Cloud Technology is the 3rd educational track featured in Accountant Education this year at QuickBooks Connect. This should not come as a surprise to anyone since the show is all about QBO!
Attendees can prepare for the QBO Certification exam, the QBO Advanced Certification Exam or the Canadian QBO Advanced Certification Exam on Monday, November 2. Here's what you have to choose from when it comes to your educational opportunities at the show on Monday.
Monday
10:00 am Determine when QBO is Right for the Client and Best Practices for Converting (Adv. QBO Cert Exam Prep Part 1) - Laura Redmond
This session is the first part of the QBO Advanced Certification Exam Prep course and covers Module One: Complex Conversions. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.
This session covers complex conversions to QuickBooks Online
During this session you will learn to:
- Work within Data Limitations Related to File Conversion
- Deploy Best Practices for Conversion
- Use the QuickBooks Desktop Conversion Tool
- Manage Post Conversion Work.
- Determine When to Alternatively Import List Data and Beginning Balances
10:00am QBO in Canada: Determine when QBO is Right for the Client and Best Practices for Converting (Canadian Adv. QBO Cert Exam Prep Part 1) - Rachel Fisch
This session is the first of four parts of the QBO Advanced Certification Exam Prep course and covers Module One: Complex Conversions. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.
This session covers complex conversions to QuickBooks Online
- During this session you will learn to:
- Work within Data Limitations Related to File Conversion
- Deploy Best Practices for Conversion
- Use the QuickBooks Desktop Conversion Tool
- Manage Post Conversion Work.
- Importing Lists and using Opening Balances
10:00am Getting to Know QBO (QBO Cert Exam Prep Part 1) - Kaydee Peterson
This session is the first part of the three part QBO Certification Exam Prep course and covers Module 1: Getting Started. If you are pursuing the QBO Certification Path, you should attend this course.
This session provides an introduction to QuickBooks Online. It begins with a product overview, comparison with QuickBooks Desktop and the 3 levels of QBO: Simple Start, Essentials and Plus.
During this session you will learn how to:
- Navigate within QuickBooks Online and QuickBooks Online Accountant
- Setup Your Client’s QBO Account
- Import Data from QuickBooks Desktop
- Manage Users and Company Settings
- Use the Accountant Tools Available within the Product
1:30pm Optimize QBO and Work Smarter (Adv. QBO Cert Exam Prep Part 2) - Laura Redmond
This session is the second part of the QBO Advanced Certification Exam Prep course and covers Module Two: Customization Topics. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.
This session covers Customization Topics within QuickBooks Online.
During this session you will learn to:
- Optimize QBO
- Management Categories and Workflows
- Work More Efficiently in QuickBooks Online
1:30pm Processing Transactions and Understanding Reporting in QBO (QBO Cert Exam Prep Part 2) - Kaydee Peterson
This session is the second part of the QBO Certification Exam Prep course and covers Module Two: Recording Transactions and Module Three: Reporting. This session uses the official Intuit course curriculum. If you are pursuing the QBO Certification Path, you should attend this course.
This session covers the processing of transactions and the management of reports in QuickBooks online: the Report Center, Report Groups and the Reporting capabilities. This session also covers settings and the processing of the selected types of transactions in QuickBooks Online.
During this session you will learn how to:
- Work with the Report Center
- Work with Report Groups
- Run and Customize Common Reports
- Process Transactions, including: Sales & Revenue, Expenses/Purchases, Payments, Connecting to Bank, Time Tracking, Transfers and Journal Entries
1:30 pm QBO in Canada: Optimize QBO and Work Smarter (Canadian Adv. QBO Cert Exam Prep Part 2) - Rachel Fisch
This session is the second of four parts of the QBO Advanced Certification Exam Prep course and covers Module Two: Customization Topics. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.
This session covers Customization Topics within QuickBooks Online.
During this session you will learn to:
- Optimize QBO
- Management Categories and Workflows
- Work More Efficiently in QuickBooks Online
3:30pm QBO in Canada: Special Transactions and Advanced Reporting in QBO (Canadian Adv. QBO Cert Exam Prep Part 3) - Rachel Fisch
This session is the third of four parts of the QBO Advanced Certification Exam Prep course and covers Module Three: Special Transactions and Module Four: Advanced Reporting and Complex Problem Solving. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course
This session covers advanced reporting and complex problem solving and customizing reports. This session also includes managing special, complex transactions in QuickBooks online, including:
Entering Sales Summaries
- Capturing of Payroll when Using a Outsourced Payroll Service
- Tracking Client Retainers/deposits
- Managing Barter Transactions
- Allocating Overhead for Payroll
- Recording Bounced Checks
- Writing off Invoices
- Using Zero-Dollar Checks
3:30pm Special Transactions and Advanced Reporting in QBO (Adv. QBO Cert Exam Prep Part 3) - Laura Redmond
This session is the third part of the QBO Advanced Certification Exam Prep course and covers Module Three: Special Transactions and Module Four: Advanced Reporting and Complex Problem Solving. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course
This session covers advanced reporting and complex problem solving and customizing reports. This session also includes managing special, complex transactions in QuickBooks online, including:
- Entering Sales Summaries
- Capturing of Payroll when Using a Outsourced Payroll Service
- Tracking Client Retainers/deposits
- Managing Barter Transactions
- Allocating Overhead for Payroll
- Recording Bounced Checks
- Writing off Invoices
- Using Zero-Dollar Checks
3:30pm Troubleshooting in QBO Plus Apps to Expand Functionality (QBO Cert Exam Prep Part 3) - Kaydee Peterson
This session is the third part of the QBO Certification Exam Prep course and covers Module Four: Troubleshooting Client Errors and Accountant Tools, and Module Five: Payments, Payroll and the Intuit App Center. This session uses the official Intuit course curriculum. If you are pursuing the QBO Certification Path, you should attend this course.
During this session you will learn how to:
- Troubleshoot Client Errors in QuickBooks Online
- Deploy Best Practices when Working with Your Clients' QuickBooks Online Data
- Working with Accountant Tools Used to Fix Common Entry Errors
- Troubleshooting Bank Reconciliation Discrepancies.
- Expand the Use of QuickBooks Online to Include: Payments, Payroll and the Intuit App Center