Name: Intuit QuickBooks Recertification Level 2
Uploaded: 2026-05-12T19:21:11.590Z
Duration: 1 h 1 min 20 s
Description: Intuit QuickBooks Recertification Level 2

Transcript for "Intuit QuickBooks Recertification Level 2": Hey, everybody. Welcome back to QuickBooks level two recertification twenty twenty six. I am your host. My name is Arti Patel Martinez, and I am the training and certification leader for ProAdvisor Academy. We've got a little bit more on the agenda for you, so let's jump back in. Hope you had a great break and some time to stretch your legs. The second session of the virtual conference is for people taking level two recertification. Here, we'll look at the updates to QuickBooks that relate to Intuit QuickBooks certification level two. If you've previously only certified as level one, you don't need to stay for this section. We still have our great trainers with us, Carla Caldwell, Alicia Eastfold, and Roman Villar. We're going to do a quick recap now of how to access the supporting materials, questions and feedback, and answer poll questions. There are a number of handouts that support this virtual conference. In the docs tab, which is on the top right of the screen, you'll find the workbook, which contains supporting information for the level two recertification, the level two recertification handout, which contains a PDF copy of the slide deck we're using in this session, and what's new in Intuit QuickBooks 2026, which contains a list of all updates we can bring today and more. You can also log back into this event after it ends to download these handouts. If you have any questions about CPE or need technical support, please use the q and a section in the right hand side panel. When entering questions in the q and a, please be courteous and respectful of other participants as well as our support team. We're running this conference under Intuit's code of ethics, and I ask you to help us make sure that this is a safe, ethical, and inclusive workplace where everyone can make an impact, learn and grow, and feel connected. Every course contains poll questions. Answering these questions is a requirement if you are collecting CPE credit. Many of the poll questions will be knowledge checks to help you make sure you're understanding the content and to prepare you for the exam. You don't need to answer correctly in order to gain CPE credits, and we'll talk you through the answers at the end of the poll to make sure everyone understands the correct answers. When a poll question is launched and ready to be answered, the poll tab will appear on the top right of the screen with a red dot next click. Select the option or options you think are correct, and then select the submit button to enter your response. Most poll questions will only allow a single answer to be selected, but sometimes there will be more than one answer, and we'll let you know when this is the case. We cover a lot of ground in these sessions, and good thing is is that they are recorded. This means that each session will be available here in Goldcast after the conference ends. You'll be able to access the recordings for one year by logging back via your attendee link. A reminder that CPE is not issued for the on demand reportings. For earning your CPE, this session is fifty minutes long and worth one CPE credit. In order to qualify for CPE, you must respond to at least three whole questions. Heads up that this event does not support partial credits. You'll need to qualify for the whole session. If you've completed the requirements, you will receive an email with your CPE in one to two business days. If your CPE email is missing, first, check your junk email folder. If it's still missing, email accountant [email protected]. Here are the learning goals for this session. I won't read through them now, but keep in mind, the exam is structured around these, and remember, you'll find them in your workbook. Book. Next, we're going into the lesson intro. There's just one lesson in this session, which gives you the opportunity to dig into changes that affect the level two workflows and to consider enhancements that will benefit your clients. Let's take a look at what's coming up. You'll find out about the new project management AI, which can be used by your QuickBooks advanced clients to support them setting up new projects and buy your Intuit Enterprise Suite clients for even more. Next up is the reports and analytics app, the new home for reports. Over the last year, standard reports have been given a makeover from classic to modern view. You'll take a look at how to customize reports in this new view and also look at the new options for scheduling reports. You'll take a look at the updates to QuickBooks Advanced and Intuit Enterprise Suite as well that will help your clients take reporting even further, including the launch of finance AI, which generates a monthly summary. Okay. Into a poll. How many of the new AI features have you used that have been added to QuickBooks? Select as many as you like, project management AI, finance AI, Intuit intelligence chat, or none. Thanks so much for your feedback. We're going to look at a few of these helpful AI features now. Carl is going to talk us through the project management AI. Thanks, Arti. The main enhancement to level two sales workflows in the past year was the introduction of the project management AI. This new AI powered feature is available to your QuickBooks advanced and Intuit Enterprise Suite clients who use projects. It can be used by you or your clients when setting up a new project. Let's take a look. To use this new AI tool, start by going to the projects app and then select new project. You can then upload project documents, which the project management AI will use to add data to the project. For example, it could be a contract, an estimate, or a proposal. Use the upload from this device area in the project management AI panel to upload the project documents, and then AI will get to work. Once you have uploaded a document, you're gonna be asked how it should be used. You could choose for it to be attached to the project, or you could decide that the project management AI should extract data from that document you've uploaded to populate fields in the new project. If you choose this second option, it could override any information you've already entered. So it's best to do this and have it extract that information from uploading documents before you've manually started entering any information about a project. Select update fields to use the contents of the document to auto fill the project information. The project management AI will extract the relevant data from those documents and populate the project detail section. Of course, you should then review this data and make changes if needed. All fields can be edited even if they've been populated by the AI. As with other AI features that we've looked at today, if you want to, you can find out why the AI tool has done what it's done. So select show reasoning in the project management AI panel, and it will provide you with more detail about how the AI interpreted the uploaded data. Once the project details are correct, save and close your project. The project is now set up and ready to go. Selecting view allows you to see the notes that the project management AI added to the project based on the documents you uploaded. Now Intuit enterprise suite takes projects to the next level. It has an extended set of features powered by Intuit's project management AI, which helps automate the entire project life cycle. You'll see it during project setup by populating project details by pulling them from uploaded documents like we just saw, or project planning, creating project tasks with recommended deadlines, assigned owners, and priorities from uploaded documents. Budget creation, can use uploaded spreadsheets to create a budget for the project. It can use data in the project's budget to do an estimate creation. Cost allocation can assign cost to projects based on historical data. Profitability monitoring can be recommending profitability margin goals and providing insights on them. And project closing, it can generate a summary and insights on project performance. Before we move on from project management AI, Artie's gonna take us through a quick poll question. Thanks, Carla. So how does the project management AI use uploaded documents? Select one option. A, to check the data you add manually as accurate, b, to autofill project information, c, to act as a secondary reference, or d, it can't use uploaded documents. The correct answer is b, to autofill project information. Once you have uploaded a document, you'll be asked whether it should be attached to the project or it should be used by the project management AI to populate fields in the new project. Select update fields to use the contents of the document to auto fill the project information. Next up, Roland's gonna take us through some changes to the reports and analytics. Thanks, Artie. Now let's look at reports and analytics, the new name for the report center. This name reflects that this area of QuickBooks is more than just reporting, As it's here that you can really deep dive into your client's data, finding out what it's really revealing about their businesses and providing valuable insights. Let's dive into the tool. Alright. Now, I'm in the reports and analytics section of my QuickBooks accounts, and you'll see that the overall structure of the report screen hasn't changed. You'll still have standard reports that come with QuickBooks and then custom reports for anything that you've made changes to and saved. Over the last year or so, reports have moved from classic reports to modern reports, which provide faster performance and additional customization options. Now that most reports open in a modern view, it's a good time to take a look around. Let's take a look at the sales by customer detail report. So at the top, you could still set your reporting period. Let's set that to all dates. You'd also change your accounting method to cash or accrual, but then all of your other options are now in the customized menu. The options will vary depending on the report, but they're always grouped in into these different sections. First, you have filters. Filters allow you to choose which data appear in the report. For example, if a client want a report showing information only about certain customers, then you can select customer in the top drop down. This would be useful if you want to take a look at a list of any key clients or maybe ones that the sales rep wanted to visit this week. Then use the second drop down to decide how you want to filter the work. In this case, you want to specify the customers, so you select the equals option. In the third drop down, you're now presented with all the customers to select from. So just select the customers that you want to see in the report. Then, when you click out of the drop down, the report automatically refreshes, showing just the data for the customers that you selected. You can also add another filter if you need to by selecting the add another filter button and to go through the same process again. Next, you'll have the column section. You can decide which columns you want your report by selecting or deselecting the column names. You also drag the column names to change the order in which they appear in the report. And as you can see, all of this updates immediately in the report. Next, you've got the number format section. In the number format section, you can see how you want your numbers to appear, including how you want negative numbers to display. Next, you have the header and footer sections. In the header section, you can decide what information should appear in the header of the report, again, by selecting or deselecting the options, and you can decide how the header text is aligned and the same goes for footer. You can also choose to show entity names in the columns. If you toggle on show entity names in the columns, then it shows where the data in transactions is coming from. This shows where the standard report is pulling from. Lastly, you have groups. In the group section, you can change the way the data is grouped in the report. This sales by customer detail report is already grouped by customer, but if you wanna change it to another value including class, location, or custom field, then you just select that in this drop down. And as with all of the other options in the customization panel, the report updates automatically. The customizations will also remain in place if you drill down into any of the data returned to the report, which is a great improvement. Reports auto also automatically going to refresh with the latest data if the transaction is updated and you return back to the report. As mentioned before, the options vary considerably depending on the report that you're working with. So let's take a look at the profit loss report to see what's different there. In the profit loss report and other summary reports, rather than a group by section, you've got a display columns by drop down at the top of the screen. This means you can easily display the data for different subdivisions such as customer, class, employee, product and service, or specific time period. Let's go ahead and select customer. In the P and L, we also have the option to show comparison data. So you can use the compare to drop down to select various time periods. So let's select previous period. This adds a new column showing the value for the selected comparison period, and you can also add a column showing calculations with this new data. For example, showing the percentage change from the current reporting period to the comparison period. Let's select percent change. And you can see those changes reflected automatically after selecting those compared to options. In the P and L and other summary reports, there's an additional section in the customized menu, and that's called show non zero or active. This lets you choose what data you're presenting. Active, which is the default, shows all rows and columns where there's been activity in the report period even if the final number was zero. All fairly obviously is gonna show you everything. And non zero removes all rows or columns that have a value of zero even if there's been activity in that period. As always, don't forget to save the report once you've made all of your changes. Click on save as. When saving, you're now able to decide if the report should be available to all users, which is the default, or available just to you, which is what happens when you toggle on this report is only visible to you. So that's a wrap. That's an overview of the modern reporting options or as we should now call them, the reporting options. It gives us loads of flexibility in how we can analyze our clients' data and present it to them, which is a vast improvement over what we've seen in the past. After looking through reports and analytics, let's take a look at some scheduling updates, New scheduling options. As well as changes to the reports, there's also been updates to how you can schedule them to be sent to your clients. Scheduling reports to be sent automatically can save you time and make sure your clients get the business information they need at the time that they need it. There's more flexibility in how you do this. Previously, when scheduling reports to be sent to clients, you could only send them attached as Excel files. Now, as you set up a schedule for sending individual reports, you can choose between Excel, PDF, and CSV formats, giving you more control over how your clients receive the data. In the customer reports screen of the reports and analytics app, you can now create schedules for groups of reports rather than having to schedule them individually. Select the drop down menu in the action column for the title of the group, then select create a schedule. You can then follow the usual steps for creating a schedule, including setting how frequently the report should be sent, who should be receiving them, and writing an accompanying message. Note, when scheduling groups of reports, the attachments will always be in PDF format. Now, back to Artie for questions about the scheduling functionality that we've been looking at. Awesome. Thank you so much for that, Roman. And with that, we will move on to our next full question. Which file format can you now send a report as? Select as many as you like. A, Excel, b, PDF, c, JPEG, d, CSV. The correct answers are a, Excel, b, PDF, and d, CSV. Previously, when scheduling reports to be sent to your clients, the reports could only be attached as Excel files. Now as you set up a schedule for setting individual reports, you can choose between Excel, PDF, and CSV formats, giving you more control over how your clients receive the data. Alicia is now gonna take us through some new reporting features. Thanks, Artie. As QuickBooks Advanced and Intuit Enterprise Suite provide even more granular reporting and financial planning options, they're suitable for clients with greater reporting needs. Let's take a look at some of the updates that have been released to provide even more reporting options to your clients with these products. Let's start with a relatively small update, but one with big benefits, the introduction of calculated fields. Calculated fields are a powerful new feature that allows you to create custom rows or columns on reports by defining formulas that use data from the report as variables. They allow you and your clients to track metrics and data that are not immediately available in standardized reports. Now how are they added? Let's take a look at that. In the customize menu, you're gonna see a section in the data tab called calculated fields. Select this to see the options for creating your calculated field. Start by choosing whether the field should be in a row or a column and give the new row or column a name. Select the type drop down to choose between percentage, number, or currency, then create a formula by typing in the formula text box and selecting the named columns, rows, and operators from the drop down that appears. To use a specific cell in your formula, start typing the name of the row and then choose the corresponding column to create a cell input. Select add when you are finished, and the row or column will be added to the report. To make changes to a calculated field or to remove it, select the customize menu and go to the calculated field section of the data tab. There, you'll see a list of all calculated fields in the report. Select the calculated field you wanna change, and then check or uncheck the calculated field to turn it on or off. Choose a color highlight for the row or column, or remove or change the color, select the pencil icon to edit it, and select the trash can icon to delete it. When setting up calculated fields, consider the following. Calculated fields can only use rows and columns that are visible on the report as input variables. If you create a calculated field and later remove the input rows or columns through customization, the calculated field won't display any data. It's best to apply all necessary customizations to a report before adding calculated fields. Calculated fields won't apply to the totals and subtotals shown on the report. The totals on the report remain the sum of the prior rows. The next update to consider is the new KPI scorecard screen accessed from the reports and analytics, which provides a centralized view of key performance indicators, KPIs. You can use this customizable feature to monitor real time data, identify trends, and track progress against goals to make informed business decisions. At the top of the KPI scorecard, you'll see drop down filters that allow you to view a reporting period, compare that period to another, or filter by category. You can add more KPIs to the scorecard by selecting create KPI, and then you can specify the details of the KPI, including name, category, chart type, description, units of measurement, like currency, percentage, or number, and calculation method. Select KPIs to open the KPI library where you can add and remove standard KPIs from the scorecard. In the KPI scorecard, you can see an overview of each KPI. To dive deeper into any KPI, select the KPI itself or select view in the action column. This opens a detail view where you'll see the definition of the KPI, the formula used to calculate it, and a graph that breaks down how your selected number changed during that time frame. To remove a row from the scorecard, select the drop down menu next to view for that row and select remove from scorecard. Next, let's take a look at another addition to reports and analytics in QuickBooks Advanced and Intuit Intelligence Suite, dashboards. These have been added to show key business info like sales, profit, and cash flow using visuals like charts and graphs and summaries. This helps you and your clients check their business at a glance. Let's take a closer look. From reports in the analytics, select dashboards to see a library of predefined dashboards such as profitability, cash flow, balance sheet, and more to help you get started quickly. Select an individual dashboard to see more detail. Like reports, dashboards show data about a specific period. You can change the period you're looking at by using the period drop down at the top of the screen. To create a new dashboard, select create dashboard on the dashboard screen. In the period drop down, start by selecting the period of time that you want to cover in this dashboard. You can now choose which data you'd like to add to this dashboard, so select add data to bring up a selection of relevant key info to add here. From the list of KPIs in the add data to charts panel, you can add data based on what is held in the suite for your client. You can add as many metrics as you'd like here to insert charts into the dashboard. You can also edit the layout of the chart, such as adding an additional field to the y axis or updating the visual appearance. Once you've finished editing your custom dashboard, select preview to see how the changes look. Once you're finished, select save and close to add it to the main dashboard screen. That's it for the new reporting features. It's time for a new poll question with Artie. Thanks, Alicia. Where can you access the dashboards to get a view of your client data at a glance all in one place? Select one option. A, sales and get paid app, b, customer hub, c, firm operations, or, d, reports and analytics. The correct answer is D. From reports and analytics, you can select dashboards to see a library of predefined dashboards such as profitability, cash flow, balance sheet, and more to help you get started quickly. Alicia is now going to show us how you can use the finance AI to support you. Thanks, Artie. Let's end this year's recertification on a new feature designed to help your clients manage their business finances and achieve their financial goals. The finance AI uses financial data in your clients' QuickBooks advanced or Intuit Enterprise Suite accounts to generate a summary and recommendations to help your clients plan ahead. This summary is created on the fifth of every month. We'll take a look at the details of this report shortly, but let's start by taking a look around. You'll see notifications about the insights that the finance AI has found in your client's home screen or in the business feed. In reports and analytics, you'll also see a notification prompting you to review the financial summary that the finance AI has prepared. Select review summary to see the report. At the top of the report, you'll see options for selecting the report period, accounting method, and KPIs to be included. To change these from the default, select the required options from the drop downs and then select apply filters. The performance highlights section of the report shows the main highlights that the finance AI has identified. Selecting the linked text in this summary, for example, find out more, jumps you to the relevant section of the report. The report is broken up into different sections. You'll look at these shortly. These sections contain charts comparing data for the current and previous months and year over year comparisons. Hover over the points on the chart to see more detail or select drill down on this insight to find out more. You can then ask the finance AI to provide more information about different topics within this. Depending on the section of the report, you'll be presented with different topics to choose from. Select a topic. For example, top COA contributions to expense to find out more. The finance AI will then present you with more information about the topic. Selecting reasoning provides an explanation of how the finance AI has generated the insight. When you have the information you need, you can select a different topic or move on to a different section of the report. In cases where transactions for the previous month are still being added or updated, the data in the financial summary will automatically refresh every twenty four hours. You can also select the refresh icon to rerun the report with current data. Select the print icon to print or save a PDF that can be shared with your clients. Notice this PDF doesn't contain the interactive elements that are present in the financial summary within QuickBooks. You can also select edit and export to PDF to make changes to the report before saving it as a PDF. Selecting this option enables you to edit the text summaries in the report and remove any sections you don't want to be included in the exported PDF. Now let's take a closer look at what's contained within the summary created by the finance AI. The first section of the financial summary is performance highlights. Here you can see the headlines of the report at a glance. As noted before, select the links for more information. The income and expense section of the report, you can easily see the total income, cost of goods sold, gross profit margin, total expense, and net income for the month. For each of these areas, you'll see a chart showing how the last month compares to previous months and to the same time in the previous year. The finance AI will also present you with its analysis of the data. The assets and liabilities section follows a similar format. It shows at a glance your client's accounts receivable and accounts payable balances, their total assets, and total liabilities. The finance AI makes it clear if these have gone up or down since the previous month. You can then see more detail about each area, including relevant charts and any analysis provided by the finance AI. In the final section of the financial summary, cash flow, the finance AI displays your client's cash flow along with any insights it has generated. That's all from me on the finance AI features. I'm now gonna give it back to Artie. Thanks, Alicia. Now that the majority of reports have been updated to the modern view, where will you find all of the options to make changes to the reports, including setting filters and groups? Select one option. A, the three dot menu at the top of each report, b, a new menu in the custom report screen, c, customize menu, or, d, general settings. The correct answer is c. The customized menu now contains all your options for tailoring reports to your clients' reporting requirements. Well, we've had such a great time connecting with everyone today. And before we wrap up, we wanted to take a moment to hear from some of our incredible instructors on something that's really at the heart of what brings us all together, and that's the power of never stopping our learning journey even after you received a milestone such as the QBO certification. So a couple questions. We will start with Alicia. Completing the QBO certification is a real achievement, but for many of you, that was just one stop along the way. What does your own personal and professional development journey look like beyond the certification? And was there a moment where investing in your own learning changed the way that you approached work? You know, for me, when I think about the moments that have changed me the most, it's when I could be vulnerable with other people about what I'm learning and not be afraid to fail and say, here's what I'm struggling with, and then see how people around me. I had mentors and people who weren't afraid to share what they learned with me, and those moments were transformative for me. And I think right now in how much technology is changing and how much we have to stay up to date with, we can't grab all of it. It is a constant journey to stay up to speed with how much this technology is changing our work, and the best way we're going to get through this is together in safe places where we can be afraid, not afraid to fail, and we don't have to be afraid to say, hey. I'm still figuring this out. Because I think when we do that and we also share what we're learning, we're gonna figure this out together. And I think a big part of it is figuring out how this technology works and celebrating the wins and not being afraid to to also speak up when we're saying this is hard and I need to figure this out. There's so much research that says that the way we grow in learning technology is in safe communities where we feel connected. And so that's a big part of what I try to do at YPTC is create safe places for people to celebrate their wins. And I'm hoping, after looking at the certification and there's all sorts of new features that help us do our work better, I'm really hoping that a lot of us start sharing, hey, You should check this out because it's really gonna make this a lot easier for you. I think that's a great way for us to grow. I love that. And, I mean, it's really talking about the community that brings us all together, both from the accounting community, the learning community. So thanks for sharing that perspective. Roman, would you mind kinda taking a shot at this? I'd love to hear your thoughts. Yeah. You know, I I what Alicia said resonates with me tremendously from a vulnerability standpoint. You know, I reflect on the people in my career that I've learned from the most, and they're often the people that were quick to say, I don't know. Let let's learn. Let's research. Let's let's find somebody who can help instruct us on trying to identify what the right answer is or to increase the knowledge to help support that that education. And so that vulnerability is huge. For me personally, I tremendously value, you know, after receiving, you know, this additional certification or education in a certain environment, making sure that I'm constantly aware of and testing where my curiosities are is really important for me, because it's it there there's an intersection of curiosity, interest, and then, like, technical skill set that I think when when applied across the board can really be powerful for somebody, to be able to maximize what they are learning and to seek out opportunities for learning in those areas. So for me, I wanna stay curious. I I wanna stay very inquisitive about the technology around me, the industries that we work within, and just just to keep learning and keep growing. And I think that has an effect on other people you work with too who, naturally just become more curious, become more learners, then you could do that altogether. I love that. And that's actually a perfect segue to the next question. And, Roman, I'm gonna stick with you. As firm leaders, you're not just thinking about your own growth, but you're also helping to shape the development of your team. How do you encourage your team to keep pushing forward after they hit a milestone like this? And how do you help them see that there's always a step, a next step worth taking? Yeah. It it's a good question. Because I think part and parcel, it it it goes back to the curiosity answer. You know, when our team is going through like, our our whole team goes through the QBO certification process. And so the learning, it doesn't just stop there because we we are continuing to train our team. And recently, I spent time in a summer retreat with our entire team, and the number one thing that they requested was more more training because we fostered a culture of learning and growth and development. So as a leader, I need to be certain that I can in part of my team that there is opportunity, that there is growth, that there is a path for somebody to learn, in whatever direction that that may be for them. And so I'm constantly asking the team, like, what are you hungry more for? What what are you what areas do you wanna lean into so that we can be very specific? Now we have a smaller team and we can do that on an individualized basis. But even in larger organizations, there are often pathways to help encourage people to, dive down different paths that may open up their experiences, open up their opportunity to march on a path that is right for them. And so I'm constantly encouraging the team to to to think about those ways that they want to, grow in their careers that allows me as a leader to understand where I can invest my time to help educate them further. I love that. And it's actually a perfect segue to my third question and my last question, which, Carla, I'm gonna come over to you. We're seeing some exciting new paths available now, like the Intuit Enterprise Suite certification and the new Intuit Account Suite courses that are coming out, and they really open the door to deeper expertise and advisory work. How do you think about opportunities like these when it comes to growing what your firm can offer clients? Well, I wanna take advantage of all of it, and I want our team to do that. And we do have a strong fostering of a culture of education with our team. So we meet weekly and talk through a chapter of a book, and we talk about certification, and we talk about what's new to learn, and and where can we grow. And we have quarterly goals that are very specific around professional growth. So we take advantage of all of these as much as possible for our team and encourage that, and we celebrate those wins. And so we have, you know, tools and and ways to celebrate that with each other and to brag on each other and to share how we've implemented something new or we learn something different and somebody can share it with the rest of the team. You know, we're accountants, so sometimes we're a little bit more introverted, so we have to kinda pull it out every once in a while, but we try to really celebrate those things and and talk about it and share what was exciting. You know, sometimes we can share, hey, this this part of the course wasn't so exciting, but then we got this. And thankfully, we've we've had a lot of tremendous feedback that it's been super helpful and they learn something every time. So, it's it's kinda easy to to get people excited about it because they feel like they're learning all the time. Amazing. Thank you for sharing. I love getting your individual perspectives of how training and learning and professional development really impacts your day to day, but how you're also able to share that with the team around you and the community around you as well. So thank you so much to our instructors for sharing not only their knowledge today, but their passion for growth and what it means to lead a team that never stops learning. We hope this conversation has sparked something for all of you as you think about your next steps. Thank you so much for being here and sharing your perspectives on how learning has impacted your journey, but as well as how it impacts the journey of the team around you. So, again, just from us, we really appreciate you being here. So thank you. Thank you. Thank you for having me, Artie. This has been a lot of fun. Thanks, Artie. See you. Thanks. And I hope everybody got something out of this that can help them going forward. Okay. It looks like we actually have a couple minutes to answer some questions live, and there's a ton of questions coming in, but wanna make sure I get to a couple of them. And this is a really good one that we've seen come up a few times. Do I still have to take both the level one and level two exams to earn my certification if I am level two certified? So great question. Basically, what we've done this year is we've taken the level one and level two and streamlined it into one experience. So if you are level two certified, when you log into your ProAdvisor Academy, you'll just see the level two content, and that has holistically put everything together of level one and level two for what you need to do. So it's a lot easier to understand and access than it was last year. So, hopefully, you find the experience improved. And another question, this comes up a lot actually. It is and it makes sense. We know that the products change quite quickly. What's the best way to stay up to date? So good news is, we have an ITK and in the know webinar coming up on May 21. And if you're familiar with web with ITK, you know that you always get really great product updates and innovations. So this next ITK is really gonna focus on all of the new things that are being released in Intuit accountant suite. So highly recommend that you come in because you're gonna see some things today. You're gonna see some new things that might come up, come May 21. So highly recommend that you register for that. And even if you can't make it on the twenty first, at least rewatch the recording, and you'll be able to pull some really good things out of that. So definitely mark your calendars. We're almost done for level two. Let's take a look at the next steps. If you haven't already, make sure you download the resources for this session. We already talked through the resources in session one, but here's a quick reminder. In your level two workbook, you'll find some supporting information about the updates we covered today. You can also download what's new in Intuit QuickBooks 2026 if you didn't download it in the level one session. This includes a bird's eye view of all the changes covered in today's training from level one and level two, as well as all details of other updates that won't be tested on. This is all clearly marked in the PDF. Check out the links in these documents as they'll take you to articles where you can dive into further details about some of the updates. As you saw at the end of the first session, when you're ready, head head on over to the ProAdvisor Academy. Select ProAdvisor from the left hand menu of either QuickBooks Online Accountant or Intuit Accountant Suite. Select training, then start learning. You'll then select Intuit QuickBooks recertification level two. You can then see the level two self paced training, which this year consists of just one course. We encourage you to review this material to consolidate your learning and help you prepare for the exam. At the end of the learning, you'll see a link to the recertification exam. If you're confident you can pass the exam without revisiting the material in the self paced training, you can test out. Switch on the test out toggle. Select the take exam button to access the exam. If you meet the requirements, for CPE, you will receive an email with your CPE certificates from [email protected] in one to two business days. If you haven't received the email, double check your junk email folder before contacting that same email address. So that's it. That is the end of level two recertification. Thank you so much to Carla, Roman, and Alicia for sharing insights into these updates and to all of you for joining us today. Good luck.