Thanks for joining this thread, HHafez.
If you're working with our Introduction to QuickBooks Online for Accountants course, module 3 covers topics related to sales. It starts by showing how to access a client's accounts from within QuickBooks Online Accountant and explains the structure of a QuickBooks company and how to navigate key areas and core features. Other topics include using the dashboard to gain insight into a business' financial health/recent transactions and an overview of the benefits of using the QuickBooks mobile app.
Here's some resources on accessing and managing client accounts in QuickBooks Online Accountant:
Here's a resource about using the QuickBooks mobile app: Compare mobile app features
The course's 5th module begins with an overview of Bank Feeds functionality and its benefits to clients, then goes over different ways to add a client to QuickBooks Online Accountant. It closes by outlining other core features of QuickBooks Online Accountant that you can learn about in the QuickBooks Online Certification course.
Here's a couple resources related to Bank Feeds:
Here's a resource about adding clients to QuickBooks Online Accountant: Add clients
Here's a resource about some of the core features available in QuickBooks Online Accountant: Use accountant tools & features
Additionally, all ProAdvisors can access exclusive training within their product by going to your ProAdvisor menu, then selecting the Training tab.
You can visit your Accountant University to see upcoming webinars, virtual conferences, and in-person sessions. There's also on-demand and self-paced training available.
Visit the ProAdvisor Program website for more information about different types of training and certifications.
You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
I've included a couple detailed resources about working with QuickBooks ProAdvisor Certification which may come in handy moving forward:
If there's any additional questions, I'm just a post away. Have a lovely day!
i have tried 6 times on section 5 always missing by one question all grades are 75%. Some of the questions have 4 correct choices and you have to be lucky to pick the winning one I guess. After calling and complaining, I received the run around blah ,blah, yadda, yadda and basically study harder. Listent I have a couple of degrees own my own tax business for over 40 years and I have NEVER been frustrated like this. I use Intuit accounting software and tax software excusively and always have, It may be time for me to move on from them as it appears they could care less.
My two cents
Hello I wanted to reply to this message as a the ProAdvisor support email doesn't work. I am on the second module in the ProAdvisor training and I have had multiple instances where I have been running into errors in the training, where I answer correctly "B" and the response will be "Not Quite. The answer is B."
What is up with that?
Thank you,
To address your ProAdvisor training issue, I recommend accessing the training through a private browser. Additionally, I will outline further troubleshooting steps below to assist in resolving the problem.
Using a private browser is crucial for training or handling sensitive information. Alternatively, clear your cache to prevent website preference interference and ensure your browser is up-to-date to avoid compatibility issues.
To open one of these browsers, you can use the following keyboard shortcuts:
Using a private browser for ProAdvisor training or any sensitive online activity provides an additional layer of security and privacy, safeguarding your information and potentially providing a more stable and clean browser environment to work in.
If the issue persists, consider contacting our Customer Support Team. Their specialized training and deep product knowledge enable them to provide expert advice and tailored solutions beyond standard troubleshooting.
To better assist you in preparing for your upcoming exam, I have provided these links for your reference:
I am always available if there's anything else you need assistance with the certification exam or with your account. You can always tag me in your reply. I will be around to assist you. Keep safe, and good luck!
Disclaimer: I've updated my response to offer more clarity on the troubleshooting process.
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