Supplemental_Guide_Module_1_Getting_Started - QUICKBOOKS...

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QUICKBOOKS ONLINE CERTIFICATION COURSE Supplemental Guide Module 1: Getting Started
Module 1: Getting Started 2 Copyright Copyright 2014 Intuit, Inc. Intuit, Inc. All rights reserved. 5601 Headquarters Drive Plano, TX 75024 Trademarks ©2014 Intuit, Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte, ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit, Inc. in the United States and other countries. Other parties’ marks are the property of their respective owners. Notice to Readers The publications distributed by Intuit, Inc. are intended to assist accounting professionals in their practices by providing current and accurate information. However, no assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a client’s particular situation. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit, Inc. does not render any accounting, legal, or other professional advice nor does it have any responsibility for updating or revising any information presented herein. Intuit, Inc. cannot warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Readers should verify statements before relying on them.
Supplemental Guide About the Author Module 1: Getting Started 3 Table of Contents About the Author ................................................................................................................................ 5 Supplemental Guide Overview ............................................................................................................. 6 Purpose of this Guide ............................................................................................................................. 6 Additional Resources .............................................................................................................................. 6 QuickBooks Online Test Drive ................................................................................................................. 7 Training at a Glance ................................................................................................................................ 8 Topic 1: Product Overview ................................................................................................................ 10 Important Note from the Authors ........................................................................................................... 10 Learning Objectives .............................................................................................................................. 10 Identify the Benefits of Using QuickBooks Online ................................................................................... 10 Review list of Features Available in QuickBooks Online that are Not Available in QuickBooks Desktop ... 12 Determine which Subscription Level of QuickBooks Online to Recommend ............................................ 13 Topic 2: QuickBooks Accountant ...................................................................................................... 16 Learning Objectives .............................................................................................................................. 16 Identify the Steps to Sign up for QuickBooks Accountant ...................................................................... 16 Recognize Workflows that Can Be Initiated from QuickBooks Accountant .............................................. 19
Supplemental Guide About the Author Module 1: Getting Started 4 Topic 3: Setting Up Your Client .......................................................................................................... 31 Learning Objectives .............................................................................................................................. 31 Identify Steps to Import Data into QuickBooks Online ............................................................................ 31 Recognize the Steps to Set up and Modify Lists and Users .................................................................... 35 Recognize the Steps to Manage Company Settings .............................................................................. 40 Guide Conclusion ............................................................................................................................. 47
Supplemental Guide About the Author Module 1: Getting Started 5 About the Author Heather Satterley is an Intuit Advanced Certified Desktop and Online ProAdvisor with Orefice and Caliri, CPAs in East Providence, Rhode Island. She has been helping clients with QuickBooks products for nearly 20 years, specializing in systems integration, automation and industry-specific accounting solutions. She is a member of the Intuit Trainer/Writer Network and has written training materials and numerous articles for Intuit and various online accounting publications. Heather is an Enrolled Agent licensed to practice before the Internal Revenue Service.

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