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
• Special savings on QuickBooks software and other QuickBooks training courses
• Special online QuickBooks resources

Topics

Here's what you learn in the QuickBooks Certification 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

• 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 do you teach in the QuickBooks Certification class?
• 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?
  When you invest in the CD/DVD, you receive two PDF copies of the same comprehensive workbooks students receive at the live seminar.


• 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 self-paced Mastering QuickBooks class is equivalent to two full days of training (10 hours if you viewed it nonstop). 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 you receive the CD/DVD 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 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 older versions work in the same basic fashion...so the techniques you learn will not be wasted.


• 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.