QuickBooks ProAdvisor study guide
QuickBooks ProAdvisor · Work through your exam, one topic at a time.
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 study guide has 5 sections and about 1,605 words.
01Company Setup and Settings
Setup questions ask whether you know which settings are global, which are module-specific, and how an early choice ripples into transactions and reports. Separate company-level settings (legal name, address, fiscal year start, tax form/entity type, home currency) from preferences under the gear icon: Sales & Customers (invoice numbering, payment terms, default items), Expenses (billable tracking, purchase orders), Accounting (chart of accounts, account numbers, default accounts, closing the books), and Advanced (user permissions, automation, categories).
316 words, about 2 min02Sales and Customers (Income)
The revenue cycle: customers, items, estimates, invoices, sales receipts, receive payment, credit memos, refund receipts, delayed charges, recurring templates, and sales tax. Know which transaction creates a receivable (invoice) and which records cash immediately (sales receipt).
319 words, about 2 min03Expenses and Vendors
The payables and spending cycle: vendors, expenses, bills, bill payments, purchase orders, vendor credits, billable expenses, 1099 tracking, mileage, and recurring entries. The deciding question is timing.
347 words, about 2 min04Banking and Transactions
Bank feeds, transaction categorization, transfers, reconciliation, and the discipline that keeps the books tied to the bank. Connected accounts download transactions into a feed.
295 words, about 1 min05Reports and Analysis
Choosing the right report, filtering it correctly, and explaining what the numbers mean. Know the standard set: Profit and Loss, Balance Sheet, Statement of Cash Flows, A/R and A/P Aging, Sales by Customer, General Ledger, Trial Balance, and Transaction List by Date.
328 words, about 2 min