QBO Pro Advisor Certification

I decided that I would get my QBO Certification for 2016 for a few reasons really...  

I had the time for one, and it did require a lot of that.  I figured I would probably learn something despite using the program for a while now.  And it boosted my Pro Advisor status so that it would display my profile online.  

All in, it took about 6 hours yesterday.  You couldn't miss one second or you would miss a lot.  It was action packed. 

Long story short, I learned a lot of little tips and tricks that will help navigate through the program. 

A couple of things to note:

1.  It should be noted that QBO is optimized to work best in Chrome.  There are a couple different ways to open multiple windows with in the company, one is to  click on your window tab and click duplicate.  The other is to click on the "briefcase" and click duplicate window.  You can also open two companies at once by either opening an incognito tab, or signing into two different google accounts, and opening a new tab in the other google account. 

2.   If you are having trouble with your banking feed, you should first check that your log in and password info is up to date before doing anything else.  If that doesn't work then make sure all the data is entered into the GL, and disconnect the bank, and reconnect.   If that still doesn't work, then there is a chance your bank has made some changes, and you should contact them. 

3.  The QBOA is something most of you may know about.  If not, its a great tool for us Bookkeepers, or Accountants.   If you have QBO clients, they should invite you to do their books, as an accountant.  This will allow you to create your own sign in (if you don't already have one) as an accountant.  You get a FREE version to do your own books in.  If you sign up for Pro Advisor (there are free editions as well as two paid versions) you are able to invite new clients and give them discounts to the program and all of its versions.  If you pay for the subscription and bill the client, you get a 50% discount on all applications for the duration of the subscription.    There are so many benefits to this.  It is worth looking into.  I could go on and on about it.  

If you click on your ProAdvisor tab you can do all kinds of training.  And share them with your clients.