Accountex USA | September 5-6, 2019 | Hynes Convention Center | Boston, MA

QuickBooks Online Certification

04 Sep 2019
8:00 am - 4:00 pm

QuickBooks Online Certification

This course will provide you with the skills and knowledge required to provide a professional level 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 complete end to end accounting lifecycle and be able to support clients with the key required tasks within QuickBooks Online Accountant.

Objectives:

On completion of this course, you will be able to:

●   Determine client needs and recommend the appropriate subscription level

●  Describe how to set up a new client and ensure correct settings are applied based on client needs

●  Recall how to use QuickBooks Online Accountant and QuickBooks Online to support a typical SMB client and ensure

That all their data is entered correctly

●  Describe how to reconcile accounts and make adjusting entries where appropriate

●  Describe how to ensure the books are balanced

●  State how to close the books in preparation for year or period end

●  Recall how to run basic reports

● Apply the working knowledge gained of using the accountant tools

●Describe the benefits of QuickBooks Online mobile app

●Explain best practice workflows to clients