From the book · Appendix C

The QBCU exam objectives, page by page

Appendix C of QuickBooks® Online Step-by-Step maps every objective of the Intuit QuickBooks® Online Certified User exam to the pages that teach it. Every page below opens in the book.

The objectives follow Certiport’s exam objectives; the page references are the author’s.

Exam areas: 5
Objective groups: 19
Objectives: 68

Every chapter the map points to is in Lite (Chapters 1–8 plus two bonus chapters).

Open Appendix C in the book

Exam area 1

QuickBooks® Online Administration

Taught in Chapters 1, 2, 3, 4, 5, 6, 7, 8, 10 · Appendix A.

1.1 Set up QuickBooks® Online

Chapters 1, 2, 3

1.1.1Recognize features and benefits of QuickBooks® Online Plusp. 1Ch 1 p. 2Ch 1 p. 10Ch 1
1.1.2Describe licensing requirements for setting up an entity in QBOp. 2Ch 1 p. 9Ch 1
1.1.3Describe the process of migrating a company to QuickBooks® Onlinepp. 29–73Ch 2
1.1.4Describe the access of each default user rolepp. 71–73Ch 3

1.2 Manage QuickBooks® Online settings for a company

Chapters 1, 2, 3, 5, 6, 7, 8

1.2.1Identify the company information that you can and can’t editp. 30Ch 2
1.2.2Recognize the benefits of the Close the Books featurep. 22Ch 1 p. 222Ch 7
1.2.3Compare and contrast the cash and accrual accounting methodsp. 5Ch 1 p. 32Ch 2 p. 126Ch 5 p. 171Ch 6 p. 234Ch 8
1.2.4Identify the purposes of project tracking, class tracking, and locationsp. 130Ch 5 p. 133Ch 5 p. 239Ch 8 p. 251Ch 8
1.2.5Describe how to activate project tracking, class tracking, and locationsp. 33Ch 2 p. 70Ch 3
1.2.6Identify the tasks performed by automationp. 32Ch 2 p. 33Ch 2 p. 141Ch 5 p. 159Ch 6 p. 160Ch 6 p. 169Ch 6 p. 171Ch 6 p. 181Ch 6 p. 197Ch 7 p. 207Ch 7 p. 211Ch 7

1.3 Manage lists

Chapters 1, 2, 3, 4, 5 · Appendix A

1.3.1Identify the lists that you can importp. 29Ch 2 p. 43Ch 2
1.3.2Identify the content of various listsp. 18Ch 1 p. 22Ch 1 p. 34Ch 2 p. 43Ch 2 p. 66Ch 3 p. 67Ch 3 p. 68Ch 3
1.3.3Identify the appropriate lists for different purposesp. 34Ch 2
1.3.4Identify when and how to add, edit, delete, and merge list itemsp. 35Ch 2 p. 37Ch 2 p. 39Ch 2 p. 40Ch 2 p. 82Ch 4 p. 85Ch 4 p. 86Ch 4 p. 127Ch 5 p. 129Ch 5 p. 130Ch 5
1.3.5Manage the Chart of Accountsp. 512Appendix A pp. 34–43Ch 2

1.4 Manage recurring transactions

Chapter 10

1.4.1Describe reasons for making transactions recurringp. 283Ch 10
1.4.2Define types of recurrencep. 283Ch 10
1.4.3Describe how to implement recurring transactionsp. 287Ch 10

1.5 Manage journal entries

Chapter 10

1.5.1Identify the information required for journal entriesp. 282Ch 10
1.5.2Describe how to implement journal entriesp. 282Ch 10 p. 293Ch 10

1.6 Connect QuickBooks® Online to apps

Chapters 1, 2

1.6.1Identify the purpose of appsp. 10Ch 1
1.6.2Identify where to get appsp. 2Ch 1
1.6.3Identify the risks and benefits of extending functionality through appsp. 2Ch 1 p. 40Ch 2 p. 44Ch 2

Exam area 2

Sales and Money In

Taught in Chapters 2, 3, 4, 6.

2.1 Set up customers

Chapters 3, 4

2.1.1Identify the importance of the Display Name fieldp. 82Ch 4 p. 86Ch 4 p. 87Ch 4
2.1.2Differentiate between billing and shipping addressesp. 82Ch 4
2.1.3Define and describe the use of customer payment termsp. 67Ch 3
2.1.4Identify taxable and non-taxable customersp. 56Ch 3 p. 83Ch 4
2.1.5Define and describe the correct use of sub-customersp. 84Ch 4

2.2 Set up products and services

Chapters 2, 3

2.2.1Describe and differentiate between products and servicesp. 58Ch 3
2.2.2Identify the information required to set up products or servicesp. 59Ch 3 p. 60Ch 3 p. 61Ch 3 p. 63Ch 3
2.2.3Describe reasons for setting up products or servicesp. 43Ch 2
2.2.4Contrast inventory products and non-inventory productsp. 61Ch 3 p. 63Ch 3

2.3 Manage sales settings

Chapters 3, 4

2.3.1Customize sales formsp. 57Ch 3 p. 79Ch 4 p. 96Ch 4
2.3.2Customize email message formsp. 97Ch 4
2.3.3Describe the purpose of activating customer discountsp. 80Ch 4
2.3.4Describe the QuickBooks® Payments feature and how it differs from traditional paymentsp. 100Ch 4 p. 109Ch 4

2.4 Record basic money-in transactions

Chapters 4, 6

2.4.1Describe the money-in transaction workflowp. 86Ch 4
2.4.2Record and manage invoices and sales receiptsp. 87Ch 4 p. 90Ch 4 p. 96Ch 4
2.4.3Receive, record, and manage payments, undeposited funds, and depositsp. 98Ch 4 p. 103Ch 4 p. 104Ch 4 p. 109Ch 4
2.4.4Record credit memos and refund receiptsp. 160Ch 6 p. 163Ch 6

Exam area 3

Vendors and Money Out

Taught in Chapters 1, 3, 4, 5, 6, 7.

3.1 Manage vendor records

Chapters 3, 4, 5, 6

3.1.1Describe how to identify existing customers as vendorsp. 83Ch 4 p. 127Ch 5
3.1.2Describe when and how to merge vendor accountsp. 130Ch 5
3.1.3Describe how to add or change vendor payment termsp. 67Ch 3 p. 128Ch 5 p. 179Ch 6
3.1.4Describe how and why to identify vendors as 1099 contractorsp. 127Ch 5

3.2 Manage expense settings

Chapters 1, 4, 5

3.2.1Describe how and why to activate expense tracking by customerp. 123Ch 5
3.2.2Describe when and how to make expenses and items billablep. 123Ch 5
3.2.3Describe how to identify unbilled billable expensesp. 14Ch 1 p. 92Ch 4 p. 96Ch 4

3.3 Record and manage basic money-out transactions

Chapters 1, 5, 6, 7

3.3.1Describe the money-out transaction workflowp. 124Ch 5
3.3.2Identify types of money-out transactionsp. 126Ch 5
3.3.3Compare and describe the appropriate use of checks and bill paymentsp. 137Ch 5
3.3.4Describe the effects of recording bills, checks, and credit card transactionsp. 140Ch 5 p. 144Ch 5
3.3.5Differentiate between expense transactions and bank feed transactionsp. 140Ch 5 p. 197Ch 7
3.3.6Describe how to record check, credit card, and debit card expense transactionsp. 140Ch 5 p. 144Ch 5
3.3.7Describe the use and effects of vendor credits and refundsp. 178Ch 6 p. 183Ch 6
3.3.8Describe why and how to void, delete, and edit money-out transactions and the impact thereofp. 23Ch 1 p. 24Ch 1 p. 222Ch 7

Exam area 4

Bank Accounts, Transaction Rules, and Receipts

Taught in Chapters 5, 7, 10.

4.1 Implement financial account connections

Chapter 7

4.1.1Identify the types of financial accounts QuickBooks® Online can connect topp. 193–195Ch 7
4.1.2Describe the benefits of connecting QuickBooks® Online to accountsp. 193Ch 7 p. 197Ch 7 p. 207Ch 7

4.2 Manage bank feeds

Chapter 7

4.2.1Process bank feed transactionspp. 197–207Ch 7
4.2.2Define and describe the use of bank rulesp. 209Ch 7

4.3 Manage receipts

Chapters 5, 7, 10

4.3.1Identify methods of uploading receiptsp. 207Ch 7 p. 282Ch 10
4.3.2Describe how to record transactions from uploaded receiptsp. 135Ch 5 p. 282Ch 10 p. 304Ch 10

Exam area 5

Basic Reports and Views

Taught in Chapters 1, 4, 5, 7, 8, 10.

5.1 Describe the content and purpose of reports

Chapters 4, 5, 8

5.1.1Describe the content and purpose of financial reportsp. 234Ch 8 pp. 236–244Ch 8
5.1.2Describe the content and purpose of money-in reportspp. 112–113Ch 4 pp. 248–251Ch 8
5.1.3Describe the content and purpose of money-out reportspp. 149–150Ch 5 p. 249Ch 8

5.2 Customize and deliver standard reports

Chapter 8

5.2.1Customize standard reportsp. 253Ch 8
5.2.2Identify report delivery formatspp. 255–259Ch 8

5.3 Access other reports and views

Chapters 1, 4, 5, 7, 10

5.3.1Describe the content of the Audit Logp. 300Ch 10
5.3.2Describe the content and functionality of the dashboardsp. 11Ch 1 p. 82Ch 4 p. 125Ch 5 p. 196Ch 7

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