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Learn in a traditional classroom with other students

With the Live Class option, you first attend a 2-day QuickBooks class to acquire the knowledge you need to pass the exam. You can take an "in-person" class or an online class. Interact with other students and the instructor and immerse yourself in QuickBooks training. Your instructor will not leave until ALL your questions are answered.


After the class you will receive a test voucher (worth $149) to take the test at a local testing center. You receive the voucher in an email that includes a practice test and instructions on how to locate a testing center near you.


The Live Class + Exam option is only $449.95 (special promotional price)

To find the next class and to sign up, select your state below and click "Search".

  • How it Works
  • Benefits
  • Topics
  • FAQs


How it Works

Step 1-Prepare for the Certification Exam

Complete the 2-day Mastering QuickBooks live class offered by Real World Training. This comprehensive QuickBooks training is specifically designed to cover the topics you will be tested on and need to know to successfully pass the Certification Exam. During the course, you receive two comprehensive workbooks which you can use to prepare for the exam. For specific topics covered, click on the "Topics" tab.


Step 2-Complete a proctored exam at a local testing center

When you finish the in-person or online class, you are eligible to take the Certification Exam. You will receive an email with instructions on taking the test. This email includes instructions on how to find a testing center near you and a 100 question practice test to help you prepare. After you take the practice test, you can see where you need to review topics you don't know well. The test voucher you receive includes 1 free retake in the event you don't pass. When you pass the exam, Certiport will issue an electronic Intuit QuickBooks User Certificate that confirms you have been officially certified. Note: Some testing centers may charge a fee to sit for an exam (not to exceed $25).


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 an official QuickBooks Certified User certificate
  • Identify yourself as a QuickBooks Certified User on your resume



Topics

Topics

The class covers all the material you need to prepare for the test. Below are the requirements for the test.


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 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
    • 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


General


In-Person Class


Online Class


General

  • 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 3 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.

  • 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.

  • I feel pretty confident in my QuickBooks knowledge. Can I just take the test without attending a class or buying a training product?
    Yes, you can purchase the test only if you feel you know QuickBooks well enough to pass the test. Click the "Exam Only" link on the left to learn more about the exam only options.

  • 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?
    We do not offer a guarantee that you will pass. However, we do offer a 100% money back guarantee on the class (which covers everything you need to know for the exam). 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" or based on the results of your exam.

  • 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.

  • 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 QuickBooks Certified User class.

  • What time does the QuickBooks Certified User 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 QuickBooks 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 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.