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Self-Study CPE
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Free cpe webinars
QuickBooks Online Certification Exam Prep Training: Part 3


Available Date(s)
Wednesday, March 24, 2021: 1:00PM EDT

Cost Free
CPE Credits 3.0 hours
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites QuickBooks Online 2018 Certified
Advanced Preparation None
Course Description

This session covers Module 8, 9, and 10 of QuickBooks Online Advanced Certification. Module 8 of QuickBooks Online Advanced Certification looks at the critical activities that ProAdvisors are likely to perform when working with a client’s QuickBooks Online company at the end of the period. Module 9 looks at QuickBooks Online’s automated sales tax’s inner workings and how it uses data to calculate state and local tax liabilities. Module 10 outlines the most important considerations and steps when planning a conversion from Desktop or other systems to QuickBooks Online. After completing this session, you will be able to:

Learning Objectives: 

  • Recognize best practice identifying and troubleshooting issues with Undeposited Funds

  • Identify best practice when working with the Write Off functionality in QuickBooks Online  

  • Recognize the steps to identify and troubleshoot over or understated A/R or A/P

  • Determine the options and processes available within QuickBooks Online to prepare 1099-MISC  

  • Identify how QuickBooks tracks taxes collected and paid

  • Identify how location and other factors are used to identify sales tax liabilities

  • Recognize how to create tax-only transactions and adjustments • Recognize how to adjust a sales and/or purchase tax payment

  • Recognize considerations when using the QuickBooks Data Conversion Tool

  • Identify when to start a new QuickBooks company by entering beginning balances

  • Recognize when and how to purge data in QuickBooks Online

Additional Materials
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About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.