QuickBooks ProAdvisor case studies
QuickBooks ProAdvisor · Put your knowledge to work in context.
The QuickBooks ProAdvisor Certification is a credential associated with Intuit's ProAdvisor Program, which Intuit lists among its offerings for accountants alongside Lacerte, ProConnect Tax, ProSeries Tax and the Intuit Accountant Suite. It is aimed at bookkeepers, accountants and accounting-firm staff who work day to day in QuickBooks and want a structured way to demonstrate and sharpen working command of the software. The QuickBooks ProAdvisor case studies are 5 cases and about 4,589 words.
1Northwind Interiors: Subscription Tier, Two-Dimension Tracking, and Closing the Books
Northwind Interiors runs a design studio and an installation crew out of three cities - Portland, Boise, and Reno - and everything currently lives in one QuickBooks Online Simple Start company. Monthly invoicing is roughly 95,000, and about one in eight customers is billed in Canadian dollars.
836 words, about 4 min2Bluepeak Music Studio: Package Prepayments, a Declined Card, and Refund Hygiene
Bluepeak Music Studio sells 10-lesson packages for 2,500, paid up front, and records the entire amount as income on the day the card clears. Sessions are delivered over roughly four months.
918 words, about 5 min3Ridgeline HVAC: Prepaid Insurance, Billable Expenses, and a Subcontractor Reimbursement
Ridgeline HVAC pays an 8,400 commercial liability premium once a year on a single check dated March 3, and the bookkeeper coded the entire amount to Insurance Expense because 'that's when the money left.' Company policy says technicians' customer lunches - about 600 a month - should be recharged to the job, but the office manager simply types the amount onto the next customer invoice as a generic service line. A contract technician also bought 1,150 of parts out of pocket, was reimbursed by check, and the check was coded to Job Expenses.
935 words, about 5 min4Cedar & Co.: A Miscoded Sweep, Undeposited Funds, and a $37.50 Reconciliation Plug
keeps checking, a savings sweep, and one business credit card in QuickBooks Online. The bookkeeper recorded the monthly 2,500 sweep from checking to savings as a 'Transfer Fees' expense on the checking side and never touched savings.
943 words, about 5 min5Marigold Bakery: Two Reports That Disagree and a Missing Class Column
Marigold Bakery's owner pulls a Profit and Loss by Class for the quarter and finds a 61,000 'Uncategorized' column - roughly a third of revenue. Bank feed rules were built before classes existed, wholesale invoices were keyed as plain service lines with no class, and the two monthly payroll-funding journal entries carry no class at all.
957 words, about 5 min