Self-Paced Training to help you prepare for the exam at your own pace!
With the Self-Paced option, you first complete the self paced Mastering QuickBooks training class class to acquire the knowledge you need to pass the exam. The self-paced class covers the exact same content as the 2 day live class...but you can finish it at your own pace.
When you place your order 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 Self-Paced Class + Exam option is only $399.95 (special promotional price)
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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 Self-Paced option of the QuickBooks Certified User program is easy and convenient, allowing you to prepare at your own place and at your own pace. Here is how it works:
Step 1-Prepare for the Certification Exam
Complete the self paced Mastering QuickBooks CD/DVD. This comprehensive QuickBooks training covers the exact same content as the live class. However, you can work at your own pace. Spend a few minutes here and there, or sit down and complete the whole course...the choice is yours! The content is specifically designed to cover the topics you will be tested on and need to know to successfully pass the Certification Exam. The CD/DVD includes PDF copies of two comprehensive workbooks which you can use to prepare for the exam. For specific topics covered, click on the "Topics" tab.
Step 2-Complete the on-line Certification Exam
When you finish the self-paced class, you are eligible to take the Certification Exam. When you order the self paced training you will receive an email (within 3 days from ordering) 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 self paced 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 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?
- 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?
The self paced training includes 2 comprehensive manuals (in PDF). - 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. But you can take it at your own pace. 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) - When will I receive instructions?
We will email you testing instructions within 3 days of your order. - 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 training covers the most recent version of QuickBooks. The test applies to the most current version of the software.