QBOA_Transcript_Mod1.pdf - QUICKBOOKS ONLINE ADVANCED...

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QUICKBOOKS ONLINE ADVANCED CERTIFICATION COURSE Transcript Module 1: Complex Conversions
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2 Copyright Copyright 2017 Intuit, Inc. Intuit, Inc. All rights reserved. 5601 Headquarters Drive Plano, TX 75024 Trademarks ©2017 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.
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3 ** Welcome to the Advanced Certification training program for QuickBooks Online. Trends continue to show businesses moving to the cloud. So it's important that we accounting professionals be familiar with the internet and with web-based services. Your expertise with QuickBooks Online will enable you to determine when and how to convert your clients. For clients with existing historical data, your knowledge of advanced conversion scenarios ensures a successful transition. In this first module, we'll explore what you need to know when contemplating and performing a conversion to QuickBooks Online. ** The QuickBooks Online and QuickBooks Online Accountant developer teams work hard at improving QBO throughout the year. You'll notice enhancements and new features are being released frequently. As a result, the demos you see here and the training videos may look a little different from time to time from what you're seeing when you log into QuickBooks Online. Some menu items may move. Some new features might have been added. You'll even sometimes notice QuickBooks Online for an existing client of yours may look different than QuickBooks Online company for a new client that you've just created because updates are often rolled out first to new QBO companies before they're pushed to existing QBO companies or to the QBO sample company. But the training in this module is relevant and comprehensive to give you the information you need to work in and to support clients who are using QBO. As a ProAdvisor who supports QBO clients, part of your job is to keep up with the latest features and improvements. You can do this by looking for notifications about updates inside of QuickBooks Online, like a banner on the home page. You can read
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