#SNH16

QuickBooks Online
Certification Exam
Prep (Parts 1-3)

Wifi Network:
Password: Welcome
Attending this Breakout session for
the full 100 minutes entitles you to
2 hours of CPE.
Please be sure you check in to the session using the
mobile app or, if you cannot use the app, sign one of
the sign-in sheets in the back of the classroom.

Thank you!

#SNH16
 Hector Garcia, CPA.CITP
• Live/Work in Miami, FL
• Certified Information Technology
Professional
• Member Intuit Trainer/Writer Network
• Advanced QuickBooks ProAdvisor
• Top 100 ProAdvisor: 2014, 2015, and 2016
@QBKaccounting
Sign up for QuickBooks ProAdvisor Program (it’s free): In order to
take your exam, 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
 Training Materials

For your reference you have access to additional training

from your QuickBooks ProAdvisor member site:
- Supplemental training guides
- Self-paced training modules
• Accountant Training: Accountant University
• QBO Blog – qboblog.com
Admin Details
• QBO Test Drive: http://qbo.intuit.com/redir/testdrive OR
Google “QuickBooks Online Test Drive”
• QBOA Sample Company -- click on the Gear then Sample
Company from within QuickBooks Online Accountant
QBO 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
Finding QBO Certification Exam
Scenario 1 − Recently Enrolled in the ProAdvisor Program: 1
http://bitly.com/pap_join
Log into QuickBooks Online Accountant at: qbo.intuit.com
2
1. Click on the ProAdvisor Tab in the left navigation bar
3
2. Click the Certification tab
3. 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
1
1. Click on Accountants drop down menu and then
ProAdvisor Program and sign in in upper right hand corner
2. Click on the Certification tab
3. Click on QuickBooks Online to view the Supplemental
Training Guides & Self-paced modules. 2
4. Click Take Exam
3 4
Module 1
Getting Started

#SNH16
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
Introducing QuickBooks
Online

#SNH16
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
Technical Benefits
• Cloud-based software https://qbo.intuit.com
• 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
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
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
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
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
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
Sign Up for QuickBooks Online
Accountant
• https://quickbooks.intuit.com/start/qba_signup
OR http://bit.ly/QBOAsignup
• Setup a new account or link to existing Intuit ID
• Have QBO but no green toolbar? You should
be migrated soon!
Easily check up on client’s books from the Client List
Move between clients quickly with the Client Switcher
(Go to client's QuickBooks)
Manage your firm users (Team)
Access your ProAdvisor benefits
Manage your firm's books with a free
subscription to QuickBooks Online
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
 Add a New QBO
Company from QBOA

#SNH16
DEMO
Create a new company
from within QBOA
Setting Up QuickBooks
Online
Starting from Scratch

#SNH16
 Setup Wizard for New QBO Subscriptions

Enter company
name,
address & logo
Enter business
information
If no desktop to import…
… you’re ready to start customizing!
DEMO
 Review Company Settings
Gear Icon > Company Settings
Review Expense Settings
Gear Icon > Company Settings
Review Advanced Settings
Gear Icon > Company Settings
 Review Chart of Accounts,
Access Registers from Chart of Accounts
Setup Products & Services List
Gear > Products & Services List
Create New Customers/Vendors
From Customer/Vendor Centers
Merging/Deleting List Entries
Setting Up QuickBooks
Online
Importing and Converting

#SNH16
Importing from Excel
Importing from Excel
Converting from QuickBooks Desktop
Start in QuickBooks Desktop; press F2
Maximum 350K
targets
File > Utilities > Verify Data
Backup & Rebuild Data, if needed
Company > Export Company File to QuickBooks
Online
Follow instructions on export wizard
Email confirmation
Compare BS & PL, accrual-basis, all dates
Connect bank & credit card accounts
Select bank
and log in
Associate bank account to QBO account
Specify activity to download
Navigating QuickBooks
Online

#SNH16
Navigating QuickBooks Online
Learning Objectives
Upon completion of this topic, you should be able to:
• Recognize key components of the
QuickBooks Online interface
Navigating QuickBooks Online
• Left-side Navigation
• Top Navigation vs. Accountant Toolbar
• Quick Create
• Differences between QBOA and QBO
DEMO
Left-side Navigation
Accountant Toolbar/Top Navigation
Quick Create (+)
Gear Icon ('The Gear')
Differences between QBO and QBOA
 Best Practices for
QuickBooks Online

#SNH16
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
DEMO
Introducing QuickBooks
Apps

#SNH16
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
Introducing the QuickBooks Online App
• Desktop shortcut to QuickBooks Online
• Runs QBO 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
Introducing the QuickBooks Online App
Introducing the QuickBooks Online App
Introducing the QuickBooks Online App
How do I get the QuickBooks App?
www.quickbooks.intuit.com/apps
or
www.apps.com
There is an app for both PC and Mac!
QUESTIONS?
 Module 2
Common Workflows

#SNH16
Module Topics
• Topic 1: QuickBooks Concepts
• Topic 2: Money In
• Topic 3: Money Out
• Topic 4: Other Transactions
QuickBooks Concepts
QuickBooks
Concepts

#SNH16
 Invoice vs Bill

Customer Invoice = Money In Vendor Bill = Money Out

 Posting vs Non Posting
Posting
Non Posting
• Invoice • Bill Payment (Check) • Estimate
• Payment • Bill Payment (Credit Card) • Delayed Credit
• Credit Memo • Vendor Credit • Delayed Charge
• Sales Receipt • Credit Card Credit • Purchase Order
• Refund • Sales Tax Payment • Time Tracking
• Expense • Deposit • Statement
• Cash Expense • Transfer
• Credit Card Expense • Journal Entry
• Check • Inventory Qty Adjust.
• Bill
Recording Financial Activity
Money In
Money In / Sales & Revenue
• Sales Settings & Payment Settings
• Sales Form Styles & Import Styles
• Transaction Types
• QuickBooks Payments & Online Invoicing
• Customer Center & Sales Center
DEMO
Review Sales Settings
Gear Icon > Company Settings
Custom Form Styles
Estimates
Customer Center
Sales Center
Delayed Charges & Credits
Invoices
Payments
Credit Memo vs Refund
Sales Receipts
 Online Invoices
Get paid faster with Online invoices
Company Settings > Sales
Set email options for invoices to online invoice,
no pdf
Select online payment options, email
invoice
Customer clicks button in email
Customer opens invoice in browser, no password
required
Customer can print or save PDF
Invoice total amount linked to current
balance in QBO
Interactive messaging archived in QBO on invoice
transaction
Pay Now button is inactive when QB Payments not
turned on
QuickBooks Payments
Company Settings > Payments
Create new QB Payments account
Select plan, provide business & personal info,
submit
Application approved, service available in
24 hours
Connect existing QB Payments account
Login to existing merchant account to link
Confirm & use immediately
Verify account connected on new &
existing accounts
Button active when QB Payments turned
on
Customer enters amount
(less than or equal to) and payment info
Email receipt sent to payer
Status & balance updated on Online
Invoice
Payment recorded in QBO automatically, No sync
required!
Setup recurring sales receipts and collect cc pmts
automatically
Money Out

#SNH16
Money Out / Expenses & Purchases
• Expense Settings & Purchase Settings
• Accounts Payable Transactions
• Bank & Credit Card Transactions
• Converting to Bill Payment
• Vendor Center & Expense Center
Vendor Center
Expense Center
Review Expense Settings
Gear Icon > Company Settings
Purchase Orders
Bills
Bill Payments
Vendor Credit
Check
Expense
Other Transactions

#SNH16
Other Transactions
• Deposits
• Transfers
• Journal Entries
• Timesheets/Billable Time
• Statements
DEMO
Deposits
Transfers
Journal Entries
Timesheets
Statements
QUESTIONS?
 Module 3
Banking, Payroll,
Apps and Reporting

#SNH16
Module Topics
• Topic 1: Bank Feeds
• Topic 2: Tools and Payroll
• Topic 3: Apps and the Ecosystem
• Topic 4: Reporting
Bank Feeds

#SNH16
Bank Feeds
Learning Objectives
Upon completion of this topic, you should be able to:
• Identify the steps to setup and utilize Bank Feeds
• Recognize features to troubleshoot Banking
Center issues
Functionality of Bank Feeds
• Automatically download transactions
• Manually import files (.qbo, .csv, .qfx, .ofx)
• Unposted until YOU take action
• Match to existing transactions or create new
• Set up Bank Rules for more efficiency
Navigating the Bank Feeds
• New Transactions Tab: Downloaded from the bank
and waiting to be posted to the register
• In QuickBooks: Has been posted/matched to the
register
• Excluded: Removed from the New Transactions tab
as a duplicate, not to be posted
New Transactions
In QuickBooks
Excluded Transactions
Posting Transactions via Bank Feed
• Add: Create a new transaction based off of the
downloaded banking information
• Match: Marry the downloaded bank transaction to
existing QuickBooks transaction
• Rule: Create a new transaction based on pre-established
terms you set up in QuickBooks
Add New
Match Existing
Bank Feed Rules
DEMO
Setting Up Bank Feeds – Special Info
• Download date range (default 90 days)
• Exclude duplicate downloaded transactions
• Undo matched transactions
Download Shorter Range
Specify activity to download (default is 90 days) –
Need 14 days? Download 30 and use batch exclude!
Manually Importing Bank Files
• Web Connect (.qbo) is BEST!
• Comma Separated Value (.csv)
– No check number! Date, Name, Amount, Description
– You map the fields

• Quicken (.qfx)
• Microsoft Money (.ofx)
Update > File Upload
Exclude duplicates
Repairing Bank Feeds
Potential Causes:
• Credentials changed
• Account closed
• Bank Merger
• Bank updates system
• Bank is a headache!
Repairing Bank Feeds
If no known cause, try these in order:
• Blue ‘Update’ button
• Pencil > Update Sign-in Information
• Pencil > Disconnect account on save
– Make sure all transactions are posted! History will be erased!
Repairing Bank Feeds
DEMO
QUESTIONS?
Tools and Payroll

#SNH16
Tools and Payroll
Learning Objectives
Upon completion of this topic, you should be able to:
• Recognize the functionality of Recurring Transactions
• Determine the steps to reconcile transactions to a bank
statement using the Reconcile Tool
• Identify the payroll offerings that integrate with QuickBooks
Online
• Identify the steps to setup QuickBooks Online Payroll
• Identify common payroll reports in QuickBooks Online
Recurring Transactions
• Can be used for 1st transaction in the workflow
– Bills, Invoices, Sales Receipts, Expenses

• Scheduled/Unscheduled
• Great for Expenses that are on autopay
• Sales Receipts w/CC Payments (as shown in Mod 2)
Recurring Transactions
Attaching Documents
Using Registers

Review
account
registers
Reconciling Accounts
• Reconcile Bank, Credit Card and other Balance
Sheet accounts
• Monitor changes to reconciled transactions
• Undo reconciliations IF you are in QBO Accountant
Reconciling Accounts
DEMO
Payroll Options
• QuickBooks Full Service Payroll
• QuickBooks Online Payroll
• Intuit Online Payroll for Accounting Professionals
• Intuit Full Service Payroll (not embedded in QBO)
Payroll Options
QuickBooks Full Service QuickBooks Online Intuit Online Payroll for
Payroll Payroll Accounting Professionals

Built inside QuickBooks Online YES YES -

Separate accountant and client log-

YES YES YES
ins to access the same account

Pay by check or direct deposit YES YES YES

Federal and state payroll tax forms

YES YES YES
automatically calculated

Intuit files and pays taxes on behalf

YES - FULL SERVICE ONLY
of client

Intuit transfers data from previous

YES - FULL SERVICE ONLY
provider if needed

Intuit mails W-2s to employees at

YES - FULL SERVICE ONLY
year end
QuickBooks Full Service Payroll
• Work with Intuit to set up
• Form 8655 Reporting Agent Authorization
• Free conversion from other 3rd party payroll
providers
Wholesale Pricing for Payroll
• Best pricing when bundled with QuickBooks
Subscription
• Save 50% by adding to your Wholesale billing
account
• Add from your Account screen inside
QuickBooks Online Accountant
QuickBooks Online Payroll
Get started with QuickBooks Online Payroll setup wizard
Add employees
Manage payroll settings
Add pay schedule, vacation policies,
deductions & contributions
Manage employer ID #s, unemployment rate,
electronic services
Update GL accounts and classes for
paychecks and taxes
Run payroll in 3 easy steps
Select pay schedule
Confirm bank account and dates
Salary calculated & timesheet hours
summed
Review & submit. Paychecks posted to
GL.
Mobile app: pay employees, pay taxes,
file forms
Payroll Reports
Reports > All Reports > Manage Payroll group
Paycheck subtotals for each employee
Payroll taxes paid and owed
Apps and the
Ecosystem

#SNH16
Apps and the Ecosystem
Learning Objectives
Upon completion of this topic, you should be able to:
• Recognize the benefits of Intuit-approved Apps
• Identify the steps to find, purchase and access Apps
that work with QuickBooks Online
The QuickBooks Online Ecosystem
• Why? Enhance functionality in QuickBooks
Online and eliminate double entry
• Where? The App Center and Apps.com
• How? QuickBooks Online API – an open
development platform
Selecting Apps – Best Practices
• Research: Read reviews, talk to other ProAdvisors
• Test: Ask for a demo and start a trial
• Do what is BEST for the CLIENT
• Use Intuit Approved Apps from Apps.com
Connecting Apps
• Don’t connect apps for customers through QBOA!
• Log in to QBO as Master Admin to connect apps
• Go to App Center (left side navigation)
• Search Apps
• Buy Now
Apps: Set up and Support
Determine who is going to set up and provide ongoing support
• You
• Another ProAdvisor
• Developer

If you do it
• Get an engagement letter
• Understand the vendor’s billing policy and clearly explain it to your
client – determine who will pay it
• Understand vendor support and/or define terms for your on-going
support
DEMO
Reporting

#SNH16
Reporting
Learning Objectives
Upon completion of this topic, you should be able to:
• Identify the benefits of using QuickBooks Online Reports
• Recognize differences in reporting capabilities by subscription
level
• Identify common report settings and browser modifications
• Indicate functionality of Grouped Reports
Benefits of Reporting
• Quickly locate information
• Customize in minutes
• Get the bigger picture
QBO Simple Start Reports
• 44 default reports
• Income and expenses
• Accounts receivable
• Basic financial statements
• Customizable reports
QBO Essentials Reports
• 77 default reports
• Includes all reports in Simple Start
• Accounts payable
• Product / Services List
• Company snapshot
 QBO Plus Reports
• 100 default reports • Time activities
• All QuickBooks Online reports • Budget vs Actual
• Location and class reporting
• Collections report
• Inventory reports
• Reports Only Users!
The Report Center and Report Tabs
Report Groups vary depending on the features
you are using
Accountant Only Reports
Adjusted Trial Balance, Adjusting Journal Entries,
Profit and Loss Comparison, Balance Sheet Comparison
Management Reports
Create custom groups of reports with cover pages and additional notes
DEMO
Questions?
 Module 4
Exploring QuickBooks Online Accountant

#SNH16
Module Topics
• Topic 1: Basics
• Topic 2: Clients
• Topic 3: Team
• Topic 4: ProAdvisor Portal
• Topic 5: Your Firm’s Books
• Topic 6: Toolbar
Basics
Upon completion of this topic you should be able to:
• Describe the steps to access and login to
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 QBO companies through
 How do I get QuickBooks Online Accountant?
Sign up for QuickBooks
Online Accountant (QBOA)

http://bit.ly/qboasignup
(all lower case)

OR
www.quickbooks.intuit.com/sta
rt/qba_signup
How do I get clients on QuickBooks
Online Accountant?

Existing QuickBooks Online

users must Invite you to
access their file

Gear Icon > Manage Users

How do I log in to QuickBooks Online Accountant?
Clients
Upon completion of this topic you should be able to:
• Identify features and functionality of the Client list
Easy oversight to QBO Data
Quickly open QBO Companies
Drill Down on Client Details
Monitor Reconciliation Status
Request Documents from Clients
Request Documents from Clients
Manage Documents
Team
Learning Objectives
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
Add New QBOA Team Members
Manage Firm Access
Manage Client Access
ProAdvisor Portal
Learning Objectives
Upon completion of this topic you should be able to:
• Recognize the features available to help you
manage your ProAdvisor membership
ProAdvisor Plan Options
Your Level in the ProAdvisor Program
All members are granted:
• Free access to QBOA
• Discounted software and services
• QBO Training and Certification
• Special pricing on 3rd party apps
• Subscription to the ProAdvisor newsletter
• QBD to QBO conversion toolkit
• Dedicated US-based phone & chat support for QBO
Your Level in the ProAdvisor Program
Silver: not certified or have fewer than 5 paid online clients.

Gold: QBO 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 QBO 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
Certification Center
 “Profile”
ProAdvisor Listing
Additional Centers
Your Books
Learning Objectives
Upon completion of this topic you should be able to:
• Identify functionality of Your Books section in
QuickBooks Online Accountant
Your Books
Toolbar

#SNH16
Quick Link back to QBOA
Client Switcher/Go To Clients QB
Quick Create
Gear Icon
Wholesale Billing
DEMO
QUESTIONS?
 Module 5
Accountant Tools and Troubleshoot

#SNH16
 Module Topics
• Topic 1: QuickBooks Online Accountant Tools
• Topic 2: Troubleshooting Techniques
QBOA Tools
Learning Objectives
Upon completion of this topic, you should be able to:
• Recognize the Trial Balance functionality and it’s connection
between QuickBooks Online and Intuit Tax Online
• Identify the Accountant Tools to troubleshoot errors
• Recognize the tools available in the Accountant ToolBox
• Identify the process to avoid impacting prior accounting periods
DEMO
 Accountant Tools
• Trial Balance
• Reclassify Transactions
• Voided/Deleted Transactions Report
• Write off invoices
• Journal Entries
• Close Books
 Closing the Books
• Set closing date
• Allow changes with warning or
password
• Monitor changes to closed
periods in Client List
• Exceptions to Closing Date
report
Reconciliation Tools
• Reconciliation History
• Auto Adjustments
• Changed/Deleted Transactions
• Undo Reconciliation (Accountants Only!)
Reporting Shortcuts
• Accountant Reports
• Management Reports
• My Custom Reports
• Report Tools
Chart of Accounts
• Merging Accounts
– Streamline reports and Chart of Accounts
– Ensure that account type, detail type, and parent account match
– Change name off account you are merging from (removing)

• Deleting/Inactivating Accounts
– Remove old accounts to prevent erroneous use
– There is no true ‘delete’ in QuickBooks Online!
 Merging Accounts

2
Deleting/Inactivating
Accounts
Troubleshooting
Techniques

#SNH16
Convert transaction to Bill Payment
• Bill was entered to Accounts Payable
• Bill payment was recorded as Check/Expense
instead of Bill Payment
• Result: Overstated Accounts Payable
• Repair: Add bill to Check/Expense from drawer!
Convert Check/Expense to Bill Payment
DEMO
Voiding a Check from a Prior Period
• Don’t use the VOID button!
– The VOID feature will void the check as of the check date

– Offset Check with a Deposit

– Date deposit in current fiscal year
– Map to same expense account as check
– MEMO!
– Reconcile transactions together
Enter deposit in open current period to off-set
check
Reconcile voided check and deposit
Opening Balance Equity
• Used as a for opening balances on new accounts,
items, customers and vendors
• Sometimes used in error as a ‘catch-all’
• Equal to prior year Retained Earnings? Close it!
• Balance should be ZERO
• 1st thing wrong: could be setup was incomplete
Opening Balance Equity account should
be zero
Do not enter balance when new balance
sheet accounts are created
Opening Balance Equity
Do not enter balance when new customer / vendor created
Do not enter quantity & cost when
creating new inventory products
Was setup incomplete or does an
entry need to be reclassified?
Accounts Receivable Errors
• Client can see that Customer Balances are wrong
• Accounts Receivable is overstated OR negative
• Register balance for bank is exceptionally higher than
actual balance – Unreconciled deposits
• Income is overstated
Accounts Receivable Errors
• Overstated Income/Undeposited Funds/Bank Account
- Receiving payments on invoices, then recording deposits as Income

• Negative Accounts Receivable

- Receiving payments against invoices, recording deposits to A/R

• Overstated Income and Accounts Receivable (Accrual Reports)

- Not receiving payments against invoices, recording deposits as income
Accounts Receivable Errors
• Customer Center
– Look for zero balances with open invoices
– Look for balances your client knows are incorrect
– Sub-customer issues: Check ‘bill with parent’ setting

• Bank Register
– Unreconciled and duplicate deposits
– Deposits straight to income

• Profit & Loss – Quick Zoom on Income

– Look for deposit transactions (should be made up of Payments)
• Zero Balance with Open Invoices
• Unapplied Customer Payment
Entering deposit directly to income – either
in addition to rcv payment or instead of
Duplicate deposits
Drill down into P&L to look for
deposits
Apply deposits to payments so income not overstated
Correct payments posted to bank instead of undeposited funds
DEMO
QUESTIONS?
 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

BONUS OFFER!
Get Certified before you leave & receive a gift at the
registration desk!
 QBO Certification

• KEEP the QBOA Window & the course window open

• Take a screen shot or picture of your score when you

pass each section & the final score
 Finding QBO Certification Exam
1
Scenario 1 − Recently Enrolled in the ProAdvisor Program:
http://bitly.com/pap_join 2
Log into QuickBooks Online Accountant at: qbo.intuit.com
1. Click on the ProAdvisor Tab in the left navigation bar 3
2. Click the Certification tab
3. Select QuickBooks Online: You’ll see supplemental training
guides, self-paced modules and Take Exam
Scenario 2 − Already enrolled in the ProAdvisor Program: 1
Go to the ProAdvisor website at: quickbooks.com
1. Click on Accountants drop down menu and then
ProAdvisor Program and sign in in upper right hand corner
2. Click on the Certification tab
3. Click on QuickBooks Online to view the Supplemental
2
Training Guides & Self-paced modules.
4. Click Take Exam
3 4
We sincerely appreciate your
taking time to complete your
session evaluation.
Our goal is to provide you with the very best training possible and
your feedback can help us achieve that goal.

Thank you!

#SNH16
What Next?
• Pick up your gift
• Download the ProAdvisor logo for your website, biz cards, etc.
• Create or Update your ProAdvisor Profile in the Find-a-ProAdvisor
Referral Database. Best Practices:
• Include a picture not your storefront
• Write a bio
• Select the certifications you have completed