2. Chapter 11 Certification, QuickBooks Labs and Report Customization Copyright ©2017 by McGraw-Hill Education. All rights reserved. 1 of 13

3. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Chapter 11 Chapter 11 focuses on three areas: 1. QuickBooks Online Certification 2. QuickBooks Labs 3. Report Customization 2 of 13

4. Copyright ©2017 by McGraw-Hill Education. All rights reserved. QBO Tips QBO Tips The company that manages QBO Certification is Certiport, www.certiport.com www.certiport.com In Chapter 11, the Certification Chart shows which chapters cover the topics on the Certification test. The chart is also included on the Online Learning Center at www.mhhe.com/QBO > Certification Chart. www.mhhe.com/QBO QuickBooks Lab plug-ins are included on the Settings menu (Gear > QuickBooks Labs). Plug-ins change over time. Once a report is customized, it is included on the Reports page > My Custom Reports tab. 3 of 13

5. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Files Saved in Chapter 11 The chart shows the Excel files saved in Chapter 11. Files can be saved to a USB flash drive, hard-drive location, network, or external media. To identify your file, you could add your name at the end of the suggested file name. Chapter/ Exercise PDF & Excel Page 11Chapter 11_Management Report_Sales Performance.pdf424 Chapter 11_2_Sales Performance.pdf427 Oct_Nov_Profit and Loss.pdf431 Oct_Nov_Profit and Loss.xlsx431 11-2Exercise 11-2_Oct_Nov_Balance Sheet.pdf433 Exercise 11-2_Oct_Nov_Balance Sheet.xlsx433 Exercise 11-2_Oct_Nov_Statement of Cash Flows.pdf433 Exercise 11-2_Oct_Nov_Statement of Cash Flows.xlsx433 4 of 13

6. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Certification Test Objectives ObjectivesTopics QB Online SetupWhat information is required? How to sign in and sign out How to complete company settings. Customizing home page. Settings up custom, vendor, products and services lists. QBO General KnowledgeUser interface Saving Excel and PDF reports User profile, subscription status, updates. User ID and password. Account settings. List ManagementCustomer, vendors, product and services. Adding, deleting, editing list entries. Items or Products and ServicesHow items perform accounting tasks. Different types of inventory and their use. SalesWho is listed? Customer navigation. Customer workflow. Accounts receivable. 5 of 13

7. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Certification Test Objectives (concluded) ObjectivesTopics PurchasesWho is listed? Navigation, workflows, Accounts Payable, recording purchases, vendor credits, bank reconciliation. ReportsHow to use reports. Customize reports, understand reports, exporting to Excel, memorizing reports. Basic AccountingWhat are the basic financial statements. The difference between cash and accrual reports. How to enter journal entries. Account distribution. CustomizationMemorizing transactions. Creating custom reports. 6 of 13

8. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Certification Practice Test  Before taking the Certification practice test, complete the Quizzes at www.mhhe.com/QBO > Student Edition > select each chapter > Multiple Choice Quiz or True and False Quiz. www.mhhe.com/QBO  To take the Certification practice test, go to the Online Learning Center at www.mhhe.com/QBO > Student Edition > Certification Multiple Choice Test. www.mhhe.com/QBO 7 of 13

9. Copyright ©2017 by McGraw-Hill Education. All rights reserved. QuickBooks Labs  QuickBooks Labs is a high-tech playground for QB experts. Go to QB Labs (Gear > QuickBooks Labs > toggle Off to On) to learn more about plug-ins. 8 of 13

10. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Customizing Reports  Reports let you view your company and financial information at a glance. The Reports page includes:  Recommended reports.  Frequently Run reports.  My Custom Reports.  Management Reports.  All Reports. 9 of 13

11. Online Learning Center  Go online to www.mhhe.com/QBO for additional resources. Link to Student Edition, then select Chapter 11. The Online Learning Center includes: www.mhhe.com/QBO o Narrated PowerPoints. o Going to the Net exercises. o Videos. o Multiple-Choice Questions. o True or False Questions. o Analysis Questions. o Glossary of Terms. Copyright ©2017 by McGraw-Hill Education. All rights reserved. 10 of 13

12. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Videos Go to QuickBooks Labs and watch videos of interest. Select Gear > QuickBooks Labs > select plug-in > See demo. 11 of 13

13. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Going to the Net Go to the QuickBooks Learn & Support website. In the search field, type Customizing Reports in QBO. Answer these questions.QuickBooks Learn & Support Customizing Reports in QBO. 1. 1. What is the difference between the cash method and the accrual method. 2. 2. What is the distribution account? 12 of 13

14. Copyright ©2017 by McGraw-Hill Education. All rights reserved. Analysis Questions 1. 1. What is a Management Report? Briefly explain. 2. 2. What does the QuickBooks Labs selection show? 13 of 13