QBO Online Certification_Part1.pdf - QUICKBOOKS ONLINE...

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QUICKBOOKS ONLINE ACCOUNTANT QuickBooks Online Certification Training Guide
QuickBooks Online Certification Training 2 Legal Notices © 2017 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks, the QuickBooks logo, QB, the QB logo, and QuickBooks ProAdvisor, among others, are trademarks or registered trademarks of Intuit Inc. in Canada 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. Contact Information Intuit Canada ULC 5100 Spectrum Way, Mississauga, ON L4W 5S2 0717
QuickBooks Online Certification Training 3 TABLE OF CONTENTS QuickBooks Online Certification Training Overview ................................7QuickBooks Online Certification Exam .........................................................7QuickBooks Online Accountant Sign-up .......................................................7Chapter 1 - Getting started in Quickbooks Online Accountant ................8Objectives ...............................................................................................8Single sign on ..........................................................................................9Navigating QuickBooks Online Accountant .................................................10Clients ..................................................................................................11Bookkeeping .........................................................................................14Team ...................................................................................................16Connecting to your Client ........................................................................18Chapter 2 – Getting started in QuickBooks Online ................................19Objectives .............................................................................................19Dashboard ............................................................................................20Create menu .........................................................................................21Navigation Bar .......................................................................................22Company Menu ......................................................................................23Shortcuts ..............................................................................................24How Quickbooks is Built ..........................................................................25Working with Transactions .......................................................................33Chapter 3 – Sales & Customers in QuickBooks ......................................35Objectives .............................................................................................35Sales workflow overview .........................................................................35Invoices in QuickBooks Online ..................................................................36Customer Payments ...............................................................................40
QuickBooks Online Certification Training 4 Make Deposits .......................................................................................41Sales Receipts .......................................................................................42Delayed charges overview .......................................................................43Credit memos & refund receipts ...............................................................45Sales Reports ........................................................................................49

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