QuickBooks Online Advanced Certification
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1 #SNH16
2 QuickBooks Online Advanced Certification Exam Prep Part 1 #SNH16
3 Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session using the mobile app or, if you cannot use the app, sign one of the sign-in sheets in the back of the classroom. Thank you! #SNH16
4 Complex Conversions in QuickBooks Online #SNH16
5 Laura Redmond Cloud Accountant Top 10 ProAdvisor, Leading QBO Practice Top 20 Firm of the Future Co-author QuickBooks Online Certification Advanced Certified QuickBooks ProAdvisor Intuit Trainer / Writer Network Founder, Redmond Accounting Inc Co-Creator, Aero Workflow Contributor, Aero Library
6 Learning Objectives Identify potential challenging scenarios and data limitations when converting from QuickBooks Desktop products Recognize data that does not convert from Desktop Identify post-conversion steps required to set up a company Identify the sequence of steps to correctly enter beginning balances
7 Exam Details: Prerequisites Member of ProAdvisor Program QuickBooks Online Certified Proficient with accounting principles Deep product knowledge and experience with client engagements using QuickBooks Online
8 Exam Details: Expectations Advanced Comprehension of training material Scenario-based questions Not for everyone Expert & Trusted Advisor No CPE
9 Exam Details: Access training & exam
10 Exam Details: Access training & exam
11 Exam Details: Taking the exam
12 Exam Details: Taking the exam
13 Exam Details: Taking the exam
14 Exam Details: Taking the exam
15 Exam Details: Taking the exam Print test questions for reference Use training material Work one exam section at a time Read questions slowly Document assumptions Double check
16 Exam Details: Passing the exam Advanced knowledge and mastery Advanced certification badge Higher ranking on Find-a-ProAdvisor website Higher billing rates and fees
17 Topic 1: Contemplating a conversion to QBO Data Limits QuickBooks Desktop Conversion Tool QuickBooks Desktop Feature Comparison Subscription Users
18 Data Limits Targets Digits Journal entry lines Character limits Lists
19 QuickBooks Desktop Conversion Tool QBO admin user 60 / 1060 days Replaces data in QBO Run parallel
20 QuickBooks Desktop Conversion Tool - Lists CONVERTS Entities Accounts Classes Product / Service Items Inactive status Payroll items & info Sales tax items Memorized transactions Budgets
21 QuickBooks Desktop Conversion Tool - Lists DOES NOT CONVERT Entity custom fields Bank account number Non-posting accounts Some entity fields Customer messages Price levels Units of Measure
22 QuickBooks Desktop Conversion Tool - Trxns CONVERTS All posting transactions Some non-posting transactions Statement charges Reconciled R status Sales custom fields Sales of inventory Sales tax Paychecks
23 QuickBooks Desktop Conversion Tool - Trxns DOES NOT CONVERT Reconciliations Group items Sales orders Billable status of journal entries
24 QuickBooks Desktop Conversion Tool - Settings CONVERTS Company information Closing date Multi-currency
25 QuickBooks Desktop Conversion Tool - Settings DOES NOT CONVERT Company settings Closing password Custom sales form designs Audit trail and exceptions Banking connection & activity Users & permissions Memorized reports App connections International version
26 QuickBooks Desktop Feature Comparison Different programs with different features Re-think processes Use workarounds Use apps
27 QuickBooks Desktop Feature Comparison QB Desktop (NOT QB Online) Billing rate levels Batch invoicing Group items Progress invoicing Online bill pay Mileage tracking Payroll labor costing Batch enter transactions Period copy Industry specific reports Inventory assembly builds Additional AR / AP accounts
28 QuickBooks Desktop Feature Comparison QB Online (NOT QB Desktop) Auto send invoices Auto send reports Audit log FIFO inventory Auto invoice billable charges Multi AR / AP accounts in JE s Unlimited time tracking users Unlimited reports users
29 Subscription Users *Plus 2 free accountant users Unlimited reports only users Unlimited time tracking only users 25+ regular users
30 Subscription Users *Plus
31 Topic 2: Advanced conversions to QBO Using the QB Desktop conversion tool Best practices Post conversion work Not using the conversion tool Importing lists Starting with beginning balances
32 Best Practices Create QBO subscription Backup QB Desktop data file Update to latest conversion tool Verify targets F2 Verify data Export to QB Online
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37 Best Practices with Inventory
38 Post Conversion Work: General Verify reports Configure settings Initial reconciliation Create & save custom reports Setup users & permissions
39 Post Conversion Work: Banking Connect bank Upload additional activity Work with initial downloads
40 Post Conversion Work: Inventory On Activates tracking quantity on hand Records QBD weighted average inventory valuation for each product as of start date Reports won t match Notify of change in inventory method
41 Post Conversion Work: Inventory Off Each item imported as non-inventory parts Each item has two sub-items: COGS and Inventory Asset Three items for every one you had Sales transactions show cost of goods do not send to customers Purchase transactions use accounts instead of items
42 Post Conversion Work: Payroll Activates payroll service Most elements convert employee information, payroll items, payroll transactions Action required: Review / update employee info Enter YTD and current quarter summary totals Activate electronic services
43 Post Conversion Work: Payroll
44 Post Conversion Work: Payroll
45 Post Conversion Work: Payments Connect account Configure QBO recurring transactions to charge credit card Delete Intuit Merchant Service Center recurring payments
46 Importing Lists: Excel / CSV Upload Customer / Vendor address is separate fields for street, city, state, zip Customer / Vendor opening balance should be $0 Account type and detail type required Products & Services must be specified as single / double sided via Sell and Buy columns Customer, Vendor & Account lists add new records to table Products & Services list can be updated if name matches
47 Importing Lists: Excel / CSV Upload
48 Importing Lists: IIF to QBD conversion For businesses with existing QBD list data, not converting transactions Eliminates need to break up customer and vendor address fields. Eliminates need to specify account types & detail types
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51 Starting with Beginning Balances: Gather Info Trial Balance Open transactions Inventory detail Non-posting transactions
52 Starting with Beginning Balances: Enter Activity Journal entry Outstanding checks & deposits Open A/R Open A/P Non-posting transactions Billable time Billable charges continued
53 Starting with Beginning Balances: Enter Amounts continued Mid-year income & expense, if applicable Sales and payroll taxes payable Setup products and services Verify Opening Balance Equity account
54 Import Inventory
55 QUESTIONS?
56 We sincerely appreciate your taking time to complete your session evaluation. Our goal is to provide you with the very best training possible and your feedback can help us achieve that goal. Thank you! #SNH16
57 Thank you for attending!
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