Agenda

May 10, 11, 12: QuickBooks Online Certification Boot Camp
May 10: TRACK 1 - QUICKBOOKS ONLINE CERTIFICATION May 10: TRACK 2 - QUICKBOOKS ONLINE ADVANCED CERTIFICATION May 10: TRACK 3 - QUICKBOOKS ONLINE RECERTIFICATION
Who: Seeking QBO Certification for first time, or lapsed Who: Seeking QBO Advanced Certification for first time, or lapsed Who: Seeking QBO or QBO Advanced Recertification
Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 3 Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 3 Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 5.5
Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open
8:30 - 9:00am 9:30 - 10:00am 10:30 - 11:00am 11:30 - 12:00pm 8:30 - 9:00am 9:30 - 10:00am 10:30 - 11:00am 11:30 - 12:00pm 8:30 - 9:00am 9:30 - 10:00am 10:30 - 11:00am 11:30 - 12:00pm
30 min 30 min 15 min
Kick Off: Value of Accountants Keynote and Event Overview Kick Off: Value of Accountants Keynote and Event Overview Kick Off: Value of Accountants Keynote and Event Overview
9:00 - 9:20am 10:00 - 10:20am 11:00 - 11:20am 12:00 - 12:20pm (20 min) -NO CPE 9:00 - 9:20am 10:00 - 10:20am 11:00 - 11:20am 12:00 - 12:20pm (20 min) -NO CPE 9:00 - 9:20am 10:00 - 10:20am 11:00 - 11:20am 12:00 - 12:20pm (20 min) -NO CPE
Speaker: Ted Callahan and Mariette Martinez Speaker: Ted Callahan and Mariette Martinez Speaker: Ted Callahan and Mariette Martinez
9:20 - 9:35am 10:20 - 10:35am 11:20 - 11:35am 12:20 - 12:35pm 9:20 - 9:35am 10:20 - 10:35am 11:20 - 11:35am 12:20 - 12:35pm 9:20 - 9:35am 10:20 - 10:35am 11:20 - 11:35am 12:20 - 12:35pm
QuickBooks Online Recertification Exam Prep
QuickBooks Online Certification Exam Prep
QBO Advanced Certification Exam Prep NOTE: Repeats again on May 11 & 12
Module 1 - QuickBooks Solutions for Clients
Module 1 - Advanced Categorization
Who: Seeking QBO Certification for first time, or lapsed
Who: Seeking QBO Advanced Certification for first time, or lapsed Who: You completed QuickBooks Online certification prior to
9:35 - 10:55am 10:35 - 11:55am 11:35 - 12:55pm 12:35 - 1:55pm 9:35 - 10:50am 10:35 - 11:50am 11:35 - 12:50pm 12:35 - 1:50pm 9:35 - 11:20am 10:35 - 12:20pm 11:35 - 1:20pm 12:35 - 2:20pm
Nov. 1, 2020 and have not yet completed the recertification exam
(80 min - 1.5 CPE)
(75 min) 1.5 CPE
Speaker: Mariette Martinez
Speaker: MB Raimondi (105 min) 2 CPE
Speaker: Heather Satterley
10:55 - 11:10am 11:55 - 12:10pm 12:55 - 1:10pm 1:55 - 2:10pm 10:50 - 11:05am 11:50 - 12:05pm 12:50 - 1:05pm 1:50 - 2:05pm 11:20 - 11:35am 12:20 - 12:35pm 1:20 - 1:35pm 2:20 - 2:35pm
QuickBooks Online Advanced Recertification Exam Prep: PART 1
QuickBooks Online Certification Exam Prep QBO Advanced Certification Exam Prep
NOTE: This is 1 of 2 parts and repeats again on May 11 & 12
Module 2 - Client Onboarding Module 2 – Advanced Features
Who: Seeking QBO Certification for first time, or lapsed Who: Seeking QBO Advanced Certification for first time, or lapsed
11:10 - 12:30pm 12:10 - 1:30pm 1:10 - 2:30pm 2:10 - 3:30pm 11:05 - 12:20pm 12:05 - 1:20pm 1:05 - 2:20pm 2:05 - 3:20pm 11:35 - 1:20pm 12:35 - 2:20pm 1:35 - 3:20pm 2:35 - 4:20pm Who: You completed QuickBooks Online Advanced certification prior to
(80 min - 1.5 CPE) (75 min) 1.5 CPE
Speaker: Stacy Kildal Speaker: Stacy Kildal
(104 min) 2 CPE
Speaker: MB Raimondi
12:30 - 12:45pm 1:30 - 1:45pm 2:30 - 2:45pm 3:30 - 3:45pm 12:20 - 12:35pm 1:20 - 1:35pm 2:20 - 2:35pm 3:20 - 3:35pm 1:20 - 1:35pm 2:20 - 2:35pm 3:20 - 3:35pm 4:20 - 4:35pm
QuickBooks Online Live - A Day In The Life QuickBooks Online Live - A Day In The Life NOTE: This is 2 of 2 parts and repeats again on May 11 & 12
Bonus Training: Learn what its like to be part of QB Live Bonus Training: Learn what its like to be part of QB Live
12:45 - 1:35pm 1:45 - 2:35pm 2:45 - 3:35pm 3:45 - 4:35pm 12:35 - 1:25pm 1:35 - 2:25pm 2:35 - 3:25pm 3:35 - 4:25pm 1:35 - 3:05pm 2:35 - 4:05pm 3:35 - 5:05pm 4:35 - 6:05pm Who: You completed QuickBooks Online Advanced certification prior to
(50 min - No CPE) (50 min - No CPE) Nov. 1, 2020 and have not yet completed the recertification exam
Speaker: Michelle Long Speaker: Michelle Long
(90 min) 1.5 CPE
1:35 - 1:50pm 2:35 - 2:50pm 3:35 - 3:50pm 4:35 - 4:50pm 1:25 - 1:40pm 2:25 - 2:40pm 3:25 - 3:40pm 4:25 - 4:40pm 3:05 - 3:20pm 4:05 - 4:20pm 5:05 - 5:20pm 6:05 - 6:20pm
May 11: TRACK 1 - QUICKBOOKS ONLINE CERTIFICATION May 11: TRACK 2 - QUICKBOOKS ONLINE ADVANCED CERTIFICATION May 11: TRACK 3 - QUICKBOOKS ONLINE & ADVANCED RECERTIFICATION
Who: Seeking QBO Certification for first time, or lapsed Who: Seeking QBO Advanced Certification for first time, or lapsed Who: Seeking QBO or QBO Advanced Recertification
Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 4 Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 4 Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 5
8:30-9:00am 9:30-10:00am 10:30-11:00am 11:30-12:00pm 8:30-9:00am 9:30-10:00am 10:30-11:00am 11:30-12:00pm 8:30 - 9:00am 9:30 - 10:00am 10:30 - 11:00am 11:30 - 12:00pm
QuickBooks Online Certification Exam Prep QBO Advanced Certification Exam Prep NOTE: Repeats again on May 11 & 12
Module 3 & 4: Special Onboarding Tasks, Managing Client Work Module 3 & 4 – Advanced Banking & Advanced Reports
11:00 - Who: Seeking QBO Certification for first time, or lapsed Who: Seeking QBO Advanced Certification for first time, or lapsed Who: You completed QuickBooks Online certification prior to
9:00-10:55am 10:00 - 11:55am 12:00 - 1:55pm 9:00-11:10am 10:00-12:10pm 11:00-1:10pm 12:00-2:10pm 9:00 - 10:45am 10:00 - 11:45am 11:00 - 12:45pm 12:00 - 1:45pm
12:55pm Nov. 1, 2020 and have not yet completed the recertification exam
(115 min - 2 CPE) (130 min) 2.5 CPE
Speaker: Bryce Forney Speaker: Michelle Long (105 min) 2 CPE
11:55 - Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open
10:55 - 11:10am 12:55 - 1:10pm 1:55 - 2:10pm 11:10-11:35am 12:10-12:35pm 1:10 - 1:35pm 2:10 - 2:35pm 10:45 - 11:00am 11:45 - 12:00pm 12:45 - 1:00pm 1:45 - 2:00pm
12:10pm 15 minutes 25 minutes 15 min
QBO Advanced Certification Exam Prep
Module 5 & 6 - Supporting Your Small Business Clients and NOTE: This is 1 of 2 parts and repeats again on May 11 & 12
Module 5 & 6 – Inventory & Sales Tax
Banking & Tools
Who: Seeking QBO Advanced Certification for first time, or lapsed
11:10 - 1:10pm 12:10 - 2:10pm 1:10 - 3:10pm 2:10 - 4:10pm Who: Seeking QBO Certification for first time, or lapsed 11:35-1:05pm 12:35 - 2:05pm 1:35 - 3:05pm 2:35 - 4:05pm 11:00 - 12:44pm 12:00 - 1:44pm 1:00 - 2:44pm 2:00 - 3:44pm Who: You completed QuickBooks Online Advanced certification prior to
(90 min) 1.5 CPE
(120 min - 2 CPE)
Speaker: Erin Walsh-Dyer
Speaker: Stacy Kildal (104 min) 2 CPE
1:10 - 1:25pm 2:10 - 2:25pm 3:10 - 3:25pm 4:10 - 4:25pm 1:05-1:20pm 2:05 - 2:20pm 3:05 - 3:20pm 4:05 - 4:20pm 12:44 - 1:00pm 1:44 - 2:00pm 2:44 - 3:00pm 3:44 - 4:00pm
15 minutes 15 minutes 16 min
1:00 - 2:30pm 2:00 - 3:30pm 3:00 - 4:30pm 4:00 - 5:30pm Who: You completed QuickBooks Online Advanced certification prior to
(90 min) 1.5 CPE

May 12: TRACK 1 - QUICKBOOKS ONLINE CERTIFICATION May 12: TRACK 2 - QUICKBOOKS ONLINE ADVANCED CERTIFICATION May 12: TRACK 3 - QUICKBOOKS ONLINE & ADVANCED RECERTIFICATION
Who: Seeking QBO Advanced Certification for first time, or lapsed Who: Seeking QBO Advanced Certification for first time, or lapsed Who: Seeking QBO or QBO Advanced Recertification
Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 2.5 credits Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 4.5 credits Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 5
Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open 11:30 - Networking Lounge and Exhibit Hall Open
8:30 - 9:00am 9:30-10:00am 10:30-11:00am 11:30-12:00pm 8:30-9:00am 9:30-10:00am 10:30-11:00am 11:30-12:00pm 8:30 - 9:00am 9:30 - 10:00am 10:30 - 11:00am
30 min 30 min 12:00pm 30 min
QBO Advanced Certification Exam Prep NOTE: Repeats again on May 11 & 12
Module 7 & 8 - Reporting and Analytics & Closing the Accounting
Module 7 & 8 – Special Transactions & Multicurrency
Cycle
Who: Seeking QBO Advanced Certification for first time, or lapsed. 11:00 - Who: You completed QuickBooks Online certification prior to
9:00 - 10:30am 10:00-11:30am 11:00-12:30pm 12:00-1:30pm Who: Seeking QBO Certification for first time, or lapsed 9:00-10:30am 10:00-11:30am 11:00-12:30pm 12:00-1:30pm 9:00 - 10:45am 10:00 - 11:45am 12:00 - 1:45pm
12:45pm Nov. 1, 2020 and have not yet completed the recertification exam
(90 min) 1.5 CPE
(90 min - 1.5 CPE)
Trainer: Michelle Long (105 min) 2 CPE
Trainer: Carla Caldwell
Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open 11:45 - Networking Lounge and Exhibit Hall Open
10:30 - 10:45am 11:30-11:45pm 12:30-12:45pm 1:30-1:45pm 10:30-10:45am 11:30-11:45am 12:30-12:45pm 1:30-1:45pm 10:45 - 11:00am 12:45 - 1:00pm 1:45 - 2:00pm
15 minutes 15 minutes 12:00pm 15 min
Now that I am Certified, What's Next? NOTE: This is 1 of 2 parts and repeats again on May 11 & 12
Module 9 – End of Period
Who: Seeking QBO Certification for the first time, or lapsed
Who: Seeking QBO Advanced Certification for first time, or lapsed. 11:00 -
10:45 - 11:45am 11:45 - 12:45pm 12:45-1:45pm 1:45-2:45pm 10:45-12:05pm 11:45-1:05pm 12:45-2:05pm 1:45-3:05pm 12:00 - 1:44pm 1:00 - 2:44pm 2:00 - 3:44pm Who: You completed QuickBooks Online Advanced certification prior to
12:44pm
(60 Min - 1 CPE) Nov. 1, 2020 and have not yet completed the recertification exam
(80 min) 1.5 CPE
Trainer: Erin Walsh-Dyer
Trainer: Bryce Forney
(104 min) 2 CPE
q Speaker: MB Raimondi
11:45 - 12:00pm 12:45 - 1:00pm 1:45-2:00pm 2:45 - 3:00pm 12:05-12:20pm 1:05-1:20pm 2:05-2:20pm 3:05-3:20pm 12:44 - 1:00pm 1:44 - 2:00pm 2:44 - 3:00pm 3:44 - 4:00pm
15 minutes 15 minutes 16 min
Module 10 – Complex Conversions
Who: Seeking QBO Advanced Certification for first time, or lapsed.
12:20-1:40pm 1:20-2:40pm 2:20-3:40pm 3:20-4:40pm 1:00 - 2:30pm 2:00 - 3:30pm 3:00 - 4:30pm 4:00 - 5:30pm Who: You completed QuickBooks Online Advanced certification prior to
(80 min) 1.5 CPE
Trainer: MB Raimondi
(90 min) 1.5 CPE
Networking Lounge and Exhibit Hall Open Networking Lounge and Exhibit Hall Open
1:40-1:55pm 2:40-2:55pm 3:40-3:55pm 4:40-4:55pm 3:10 - 3:25pm 4:10 - 4:25pm 5:10 - 5:25pm 6:10 - 6:25pm
15 minutes 15 minutes
TRACK 1: QuickBooks Online Certification
This course will provide you with the skills and knowledge required to provide a
professionallevel of support to small business clients and help them succeed using
QuickBooks Online.
As you progress through the course you will develop a working understanding of the
completeend to end accounting life cycle and be able to support clients with the key
required tasks within QuickBooks Online Accountant. This training course also
prepares you to take the QuickBooks Online Certification exam with confidence.
Learning objectives
On completion of this course, you will be able to:
● Analyze your clients’ needs and advise them on the best QuickBooks Online
subscriptionto meet their needs.
● Effectively onboard new client’s setup on QuickBooks Online in a way that’s
right forthem and their business.
● Follow best practice with QuickBooks Online, to manage small business clients;
managing, balancing and maintaining their books throughout the accountancy
workflow.
● Generate business reports that add value to your clients
● Use QuickBooks Online Accountant to manage clients and work so you never
miss a deadline
Module 1: QuickBooks Solutions For Clients
This module opens the door to understanding your clients needs in order to best
advise them on which QuickBooks Online subscription will suit their requirements.
The module will prepareyou to effectively set up a QuickBooks Online account and
discuss billing options and additional features, like apps, with your clients.
Module 2: Client Onboarding
This module looks at the key stages for onboarding clients to QuickBooks Online.
Refresh your knowledge of the Chart of Accounts and the Products and Services list.
Learn how to update theChart of Accounts, add a preferred vendor, set up customer
and vendor lists and create bank feeds.
Module 3: Special Client Onboarding Tasks
This module explores additional onboarding tasks you can undertake in order to
optimize your client’s QuickBooks Online. Learn how to manage apps on behalf of
your client, perform a basicsales tax set up, customize payment settings, sales forms
and assign different access levels for their team.
Module 4: Managing Your Clients And Work

This module looks at the key management tasks you can undertake for your clients
in QuickBooks Online and how to get the best from the client dashboard. Learn how
to manageclient subscriptions, assign levels of access to your team and use the
Work functionality to increase organization and efficiency for your team and your
clients.
Module 5: Supporting Your Small Business Clients

This module explores the ways in which you can support your small business clients
and will refresh your knowledge of best practice workflows. Learn how to utilize the
features of Undeposited Funds, Estimates, Purchase Orders, Vendor Credits, Credit
Memos and CustomerStatements. As well as diving deeper into best practice
workflows, you will also discover how tomake the best of Deposit Transactions, Online
Payments, Journal Entries and Transfers.
Module 6: Banking And Tools
This module looks at using Bank Feeds, matching transactions and reconciling the
bank. Learnhow to register for receipt forwarding, add and match receipts, exclude a
bank transaction andcreate a simple bank rule. You will also learn how to utilize the
reconciliation tools and how to use recurring transactions.
Module 7: Reporting And Analytics

This module seeks to refresh your skills on basic reporting and introduce you to
the value of reports for your clients. You will also learn how to create reports that
will answer your client’scommon business questions.
Module 8: Closing The Accounting Cycle

This module looks at preparing your client’s books for year or period end. Learn how
to spot when you may need- and how to reclassify transactions, discover how to
prepare for taxes andwhen all is ready, close the books.
Details:
Who Should Attend? Accounting Professionals who plan to take the QuickBooks Online
Certification exam and currently support or plan to support small business clients using
QuickBooks Online.
Prerequisites:
• Basic understanding of general accounting principles
• Basic understanding of QuickBooks Online functionality
• Enrollment in the free QuickBooks ProAdvisor Program: www.quickbooks.com/qboa
• Attendance at the Introduction to QuickBooks Online for Accountants
webinar: www.qbtrainingevents.com
Delivery Method: Group-live Internet

Field of Study: Non-Technical - Computer Software & Applications
Course Level: Intermediate
Course Length: 8.25 hours
Recommended CPE: 9.5
Track 2 – Next Page

TRACK 2: QuickBooks Online Advanced Certification
This course builds on the core concepts in the QuickBooks Online Certification course.
It will teachyou how to leverage more of the complex and advanced functionality like
automated tax systems and troubleshooting with QuickBooks Online to meet the
needs of different clients. It will also prepare you to take the QuickBooks Online
Advanced Certification exam.
Objectives:
● Utilize advanced features (e.g. budgets, inventory, and job costing) available
across allsubscriptions
● Understand when and how to use special transaction and workflows based on
client needs
● Reconcile and troubleshoot banking transactions and reconciliations
● Perform complex problem solving
● Understand logic of reporting and prepare customized reports
● Set up a new client (from scratch or converting from QuickBooks Desktop
based on clientneeds)
Module 1: Advanced Categorization

Every business is different, but all can benefit from the powerful features of
QuickBooks Online byusing a method of recording and categorizing transactions
that’s right for them whether its’ by location or project. As ProAdvisors, you can advise
your clients on the best solution to suit their business now and as it grows. From sub-
customers to the Projects Center, QuickBooks Online canbe optimized to deliver the
business-critical information every client needs.
Module 2: Advanced Features

This module covers some of the more advanced features used in QuickBooks
Online to recordand invoice for Advanced features. Included are how to work with
various Advanced features including billable expenses and time, as well as creating
delayed charges.
Module 3: Advanced Banking
This module examines how banking feeds work with QuickBooks Online and
identifies best practices to troubleshoot common issues that compromise
reconciliations. Also covered areadvanced aspects of bank rules including how
to optimize and export bank rules from one QuickBooks company into another.
Module 4: Advanced Reports

This module identifies how QuickBooks Online report features can be used to create
customizedreports that highlight key areas of company performance. The use of filters
and adjustments to rows and columns are covered before progressing to a detailed
look at creating management reports.
Module 5: Inventory Management

This module introduces the features available in QuickBooks Online to set up, track
and manageinventory, including inventory and valuation adjustments. It also covers
how to set up periodic Inventory systems.
Module 6: Advanced Sales Tax

This module looks at the inner workings of QuickBooks Online automated taxation
system andhow it uses data to calculate state and local tax liabilities. Learn to
troubleshoot by working through how to create tax only transactions to adjust tax
liabilities.
Module 7: Special Transactions

One of the greatest features of QuickBooks Online is that it can be utilized and
customized to meetthe needs of every business. This module explores some of the
more advanced methods of recording transactions QuickBooks Online has to offer,
such and recording bounced checks and customer and vendor prepayments.
Module 8: Multicurrency
QuickBooks Online can work with clients to record their international business
transactions in different currencies. This module starts with the fundamentals of a
multicurrency setup in QuickBooks Online and progresses to appropriate workflows,
adjustments and troubleshooting.
Module 9: End of Period Activities
This module looks at the key activities that ProAdvisors are likely to perform when working
with a client's QuickBooks Online company at end-of-period. From reviewing lists and
balance sheet accounts to writing off invoices, the main actives are all here including
troubleshooting issues with inventory balances and billable expenses.
Module 10: Complex Conversions

Many clients still need support moving their current QuickBooks Desktop companies into
QuickBooks Online. This module outlines the most important consideration when
planning a conversion and the steps that will be necessary once a conversion has been
made.
Details:
Who Should Attend? Accounting Professionals who plan to take the QuickBooks Online
Advanced Certification exam and currently support small business clients using
QuickBooks Online.
Prerequisites: Current QuickBooks Online Certification

Course Level: Advanced
Course Length: 10.5 hours
Recommended CPE: 12
Track 3 – Next Page

TRACK 3: RE-CERTIFICATION
QuickBooks Online Recertification and QuickBooks Online Advanced

Recertification
QuickBooks Online Recertification 2021:

This course will update your current QuickBooks Online knowledge, giving you
information and knowledge on the latest key features and product updates to
QuickBooks Online and QuickBooks Online Accountant released in the past year. It will
prepare you for the recertification exam.
Objectives
● Understand what’s new for your firm with QuickBooks Online
● Recognize how to track client’s month-end review progress from the Client List
● Identify how to track Month-end review progress and add or edit lead
accountants
● Recognize changes to the write-off invoices workflow
● Recognize how to upload, review, match, and add bills
● Demonstrate the steps to customize an email address for receipt and bill
forwarding
● Know how to view auto-imported bank statements during the reconciliation
process
● Recognize improvements to formatting and customization options for reports
● Recognize the benefits of the new Bill pay powered by Melio
● Identify improvements to QuickBooks Payments
● Recognize the benefits and features of tagging in QuickBooks Online
● Demonstrate how to use the Performance center and custom charts in
QuickBooks Online
Details:
Who Should Attend? Accounting Professionals who achieved QuickBooks Online
Certification prior to Nov. 1, 2020 and have not yet completed the required QuickBooks
Online re-certification exam before June 30, 2021.
Prerequisites: Current QuickBooks Online Certification

Course Level: Intermediate
Course Length: 120 minutes
Recommended CPE: 2
QuickBooks Online Advanced Recertification 2021:

This course will update your current QuickBooks Online knowledge, giving you
information and knowledge on the latest key features and product updates to
QuickBooks Online and QuickBooks Online Accountant released in the past year. It will
prepare you for the advanced recertification exam.
Note: One prep training and exam to recertify in both QuickBooks Online and
QuickBooks Online Advanced.
Objectives
● Recognize how to track client’s month-end review progress from the Client List
● Identify how to track Month-end review progress and add or edit lead
accountants
● Recognize changes to the write-off invoices workflow
● Recognize the benefits of the new Bill pay powered by Melio
● Identify improvements to QuickBooks Payments
● Recognize the benefits and features of tagging in QuickBooks Online
● Recognize what’s changed for 1099s
● Recognize how to use Tags in reporting in QuickBooks Online
● Identify when to recommend and use periodic inventory with clients
● Recognize the types of data and metrics in the Performance center and their
value in advising clients
● Identify examples of how Quick and Custom charts can be used meet client
needs
● Recognize the changes to the Sales Tax center such as adding agencies and
creating custom rates
● Identify what’s new with Prep for taxes
● Explain how to troubleshoot issues with banking
Details:
Who Should Attend? Accounting Professionals who achieved QuickBooks Online
Advanced Certification prior to Nov. 1, 2020 and have not yet completed the required
QuickBooks Online Advanced Certification re-certification exam before June 30, 2021.
Prerequisites: Current QuickBooks Online Advanced Certification

Course Level: Advanced
Course Length: 180 minutes
Recommended CPE: 3.5
Note: CPE automation for this event does not support partial credits. If you are
present for 50 minutes or more, you may request a partial credit for every
additional 25 minutes of attendance if check points and polling question(s)
requirements are met. Please inquire at: accountant_training@intuit.com

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May 10, 11, 12: QuickBooks Online Certification Boot Camp

NOTE: This is 2 of 2 parts and repeats again on May 11 & 12

(90 min) 1.5 CPE

Module 1: QuickBooks Solutions For Clients

Module 2: Client Onboarding

Module 4: Managing Your Clients And Work

Module 5: Supporting Your Small Business Clients

Module 6: Banking And Tools

Module 7: Reporting And Analytics

Module 8: Closing The Accounting Cycle

Delivery Method: Group-live Internet

Track 2 – Next Page

Module 1: Advanced Categorization

Module 2: Advanced Features

Module 4: Advanced Reports

Module 5: Inventory Management

Module 6: Advanced Sales Tax

Module 7: Special Transactions

Module 10: Complex Conversions

Prerequisites: Current QuickBooks Online Certification

Track 3 – Next Page

QuickBooks Online Recertification and QuickBooks Online Advanced

QuickBooks Online Recertification 2021:

Prerequisites: Current QuickBooks Online Certification

QuickBooks Online Advanced Recertification 2021:

Prerequisites: Current QuickBooks Online Advanced Certification

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