QBO Cert Exam Module 3 - 4

QuickBooks
Online Certification
Preparation
Module 3 Special Client Onboarding Tasks
Module 4 Managing Your Client Work
Presenter: Heather D. Satterley
Intuit Confidential and Proprietary

Heather D. Satterley
Intuit Advanced Certified ProAdvisor
2017 & 2019 Top QuickBooks Categorical ProAdvisor
Top 100 ProAdvisor 2014 - 2019
Member of the Intuit Trainer / Writer Network
Co-host of The QB ‘Appy Hour with Liz and Heather
Inaugural member of The Accounting Salon
Member – 2019 ADP Accountant Advisory Board
www.satterleyconsulting.com
Intuit Confidential and Proprietary 2 2

CPE Process
In order to receive CPE credit:

This course is eligible for up to 1.5 hours of CPE.
CPE certificates are emailed directly to you within 3 weeks of the training date
to the email address you used to register.
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Prepare for Today
Sign up for the free QuickBooks ProAdvisor Program:
Go to: bitly.com/pap_join or quickbooks.com and click on Accountants menu
Additional Resources
Accountant QuickBooks Training: Firm of the Future Blog: QuickBooks Online Blog:
qbtrainingevents.com firmofthefuture.com quickbooks.intuit.com/blog

Prepare for today
Sign up for the free QuickBooks ProAdvisor Program:

In order to take your exam, you must be enrolled in the QuickBooks ProAdvisor
Program, which is free! Go to:
http://bitly.com/pap_join Or QuickBooks.com/ProAdvisor

QuickBooks Online Certification
• 8 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

Accessing the exam

Accessing the exam

New to QuickBooks Online?
Sign up for the Introduction to QuickBooks Online Accountant course at

www.qbtrainingevents.com to learn the basics of QuickBooks Online.
• Recognize how to navigate QuickBooks Online Accountant to manage clients and

practice all in one place
• Learn how to extend QuickBooks Online’s functionality through apps and the ecosystem
• Perform basic money in transactions in your client’s QuickBooks Online company
• Perform basic money out transactions in your client’s QuickBooks Online company
• Describe the benefits of using bank feeds to clients

Agenda - Track 1 QuickBooks Online Certification
Session 1: Module 1: QuickBooks Solutions for Clients

Session 2: Module 2: Client Onboarding
Session 3: Module 3: Special Client Onboarding Tasks
Module 4: Managing Your Client Work
Session 4: Module 5: Supporting Your Small Business Clients
Module 6: Reporting
Session 5: Module 7: Banking and Tools
Module 8: Preparing Clients’ books

QuickBooks Online
Certification Training
MODULE 3:
Special Client Onboarding Tasks
LESSON 1:
Basic Sales Tax Setup

Basic Sales Tax Setup
LEARNING OUTCOMES
Upon completion of this topic, you should

be able to:
Recognize how to perform a basic sales tax setup

Getting started with Sales Tax in QuickBooks Online
Assessing sales tax requirements
Do they do business in more than one state?

To which agencies do they need to pay sales tax?
What is the filing frequency?
Where are they located?

Set up sales tax

Set up sales tax

Set up sales tax

Set up sales tax

Review Products and Services

Review Products and Services

Review Customers

Applying Sales Tax

The Sales Tax

QuickBooks Online
MODULE 3:
LESSON 2:
Setting up QuickBooks Payments

LEARNING OUTCOMES

be able to:
Recognize how to optimize a client’s payment settings

QuickBooks Payments
Key Features
Two Plans available in QuickBooks Online
• One plan has a monthly fee and a lower rate per transaction for credit-card
transactions.
• The other plan has no monthly fee with a higher rate per transaction for
credit-card transactions.
All merchant service plans include Amex, MasterCard, Visa, and Discover.

QuickBooks Payments
Key Features



IMPORTANT: Make sure your client submits the

application for a QuickBooks Payments account
and not you on their behalf! It is a contract.
Connect to an existing QuickBooks Payments account
IMPORTANT: It is recommended that the Master

Administrator of the QuickBooks Company complete
the set up

QuickBooks Online
MODULE 3:
LESSON 3:
How to add apps for your clients

How to add apps for your clients
LEARNING OUTCOMES

be able to:
Recognize how to manage apps on behalf of clients

Who can add apps to a client’s QuickBooks account?

Tracking client apps



The App Detail screen

Adding apps to QuickBooks Online

Adding apps to QuickBooks Online

DEMO
QuickBooks Online
MODULE 3:
LESSON 4:
Additional setup tasks

Additional setup tasks
LEARNING OUTCOMES

be able to:
List additional setup tasks that can be performed,
depending on client needs

Payroll Options in QuickBooks Online

Extra Lists

QuickBooks Online
MODULE 3:
LESSON 5:
Customizing Sales Forms

Customizing Sales Forms
LEARNING OUTCOMES

be able to:
Recognize how to customize sales forms

Custom Form Styles

Custom form styles: Design

Custom form styles: Emails

Viewing emailed invoices Full Details
Summarized

DEMO
QuickBooks Online
MODULE 3:
LESSON 7:
Manage client access

Manage Client Access
LEARNING OUTCOMES

be able to:
Recognize how to assign different levels of client
access to their books

Managing user permissions for a client account

Adding and managing users

Adding and managing users

DEMO
What does a user without payroll access see?

Reports only user

QuickBooks Online
MODULE 4:
Managing your clients and work
LESSON 1:
Managing the Client list

Managing the Client list
LEARNING OUTCOMES

be able to:
Describe how to use Client Dashboard functionality

The Client List

Client Details

Bookkeeping

Payroll

Shared documents

Tax

Edit

DEMO – Client List/Client Detail
QuickBooks Online
MODULE 4:
LESSON 2:
Managing subscriptions

Managing subscriptions
LEARNING OUTCOMES

be able to:
Identify how to manage client subscriptions

Subscription and Billing Dashboard

Your subscriptions

Billing details

Considerations before downgrading
Downgrading means certain features will no

longer be available.
Possible stoppers when downgrading a subscription:
Recurring transactions or templates
• The number of users
• Inventory
• Third-party apps
If you are downgrading a client with attached payroll or payments, contact support to complete the downgrade

Downgrade or cancel a subscription – direct bill clients

Downgrade or cancel a subscription – firm (wholesale) billing
• Navigate to Your Account in QBOA
• Select action drop-down
• Select Downgrade option
• Downgrading will cancel any special

discounts you may have had (such
as 5 for $5)

QuickBooks Online
MODULE 4:
LESSON 3:
Managing your team

Managing your team
LEARNING OUTCOMES

be able to:
Recognize the implications of different permission
levels of team access to Your Practice
Recognize how to assign different levels of access for
your team

Team Access
Full access
This allows the user to edit QuickBooks Online Accountant firm information, modify team users,
update the firm’s wholesale subscription billing account, and access the firm’s books.
Basic access
This gives the user view-only access to QuickBooks Online Accountant firm information, but no
access to team and subscription billing, and no access to the firm’s books.
Custom access
This lets you select a different mix of these permissions for the team user.

Adding a Team User

Adding a Team User

Adding a Team User

Adding a Team User

Firm Functionality
• Main point of contact is called Lead Name

• Track team work in QuickBooks Online audit log when logged in as accountant user
• Client sees firm name on audit log

Lead accountant

How lead accountant is assigned Invited by client

How lead accountant is assigned
Team member creates subscription

from QuickBooks Online Accountant

How lead accountant is assigned
Revoke access of lead team member

The Audit Log

Audit log
When accessed as client

Audit log When accessed as accountant user

Access to Your Firm Books

What will this new Team member be able to see?
No access to clients from the

Client dashboard
Can see and manage client in

Your Books

Search the Team list by name or job title

QuickBooks Online
MODULE 4:
LESSON 4:
Managing your work

Managing your work
LEARNING OUTCOMES

be able to:
Describe how to use Work functionality to increase
organization and efficiency

Managing Your Work
• Create projects and tasks for all clients

• Assign projects and tasks to appropriate team member
• Set up repeating projects for same client
• Duplicate existing projects across multiple clients

The Work functionality in QuickBooks Online Accountant

Work tab – Overdue will be shown in orange

Work tab – Turn on From QuickBooks tab

Work tab – Filter by client, team member, type of task

Work tab – List view

Managing Work: Templates

Work tab – Create a project

Work tab – Create a task

Work tab – Change status
Task Project

Work tab – Create Template

QuickBooks Online
MODULE 4:
LESSON 5:
Client requests

Client requests
LEARNING OUTCOMES

be able to:
Describe how to use Client request functionality

Managing Client Requests

What your client sees

What your client sees: My Accountant Tab

Next Steps

QuickBooks Online Certification
• 8 Sections
• Multiple choice; submit each section then
submit all sections for grading
• 80% to pass each section
Only need to re-take sections not passed
3 Attempts to pass (each section)
60-day lockout

Accessing the exam

Accessing the exam

After You Pass Your Exam
• Download your new Certified ProAdvisor Badge from the same
button you clicked to take the exam.
• Use your badge on for your website, biz cards, etc.
• Create or Update your ProAdvisor Profile in the Find-a-ProAdvisor

Referral Database. Best Practices:
― Include a picture not your logo

― Include a short bio about the services you offer
― Select the certifications you have complete

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 www.qbtrainingevents.com
― 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.
― Certified between March 1, 2019 to February 28, 2020 – recertify in 2020

QBO Cert Exam Module 3 - 4

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QuickBooks

Intuit Confidential and Proprietary

Intuit Confidential and Proprietary 2 2

In order to receive CPE credit:

Intuit Confidential and Proprietary 3

Intuit Confidential and Proprietary 5

Sign up for the free QuickBooks ProAdvisor Program:

Intuit Confidential and Proprietary 6

• 3 Attempts to pass; 60-day lockout after 3 successive not pass

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Intuit Confidential and Proprietary 8

Intuit Confidential and Proprietary 9

Sign up for the Introduction to QuickBooks Online Accountant course at

• Recognize how to navigate QuickBooks Online Accountant to manage clients and

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Session 1: Module 1: QuickBooks Solutions for Clients

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Upon completion of this topic, you should

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Do they do business in more than one state?

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Upon completion of this topic, you should

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Two Plans available in QuickBooks Online

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IMPORTANT: Make sure your client submits the

IMPORTANT: It is recommended that the Master

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Upon completion of this topic, you should

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Upon completion of this topic, you should

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Upon completion of this topic, you should

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