toolbar Quick Create Differences between QuickBooks Online Accountant and QuickBooks Online

57 Left-side Navigation

58 Accountant Toolbar/Top Navigation

59 Quick Create (+)

60 Gear Icon ('The Gear')

61 Differences between QuickBooks Online and QuickBooks Online Accountant

62 Best Practices in QuickBooks Online Google Chrome is preferred browser Duplicate tabs for multiple windows Multiple monitors for increased efficiency Chrome users & Incognito windows to access multiple companies

63 Best Practices Multiple Chrome users Duplicate tab Bookmark bar

64 Topic 5: Introducing QuickBooks Apps Learning Objectives Upon completion of this topic, you should be able to: Specify the features and benefits of using QuickBooks Online Apps Recognize navigation points in QuickBooks Online Apps

65 Introducing the QuickBooks Online App Desktop shortcut to QuickBooks Online Runs QuickBooks Online in a dedicated QuickBooks browser Allows for more desktop-ish features like dropdown menus for screens and reports Can have multiple windows and use multiple monitors

66 Introducing the QuickBooks Online App

67 Introducing the QuickBooks Online App

68 Introducing the QuickBooks Online App

69 How do I get the QuickBooks App? or There is an app for both PC and Mac!

70 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

71 QuickBooks Online Certification KEEP the QuickBooks Online Accountant Window & the course window open Take a screen shot or picture of your score when you pass each section & the final score

72 Virtual Conference Certification Challenge Attend (any or all) Certification Prep VCon Courses Complete the 2016 QuickBooks Online Certification by end of day, September 24, 2016 Enter your shipping record at: Enjoy your reward! Offer applies to ProAdvisors that: Are 2015 QuickBooks Online certified and have not yet updated to 2016 QuickBooks Online certification has expired Have not previously become QuickBooks Online Certified 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: QuickBooks Online Certified ProAdvisor QuickBooks Online Bag Terms: Offer applies to the QuickBooks Accounting Virtual Conference participants who attend at least one of the five part QuickBooks Online Certification Prep Training courses during the event on September 21-22, 2016 and successfully complete the 2016 QuickBooks Online Certification exam by midnight September 24, Completion of the 2016 QuickBooks Online Certification between September 1, 2016 and September 24, Items shipped within 4 weeks of adding your record into the database. Offer valid for shipment within United States only

73 October 24-26, 2016 San Jose Convention Center REGISTRATION IS OPEN

74 Q&A

75 Thank You For Attending

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