Level 2- Clean Up Expert

$164.00

This test evaluates your candidates’ understanding of intermediate bookkeeping skills focusing on cleaning up.

Once purchase is complete, the purchaser and the candidate will receive emails inviting them to the Quickbooks account. A download of the cheat sheet will be available to the purchaser.

UNDEPOSITED FUNDS
– Test your candidate’s knowledge on the use of Undeposited Funds in QuickBooks.
– This add on will allow your candidates to demonstrate their understanding of how to correctly match undeposited funds to income in the bank feed. They will need to display expertise to know why Undeposited Funds number is high and how to lower it.

SALES TAX
– Test your candidates knowledge on how to split sales tax from income, and apply payments to the liability.
– This add-on enables candidates to demonstrate their ability to create a sales tax liability account, calculate collected sales tax, increase the liability accordingly, and apply a sales tax payment. Please note that this feature does not use the Sales Tax Center, but instead this add-on allows for manual tracking and application of sales tax.

UNAPPLIED CASH PAYMENTS
– Test your candidates knowledge on how to organize and reduce Unapplied Cash Payment Accounts.
– This add-on allows candidates to showcase their expertise in adjusting invoices and correctly matching payments to reduce Unapplied Cash Payment accounts. Candidates will have the necessary information to match the right payments to the right invoices on the correct date.

TRACKING A LOAN
-Test your candidate’s knowledge on how to add and track loan and interest payments.
-This add-on will test your candidates knowledge on setting up a loan account in QuickBooks. They will then demonstrate proficiency by adding in the loan amount, down payment, and split interest from principal and to track the fixed asset.

SKU: QBMA-L2 Categories: ,

This level evaluates candidates’ ability to:

  • Manually enter data
  • Identify missing information
  • Determine expense categorization
  • Perform reconciliations
  • Manage vendor and customer information
  • Research information effectively
  • Correct old reconciliations
  • Create a summary video presentation
  • Fix miscategorized transactions
  • Resolve manual payroll errors
  • Diagnose problems
  • Record and submit a video showcasing their work

This level does NOT assess the ability to:

  • Interpret and advise
  • Manage a bookkeeping system or team
  • Communicate effectively with business owners
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