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This module looks at the key management tasks you can undertake for your clients in QuickBooks Online and how to get the best from the client dashboard. Module 4 - Managing Your Clients and Work Learn how to manage apps on behalf of your client, perform a basic sales tax set up, customize payment settings, sales forms and assign different access levels for their team. This module explores additional on-boarding tasks you can undertake in order to optimize your client’s QuickBooks Online. Module 3 - Special Client On-boarding Tasks
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Learn how to update the Chart of Accounts, add a preferred vendor, set up customer and vendor lists and create bank feeds. Refresh your knowledge of the Chart of Accounts and the Products and Services list. This module looks at the key stages for on-boarding clients to QuickBooks Online.
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The 8-module training course will also prepare ProAdvisors to take the QuickBooks Online Certification exam with confidence. The new improved scenario based training is designed to instruct ProAdvisors in the most-used and key features they need to support their clients through the end-to-end accounting life-cycle. Now, the new QBO certification exam and related training is available within the QuickBooks Online-Accountant ProAdvisor Training Tab.
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If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($150) from your refund.We told you during our October QB Talks that a new QBO certification exam, along with new training to prepare ProAdvisors for that exam, was coming during November (2020) and if you were currently (at the time of our webinar) in the process of taking the QBO certification exam and/or self-paced training to prepare for the exam (at that time), you had to complete your progress by early November since no progress from that training or exam would be migrated to the new training or examination.
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If your purchase includes a voucher code ($150 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. Use of QuickBooks Certification Voucher before refund Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($150 each) from your refund.Īfter 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).
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To cancel your membership, please send an email to within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($150 each) from your refund. If you're not satisfied for any reason, please send an email to within 30 days of purchase and you’ll receive a full refund. We will, however, keep your credit so that you may attend another class in the future. we do not provide refunds if you don’t attend class.
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If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. To cancel your seat in a live class, please notify us at before the first day of your class and you'll receive a full refund.
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