Schedule...3. QuickBooks Online Certification Exam Preparation (Parts 1 5)...4
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2 Table of Contents Schedule...3 QuickBooks Online Certification Exam Preparation (Parts 1 5)...4 The QBO Small Business Platform: A 21 st Century Opportunity for Accountants...5 Best Practices for Converting QuickBooks Desktop to QuickBooks Online...5 Grow and Improve Your Practice with the QuickBooks ProAdvisor Program...6 Using the New QBOA to Save Time and Increase Productivity...6 Integration Strategies: QBO as a 365 Technology Solution for Your Clients...7 QuickBooks Online in a Large Firm Environment...7 Taking the Fear out of QBO and the Use of Apps...8 Page 2 of 8
3 Schedule Page 3 of 8
4 QuickBooks Online Certification Exam Preparation (Parts 1 5) This special multi-session course prepares ProAdvisors to take the QuickBooks Online Certification Exam and equips ProAdvisors to support their clients who use QuickBooks Online. The subject matter is broad and comprehensive, covering the fundamentals of QuickBooks Online and the unique features available in QuickBooks Online Accountant. Topics and QuickBooks features addressed during this course include: Recognizing the advantages of using QuickBooks Online Setting Up QuickBooks Online Identifying tools and resources for accounting professionals Performing common workflows using QuickBooks Online Using the Accountant Home feature Recording sales and revenue transactions Recording expense and purchase transactions Using the reporting feature in QuickBooks Online Identifying best practices for troubleshooting client errors Using Accountant Tools to troubleshooting errors Identifying and activating QuickBooks payments Setting up and using payroll in QuickBooks Online Identifying the steps to explore, purchase and access QuickBooks Online Apps Leveraging unique billing options for you as an accounting professional Connecting your QuickBooks Online Accountant subscription to your client s subscriptions Managing the client Learning Objectives: This course is designed to prepare ProAdvisors to pass the QuickBooks Online Certification Exam, but participation in this course does not guarantee the attendee will pass the exam. Who Should Attend? This course is designed for current QuickBooks ProAdvisors and accounting professionals who currently use or would like to learn more about working with QuickBooks Online software. Kaydee Peterson Five 60-Minute Sessions 5 CPE Hours (CPE is based on 50-minute hour) Page 4 of 8
5 The QBO Small Business Platform: A 21 st Century Opportunity for Accountants Join Joe Woodard as he interviews Jim McGinnis and Luis Sanchez to discuss this concept, the partnership between QBO, ProAdvisors and Developers as well as how it impacts accounting professionals. Best Practices for Converting QuickBooks Desktop to QuickBooks Online QuickBooks Online includes powerful conversion tools, especially for clients who are migrating from QuickBooks Desktop. However, as trusted advisors and accounting professionals, it is best for you to guide your clients through the conversion process to ensure the client is converting accurate, current accounting data to QuickBooks Online. This session gives you the information you need to convert your existing and prospective clients company files to QBO, so that you can add data conversion to your service offerings with confidence. Learning Objectives: After attending this course you will be able to: Assist your clients with the conversion from QuickBooks Desktop to QuickBooks Online Understand options for converting from accounting solutions other than QuickBooks Validate your client s post-conversion data in QuickBooks Online to verify that the converted accounting transactions are complete and accurate. Esther Friedberg Karp An understanding of the fundamental use of QuickBooks Desktop Page 5 of 8
6 Grow and Improve Your Practice with the QuickBooks ProAdvisor Program Are you taking advantage of all the QuickBooks ProAdvisor Program has to offer? Attend this course to learn about all of the not so hidden resources available to you in the program. Newer ProAdvisors should attend to get familiar with program offerings, and not-so-new ProAdvisors should attend to learn how to get the most value out of their membership. This is a great course for anyone looking to grow and improve their practice. Topics include certification paths, marketing tools, training resources and where your membership can take you in the industry. Kaydee Peterson Using the New QBOA to Save Time and Increase Productivity Learn how the new QuickBooks Online Accountant can help you save time and increase your productivity working with your clients and team members. Learn how the new customizable Client Dashboard, Bookkeeping and Payroll Detail tabs and the Accountant Toolbox, will help save you time. Plus, learn about the document requests feature and see how it can improve your efficiency requesting documents from clients. Discover how to set up team members and restrict their access to specific clients, too. Learning Objectives: After attending this course, you will be able to utilize: The new Client Dashboard feature in to access client books and understand firm roles for team members. The Accountant Toolbox feature to reclassify transactions, write off Invoices, and undo prior reconciliations. The wholesale pricing model to grow your practice and better serve your clients. Michelle Long Page 6 of 8
7 Integration Strategies: QBO as a 365 Technology Solution for Your Clients Join Joe Woodard as he interviews Rene Lacerte (CEO of Bill.com) and Matt Rissell (CEO of TSheets Time Tracking) to discuss the new ProAdvisor Partnerships and how they play into QBO as the Small Business Platform QuickBooks Online in a Large Firm Environment In this session, two representatives of T200 CPA firms discuss some of the factors to consider regarding QuickBooks Desktop or QuickBooks Online. You will walk away from this session with tools to help you advise your clients on accounting software and system recommendations. Instructors: Deborah Defer and Denise Bailey Page 7 of 8
8 Taking the Fear out of QBO and the Use of Apps This course will assist you in defining what an app is and how it works with QuickBooks, help you learn how to find apps for you and your clients. Many accounting professionals are hesitant to try a new app with live data, and this course is designed to teach you ways to teach you best practices in testing apps and how to sync them to a QuickBooks Online account. Learning Objectives: After attending this course you will be able to: Define apps Understand how apps sync with QuickBooks Online & each other Identify which apps will benefit you and your clients Develop best practices for testing and learning new apps Stacy Kildal Page 8 of 8
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