QuickBooks Point of Sale

1. QuickBooks Point of Sale Introduction to Certification Welcome to the Introduction for QuickBooks Point of Sale certification. This presentation provides an overview to the certification process and is the first in a series designed to support Point of Sale Certification.Welcome to the Introduction for QuickBooks Point of Sale certification. This presentation provides an overview to the certification process and is the first in a series designed to support Point of Sale Certification.

2. Agenda What is a live webinar? What is a recorded webinar? What materials are available? What lessons are available? How do I access a class? This lesson was designed to provide an orientation to the certification program, including: What is a live webinar? What is a recorded webinar? What materials are available? What lessons are available? How do I access a class?This lesson was designed to provide an orientation to the certification program, including: What is a live webinar? What is a recorded webinar? What materials are available? What lessons are available? How do I access a class?

3. QuickBooks POS Certification Improved education More timely certification Easily referenced lessons Live/recorded webinars Learning guides Our goal with Point of Sale certification is to provide a better learning experience and to prepare you for the certification exam by taking advantage of available online learning technology. This format allows us to engage expert certified QuickBooks Point of Sale Pro Advisors to instruct the lessons and share their real world experiences using POS to prepare you for the certification exam. Because we are using this technology, we can provide the updated certification program quickly after the new version’s product launch, which provides a more timely learning experience. There are two webinar formats: live and recorded. The live format allows you to ask questions of the instructors, in addition to learning a new lesson. The recorded format allows you to reference the bulk of the lessons at your own pace and around your own schedule. Each webinar has a corresponding learning guide document that provides detailed information about the topic covered in the webinar. You can decide which lessons to use based on your own needs.Our goal with Point of Sale certification is to provide a better learning experience and to prepare you for the certification exam by taking advantage of available online learning technology. This format allows us to engage expert certified QuickBooks Point of Sale Pro Advisors to instruct the lessons and share their real world experiences using POS to prepare you for the certification exam. Because we are using this technology, we can provide the updated certification program quickly after the new version’s product launch, which provides a more timely learning experience. There are two webinar formats: live and recorded. The live format allows you to ask questions of the instructors, in addition to learning a new lesson. The recorded format allows you to reference the bulk of the lessons at your own pace and around your own schedule. Each webinar has a corresponding learning guide document that provides detailed information about the topic covered in the webinar. You can decide which lessons to use based on your own needs.

4. What is a live webinar? Online educational session Internet requirements Live instructor Lecture style Post questions So what is a live webinar? It’s an online educational session that allows you to attend training events without leaving your office. You'll view the instructor's desktop in a virtual classroom that delivers the most interactive and effective live online training possible. The only requirements are a high speed internet connection and a separate phone line. During our live webinars, we use current QuickBooks Point of Sale Pro Advisors to guide you through the webinars and to provide insight into managing a POS practice. There is a question and answer session at the end of the lesson where you may address questions directly to the instructor. Live webinars occur at discrete times and therefore require pre-registration. So what is a live webinar? It’s an online educational session that allows you to attend training events without leaving your office. You'll view the instructor's desktop in a virtual classroom that delivers the most interactive and effective live online training possible. The only requirements are a high speed internet connection and a separate phone line. During our live webinars, we use current QuickBooks Point of Sale Pro Advisors to guide you through the webinars and to provide insight into managing a POS practice. There is a question and answer session at the end of the lesson where you may address questions directly to the instructor. Live webinars occur at discrete times and therefore require pre-registration.

5. What is a recorded webinar? Recording of live webinar Available 24/7 Able to pause and rewind No live Q&A session So what is a recorded webinar? We have recorded 9 webinars for easy reference. The recorded webinar lets you play the lesson at your convenience, at any time day or night. You can pause the session or rewind to review a section using the navigation buttons. The lesson is set in lecture style, which means that only the presenter and host can be heard over the phone line. When you do have questions for the instructor, you can post these during the live question and answer sessions for lessons 1 and 11. Your instructor will address any questions at that time. So what is a recorded webinar? We have recorded 9 webinars for easy reference. The recorded webinar lets you play the lesson at your convenience, at any time day or night. You can pause the session or rewind to review a section using the navigation buttons. The lesson is set in lecture style, which means that only the presenter and host can be heard over the phone line. When you do have questions for the instructor, you can post these during the live question and answer sessions for lessons 1 and 11. Your instructor will address any questions at that time.

6. What materials are available? Reference materials Getting Started Guide User’s Guide White Paper Learning guide for each lesson Review questions On your own exercises On the Point of Sale web portal, you will find links to many documents that will help you learn more about POS and supplement the lessons you are taking. The reference materials provide PDFs with detailed information about the software, including the User’s Guide, a Getting Started guide, and a detailed product white paper. Each document serves a different purpose. You can read more details about these documents on the web portal. Each lesson has a learning guide in PDF format that provides detailed information on the topic covered in each live and recorded webinar. The learning guides contain a list of review questions at the back to help you confirm comprehension and to prepare you for the certification exam. Additionally, each learning guide has some on-your-own exercises. These lessons are designed to provide you with an opportunity to practice some of the tasks and procedures covered in the lessons and familiarize yourself with the software. You are provided with a link to the learning guide on the POS web portal. We recommend that you print out the learning guide and follow along during each webinar.On the Point of Sale web portal, you will find links to many documents that will help you learn more about POS and supplement the lessons you are taking. The reference materials provide PDFs with detailed information about the software, including the User’s Guide, a Getting Started guide, and a detailed product white paper. Each document serves a different purpose. You can read more details about these documents on the web portal. Each lesson has a learning guide in PDF format that provides detailed information on the topic covered in each live and recorded webinar. The learning guides contain a list of review questions at the back to help you confirm comprehension and to prepare you for the certification exam. Additionally, each learning guide has some on-your-own exercises. These lessons are designed to provide you with an opportunity to practice some of the tasks and procedures covered in the lessons and familiarize yourself with the software. You are provided with a link to the learning guide on the POS web portal. We recommend that you print out the learning guide and follow along during each webinar.

7. What lessons are available? 2 live webinars Lesson 1: Overview Lesson 11: Reports and employees To provide the most comprehensive learning experience possible, we've broken the topics into 11 lessons. While none of these lessons are mandatory, they are recommended, especially for newer users of the software. 2 of the lessons provided are live webinars: Lesson 1: Overview and Lesson 11: Reports and employees. You can find a description of each live webinar on the POS web portal. Each live lesson provides a special session at the end to address questions that have some up as a result of attending the recorded sessions and an opportunity to interact with the POS Pro Advisor.To provide the most comprehensive learning experience possible, we've broken the topics into 11 lessons. While none of these lessons are mandatory, they are recommended, especially for newer users of the software. 2 of the lessons provided are live webinars: Lesson 1: Overview and Lesson 11: Reports and employees. You can find a description of each live webinar on the POS web portal. Each live lesson provides a special session at the end to address questions that have some up as a result of attending the recorded sessions and an opportunity to interact with the POS Pro Advisor.

8. What lessons are available? 9 recorded webinars Lesson 2: Installing and setting up Lesson 3: Working with departments and vendors Lesson 4: Managing inventory Lesson 5: Purchasing and receiving merchandise Lesson 6: Managing customer information Lesson 7: Processing sales and returns Lesson 8: Running end of day procedures Lesson 9: Managing multiple stores Lesson 10: Exchanging data with QuickBooks Financial Software In addition to the live sessions, 9 recorded webinars have been created to provide detailed reviews of each of the major elements of the Point of Sale software. Detailed descriptions of each lesson are available on the Point of Sale web portal. Each lesson is designed to prepare you for the certification exam. Select those lessons you think are most beneficial and review them as needed.In addition to the live sessions, 9 recorded webinars have been created to provide detailed reviews of each of the major elements of the Point of Sale software. Detailed descriptions of each lesson are available on the Point of Sale web portal. Each lesson is designed to prepare you for the certification exam. Select those lessons you think are most beneficial and review them as needed.

9. How do I access the lessons? Live webinars Register Confirmation email Launch Webex Enter registration information Once you've decided you want to attend a live webinar, you need to register. Find the desired lesson on the POS web portal, and click Register. You are taken to the meeting room, which includes a schedule of all live sessions. (Please note that all times are Pacific time.) Once you find the session you prefer, click Register. Enter the required information to complete the registration process. A registration confirmation appears with a link to the lesson materials. A confirmation also comes by email. On the scheduled day and time, you can launch the webinar from the confirmation email. Click on the link, and Webex launches the session. (If you are asked to install the Webex player, allow it to do so.) Note: Make sure you have a high-speed internet connection before attending the Webex session.Once you've decided you want to attend a live webinar, you need to register. Find the desired lesson on the POS web portal, and click Register. You are taken to the meeting room, which includes a schedule of all live sessions. (Please note that all times are Pacific time.) Once you find the session you prefer, click Register. Enter the required information to complete the registration process. A registration confirmation appears with a link to the lesson materials. A confirmation also comes by email. On the scheduled day and time, you can launch the webinar from the confirmation email. Click on the link, and Webex launches the session. (If you are asked to install the Webex player, allow it to do so.) Note: Make sure you have a high-speed internet connection before attending the Webex session.

10. How do I access the lessons? Recorded webinars Link from site Install Webex player For recorded webinars, these can be launched from the Point of Sale web portal. You may be asked to install the Webex player—please allow it to do so.For recorded webinars, these can be launched from the Point of Sale web portal. You may be asked to install the Webex player—please allow it to do so.

11. How do I become certified? Course locker Passing score of at least 85% 99 attempts In order to become certified in QuickBooks Point of Sale, you must pass the certification exam. The exam consists of 50 multiple choice questions chosen at random from a bank of questions. Each exam is random; if you take the exam more than once, the set of questions will be different. The exam is available in your course locker. You must answer 85% of questions correctly in order to have a passing score for certification. You have 99 attempts to pass the exam.In order to become certified in QuickBooks Point of Sale, you must pass the certification exam. The exam consists of 50 multiple choice questions chosen at random from a bank of questions. Each exam is random; if you take the exam more than once, the set of questions will be different. The exam is available in your course locker. You must answer 85% of questions correctly in order to have a passing score for certification. You have 99 attempts to pass the exam.

12. Where do I learn more? POS web portal FAQs Q&A sessions Customer support Telephone Email There are 3 locations for additional information: The POS web portal has answers to many questions and a list of FAQs at the bottom of the page. You can also use the Q&A session at the end of each live webinar to address any questions that have arisen during your learning process. There are 2 customer support options: telephone and email. All telephone numbers and email addresses are available on the POS web portal.There are 3 locations for additional information: The POS web portal has answers to many questions and a list of FAQs at the bottom of the page. You can also use the Q&A session at the end of each live webinar to address any questions that have arisen during your learning process. There are 2 customer support options: telephone and email. All telephone numbers and email addresses are available on the POS web portal.

13. Thanks and welcome! This concludes our overview of the QuickBooks Point of Sale certification process. Thank you for taking time to learn more about our program. We hope this has helped you to feel well-oriented to begin learning more about QuickBooks Point of Sale. We also hope you find these tools useful in your learning process and that they fully prepare you for the certification exam. Good luck with your Point of Sale certification!This concludes our overview of the QuickBooks Point of Sale certification process. Thank you for taking time to learn more about our program. We hope this has helped you to feel well-oriented to begin learning more about QuickBooks Point of Sale. We also hope you find these tools useful in your learning process and that they fully prepare you for the certification exam. Good luck with your Point of Sale certification!