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QuickBooks Online Certification

6.5 Hours | 7.5 CPE Credits

This course will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online.

As you progress through the course you will develop a working understanding of the complete end to end accounting life cycle and be able to support clients with the key required tasks within QuickBooks Online Accountant. This training course also prepares you to take the QuickBooks Online Certification exam with confidence.

Learning objectives:

On completion of this course, you will be able to:

  • Determine client needs and recommend the appropriate subscription level
  • Describe how to set up a new client and ensure correct settings are applied based on client needs
  • Recall how to use QuickBooks Online Accountant and QuickBooks Online to support a typical SMB client and ensure that all their data is entered correctly
  • Describe how to reconcile accounts and make adjusting entries where appropriate
  • Describe how to ensure the books are balanced
  • State how to close the books in preparation for year or period end
  • Recall how to run basic reports
  • Apply the working knowledge gained of using the accountant tools
  • Describe the benefits of QuickBooks Online mobile app
  • Explain best practice workflows to clients

Module 1: Setting up clients

The module begins with some scene setting by introducing Terri’s Tech, an IT Support business that needs an Accountant and wishes to use QuickBooks Online. The different ways to create a new company are explained and the best practice method identified. The module then provides all the steps required to complete the set up. Topics included cover Settings, Online Invoicing, Chart of Accounts, Customers, Vendors, Products and Services, Bank Feeds, a basic Sales Tax Setup, Permission Levels and Team Member Access.

Module 2: Supporting your small business clients

This module begins with some best practice workflows before identifying the most common errors that are caused by poor workflow. Topics covered include Delayed Charges, Online Invoicing, Undeposited Funds, Depositing to the Bank, Transaction Journal, QuickBooks Online Payments, Journal Entries, Transfers and Memo’s. The module closes with an explanation of why a Customer Statement is useful.

Module 3: Banking and tools

This module explains how QuickBooks Online works with connected bank and credit card accounts. The module begins with explaining what the Banking Center shows, before exploring how to work with transactions. Other topics covered include: creating bank rules, reconciling the bank, reconciliation reports and how to undo a reconciliation. The module closes with recurring transactions.

Module 4: Reports

This module begins by explaining how to navigate to the Reports Center. The module then differentiates between cash based and accrual based reporting before exploring the different reports available for each subscription level and the valuable insight they can provide. Other topics include when and how to run both A/R Aging Summary and A/P Aging Summary reports.

Module 5: Practice Management

This module begins by introducing the Work functionality and how it can help you to streamline your workflows by collaborating with your clients. The module then explains how to use each of the Work features including projects, tasks, client requests and adding attachments. The module closes with the steps required to change the status of a task.

Module 6: Preparing clients’ books

This module provides an overview of the key tasks for year or period end and the tools and reports available. Topics include Voided and Deleted transactions, Re-classifying transactions, Writing off invoices, Trial balance and that the data can be imported to ProConnect Tax Online. The module closes with the steps required to close the books, set a password and access the Closing Date exception log.

Module 7: QuickBooks solutions for clients

This module begins by providing some best practices and tools to establish a client’s accounting needs. The module will present the various subscription levels of QuickBooks Online and the associated features and benefits of each. The module then will explain the different billing options available for QuickBooks Online. Finally, the module will discuss the benefits of the Ecosystem of 3rd party applications than can be integrated with QuickBooks Online to provide additional functionality and increase productivity.

Course Length: 6.5 hrs

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