Welcome to the second half of the class
This is the part of the class where things start to get real
Now what do I mean by that? Up until now, you've been working with a fake company
And what you've been doing is just getting used to how QuickBooks works, navigating through
different things, trying different things, different features of the software as a user
But now what we're going to do is we're going to jump to the other side and we're going
to start to look at QuickBooks as accountants. So you're going to learn another piece of software that is QuickBooks online accountant version
So it'll be the same program, but with a whole bunch of new features that are going to help
us to do our job as accountants. So this is the part where you're going to become a pro-advisor, which is a fantastic
program that Intuit, the parent company of QuickBooks, has put together for accountants
and bookkeepers. And this is a whole community that they have built over years and years to make this really
valuable for accountants, to make it easier for us to do our jobs, to serve our accounting
clients, and to grow our own businesses. So it's really powerful stuff
This is also where we're going to access the training that we need in order to become certified
in QuickBooks online so that you're going to leave this class with another great certification
So let's jump in. I'm going to take you into the QuickBooks ecosystem now
Hold on, I'll be right back. Okay. So I am about to sign in to one of my QuickBooks accounts
I have two accounts, and those accounts are distinguished by the email address that I
use to sign in. So one of my accounts is my college account, and the other is my actual professional account
where I take care of my clients' businesses. And I do two separate accounts because I don't want to be doing something in QuickBooks and
suddenly accidentally get into one of my client files and have my students be able to see that
So I want to make sure that I keep those things separate so that I'm not revealing anybody
else's financial information. Now in the module for this section, you're going to see a document that will take you
step-by-step through becoming a QuickBooks Pro Advisor, but it's really, really easy
This area right down here where it says, New to Intuit Create an Account, that's where
you would go. But I'm going to take you right inside my account so that you can see everything that's
behind the curtain. It's so exciting. I know. Okay. So when you come into the QuickBooks Pro Advisor or QuickBooks Online Account inside of things
what you're going to see is a list of all of your clients. Now obviously, if you haven't set anybody up as a client, you're not going to have anybody
in there. But this is the magic that allows me to go into your student company and take a look
at where you've gone wrong with something. So if you send a question to me, I'm going to come here and go into your company and
take a look at what it is you're having a problem with. And that's the same thing that we can do with our clients
So if they're having a question about something or we need to do some work on their account
we can go right into our QuickBooks Online Accountant and go to their file and help them out
But what I want to do in this video is I want to go to the Pro Advisor training section
So if you come over to Pro Advisor on the left-hand navigation side and you come into
Training, this is where we're going to be spending most of the rest of our time in this class
It's going to be in this training section. So there's a whole lot of trainings in here, which is fantastic
QuickBooks does a great job of helping accountants and bookkeepers to stay up to date on things
to get product training because that makes us more valuable. So what you'll find in here is several different trainings that we're going to be looking at
and others that you can look at in the future because now that you're an official Pro Advisor
you will always have access to this. So the trainings that we're going to be doing are going to be this Introduction to QuickBooks
Online for Accountants. That will be the next one that you do
And this gets you into the accountant side of things so that you can look at how that
works and how you can use QuickBooks Online Accountant version to support your clients
The next training that you'll do is this QuickBooks Online Training. It says New Training Available
This is what's going to help you to pass the certification exam
This is the training that the certification exam is based on. So as you do the certification, you're going to be referring back to this training over
and over again. Once you've finished those two trainings, you're going to do another short training
and it's this QuickBooks Online Certification Training. It's very short, a couple of hours
And what that's going to do is it's going to show you how to take the exam, what's going
to be covered on the exam. And then I'll also be including my tips for how to pass the exam, things that I learned
the first time I took the exam in this format that led me to only passing one out of five sections
So I'm going to teach you everything I learned so that you can pass in the first time or
the second time. You can get all five sections passed. So once you've completed those three trainings, it'll be time for you to jump into the certification
And I'm just going to take you into this briefly. It's in the same spot as this QuickBooks Online Certification and take you right inside
to give you a sneak peek. So here you'll see that you've got five different sections
And what will happen with this is when you do a section, you'll submit it
You will not get a grade, unfortunately. You'll go to the second section, take the exam, submit it, et cetera, until you've submitted
all five sections. And then it will tell you whether you've passed or not
So I'm going to get more in-depth on how to take the exam, what to expect from it in another video
So that's where we're going to be spending our time for the rest of the class, the second half
And this is the part where you're really going to start to see the value of QuickBooks and
how you can use it to support clients, to make money for yourself, and to build a business
if that's what you want to do. So I will see you in the next video