Verify your expertise by passing the QuickBooks Certification Exam
If you are an experienced and confident QuickBooks user, then you can prove your QuickBooks skills and knowledge by taking an online, proctored exam (at an authorized Certiport testing center). Please note that the exam is challenging, and we only recommend this option for very experienced QuickBooks users. During the exam, you won't have access to QuickBooks or any notes.
You will receive a practice test to help you prepare. Please click the "topics" tab below to ensure that you have mastered the concepts listed.
If you are an instructor at an academic institution and would like to incorporate QuickBooks certification in your curriculum, please contact Certiport at www.certiport.com/QuickBooks.
Exam Only option is $149.95 (Note: Click "Buy Now" to visit Certiport's website and purchase a test voucher)
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How it Works
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Benefits
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Topics
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FAQs
How it Works
The Exam Only option is designed to certify that you have an excellent working knowledge of QuickBooks. This option is only recommended for experienced and confident QuickBooks Users. Here's how it works:
Step 1-View the topics you are expected to know
Click the "Topics" tab to view the material that is tested during the exam. If you feel that you would benefit from more preparation, then select the "Live Class + Exam" or "Self Paced Class + Exam" link in the top left corner under "Quick Navigation".
Step 2-Complete a proctored exam at a local testing center
Click "buy now" to connect to our partner Certiport where you can purchase a test voucher. On their site you can locate a testing center near you. Certiport has hundreds of testing centers across the U.S. However, if you live in a rural area or far from a metropolitan area with a testing center, you may have to drive up to 2 hours to take the test. The test voucher includes 1 retake in the event you don't pass the first time. When you pass the exam, Certiport will issue an electronic Intuit QuickBooks User Certificate to share with current or future employees.
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
Topics
Topics
These are the Topic Areas you should know before attempting the exam. The training covers these areas, and more.
QuickBooks Setup (6% of exam)
A student should know:
- What information is required before they set up a QuickBooks file
- How to start a new company data file in QuickBooks (Easy Step Interview)
- How to keep the lists and preferences from an old file while removing old transactions
- How to customize the home page
- How to set up lists (customers, vendors, items, etc.). This includes understanding which names and items should appear on which lists.
QuickBooks Utilities and General Product Knowledge (10% of exam)
A student should know:
- How to navigate or move around QuickBooks (use home page, menus, icon bar, etc.)
- How to back up and restore a data file
- How to determine the release number and how to update QuickBooks
- How to use QuickBooks in single-user and multi-user mode
- What versions and editions of QuickBooks are available for a specific year (desktop version)
- How to password protect QuickBooks
- How and why to use preferences
List Management (6% of exam)
A student should know:
- How to manage lists (customers, vendors, items, etc.). List management includes:
- Adding new entries
- Deleting entries
- Editing entries
- Merging entries
Items (8% of exam)
A student should know:
- How QuickBooks uses items to perform the necessary accounting entries
- The different types of items and when to use each type
- How to use items for different types of scenarios. These include companies that sell:
- Products for a specified price
- Services for a specified price
- Deleting entries
- Services for a specified price
- Unique products or services that have different prices for each sale
- One service or product
Sales (10% of exam)
A student should know:
- Who should be listed in the Customer Center
- How to navigate and use the Customer Center
- How to complete the workflow (from the sale to making the deposit) for:
- Invoicing (A/R)
- Sales Receipts (no A/R)
- How QuickBooks uses the Undeposited Funds, Accounts Receivable, and checking accounts in the invoicing cycle
- How and why to record a customer credit
- How and why to create statements
- How to handle bounced (NSF) checks
Purchases (10% of exam)
A student should know:
- Who should be listed in the Vendor Center
- How to navigate and use the Vendor Center
- The different workflows for making purchases:
- Entering and paying bills (A/P)
- Writing checks
- Using a Credit Card
- Using a Debit Card
- How to record the transactions in the purchase workflows
- How and why to record a Vendor credit
- How to complete the workflow (PO to payment)
- How to set up, collect and pay sales tax
- Bank reconciliation
Payroll (12% of exam)
A student should know:
- The differences between the Payroll Services available from QuickBooks
- How to set up Payroll (including employees, Federal and State taxes and basic Payroll deductions) using the Payroll Setup Wizard.
- How to set up an employee's earnings and sick or vacation time
- How to track sick or vacation time (accruing hours and using "banked" hours)
- How and why to setup Payroll Schedules
- How to run Payroll
- How and why to pay Payroll Liabilities
- How to prepare payroll forms (941, W2) in QuickBooks
- Track time and use it for payroll or for invoicing customers
Reports (16% of exam)
A student should know:
- Why and how to use the Report Center
- How to customize reports (report modifications, collapsing subaccounts, etc.)
- The basic question that each report answers (basic understanding of each report)
- How and why to process multiple reports
- How and why to send reports to Excel (understand and use the basic and advanced tab)
- How and why to process multiple reports
- How to memorize reports
Basic Accounting (10% of exam)
A student should know:
- What the basic financial statements are and have a basic understanding of what they mean.
- The difference between cash and accrual reports
- How and why to set a closing date
- How to enter a Journal Entry if asked to do so by an accountant (they do not need to fully understand what accounts to debit or credit)
Customization/Saving Time and Shortcuts (12% of exam)
A student should know:
- How and why to memorize transactions (automatically enter)
- How to set up multiple users and what level of access can be granted or denied
- How and why to create custom fields (customers, vendors, and employees)
- How to customize an invoice
FAQs
- What is the difference between the End User Certification and the Pro Advisor program?
- What can I do with this certificate?
- 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 take the exam?
- How long after receiving the test link do I have to complete the exam?
- Once I start the exam, do I have to complete it in one setting?
- How many times can I take the test?
- I just attended a class and I am ready to take the test. When will I receive instructions?
- What is a passing score for the exam?
- Which version of QuickBooks should I know?
- What is the difference between the End User Certification and the Pro Advisor program?
The Pro Advisor program is designed for accountants who have a strong background in QuickBooks and accounting and want to help multiple clients. The Intuit Certified QuickBooks User program is designed for people who use QuickBooks on a day to day basis and want to prove their knowledge to employers.
The Pro Advisor program is offered through Intuit. For more information, visit proadvisor.intuit.com. If you are new to QuickBooks and want to become a ProAdvisor, becoming a QuickBooks Certified User is an excellent first step.
- What can I do with this certificate?
This certificate gives you an extra boost when looking for jobs. When you pass the Certification test, you are a certified QuickBooks user. This is a great credential to put on your resume, and it tells employers that you are competent in QuickBooks and understand how the software works. - Are there annual fees for certification?
No. The certification applies to the current version of QuickBooks. - Are there printed materials that go with certification?
When you click buy you will purchase an exam voucher from our partner Certiport. They will provide a practice test to help you prepare for the exam. With the live or self paced class you receive two comprehensive workbooks and 2 days of training in addition to the practice test to help you prepare.. - 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 take the exam?
The Mastering QuickBooks class is two full days of training. If you are brand new to QuickBooks we recommend reviewing your materials before taking the exam. Many students also review the training on DVD to reinforce what they've learned and to review concepts they may not have understood completely during the class (this depends on the specific student).
The exam is 50 multiple choice questions and you have 50 minutes to complete. - How long after receiving the test link do I have to complete the exam?
You have 90 days from the date of your purchase to complete the certification exam. - Once I start the exam, do I have to complete it in one setting?
The exam is proctored at a testing center. After the testing center verifies your identity, and you begin the test, you must finish it. There are no checkpoints where you can stop and come back later. - How many times can I take the test?
Your test voucher includes 1 free take over. (2 opportunities). - I just attended a class and I am ready to take the test. When will I receive instructions?
We will email you testing instructions within 5 days of you completing the class. - What is a passing score for the exam?
You do not have to attain a 100% score. The pass rate is determined by a few factors including how you did within each topic area of the exam. - Which version of QuickBooks should I know?
The test applies to the most current version of the software.