Benefits

Benefits

• Demonstrate your QuickBooks capabilities to current and future employers
• Receive an official QuickBooks Certified User certificate
• 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 must know before attempting the QuickBooks Certification exam...

(required to become a QuickBooks Certified User)

Day 1

Get Started

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

Everyday Transactions

• 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

Special Transactions

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

Tips & Tricks

• 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

Understand Accounting

• 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

Payroll

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

Work with Reports

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

Advanced Features

• 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

Tips & Tricks

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

Tricky Transactions

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

FAQs

General

• 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 hosted by Intuit. Who should I talk to with problems or issues I now have
• Is this the same as the Certified QuickBooks ProAdvisor Program?
• Which version of QuickBooks should I know?
• Will I receive a confirmation that my order was received?

• Are there annual fees for certification?
  There are currently no recurring annual fees for the certification program. (Terms subject to change without notice)


• Are there printed materials that go with certification?
  You do not receive any preparation materials with the Exam Only option. When you invest in the live or self paced class you receive two comprehensive workbooks you can use during the exam.


• Which editions of QuickBooks does certification apply to?
  The 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 certification exam takes approximately 30 to 45 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 hosted by Intuit. 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. To access the previous online class, click here.


• 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.


• Which version of QuickBooks should I know?
  The test is based on the most current version of the software.


• 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 certification exam. We first email or fax the confirmation to the email address or fax # entered on your order form.