The role of QB ProAdvisor is difficult to fully explain in a short E-mail or Phone call meeting. Created this page to go through all Three (3) ProAdvisor’s and what each level can do inside QB QuickBooks. This Bookkeeping Program looks very simple, However QB is loaded with features that are often not utilized due to Unser ‘Unaware’ of all the features. This page outlines everything each ProAdvisor Level, is qualified to guide clients to use.
QB QuickBooks – add Accountant E-Mail: Stingraysbookkeeping@Gmail.com
The Following displays each ProAdvisor Certifications, and the list of each feature different certifications are qualified to advise. Browse thru this page, you can easily see how without a tour guide, many of the QB sophisticated features can be overlooked, leaving QuickBooks underutilized. To get the most from your QB QuickBooks experience, best value for your money, use a QB ProAdvisor.
Guides through basic bookkeeping services, matching each company’s needs to the appropriate QuickBooks subscription. ProAdvisor deals with On-Boarding new clients into QB QuickBooks, setting up the company’s books, Chart of Account, Sales & Customers, Expenses & Vendors, Products & Services, Basic Banking, Basic Reports, Basic Period & Year End Activities.
Sales & Customers
Sales & Customers – Customizing Sales Forms, working with Estimates and Purchase Orders, Customer Statements, Credit Memos and Customer Refunds, setting up QuickBooks Payments, Basic Sales Tax Set-up.
Expenses & Vendors
Expenses & Vendors – The Vendor Workflow, Navigating the Expense Center, Adding Vendors, Entering Expenses, Entering Bills, Paying Bills, Setting up Bill Pay powered by Melio, managing Receipts, creating Vendoe Credits, the Pay Down Card Feature.
Basic Banking
Basic Banking – Setting up the Bank Feed, managing transactions in the bank feed, excluding bank transaction’s, managing bank feed connections, creating Bank Rules, creating and using Recurring Transactions, recording Undeposited Funds, recording deposit transactions, using Journal Entries, using the Transfer Function, reconciling accounts, correcting beginning balances for reconciliation’s.
Reports
Reports – Basic reporting options, the Profit & Loss (Income Statement) and Balance Sheet, reports to answer common business questions, customizing reports, management reports, and setting up and using Tags.
Period and Year-End
Period and Year-End – Using the Books Review Center, key tasks for Year-End, using Re-Classify Transactions Tool, Closing Books.
QB QuickBooks – add Accountant E-Mail: Stingraysbookkeeping@Gmail.com
Advanced – Sales & Customers
Advanced – Sales & Customers – Billable Expenses, Billable Time, Delayed Charges, Progress Invoicing, Price Rules, Customer Pre-Payments and Deposits, Sales Summaries, working with Budgets, Inventory Management, setting-up Inventory Products. Buying, Selling, & Adjusting Inventory. adjusting for Donated Inventory, Advanced Sales Tax Activities, filing Sales Tax in QuickBooks Online, Adjusting Sales Tax.
Advanced Banking
Advanced Banking – Banking Productivity Techniques, troubleshooting Bank Feeds, using Suggested Rules feature, importing and exporting Bank Rules, working with Corporate Credit Cards, Bounced Checks and Insufficient Funds, Zero Dollar transactions.
Advanced Reports
Advanced Reports – Getting the most out of Cash-Basis Report and Expense Report, creating Scheduled Reports, using the Performance Center, the Cash-Flow Center, Advanced Tagging, Class Tracking, Location Tracking, Tracking Profitability by Customers, and using Projects.
Advanced Period and Year-End
Advanced Period and Year-End – reviewing Lists at Period-End, reviewing Balance Sheet account balances, reviewing Profit & Loss (Income Statement), Uncategorized account balances, issues with Undeposited Funds, Writing-Off Invoices, troubleshooting Inventory Balances, preparing and filing 1099 Forms, using the Prep for Taxes Tool.
Advanced Feature Specialist
Advanced Feature Specialist – Using Custom Fields, using the Custom Report Builder, using the Performance Center, using Excel Spreadsheet Sync feature, managing Custom Roles, using the Workflows and Tasks Centers, managing transactions in Batches, managing Expense Claims.
QB QuickBooks – add Accountant E-Mail: Stingraysbookkeeping@Gmail.com
Solution’s and Set-up
Solution’s and Set-up – QuickBooks PayRoll Online subscriptions, setting up QuickBooks Payroll, navigating the Payroll Center, managing Employees in QuickBooks Payroll Online, managing Contractors in QuickBooks Payroll Online.
QuickBooks PayRoll Online
QuickBooks PayRoll Online – All of the following are in QB QuickBooks Payroll Online: Running Payroll , managing scheduled and unscheduled Payroll, Automating Payroll , using QuickBooks Time with QB Payroll Online, voiding and deleting paychecks , All of the following are in QB QuickBooks Payroll Online
Reports and End of Period Activities
Reports and End of Period Activities – All of the following are in QB QuickBooks Payroll Online: Running Payroll Reports, Reconciling Payroll, Processing Payroll Liability Tax, Tax Payments and Tax Forms, managing Tax Penalties, Process W-2 forms and other year-end activities for payroll. using Projects and classes to determine payroll profitability.
Advanced Options and Features
Advanced Options and Features – All of the following are in QB QuickBooks Payroll Online: Customizing expense accounts, Adjusting Tax Settings, Banking and Direct Deposit, Managing Time Off & Deductions and Contributions, Processing Employee Termination, Recording Tax Tips.