This session covers Module 1, 2 and 3 of QuickBooks Online Advanced Certification. Module 1 explains the different ways transactions can be categorized and highlights how QuickBooks Online can be optimized to deliver the business-critical information every client need. Module 2  introduces some of the more advanced features used in QuickBooks Online including billable expenses and time, as well as creating delayed charges. Module 3 examines how banking feeds work with QuickBooks Online and identifies best practices to troubleshoot common issues that compromise reconciliations.

Learning Objectives: 

• Recognize how to optimize class tracking and related reports in QuickBooks Online


• Recall how projects functionality can be used to track profitability


• Define a billable expense and the features that facilitate their management and tracking


• Justify when and how to set up, record, and invoice billable time


• Determine how to utilize price rules


• Summarize the benefits of setting budgets


• Evaluate the best practice for troubleshooting problems with bank feeds


• Identify the best practice when working with bank rules in QuickBooks Online


• List the steps to troubleshoot a beginning balance successfully if previously reconciled transactions are deleted or changed

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222