College of Accountancy

AIS/FA/MA Internship
QuickBooks Certification Instruc
General Instructions
1. An invite will be sent to your official student email address and you need to activate the
2. Just follow the steps given in the email.
3. You have to watch all the modules, answer the module quizzes for you to get your certi
4. Pass the QBO ProAdvisor Certification.
5. Pass the Payroll Certification.

Certification Exam Code of Conduct

You are required to comply with the following requirements and restrictions:
1. You must take the exam independently, without any assistance from another perso
2. You must not solicit or allow another person to take the exam on your behalf.
3. You must not reproduce, use, or disclose any of the exam content in any form (e.g.
4. You must not offer to sell, publish, display, distribute, disclose, or reproduce any pa

Certification Exam Tips

1. Start anywhere, but finish anything you start.
Once you start a section, you won't be able to walk away before handing in your answ
finish each section and a reliable internet connection.
2. Sections all done? Time for your grade.
You'll need 80% or higher on each section to pass the exam. If you don't pass at first,
3. You have 3 tries to pass the exam.
If you don't pass all of the sections after your third attempt, you need to wait 60 days
 College of Accountancy
AIS/FA/MA Internship
QuickBooks Certification Instructions

r official student email address and you need to activate the QBO account that will be given to you.
n the email.
odules, answer the module quizzes for you to get your certificate. Certificates will be uploaded in Canvas.
rtification.

Conduct
h the following requirements and restrictions:
m independently, without any assistance from another person.
allow another person to take the exam on your behalf.
e, use, or disclose any of the exam content in any form (e.g. digital, print, verbal) to anyone before, during or
ell, publish, display, distribute, disclose, or reproduce any part of the exam content, by any means.

nything you start.

you won't be able to walk away before handing in your answers or you'll lose your progress. Be sure you hav
eliable internet connection.
your grade.
on each section to pass the exam. If you don't pass at first, your next attempt includes only the sections you

sections after your third attempt, you need to wait 60 days and take the full exam again.
fter testing.

idn't pass.
 University of the Cordiller
College of Accountancy
AIS/FA/MA Internship
QuickBooks Certification Course

No. Module

QuickBooks Online - ProAdvisor

1 QuickBooks Online Solutions

2 Getting Started

3 Sales and Customers

4 Expenses and Vendors

5 Banking

6 Reports

7 Managing your work, team, and clients

8 Period and year end

8 Period and year end

Review before examination

QuickBooks Online - ProAdvisor EXAMINATION
QBO Payroll Certificat
1 Solutions and setup

2 Working with QuickBooks Online Payroll

3 Reports and End of Period Activities

4 Advanced Options and Features

Review before examination

QBO Payroll Certification EXAMINATION
QBO Advanced Certificat
1 Sales and Customers

2 Expenses and Vendors

3 Banking
 4 Reports

5 Period and year end

6 Using the Enhanced Features of the Advanced Subscription

*Certificates will be given on every course that you will successfully finish. If the course does not give a certificate, a
**The number of hours credited per course are significantly longer than the actual time needed to finish the courses
***You are not required to take the QBO Advanced Certification examination. However, you still have to finish the m
 University of the Cordilleras
College of Accountancy
AIS/FA/MA Internship
QuickBooks Certification Course Outline

Courses Output*

ckBooks Online - ProAdvisor Training 2023

Workflows for onboarding clients into QuickBooks Online Certificate
Identifying the right QuickBooks Online subscription for a client's needs Certificate
Billing options Certificate
Adding QuickBooks Online Payroll Certificate
Customizing the chart of accounts Certificate
Importing products and services, customers, and vendors Certificate
Managing the products and services list Certificate
Managing customers and vendors Certificate
Adding and managing users Certificate
Adding apps Certificate
Customizing sales forms Certificate
Working with estimates and purchase orders Certificate
Customer statements Certificate
Credit memos and customer refunds Certificate
Setting up QuickBooks Payments Certificate
Using QuickBooks Payments Certificate
Basic sales tax setup Certificate
Setting up Bill Pay powered by Melio Certificate
Managing receipts and bills Certificate
Creating vendor credits Certificate
The Pay down credit card feature Certificate
Excluding bank transactions Certificate
Managing bank feed connections Certificate
Creating bank rules Certificate
Using bank rules Certificate
Creating and using recurring transactions Certificate
Recording undeposited funds Certificate
Recording deposit transactions Certificate
Using journal entries Certificate
Using the transfer function Certificate
Reconciling accounts Certificate
Correcting beginning balances for reconciliations Certificate
Basic reporting options Certificate
The Profit and Loss and Balance Sheet reports Certificate
Reports to answer common business questions Certificate
Customizing reports Certificate
Management reports Certificate
Setting up and using tags Certificate
Troubleshooting issues with common workflows Certificate
Managing the Clients menu Certificate
Managing client subscriptions Certificate
Managing your team Certificate
Managing your work Certificate
Using the Books review center Certificate
Key tasks for year end Certificate
 Using the Reclassify transaction tool Certificate
Closing the books Certificate

Certificate
QBO Payroll Certification
QuickBooks Online Payroll subscriptions Certificate
Setting up QuickBooks Online Payroll Certificate
Navigating the Payroll center Certificate
Managing employees in QuickBooks Online Payroll Certificate
Managing contractors in QuickBooks Online Payroll Certificate
Running payroll Certificate
Managing scheduled and unscheduled payroll Certificate
Automating payroll Certificate
Using QuickBooks Time with QuickBooks Online Payroll Certificate
Voiding and deleting paychecks Certificate
Running reports after processing payroll Certificate
Reconciling payroll Certificate
Processing payroll liability tax payments and forms Certificate
Managing tax penalties Certificate
Processing W-2 forms and other year-end activities for payroll Certificate
Using projects and classes to determine payroll profitability Certificate
Customizing expense accounts for payroll Certificate
Adjusting tax settings Certificate
Banking and direct deposit troubleshooting Certificate
Time-off policies and accrual rates Certificate
Deductions and contributions Certificate
Processing an employee termination Certificate
Tips and gratuities Certificate

Certificate
QBO Advanced Certification***
Billable expenses Certificate
Billable time Certificate
Delayed charges Certificate
Progress invoicing Certificate
Price rules Certificate
Customer prepayments and deposits Certificate
Sales summaries Certificate
Working with budgets Certificate
Inventory management Certificate
Setting up inventory products Certificate
Buying, selling, and adjusting inventory Certificate
Adjusting for donated inventory Certificate
Advanced sales tax activities Certificate
Filing sales tax in QuickBooks Online Certificate
Adjusting sales tax Certificate
Vendor prepayments and deposits Certificate
Banking productivity techniques Certificate
Troubleshooting bank feed matches Certificate
Using the Suggested rules feature Certificate
Importing and exporting bank rules Certificate
Working with corporate credit cards Certificate
Bounced checks and insufficient funds Certificate
 Zero dollar transactions Certificate
Getting the most out of cash-basis and expense reports Certificate
Creating scheduled reports Certificate
Using the Performance center Certificate
The Cash flow center Certificate
Advanced tagging Certificate
Advanced categorization methods Certificate
Class tracking Certificate
Location tracking Certificate
Tracking profitability by customers Certificate
Using projects Certificate
Reviewing lists at period end Certificate
Reviewing balance sheet account balances Certificate
Reviewing Profit and Loss and Uncategorized account balances Certificate
Issues with undeposited funds Certificate
Writing off invoices Certificate
Troubleshooting inventory balances Certificate
Preparing and filing 1099 forms Certificate
Using the Prep for taxes tool Certificate
Using the Custom report builder Certificate
Using the Performance center Certificate
Using the Spreadsheet Sync feature Certificate
Managing custom roles Certificate
Using the Workflows and Tasks center Certificate
Managing transactions in batches Certificate
Managing expense claims Certificate
Total
y finish. If the course does not give a certificate, a screenshot showing that you have finished 100% of the course will suffice.
than the actual time needed to finish the courses.
xamination. However, you still have to finish the modules under QBO Advanced Certification.
 No. of
Hours**
(w/
Allowance)

0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
1
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
1
0.5
0.5
3
20

0.5
0.5
0.5
1
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
1
0.5
0.5
0.5
0.5
0.5
1
0.5
0.5
0.5
0.5
3
10

0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
1
0.5
0.5
0.5
0.5
1
0.5
 0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
1
0.5
1
0.5
1
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
100
the course will suffice.
 College of Accountancy
AIS/FA/MA Internship
Frequently Asked Questio
1. Where can I take QuickBooks ProAdvisor certification exam?
In QuickBooks Online for Accountants (QBOA), select ProAdvisor > Training > Certifi
2. How can I sign in to QBOA?
Go to https://app.qbo.intuit.com. Once signed in, select the company under "Accoun
3. I don't have any company under "Accountant Companies". What should I do?
Below are the possible reasons on why you don't have an accountant company on y
A. You have not accepted the invitation sent to you to join the accounting firm.
B. You have logged in using a different account which wasn't used when you were g

4. I clicked the link on the invitation to join an accounting firm however it says that the inv
You are only given 3 days to access and accept the invitation link. Once expired, we

5. Can I still access QBOA even if my QBO account's free trial has already expired?
Yes, you can. As long as you have already accepted the invitation for QBOA before t
6. Training section in QBOA does not load while in incognito. What should I do?
Make sure that you allow all cookies. In Google Chrome, go to Settings > Privacy an

7. How do I access the test drive for QuickBooks Online Advanced (US)?
https://qbo.intuit.com/redir/testdrive_us_advanced

8. Can I access two QBO companies at the same time?

Yes, but you need to use two different browsers.
9. Can I do the exam and open the 8-hr QuickBooks Online training at the same time?
Yes, but you need to use two different browsers.

10. I made a mistake on my name. How can I download my certificate?

1. Login to QBOA and click the profile logo in the upper right corner of your screen.
2. Update your name in "Manage your Intuit Account" and in "Go to ProAdvisor Profi
updating the ProAdvisor Profile.
3. Save
4. Log out and wait for 3 minutes.
5. Re-login and re-download tour certificate as usual.
11. I forgot my password in QuickBooks Online. How can I reset my password?
1. Go to link: https://accounts.intuit.com/app/sign-in.
2. Key-in your email address and click "Sign In".
3. If you forgot your password, click "Sign in a different way".
4. Select "Email a Code".
5. Check your email for the code that was sent and key-in to the box.
6. Setup a new password.
 College of Accountancy
AIS/FA/MA Internship
Frequently Asked Questions
ProAdvisor certification exam?
Accountants (QBOA), select ProAdvisor > Training > Certification Hub.

it.com. Once signed in, select the company under "Accountant Companies".
der "Accountant Companies". What should I do?
asons on why you don't have an accountant company on your QuickBooks Account:
the invitation sent to you to join the accounting firm.
ng a different account which wasn't used when you were given an access to QBOA.

ation to join an accounting firm however it says that the invitation has expired. What should I do?
s to access and accept the invitation link. Once expired, we will no longer give you another email invitation.

if my QBO account's free trial has already expired?

you have already accepted the invitation for QBOA before the trial period expires.
s not load while in incognito. What should I do?
all cookies. In Google Chrome, go to Settings > Privacy and Security > Cookies and other site data > Allow a

e for QuickBooks Online Advanced (US)?

ir/testdrive_us_advanced

nies at the same time?

two different browsers.
the 8-hr QuickBooks Online training at the same time?
two different browsers.

me. How can I download my certificate?

k the profile logo in the upper right corner of your screen.
Manage your Intuit Account" and in "Go to ProAdvisor Profile" links. Add a dummy address in the US if promp
Profile.

ad tour certificate as usual.

ckBooks Online. How can I reset my password?
unts.intuit.com/app/sign-in.
ess and click "Sign In".
word, click "Sign in a different way".

he code that was sent and key-in to the box.