This is the 'big day' at the Intuit QuickBooks Winter VCon that a lot of ProAdvisors have been waiting for because this is the first time since QuickBooks Connect 2014 that anyone will be able to take the QuickBooks Online Advanced ProAdvisor Certification Course. This special six-session course (10:30 AM to 7:00 PM Eastern Standard Time) is intended to prepare QuickBooks Online Certified ProAdvisors to take the new QuickBooks Online Advanced Certification Exam. The new QuickBooks Online Advanced Certification designation helps ProAdvisors further differentiate themselves as QuickBooks Online experts to their current and prospective small business clients. This course is a blend of scenario-based situations and complex problem solving using QuickBooks Online. Laura Redmond will serve as Instructor for this course.
After attending this powerful new course on QuickBooks Online you should be able to:
- Manage complex conversions to QuickBooks Online
- Handle in-depth customization of QuickBooks Online
- Train your clients on the use of advanced features in QuickBooks Online
- Troubleshoot common data entry errors clients make when using QuickBooks Online
- Provide Advisory Services to those clients needing additional support
QBO Advanced Certification Learning Track Winter VCon Schedule:
Note: This course is designed to prepare ProAdvisors to pass the QuickBooks Online Advanced Certification Exam, but participation in this course does not guarantee the attendee will pass the exam. Participants must attend all 6 sessions, in full, to be eligible to earn CPE Credits.
Session by session Course Outline and Module Learning Objectives:
QuickBooks Online Advanced Certification Preparation – Session 1 “Course Introduction” Welcome to the advanced training certification program for QuickBooks Online. This session will provide an introduction to the course including a discussion of examination preparation techniques, how to obtain the learning materials, and how to access the examination. The session will also provide an overview of the training and examination, as well as exam requirements. The exam requires a passing score of 80% on each of 5 ‘exam modules’.
QuickBooks Online Advanced Certification Preparation – Session 2 “Complex Conversions” - As trends continue to show businesses moving to the cloud, you’ll want to be familiar with the internet and with web-based services. QuickBooks Online with its ecosystem of apps is both an accounting solution and platform for supporting your small business clients now and into the future. Your expertise with QuickBooks Online will enable you to determine when and how to convert your clients. For clients with existing historical data, your knowledge of advanced conversion scenarios ensures a successful transition. In this first module, we will explore what you need to know when contemplating and performing a conversion to QuickBooks Online. This module is intended to help you understand conversion capabilities and complex scenarios that can occur when converting to QuickBooks Online. (This session is adapted from the QuickBooks Online Advanced Certification Preparation Guide for Module 1.)
QuickBooks Online Advanced Certification Preparation – Session 3 “Customizations” - In this course module we will look at advanced optimizations of QuickBooks Online for your clients and how to work smarter by using the tools available to you in QuickBooks Online. Each of the workflows presented inside this course module should help you understand the advanced customizations available in QuickBooks Online. (This session is adapted from the QuickBooks Online Advanced Certification Preparation Guide for Module 2.)
QuickBooks Online Advanced Certification Preparation –Session 4 “Special Transactions” - While the QuickBooks Online (basic) ProAdvisor certification training outlined how to enter typical transactions in the normal course of business, this Advanced course module will cover a variety of special transactions that may be helpful for some clients. Each of the workflows presented during this course module are intended to help you understand how to properly record special transactions in QuickBooks Online. (This session is adapted from the QuickBooks Online Advanced Certification Preparation Guide for Module 3.)
(QuickBooks Online Advanced Certification Preparation –Session 4 “Special Transactions” continued)
QuickBooks Online Advanced Certification Preparation –Session 5 “Reporting & Troubleshooting” - This course module will cover advanced reporting and troubleshooting concepts for complex problem solving. An essential function of an Advanced Certified QuickBooks Online ProAdvisor is the ability to evaluate the accuracy and integrity of your clients’ QuickBooks Online company data, diagnose problems and prescribe solutions. Accurate financial data provides dependable business intelligence and promotes the well-being and profitability of a business. The intent of this course module is to help you understand how to utilize the advanced reporting and troubleshooting capabilities found in QuickBooks Online. (This session is adapted from the QuickBooks Online Advanced Certification Preparation Guide for Module 4.)
QuickBooks Online Advanced Certification Preparation –Session 6 “Advisory Services” - As Advanced Certified QuickBooks Online ProAdvisors it is important to know more than just how to enter transactions into QuickBooks Online, you should understand the financial statements, what they mean and how they relate to the true financial condition of the business. You should also understand the various methodologies and solutions for providing a variety of advisory services to your QuickBooks Online clients. (This session is adapted from the QuickBooks Online Advanced Certification Preparation Guide for Module 5.)
Intuit has partnered with Woodard Events (producers of the annual “Scaling New Heights” ProAdvisor conference and producers of accountant training for QuickBooks Connect) to host this cutting-edge, in-depth virtual conference on QuickBooks and QuickBooks Online – offered for free to accounting professionals.
You can register for the December 9 - 11, 2014 conference here.
Editors Note: All graphics illustrating session/module learning objectives have been reproduced from the official PDF training guides for the QuickBooks Online Advanced Certification preparation, published by Intuit. They are referenced here for learning purposes only.