Advanced Certification Bootcamp Handouts Mods 1 - 5.pdf -...

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Intuit Confidential and Proprietary QuickBooks Online Advanced Certification Preparation Training Virtual Conference – Modules 1& 2
Intuit Confidential and Proprietary Additional Resources QuickBooks Training: qbtrainingevents.com QuickBooks Online Blog: quickbooks.intuit.com/blog Firm of the Future Blog: firmofthefuture.com Marketing Resources: Marketing Hub
Intuit Confidential and Proprietary CPE Process This session of module 1 and 2 is eligible for 1.5 hours of CPE. You must attend the entire session and answer all polling questions and checkpoints. CPE Certificates are e-mailed directly to you within 60 days to the same email address used to register for the training. You must keep a copy for your records.
Intuit Confidential and Proprietary Exam Prerequisites Member of QuickBooks ProAdvisor Program QuickBooks Online Certified Proficient with accounting principles Have hands-on experience using QuickBooks Online Accountant and supporting QuickBooks Online clients. Have deep product knowledge and/or experience with client engagements using QuickBooks Online
Intuit Confidential and Proprietary Exam candidate expectations and things to know Understand advanced topics Comprehend training material Ability to work through scenario-based questions Draw on your expertise and trusted advisor role No CPE for exam itself. However, today’s training is eligible for CPE. Exam may be completed in any order 80% or better score required to pass a module; 3 attempts per module Multiple-choice questions may contain one or more correct answer(s)
6 Intuit Confidential and Proprietary Intuit Confidential and Proprietary Intuit Confidential and Proprietary How to access training & exam
Intuit Confidential and Proprietary QuickBooks Online Advanced Certification 10 Sections Multiple choice, submit each section, then submit all sections for grading; 80% or better each section to pass Only need to re-take sections not passed 3 Attempts to pass; 60-day lockout after 3 successive not pass attempts
Intuit Confidential and Proprietary Recertification and leveling up Once certified, you can also continue your journey with a range of additional courses that will add to your knowledge and impress clients. ProAdvisor additional courses: Visit ProAdvisor certification badges Recertify every year between March to July 31 on what’s new in QuickBooks Online to maintain certification status for another year. Advanced certified between November 2, 2018 to February 28, 2019 – recertify in 2020
9 Intuit Confidential and Proprietary Intuit Confidential and Proprietary Intuit Confidential and Proprietary Intuit Proprietary and Confidential Agenda Module One: Advanced Categorization Module Two: Inventory
Module 1: Advanced Categorization
Intuit Confidential and Proprietary Learning outcomes Module 1 Recognize how advanced categorization can be used to optimize reports in QBO Identify how to set up projects and utilize Projects’ functionality with current sub- customers In this module, you’ll learn how to:
Intuit Confidential and Proprietary Module 1: Advanced Categorization Intro - Transaction Source vs. Target(s) Class tracking Location tracking Job tracking Project tracking

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