Benefits

Benefits

• Sharpen and expand your current QuickBooks and bookkeeping skills
• Save time and increase efficiency by incorporating tips and tricks into your daily work
• Demonstrate your QuickBooks capabilities to current and future employers
• Receive a professional-looking certificate of completion
• Identify yourself as a QuickBooks Certified User on your resume
• Receive monthly "QuickBooks Tips" to sharpen your skills after the class
• Special savings on QuickBooks software and other QuickBooks training courses
• Entry in the "Certified QuickBooks User" online referral database (coming soon)
• Special online QuickBooks resources

Topics

Here's what you learn in the Mastering QuickBooks class...

Day 1

• Set up your company
• Move around QuickBooks...EFFICIENTLY
• Get help...FAST

• Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
• Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
• Inventory: purchase orders, receive items, adjust inventory
• Sales Taxes: set up, adjust, pay, and report sales taxes
• Banking: bank reconciliation and locate discrepancies, online banking

• Give and receive refunds
• Void vs. delete a check
• Apply credit memos

• Special "Window" tricks
• Clean up lists (delete, hide and merge)
• Sort and customize lists
• "Collapse" financial statements
• Show P&L by month, or as a percent of income

• Really understand your financial statements
• Setup the chart of accounts
• Change and fix the chart of accounts
• Cash vs. Accrual accounting
• Use general journal entries
• Setup and use subaccounts

Day 2

• Setup employees, payroll items
• Track time and invoice time
• Process paychecks
• Modify paychecks
• Make tax deposits
• Prepare tax forms
• Summarize payroll data in Excel

• Add, delete, resize, and reorder columns
• Filter and format reports
• Save reports and create memorized report groups

• Use petty cash
• Use multi-user
• Password protect QuickBooks
• Update QuickBooks
• Work with Microsoft Word and Microsoft Excel
• Close the books
• Find transactions FAST and other time saving features
• Work with the accountant's review
• Protect your QuickBooks data

• Keyboard shortcuts
• Add custom fields
• Tailor company preferences
• Create custom invoices and other forms
• Add logos and custom fields to forms

• Use online banking
• Handle bounced checks...easily
• Enter customer down payments/deposits
• Setup automatic transactions (memorizing transactions)
• Use credit cards

FAQs

General

• Should I take the in-person course or the online course?
• Are there annual fees for certification?
• Are there printed materials that go with certification?
• Which editions of QuickBooks does certification apply to?
• How long does it take to complete the certification training and exams?
• How long do I have to complete the certification training and exams?
• I took the class before November of 2009 when it was only available online. Who should I talk to with problems or issues I now have?
• Is this the same as the Certified QuickBooks ProAdvisor Program?
• Does Intuit (the makers of QuickBooks) teach the courses?
• Are the certification training classes hands-on?
• What is the cancellation policy for the certification training class?
• Which version of QuickBooks do you teach in the QuickBooks Certification class?
• Do you offer a money-back guarantee on your QuickBooks certification class?
• Are your instructors qualified to instruct me in QuickBooks?
• Will I receive a confirmation that my order was received?
• Am I guaranteed a seat in the class when I place my order?

In-Person Class

• Do you cover the same material in the online version and "in-person" version of the Certified User training class?
• What time does the QuickBooks User Certification class start and end? Do we get a lunch break?
• I missed the QuickBooks course due to bad weather or other unforeseen circumstances. Can I attend the next one?

Online Class

• Do you cover the same material in the online version and "in-person" version of the Certified User training class?
• What do I need to take the online QuickBooks training class?
• Do I need QuickBooks on my computer to take the online QuickBooks course?
• Do I need to install special software to attend the online QuickBooks training class?
• I'm having difficulty connecting to the live QuickBooks class. What should I do?
• What happens after I enroll in the online class?
• Do I need to print the QuickBooks training manual before the online class starts?
• What time does the Mastering QuickBooks Online class start and end? Do we get a lunch break?
• How does the online Intuit QuickBooks Certified User Program course work?

General

• Should I take the in-person course or the online course?
  The content of the courses is identical. However, there are several reasons why you might choose in-person or online:
  - If you don't see a class scheduled in your area, the online course might be the best option.
  - Some users prefer to work in the comfort of their home or office (only available in the online course).
  -Some students want the direct interaction with other students that you get in the in-person class. You'll meet other users just like you and maybe even make some friends.
  - Sometimes, it's just refreshing to get away from the office for a couple of days for the in-person class. It can serve to rejuvenate you. It's a great way to learn QuickBooks.
  


• Are there annual fees for certification?
  There are no annual fees for the certification program.


• Are there printed materials that go with certification?
  When you attend the class, you receive two comprehensive workbooks. Once you have successfully completed certification, you receive a certificate of completion via email.


• Which editions of QuickBooks does certification apply to?
  QuickBooks Certified User program is designed for QuickBooks Pro, Premier and Enterprise Solutions. Also, the certification applies to industry specific versions of Premier and Enterprise Solutions.


• How long does it take to complete the certification training and exams?
  The Mastering QuickBooks class is two full days of training. The certification exam takes approximately 30 to 60 minutes to complete. This may vary by individual.


• How long do I have to complete the certification training and exams?
  You have 60 days from the date of your class to successfully complete the certification exam.


• I took the class before November of 2009 when it was only available online. Who should I talk to with problems or issues I now have?
  Please call us at 800-564-2688 with any concerns or questions you have.


• Is this the same as the Certified QuickBooks ProAdvisor Program?
  No, the QuickBooks ProAdvisor Program and QuickBooks ProAdvisor Certification are designed for accounting professionals who support multiple clients, and require an advanced and comprehensive understanding of the entire QuickBooks family. Whereas the QuickBooks Certified User Program is aimed at individuals who are looking to advance their career with QuickBooks and bookkeeping knowledge.


• Does Intuit (the makers of QuickBooks) teach the courses?
  No. Intuit has partnered with Real World Training to provide the certification training. Real World Training has taught more than 1,000,000 QuickBooks users with an approval rating of more than 99%!


• Are the certification training classes hands-on?
  No...it's better than hands-on! We do the typing...and you do the learning!
  Your time is money. So, to cover as much material as we do, the QuickBooks class has to move along at a good pace. When everyone has a computer, the QuickBooks class can only move as fast as the slowest typist. Our method ensures that you'll learn the maximum amount of material with the smallest investment of time.


• What is the cancellation policy for the certification training class?
  Your registration for the QuickBooks class is only guaranteed upon receipt of payment and order form. Refunds for cancellations will be made only if a cancellation request is received in writing 5 business days prior to the seminar (minus $45 cancellation fee). You can fax the cancellation to 800-933-0656 (Attn:Seminar Cancellation). Or, you can mail the seminar cancellation to:
  
  Real World Training
  Attn: Cancellations
  5501 LBJ Freeway, Suite 180
  Dallas, TX 75240
  


• Which version of QuickBooks do you teach in the QuickBooks Certification class?
  We always teach the most current version of the software. If you do not have the latest version, do not worry. The instructor will point out the differences between the current version and the version you are using. The older versions work in the same basic fashion...so the techniques you learn will not be wasted.


• Do you offer a money-back guarantee on your QuickBooks certification class?
  Yes we do. We are so confident that you will be pleased with our QuickBooks courses that we extend our money-back guarantee. If, after attending the first half of the first day of our QuickBooks class, you are dissatisfied for any reason, return your materials to the instructor and you'll receive a full refund. Your refund request must be in writing and must be received by our office within 5 business days after the seminar date. We do not give refunds for "no-shows".


• Are your instructors qualified to instruct me in QuickBooks?
  We hire only the best and brightest as instructors. We have an exhaustive instructor selection process that ensures instructors with accounting knowledge, QuickBooks product knowledge, and small business ownership and consulting experience.


• Will I receive a confirmation that my order was received?
  After we receive your order, you will be sent a confirmation that lets you know your order was received and gives you additional information about the seminar. We first email or fax the confirmation to the email address or fax # entered on your order form.


• Am I guaranteed a seat in the class when I place my order?
  Yes. Your registration is guaranteed upon receipt of payment.

In-Person Class

• Do you cover the same material in the online version and "in-person" version of the Certified User training class?
  Yes...we cover the same topics in the online version and "in-person" versions of the class.


• What time does the QuickBooks User Certification class start and end? Do we get a lunch break?
  Registration for the in-person QuickBooks class begins at 8:00am. The course itself begins at 8:30am. There will be a morning break and an afternoon break of 10 minutes each. Lunch is on your own from 12:00pm to 1:00pm. The class ends at 4:00. After that, your instructor will stay to answer any other questions you may have.


• I missed the QuickBooks course due to bad weather or other unforeseen circumstances. Can I attend the next one?
  Yes, you can. Phone the Real World Training office at 800-564-2688 to reschedule your course.

Online Class

• Do you cover the same material in the online version and "in-person" version of the Certified User training class?
  Yes...we cover the same topics in the online version and "in-person" versions of the class.


• What do I need to take the online QuickBooks training class?
  You need a computer with a high-speed internet connection. And, you need an open phone line to listen to the QuickBooks training instructor. We recommend that you use a speakerphone or headset for the course. That's because holding the receiver for a full day makes it difficult to take notes and practice what you learn.


• Do I need QuickBooks on my computer to take the online QuickBooks course?
  No...you do not need QuickBooks on your computer. You do need additional software to take the course. However, this is quickly and easily installed at the beginning of the online QuickBooks class.


• Do I need to install special software to attend the online QuickBooks training class?
  After signing up, you receive a link to the training via email. On the day of the seminar, you open the email and click the link...sending you directly to the seminar. This automatically installs the software you need to attend the class.


• I'm having difficulty connecting to the live QuickBooks class. What should I do?
  Call "WEBEX" at 866-229-3239. They can assist you with technical problems on the day of the class.


• What happens after I enroll in the online class?
  After signing up, you receive an e-mail that includes details concerning your online QuickBooks training class. It includes the toll-free teleconference phone number. The e-mail also includes the appropriate link to download your comprehensive QuickBooks learning manuals for Day 1 and Day 2. Then, it includes the link you click to attend the seminar on the day of the QuickBooks class. Please click this link 20 minutes before the scheduled start time. This automatically installs the software you need to attend the QuickBooks training class.


• Do I need to print the QuickBooks training manual before the online class starts?
  Most users do print the manuals before the class. After you download the manuals, double-click on each document and select Print from the File menu.


• What time does the Mastering QuickBooks Online class start and end? Do we get a lunch break?
  Each day of the online seminar will begin at 9:30 AM CENTRAL STANDARD TIME (10:30 EST, 7:30 PST) and will go to 5:00 PM. Lunch is on your own from 12:30-1:30. Please log-in at least 20 minutes early to ensure your computer has the web-meeting software installed prior to the start of the seminar. The software is installed automatically when you click the link in your email confirmation.


• How does the online Intuit QuickBooks Certified User Program course work?
  The online class is a great way to learn QuickBooks from the comfort of your home or office. And, it is a very close match to the live classroom experience. You view the live QuickBooks training on your own computer screen. At the same time, you listen to the instructor via the telephone as we guide you step-by-step through the skills you need to become certified. You are provided with 2 free learning manuals for the QuickBooks class. You use these comprehensive, exclusive manuals to follow along with the course.