Free Hands-On Exercises

    Getting Started

    These exercises come from our introductory course, "Getting Started the Fast and Easy Way."

    Click here to get the whole course for just $1.

    GS.3.1 Add a Sales Receipt GS.3.2 Add an InvoiceGS.3.3 Add an ExpenseGS.3.4 Add and Pay a BillGS.4.1 Match Bank FeedsGS.4.2 Create a Simple Report

    Basic Certification Course

    These exercises come from our Basic level certification course. Quickly and easily pass the QuickBooks Online ProAdvisor exam. Start today. Pass tomorrow. Get certified in about 5 hours!

    Click here to learn more.

    1.5a Add an Account to the Chart of Accounts1.5b Add Account Numbers to the Chart of Accounts1.5c Merging Accounts1.5d Making an Account Inactive1.6a Importing Products and Services1.6b Importing a Customer List1.7a Add a Service to Sell1.7b Add a Non-Inventory Product to Buy1.8 Add a Customer Type and Run the Report2.1 Edit a Bank Account Name and Rearrange Bank Tiles2.7 Create a Custom Field2.8 Customize an Invoice2.9 Using Tags2.10 Receiving & Depositing a Payment2.11a Create an Estimate2.11b Convert an Estimate to a Purchase Order2.11c Convert an Estimate to an Invoice3.1 Create Customer Statements3.2 Create and Apply a Credit Memo3.3 Create and Apply Vendor Credit3.4 Create a Deposit3.7 Create a Journal Entry3.8 Use Pay Down Credit Card3.9 Record a Transfer3.10a Transaction Journal Report3.10b Voided/Deleted Transactions4.1 Exclude Bank Feed Transactions4.2 Create a Bank Rule4.3 Set up Recurring Transactions4.4 Reconciling a Bank Account4.5 Troubleshooting Beginning Balances4.7a Customizing a Modern View Report4.7b Customizing a Classic View Report4.8 Prepare Management Reports5.2 Reclassify Transactions5.3 Close the Books5.7 Creating a Work Project

    Advanced Certification Course

    These exercises come from our Advanced level certification course. Quickly and easily pass the QuickBooks Online Advanced ProAdvisor exam. Finish in a weekend. Get certified in about 8 hours!

    Click here to learn more.

    A.1.1a Collapse and Expand Data on a ReportA.1.1b View a Transaction JournalA.1.2 Creating and Using ClassesA.1.3 Creating and Using LocationsA.1.4 Set Up and Create Reports with Sub-CustomersA.1.5a Practice Using ProjectsA.1.5b Converting Sub-CustomersA.1.6 Batch TaggingA.1.7a Invoicing a Billable ExpenseA.1.7b Invoicing a Billable Expense with Markup A.1.8 Invoicing Billable TimeA.1.9 Invoicing Delayed ChargesA.1.10a Create a Partial Invoice from the Estimate A.1.10b Create a Partial Invoice from the Drawer A.2.1 Create & Use a Price RuleA.2.5 Group TransactionsA.2.6 Learn About UndoingA.2.7 Suggested Bank RulesA.2.8 Importing Bank RulesA.3.3 Create a Custom Performance Center ReportA.3.5a Create an Inventory Product with QuantityA.3.5b Make an Inventory Product InactiveA.3.6a Adjust and write off inventory to Cost of Goods SoldA.3.6b Using Purchase OrdersA.3.7 Record a DonationA.3.10 Adjust Sales TaxA.4.1 Daily Sales SummariesA.4.2a Reallocating ExpensesA.4.2b Reallocating Expenses Using Classes A.4.2c Reallocating Expenses to ProjectsA.4.3 Handling a Bounced CheckA.4.5 Recording a Vendor Prepayment A.4.6b Customize Customer or Vendor ListA.4.7a Finding Unreconciled TransactionsA.4.7b Current vs. Date of ReportA.4.8a Fix Undeposited Funds the Correct WayA.4.8b Fix Undeposited Funds the Easy Way A.4.9a Writing Off InvoicesA.4.9b Writing off with a Credit MemoA.5.1 Negative InventoryA.5.2 1099's and W-9'sA.5.5 Create a WorkflowA.5.12 Estimates vs. Actuals

    Additional Advanced Exercises

    The following exercises are not QBO-specific, but teach important information for the Advanced-level test:

    Calculating Inventory Value - Beginner

    Calculating Inventory Value - Advanced

    Calculating Inventory Value - Expert

    Retired

    These are topics that are no longer tested, but you can still access the older exercises:

    Creating a New Client Onboarding Task List

    Add a Service

    Add a Non-Inventory Product

    Add a Preferred Vendor

    Creating Payment Methods

    Creating Terms

    Creating a New Customer

    Creating a New Vendor

    Creating a New Contractor

    Create an Expense from a Purchase Order

    Reclassifying Transactions

    Create a Custom Report (QBO Advanced)

    Proper Workflows - Money In

    Proper Workflows - Money Out

    Create a custom field

    ProAdvisor Challenges

    These are ProAdvisor Challenges that Intuit provides:

    PC.2.B.5 - The Chart of Accounts PC.2.B.6 - The Products and Services ListPC.2.I.1 - Customizing the Chart of AccountsPC.2.I.2 - Importing a customer listPC.3.B.2 - Navigating the Sales CenterPC.3.B.3 - Adding Customers to QuickBooks OnlinePC.3.B.4 - Creating Sales ReceiptsPC.3.B.5 - Creating InvoicesPC.3.B.6 - Recording Invoice PaymentsPC.3.I.1 - Customizing Sales FormsPC.3.I.2 - Creating an Estimate and Invoicing the CustomerPC.3.I.3 - Customer StatementsPC.3.I.4 - Credit Memos and Customer RefundsPC.3.A.3 - Delayed chargesPC.3.A.7 - Sales SummariesPC.3.A.11 - Adjusting InventoryPC.3.A.12 - Adjusting for Donated InventoryPC.4.B.3 - Adding VendorsPC.4.B.4 - Recording a CheckPC.4.B.5 - Entering BillsPC.4.I.3 - Creating Vendor CreditsPC.4.I.4 - Pay Down a Credit CardPC.5.B.2 - Matching transactions from the bank feedPC.5.I.3 - Creating Bank RulesPC.5.I.5 - Recording undeposited fundsPC.5.I.6 - Creating a recurring transactionPC.5.I.7 - Recording deposit transactionsPC.5.I.8 - Using Journal EntriesPC.5.I.9 - Using the Transfer functionPC.5.A.4 - Importing bank rulesPC.6.B.1 - Running a Balance Sheet ReportPC.6.I.4 - Customizing ReportsPC.6.A.8 - Location trackingPC.6.A.10 - Converting Sub-customers to ProjectsPC.9.A.1 - Using the Custom report builder