QuickBooksOnlineCertification
LinktoStudentEditionCertificationTest
Certification –Info from Intuit
CertificationObjectives / Chapters / Title / Studentsshould knowhowto
1 / QuickBooksOnlineTest-drive / Usethischapterto learn aboutQBO’suserinterface.NoquestionsareontheCertification Testusing QBO’ssamplecompany(testdrive).
QBO Setup / 2 / NewCompanySetup andChartofAccounts /
  • Setup a QBOaccountandcompany.
  • Completecompanysettings(preferencesfor yourcompany)
  • Setup,add,edit,and savethechartofaccounts.
  • Assign a company administrator.
  • Exportreportsto ExcelandsaveasPDFfiles.
  • UsetheAuditLog.
  • Sign in and sign outof QBO.

GeneralKnowledge / 3 / Beginning BalancesandOctoberTransactionRegister /
  • Navigateandmovearound QBO(usehomepage,navigationbar,addtransactions,createmenu,viewrecenttransactions,search,etc.)
  • Setup beginning balances.
  • Writechecks,postto thegeneralledger,and printreports.

Purchases / 4 / Vendorsand Inventory /
  • Setup andmanagelistsand items(vendorsand inventory).
  • Editcompanysettingsforexpenses.
  • Navigateand usethevendorpages.
  • Usethepurchasesworkflow: enteringand paying bills(A/P),writing checks,using a creditcard,using adebitcard.
  • Add vendortransactions,searchtransactions,and editthem.
  • Printreports.

Sales
Continued / 5 / Customersand Sales /
  • Setup andmanagelists(customersandsales).
  • Add salesinvoicesand customerpayments.
  • Navigateand usethecustomerpages.
  • Usethesalesworkflow:Invoicing (A/R)and SalesReceipts(A/R)

CertificationObjectives / Chapters / Title / Studentsshould knowhowto
Sales / 5 / Customersand Sales /
  • UseUndeposited Funds,accountsreceivable,andchecking accountsintheinvoicing system.
  • Createstatementsand understand why.
  • Printreports.

A/Pand A/Rsystems / 6 / DecemberSourceDocuments /
  • Identifygeneralledger,accountspayableand accountsreceivablesourcedocuments.
  • Maketheappropriateselectionsforentering invoices,bills,payments,etc.
  • Identifyand useadjustingentries
  • Printtheappropriatereports.

Reports / 7 / Analysisand Reports:End of Fourth Quarterand Year /
  • Analyzereports.
  • Processand understand reports.
  • Send reportstoExceland saveasPDFfiles.

BasicAccounting / 8 / JanuarySourceDocuments /
  • Describefinancialstatementsandunderstand whatthey mean.
  • Describethedifferencebetweencashand accrualreports
  • Closethefiscalyear.
  • Printthepostclosing trial balance.

BasicAccounting / 9 / FebruarySourceDocuments /
  • Identifygeneraljournal,writechecks,sales,and purchasedocuments.
  • Record transactionsonQBO’sappropriatepages.
  • Printreportsand why.

BasicAccounting / 10 / March SourceDocumentsand EndofFirstQuarter /
  • Describea basicunderstanding of QBOnlinefeatures,functions,andnavigation.
  • Identifygeneraljournal,writechecks,salesdocuments,purchasedocuments,and howthey areprocessed within theQBOsystem.
  • Record transactionsonQBO’sappropriatepages.
  • Printreportsand understand why.

ReportCustomization / 11 / Certification,QuickBooksLabsand ReportCustomization /
  • Completereportcustomization exercises.
  • Go onlineto

CertificationObjectives / Chapter / Title / Studentsshould knowhowto
Updates / 12 / Apps,UpdatesandQBBlog /
  • Learn aboutQBOnlineupdates
  • UseQBOapps.
  • UsetheQBBlog.

TheOnlineLearningCenter at QBOCertification.Topassthecertificationtest, youneedtobeproficient inthesesoftwarefeaturesandfunctions.The list belowexpandson thechart.

1.QuickBooksOnlineSetup

a.Beforesettingupa QBOaccount,whatinformation isrequired?

b.Howto signinandsignout.

c.Howto completecompanysettings.

d.Customizingthehomepage.

e.Settingup lists–customers, vendors,productsandservices.

2.QBOGeneralKnowledge

a.UserInterfaceandnavigation–familiaritywith QBO’shomepage,menus,navigationbar,etc.

b.Howto savereportsinExcel andAdobePDF.

c.Howtodeterminetheuser profile,subscriptionstatus,andQBOupdates.

d.Howandwhyto setupaUserIDandpassword.

e.Howand whyto complete accountsettings, including Company,BillingSubscription,Sales,Expenses,PaymentsandAdvanced.

3.ListManagement

a.Managementcustomer,vendor,productandservicelists.

b.Addingnewlistentries.

c.Deletinglistentries.

d.Editinglistentries.

4.ItemsorProductsandServices

a.HowdoesQBOuseitemstoperformaccountingproceduresbehindthescenes?Forexample,whataretheappropriatejournalentrieswhenrecordinginventorytransactions?

b.Whatarethedifferenttypesof inventoryandwhentouse eachtype?

c.Howdo youuseitems for differenttypesofsituations;forexample,productsforaspecificprice;servicesforaspecificprice?

5.Sales

a.Whoislisted in theCustomerCenter?

b.HowtonavigatetheCustomerCenter?

c.HowtocompletetheworkflowfromthesalestoreceivingcustomerpaymentsforInvoicing(A/R)andSalesReceipts(no A/R).

d.Howand whytorecordacustomer credit.

e.Howand whytocreatestatements.

f.Understandtheinvoicingcycle.

6.Purchases

a.Whoshouldbelistedinthe VendorCenter?

b.NavigatingtheVendorCenter.

c.Howtocompletetheworkflowsformakingpurchases,includingenteringandpayingbills(A/P),writingchecks, usinga creditcard,andusingadebitcard.

d.Howtorecordpurchasestransactions.

e.Howand whytorecordaVendorcredit.

f.Bankreconciliation.

7.Reports

a.WhyandhowtousetheReportCenter.

b.Howtocustomizereports.

c.Understandwhateachreportrepresents.

d.Howandwhyto sendreportstoExcel.

e.Howarereportsmemorized?

8.BasicAccounting

a.Whatthebasicfinancialstatementsareandwhatdotheymeanandrepresent?

b.Thedifferencebetweencashandaccrualreports.

c.Howto enteraJournalEntry.

9.Customization

a.HowdoesQBOmemorizetransactions?

b.Howtocreatecustomizereports.