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QuickBooks Online Advanced Certification Exam Prep Training: Part 2


Cost Free
CPE Credits 3.0 hours
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites QuickBooks Online 2018 Certified
Advanced Preparation None
Course Description

This session covers Module four, five, six, and seven of QuickBooks Online Advanced Certification. Module four covers some of the more advanced features used in QuickBooks Online to record and invoice billable charges, such as delayed charges and billable expenses and time. Module five starts with the fundamentals of a multicurrency set up in QuickBooks Online and progresses to appropriate workflows, adjustments, and troubleshooting. Module six examines how banking feeds work with QuickBooks Online and identifies best practices to troubleshoot common issues with reconciliations. Module seven identifies how QuickBooks Online’s report features can create customized reports such as management reports and budgets. 

Learning Objectives:

  • Define a billable expense and the features of QuickBooks Online that facilitate their management and tracking

  • Identify best practice when working with billable expenses in QuickBooks OnlineRecognize when and how to utilize QuickBooks Online’s delayed charges features

  • Recognize the process for identifying unbilled charges

  • Determine how the Multicurrency feature works in QuickBooks Online when entering transactions

  • List the process for investigating problems with bank activity in QuickBooks Online

  • Recognize when and why a reconciliation beginning balance may need troubleshooting

  • Recognize the options that are available in QuickBooks Online to customize reports •

  • Recall the methods for customizing and working with management reports

  • Recognize the benefits of setting budgets

Additional Materials
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About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.