Free Hands-On Exercises

QBO QuickStart

These exercises come from our introductory course, "QBO QuickStart: Setup Made Simple."

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

QS.3.1 Add a Sales Receipt

QuickBooks

7 Steps

QS.3.2 Add an Invoice and Receive Payment

QuickBooks

14 Steps

QS.3.3 Add an Expense

QuickBooks

9 Steps

QS.3.4 Add and Pay a Bill

QuickBooks

10 Steps

QS.3.5.1a Match Bank Feeds

QuickBooks

5 Steps

QS.3.5.1b Reconciling the Checking Account

Akadian

11 Steps

QS.3.6 Create a Simple Report

QuickBooks

3 Steps

Level One Certification Course

These exercises come from our Level One 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.

GS.3.1a Add an Account to the Chart of Accounts

Fast & Easy QBO

7 Steps

GS.3.1b Add Account Numbers to the Chart of Accounts

Fast & Easy QBO

18 Steps

GS.3.1c Create a Subaccount

QuickBooks

10 Steps

SC.1.1a Customize the Products and Services Table

Akadian

10 Steps

SC.1.1b Add a Non-Inventory Product to Buy

Akadian

6 Steps

SC.1.1c Add a Service to Sell

Akadian

7 Steps

SC.1.2a Adding Customers to QuickBooks Online

Akadian

13 Steps

SC.1.2b Make a Customer Inactive

Akadian

6 Steps

SC.1.3a Customize a Sales Form

Akadian

19 Steps

SC.1.3b Create a New Invoice Style with Logo

Akadian

30 Steps

SC.1.4 Using Tags

Fast & Easy QBO

12 Steps

SC.2.1a Create an Estimate

Akadian

4 Steps

SC.2.1b Convert an Estimate to a Purchase Order

Akadian

11 Steps

SC.2.1c Convert an Estimate to an Invoice

Akadian

6 Steps

SC.2.2a Creating Invoices

Akadian

6 Steps

SC.2.2b Receiving a Payment

Akadian

8 Steps

SC.2.3 Creating Sales Receipts

Akadian

8 Steps

SC.2.4a Recording Undeposited Funds

Akadian

12 Steps

SC.2.4b Record a Bank Deposit

Akadian

6 Steps

SC.2.5 Create a Noncustomer Deposit

Akadian

10 Steps

SC.3.1 Create Customer Statements

Akadian

22 Steps

SC.3.2a Create and Apply a Credit Memo (Automatic)

Akadian

11 Steps

SC.3.2b Create a Credit Memo (not automatically applied)

Akadian

15 Steps

SC.3.2c Issuing a Refund

Akadian

15 Steps

SC.3.3a Set up Recurring Transactions (Scheduled)

Akadian

10 Steps

SC.3.3b Use a Recurring Transaction

Akadian

6 Steps

EV.1.1 Add a Vendor

Akadian

13 Steps

EV.1.2 Create an Expense with Items

Akadian

15 Steps

EV.2.1 Create and Use a Purchase Order

Akadian

13 Steps

EV.2.2 Create an Expense Using the Items and Category Table

Akadian

10 Steps

EV.2.3 Record and Pay a Bill

Akadian

13 Steps

EV.2.4 Uploading Receipts and Bills

Akadian

10 Steps

EV.3.1 Create and Apply Vendor Credit

Akadian

16 Steps

EV.3.2 Use Pay Down Credit Card

Akadian

6 Steps

EV.3.3 Create a Monthly Recurring Transaction

Akadian

13 Steps

B.1.1 Edit a Bank Account Name and Rearrange Bank Tiles

Akadian

13 Steps

B.1.2 Create a Bank Rule

Akadian

17 Steps

B.2.1 Review Multiple Suggested Matches

Akadian

10 Steps

B.2.2 Processing Receipts

Akadian

6 Steps

B.2.4a Process Money-Out Transactions in the Bank Feed

Akadian

27 Steps

B.2.4b Bills in the bank feed

Akadian

38 Steps

B.2.5 Review Deposit Transactions in the Bank Feed

Akadian

6 Steps

B.2.6a Correcting Issues in the Bank Feed, Part 1 (typo)

Akadian

12 Steps

B.2.6b Correcting Issues in the Bank Feed, Part 2 (wrong account)

Akadian

17 Steps

B.2.6c Correcting Issues in the Bank Feed, Part 3 (undeposited funds)

Akadian

31 Steps

B.3.2 Reconciling a Bank Account

Akadian

17 Steps

B.3.3 Troubleshooting Beginning Balances

Akadian

39 Steps

B.4.1 Reconciliation Report

Akadian

17 Steps

Level 2 Certification Course

These exercises come from our Level 2 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.

/

2.SC.1.2 Create Reports with Sub-Customers, Part 3 and 4

QuickBooks

10 Steps

2.SC.2.2 Converting Sub-Customers

Akadian

24 Steps

2.SC.3.1 Create a Partial Invoice from the Estimate

Akadian

13 Steps

2.SC.4.1 Create a Price Rule

Akadian

14 Steps

2.SC.4.2 Use a Price Rule on an Invoice

Akadian

8 Steps

2.SC.5.1a Record a Customer Deposit (Deposit method)

Akadian

14 Steps

2.SC.5.1b Record a Customer Deposit (Accounts Receivable method)

Akadian

11 Steps

2.SC.5.2 Unearned Income from Customers

Akadian

55 Steps

2.SC.6.1 Invoicing Delayed Charges

Akadian

24 Steps

2.SC.6.2 Reporting on Delayed Charges

Akadian

5 Steps

2.EV.1.1 Invoicing a Billable Expense

Fast & Easy QBO

11 Steps

2.EV.1.2 Invoicing a Billable Expense with Markup

Fast & Easy QBO

23 Steps

2.EV.2.1 Enable and Record Billable Time

Fast & Easy QBO

21 Steps

2.EV.2.2 Invoice for Billable Time

Fast & Easy QBO

7 Steps

2.EV.3.1a Recording a Vendor Prepayment (other current asset)

Fast & Easy QBO

32 Steps

2.EV.3.1b Recording a Vendor Prepayment (accounts payable method)

Fast & Easy QBO

24 Steps

2.B.1.1 Corporate Credit Card Setup

QuickBooks

15 Steps

2.B.1.2a Entering Credit Card Transactions and Paying with an Expense Transaction

QuickBooks

47 Steps

2.B.1.2b Entering Credit Card Transactions and Paying with a Pay Down Credit Card Transaction

QuickBooks

15 Steps

2.B.1.3 Reconciling the Corporate Credit Card

Akadian

24 Steps

2.B.2.2a Voiding a check (current period)

Akadian

8 Steps

2.B.2.2b Voiding a Check (prior period)

Akadian

30 Steps

2.YE.1.1a Fix Undeposited Funds the Correct Way

Fast & Easy QBO

13 Steps

2.YE.1.1b Fix Undeposited Funds the Easy Way

Fast & Easy QBO

6 Steps

2.YE.1.2a Writing Off Invoices

Fast & Easy QBO

32 Steps

2.YE.1.2b Writing off with a Credit Memo

Fast & Easy QBO

30 Steps

2.YE.1.3 Depreciation Journal Entry

QuickBooks

8 Steps

2.YE.2.3 Create a 1099

Akadian

28 Steps

2.YE.3.3 Create a Budget and Budget Report

QuickBooks

19 Steps

2.CR.1.1a Running cash-basis reports

Akadian

10 Steps

2.CR.1.1b Unapplied Cash Payment Income

Akadian

18 Steps

2.CR.1.2 Sharing Reports

QuickBooks

22 Steps

2.CR.1.3 Performance Center

QuickBooks

22 Steps

2.CR.1.4 Cash Flow Planner

QuickBooks

26 Steps

2.CR.3.1 Create and Use Tags

Akadian

30 Steps

2.CR.4.1 Create a Custom Field (Old Exercise)

Fast & Easy QBO

14 Steps

2.CR.5.2 Creating and Using Classes

Fast & Easy QBO

30 Steps

2.CR.6.2 Creating and Using Locations

Fast & Easy QBO

50 Steps

Additional Exercises

The following exercises are not QBO-specific but teach important information that was previously on 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

1.5c Merging Accounts

1.5d Making an Account Inactive

1.6a Importing Products and Services

1.6b Importing a Customer List

1.8 Add a Customer Type and Run the Report

2.7 Create a Custom Field

2.8 Customize an Invoice

2.10 Receiving & Depositing a Payment

3.3 Create and Apply Vendor Credit

3.4 Create a Deposit

3.7 Create a Journal Entry

3.9 Record a Transfer

3.10a Transaction Journal Report

3.10b Voided/Deleted Transactions

4.1 Exclude Bank Feed Transactions

4.7a Customizing a Modern View Report

4.8 Prepare Management Reports

5.2 Reclassify Transactions

5.3 Close the Books

5.7 Creating a Work Project

A.1.1a Collapse and Expand Data on a Report

A.1.1b View a Transaction Journal

A.1.2 Creating and Using Classes

A.1.3 Creating and Using Locations

A.1.4 Set Up and Create Reports with Sub-Customers

A.1.5a Practice Using Projects

A.1.5b Converting Sub-Customers

A.1.6 Batch Tagging

A.1.7a Invoicing a Billable Expense

A.1.7b Invoicing a Billable Expense with Markup

A.1.8 Invoicing Billable Time

A.1.9 Invoicing Delayed Charges

A.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 Rule

A.2.5 Group Transactions

A.2.6 Learn About Undoing

A.2.7 Suggested Bank Rules

A.2.8 Importing Bank Rules

A.3.3 Create a Custom Performance Center Report

A.3.5a Create an Inventory Product with Quantity

A.3.5b Make an Inventory Product Inactive

A.3.6a Adjust and write off inventory to Cost of Goods Sold

A.3.6b Using Purchase Orders

A.3.7 Record a Donation

A.3.10 Adjust Sales Tax

A.4.1 Daily Sales Summaries

A.4.2a Reallocating Expenses

A.4.2b Reallocating Expenses Using Classes

A.4.2c Reallocating Expenses to Projects

A.4.3 Handling a Bounced Check

A.4.5 Recording a Vendor Prepayment

A.4.6b Customize Customer or Vendor List

A.4.7a Finding Unreconciled Transactions

A.4.7b Current vs. Date of Report

A.4.8a Fix Undeposited Funds the Correct Way

A.4.8b Fix Undeposited Funds the Easy Way

A.4.9a Writing Off Invoices

A.4.9b Writing off with a Credit Memo

QuickBooks

30 Steps

A.5.1 Negative Inventory

QuickBooks

35 Steps

A.5.2 1099's and W-9's

A.5.5 Create a Workflow

A.5.12 Estimates vs. Actuals

Retired ProAdvisor Challenges

These are exercises that were previously ProAdvisor Challenges that Intuit provided. They are no longer part of the certification but are still good exercises:

PC.2.B.5 - The Chart of Accounts

Fast & Easy QBO

4 Steps

PC.2.B.6 - The Products and Services List

Fast & Easy QBO

13 Steps

PC.2.I.1 - Customizing the Chart of Accounts

Fast & Easy QBO

7 Steps

PC.2.I.2 - Importing a customer list

Fast & Easy QBO

9 Steps

PC.3.B.2 - Navigating the Sales Center

Fast & Easy QBO

2 Steps

PC.3.B.3 - Adding Customers to QuickBooks Online

Fast & Easy QBO

13 Steps

PC.3.B.4 - Creating Sales Receipts

Fast & Easy QBO

8 Steps

PC.3.B.5 - Creating Invoices

Fast & Easy QBO

6 Steps

PC.3.B.6 - Recording Invoice Payments

Fast & Easy QBO

7 Steps

PC.3.I.1 - Customizing Sales Forms

Fast & Easy QBO

9 Steps

PC.3.I.2 - Creating an Estimate and Invoicing the Customer

Fast & Easy QBO

14 Steps

PC.3.I.3 - Customer Statements

Fast & Easy QBO

9 Steps

PC.3.I.4 - Credit Memos and Customer Refunds

Fast & Easy QBO

6 Steps

PC.3.A.3 - Delayed charges

Fast & Easy QBO

14 Steps

PC.3.A.11 - Adjusting Inventory

Fast & Easy QBO

9 Steps

PC.3.A.12 - Adjusting for Donated Inventory

Fast & Easy QBO

24 Steps

PC.4.B.3 - Adding Vendors

Fast & Easy QBO

13 Steps

PC.4.B.4 - Recording a Check

Fast & Easy QBO

9 Steps

PC.4.I.3 - Creating Vendor Credits

Fast & Easy QBO

11 Steps

PC.4.I.4 - Pay Down a Credit Card

Fast & Easy QBO

6 Steps

PC.5.B.2 - Matching transactions from the bank feed

Fast & Easy QBO

7 Steps

PC.5.I.3 - Creating Bank Rules

Fast & Easy QBO

17 Steps

PC.5.I.5 - Recording undeposited funds

Fast & Easy QBO

12 Steps

PC.5.I.6 - Creating a recurring transaction

Fast & Easy QBO

12 Steps

PC.5.I.7 - Recording deposit transactions

Fast & Easy QBO

9 Steps

PC.5.I.8 - Using Journal Entries

Fast & Easy QBO

8 Steps

PC.5.I.9 - Using the Transfer function

Fast & Easy QBO

6 Steps

PC.5.A.4 - Importing bank rules

Fast & Easy QBO

13 Steps

PC.6.B.1 - Running a Balance Sheet Report

Fast & Easy QBO

5 Steps

PC.6.I.4 - Customizing Reports

Fast & Easy QBO

9 Steps

PC.6.A.8 - Location tracking

Fast & Easy QBO

23 Steps

PC.6.A.10 - Converting Sub-customers to Projects

Fast & Easy QBO

20 Steps

PC.9.A.1 - Using the Custom report builder

Fast & Easy QBO

24 Steps