QuickBooks Online Certification Level 1

Getting started worksheet

WORKSHEET

QuickBooks Online
Certification Level 1

Getting started
 QuickBooks Online Certification Level 1: Getting started worksheet

Getting started
Time to reflect
Think about how to apply what you’ve learned in the QuickBooks Online Level 1 Certification: Getting started course. Consider your day-to-day
role, your workflows, and the clients you serve. Note down your responses to the following questions.

What’s your current level of experience and confidence using QuickBooks Online for each of the subjects covered in
Level 1 Certification (Sales and customers, Expenses and vendors, Banking, and Period end)?

What order will you take the courses in, and what is your target date for finishing?

What will your certification mean to you, to your firm, and to your clients?

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 QuickBooks Online Certification Level 1: Getting started worksheet

Getting started
Introduction to Level 1 Certification
QuickBooks Online Level 1 Certification follows the same flow as data does within QuickBooks itself. After this Getting Started module, there are
four more:

Sales and customers Expenses and vendors Banking Period end

Where you’ll look at the data that comes Which looks at the data that comes Which looks at data that comes into Where you’ll find out about the Books
into QuickBooks as part of the sales into QuickBooks as your clients pay QuickBooks from client bank review workflow that checks for issues in
workflow expenses and bills accounts the data

Earning CPE credits Getting certified

CPE credits are available for each course. To earn these: To become certified, you need to:

• Complete each course, including the knowledge checks (these • Complete each course, achieving 80% or more in each exam
unlock the exam) OR
• Pass the exam by achieving a score of 80% or more • If you’re feeling confident—and aren’t looking to get CPE credits—
you can test out by switching the Test Out toggle on in the
You’ll then receive an email with your CPE certificate, and you can also ProAdvisor Academy and passing the Test Out exam with a pass
download it from your ProAdvisor Academy profile. mark of 80% or more.
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 QuickBooks Online Certification Level 1: Getting started worksheet

Ecosystem
An interconnected platform
QuickBooks Online is part of a wider platform of interconnected solutions focused on answering the question: How can we use technology to
solve our customers’ most important financial problems?

Bookkeeping and
accounting

Stay compliant Get customers

QuickBooks

Contractor QuickBooks

Payments Capital
Pay contractors Solutions Get capital

Pay employees Get paid

QuickBooks QuickBooks

Payroll Payments
Track time Pay bills
QuickBooks

Checking
QuickBooks QuickBooks

Time Bill Pay

A QuickBooks Online solution for everyone

Within QuickBooks Online itself there are a range of different plans catering to businesses of all sizes. This certification focuses on QuickBooks
Online Simple Start, Essentials, and Plus.

Whichever solution your clients subscribe to, data is synced in real time into their QuickBooks Online account. This reduces the need for manual
tasks, freeing up your time to provide valuable advisory services.
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 QuickBooks Online Certification Level 1: Getting started worksheet

Ecosystem
QuickBooks Online Accountant and QuickBooks Online
QuickBooks Online Accountant is your route into QuickBooks. What you see will be determined by the permissions that you have been granted.
The primary admin role has access to all areas—including the free QuickBooks Online Advanced account to manage the firm’s account—but the
majority of accounting pros will just see the features they need to manage their client work and access their clients’ QuickBooks Online accounts.

Always make sure to access your clients’ QuickBooks accounts through QuickBooks Online Accountant, as it unlocks the accounting pro
only tools and features.

The structure of QuickBooks Online

The data within QuickBooks is arranged in different areas called centers. The four main centers you’re likely to use most are:

• Transactions—where you can see the data coming in from your client’s bank accounts and match it to corresponding QuickBooks transactions.
This is covered in the Banking course.
• Sales—where products and services are set up, and customer information is stored. This is covered in the Sales and customers course.
• Expenses—where outgoing payments, vendors, and contractors are managed. This is covered in the Expenses and vendors course.
• Reports—where you can access ready-made financial statements and create customized reports. Reports are covered throughout all courses.

Relevant to all centers, the backbone of QuickBooks is the chart of accounts. It should be set up to match the client’s business, and all transactions
should be categorized to the correct account to ensure the profit and loss statement and balance sheet are accurate and meaningful.

Where to get help

Throughout QuickBooks you’ll see links to videos and tours to help you with specific features. You can also contact the Care team through Help or
directly at 1-888-333-3451.

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 QuickBooks Online Certification Level 1: Getting started worksheet

Intuit solutions Subscriptions and setup

• Get customers • Connecting banks, credit cards, and sales channels • QuickBooks Payments
Mailchimp Connect bank and credit card accounts to QuickBooks Accessing discounted rates for QuickBooks
Online Payments
• Get capital Connect a sales channel in QuickBooks Online Request a rate review of QuickBooks
QuickBooks Capital Payments discount fees
• Useful apps
• Bookkeeping and accounting QuickBooks App Store
QuickBooks Online solutions Accountant-approved apps
QuickBooks Ledger QuickBooks Online mobile app
QuickBooks Solopreneur QuickBooks Online desktop app
QuickBooks Money
• Usage limits
• Get paid and pay bills Usage limits in QuickBooks Online
QuickBooks Checking
QuickBooks Payments • Setting up Mailchimp
QuickBooks Bill Pay Connect or Disconnect Mailchimp for QuickBooks Online
QuickBooks Business Network
• Managing employees
• Track time and pay employees Manage employees in QuickBooks without payroll
and contractors How to use basic time tracking in QuickBooks Online
QuickBooks Contractor Payments Get the Workforce app
QuickBooks Online Payroll
QuickBooks Time • Setting up QuickBooks Online Accountant
How to set up user roles in QuickBooks Online Accountant
• Stay compliant Manage clients in QuickBooks Online Accountant
ProConnect Tax Manage and track your work with client requests, projects,
and tasks in QuickBooks Online Accountant

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 QuickBooks Online Certification Level 1: Getting started worksheet

QuickBooks Online features Chart of accounts Support

• Create recurring transactions • Understanding the chart of accounts in • QuickBooks Online keyboard shortcuts to help
QuickBooks Online you and your clients
• Subscription Payments Overview
• Use account numbers in your chart of accounts • System requirements for QuickBooks Online
• Create or import budgets in QuickBooks Online products

• Create charts to see your business • Enter and manage opening balances in • Troubleshooting browser problems
performance QuickBooks Online
• Find your QuickBooks Online company ID
• Data sync with Excel in QuickBooks Online • Make an account inactive on your chart of
Advanced accounts in QuickBooks Online

• Add and review tasks for your team in • Create a chart of accounts from a template in
QuickBooks Online Advanced QuickBooks Online Accountant

• Manage default and special accounts in your

QuickBooks Online chart of accounts