MB Raimondi: Welcome everybody to the QuickBooks Online Payroll Certification Exam Prep.
How you are doing? You've been in VCon now for a couple days and you've
been through the payroll training, the product training, and then the specialist
training. And now here you are at the cert exam pre...
MB Raimondi: Welcome everybody to the QuickBooks Online Payroll Certification Exam Prep.
How you are doing? You've been in VCon now for a couple days and you've
been through the payroll training, the product training, and then the specialist
training. And now here you are at the cert exam prep training. So very happy to
have you here today. My name is MB Raimondi. And to let you know a little bit
about myself, if you have not seen me before, I am a CPA in a certified
information technology professional which really means I'm a QuickBooks geek
that translates into some other technology things also. And I am always honored
when Intuit asked me to present. I've been presenting for Intuit since, oh, my
goodness, 2002 or 2003. It's been a while, but I love it. I'm sorry I can't see you
in person, but at least I can see you here and I can see you in the networking
lounge and we can chat and we can do whatever.
I'm also part of the QuickBooks Solution Provider Program which offers good
deals to you and your clients on different Intuit products. And I was blown away
when I was named ProAdvisor of the year in 2019. It was such another honor. I
do want to give a shout out to though who are helping in the Q&A panel today
because I have a hard time watching what's going on and it's great to have other
trainers there that know payroll and are familiar with the payroll certification to
answer your questions as well as the Intuit folks and the internal folks that can
help troubleshoot.
So this session does qualify for continuing education credit, you have to be here
a minimum of 50 minutes for one hour of CPE or one CPE credit. What is going
to happen is you have to answer 75% of the checkpoints. So what happens here
are the checkpoints are the ones that pop up that say, hey, are you here? Click
here. And you usually get a little sound and we don't know when they come up,
as presenters we don't see it on our side, but hopefully you'll see it on your side.
So just click that you are here. In fact, click that you're here even if you don't
need continuing education credit because we still want to know that you're
here. And then you have to answer one polling question per hour which is I'm
laughing because it's funny for this session, what we're doing in this session is
making sure that you are comfortable or making the decision of whether you
are going to take the payroll cert exam or not. So we have a million polling
questions, I mean not a million, but way more than you need. And only because
we want to give you examples of what questions are on the exam so that you
can decide whether you're ready to take it or not.
Your CPE will be emailed to you directly. You can also find it in the tracker panel.
What else? You also have handouts, so you can click on the handout section, the
other place if you go into the main area, there's that resources across the top. I
know sometimes I have a problem downloading handouts unless I log in an
incognito window, but if I go to the resources center and add them to my
briefcase and then download them from there, I don't get that error. So for
whatever reason that happens, there's a couple different ways that you can get
the handout.
QuickBooks Payroll Certification Exam Prep Page 1 of 21
Transcript by Rev.com
, If you are not able to stay here for the full hour and a half that we're here, but
you're here for the 50 minutes, you can email accountant_training@intuit.com,
they would have to process that one hour CPE manually. So it'll take a little bit
longer. Hopefully you'll be able to stay for the whole session because then
you've got QuickBooks Time coming up, right? I think that's what's after this. So
in order to take the payroll certification, you have to be signed up for the
ProAdvisor program.
Now there are different certifications that Intuit has and you will not even see
the pay... You'll see it, but you won't be able to click on take exam if you are not
a ProAdvisor and you don't have that first level of certification. So coming in for
payroll, you might not have that yet. So make sure that you sign up for the
ProAdvisor program. You can see there's a Bitly here. You can go to
quickbooks.com and click on accountants menu. I go to proadvisor.intuit.com.
You could Google QuickBooks ProAdvisor program, lots of ways to be able to get
signed up for it. And then you will want to make sure you do that first level of
QuickBooks online certification.
Lots of resources. If you've taken any Intuit webinars before you have seen this
slide, qbtrainingevents.com is one place where you can go to sign up for
webinars and the virtual conferences. And if we ever get to go out and train live
again, hopefully we will do that. And it's interesting because I've noticed that
Intuit has started putting more information in our ProAdvisor portal. So when
we log to qbo.intuit.com and we are part of the ProAdvisor program, we have a
different left hand navigation bar than our clients have when they log into their
books.
And they in the training area, I now see that there are links showing up to sign
up for webinars and different training offerings that Intuit has for us. And I think
they do a good job and there's all this expanded training. So way back in the
beginning, it was really QuickBooks training, but now you have the payroll
training which we're talking about here today. You also have advisory services,
there's just lots of different offerings. So if you're looking to expand your
horizons, that is a good place to start.
Firm of the Future, typically written by your peers. So all different kinds of
subjects, so thought leadership, how to grow my practice, what should I charge?
How should I charge? As well as some QuickBooks technical training and then
the marketing hub. And if you've heard me speak before, I'm like the worst
person to talk about marketing. I actually never did a whole lot of marketing. It
was all on the find a ProAdvisor website and word of mouth right from other
clients, but there's a lot of information out there and documents that you can
download, things like engagement letters.
So take a look at the marketing hub. We're not paying anything for it. And you
know us as accounting types, we don't like to spend a lot of money, right? Even
our small businesses don't. And by the way, when I use the term accountant, I
use it very loosely. It's really encompassing not only accountants and CPAs, but
QuickBooks Payroll Certification Exam Prep Page 2 of 21
Transcript by Rev.com
, bookkeepers, really we're talking about anybody who works with multiple small
businesses in the accounting bookkeeping arena. I had to take my ethics class
from my CPA license and they were very clear by the way, I'm living in
Tennessee, that if you use the term accountant, if you use the term CPA, then
you have to be registered with the state not only with your CPA license, but also
as a firm. And I know that there are other states like that.
So again, I am using the word accountant very broadly. So don't feel bad if
you're not an accountant whatever that definition is. So we really have two
sessions we're going to talk about, and one is how can payroll certification prep
help? And then we're going to go through a lot of the different topics that are
covered by the payroll certification exam. All this was covered in your payroll
training either in the in-product training or in the specialist training. Again, the
idea is that we want to make sure that you're comfortable enough to take exam
or to make the decision that maybe you are not ready to take the exam.
How can payroll certification help? So what we're going to talk about is what is
the QuickBooks Online Payroll Certification? How will it benefit me and my
business and my clients? What does the exam cover? What are the rules? What
training and experience should I have before taking the exam? If you're not
ready to certify, no worries, Intuit has a wide range of free training that will help
you get up to speed. So not only have you attended the training at this virtual
conference, but there's also self-paced training that may also help you, same
material, but everybody presents in a little bit different way. So you may want
to go through that. You'll be able to watch these recordings again.
Unfortunately, you cannot turn on payroll in the sample company. So it's a little
bit harder to play with, unless you have a client that's signed up for QuickBooks
Online Payroll and if we have a chance today I will get into what... We have a
demo company that we use that we pay for that has payroll turned on. So I can
show you a couple things. So it makes it a little bit of a challenge. Now for the
in-product payroll specialist class that you took that is no matter what payroll
system anybody is using. If you want to be a payroll specialist, these are the
kinds of things that you need to know. And I'll probably be repeating myself as I
go through here.
Okay. Pro-advisor program. We already talked about that. You need to make
sure that you are signed up for the ProAdvisor program so you have the benefits
of QuickBooks Online Payroll. By the way, when you sign up for the ProAdvisor
program, you get a free subscription to QBO Advance, so the highest level of
QBO to run your firm on and that includes payroll. So that is one way is just to
put your firm on QuickBooks online and use the payroll, you'll get pretty
comfortable with it. I might not be able to troubleshoot because hopefully you
understand payroll really well and aren't making a lot of mistakes that our
clients may make, but again, you can play around with it... Well, not play around
with it if it's really your firms, but you can be the person in your firm to run
payroll so you get really familiar with it.
QuickBooks Payroll Certification Exam Prep Page 3 of 21
Transcript by Rev.com
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