Power User Guide

Power users are business analysts trained to use QBO to implement business requirements. The skill set for a power user should roughly be comparable to an "Excel power user". If you are comfortable using advanced Excel formulas (e.g. vlookup), pivot tables and such, you should be able to transfer those mental models to QBO fairly readily. That said, the range of skills required for a power user can vary widely:

Document experts should know Word, merge fields, and data well
Workflow experts really should know their business domain exceptionally well,
Scoring experts should be Excel gurus
Matrix experts should be good at if/then logic games
Query experts must know SQL
Plugin developers should know C#, XML, SOAP
Custom UI developers should know XSLT, SQL, JSON, and AJAX

To dive into QBO, we recommend gaining an understanding of the method signatures which underlie everything in QBO, including getting data into and out of the system, workflows, and more. It's always best to start with simple configuration exercises like user management, tasks and documents. As your comfort level increases, consider diving into all of the QBO components:

User Management

Add, activate and deactivate users, reset passwords and add users to teams (Labels)
Add users to Roles and grant access to Organizations to leverage extranet security access.

Roles

Add a Role and grant functional and template-based permissions

Import Routines

Build a basic Excel-based Import to get data into the system

Attachment Templates

Create an Attachment Template and assemble a Word Mail Merge transform or use a data enabled PDF (Adobe Acrobat PRO required; see video below).
Videos: managing documents, new PDFs, document classification

Ledger Templates

Create a Ledger Template that applies to a parent object, i.e. Loan and add Ledger Template Items to the Ledger Template.

Message Templates

Generate a canned Message with a Subject and a Body, with fields merged into the Body.

Schedules

Create a Schedule to be used in a Workflow Polling Step or Report configuration

Process Templates

Add a Process Template that applies to an area of your business
Add Custom Types and Statuses

Workflow

Orchestrate the business process using a Workflow, employing at least one of each Step Type
Videos: create a workflow

Task Templates

Add Questions to one of the Tasks created when assembling the Workflow
Add a standalone task and configure Status-based Routing
Videos: user-defined fields, status routing

Workflow Hold

Add a Hold Template, with a specified estimated duration

Rules Matrix

Build a Worklist Assignment Matrix
Build a Workflow Matrix from the Process Template Summary page

Manage user's work

Configure Smart Worklists that were auto-generated by the creation of Task Templates
Setup Task Auditing through the Smart Worklists

Reports

Add a basic Report-based Statement query
Assemble a Report using the Statement added previously
Convert Report to return an Excel Spreadsheet

Orchestration: queuing
New functionality: filters, dimensions, and plugins

Testing and troubleshooting tips:

Ignore the UI, and query data directly from the browser
Test the UI with Theme/Wrap

Subpages (4): Accessing SQL Statements from the QBO3 UI Introduction: Importing and Exporting Data QBO3 Test Plan Writing Use Cases that can map to Jasmine specs

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