How to Become QuickBooks Certified

How to Become QuickBooks Certified

QuickBooks is one of the many types of bookkeeping software commonly used by individuals and small businesses. Intuit, the maker of QuickBooks, offers a program (called ProAdvisor) through which the company will certify that you are competent with their software. Other Intuit-authorized QuickBooks certifications are also available, such as through the National Association of Certified Public Bookkeepers (NACPB). While you can use these certifications to concisely show clients that you are familiar with and competent using QuickBooks, you should note that the process does not equate to a formal accounting education, and it does not stand in as accredited certification as a bookkeeper or accountant. By knowing what the process truly connotes and what to expect of it, you can become QuickBooks certified.

Ask yourself if you need the certification. While some individuals may benefit from a QuickBooks certification, others may find it unnecessary. While you cannot claim to be “certified” with QuickBooks without the certification process, that doesn’t stop you from otherwise becoming proficient in—or even mastering—the software. The certification also applies only to QuickBooks. Since the user interface for other accounting software can be completely different, a QuickBooks certification doesn’t help you with clients or employers who expect you to use other accounting software.

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Note that since the certification process primarily allows you to market your experience with QuickBooks to others, it’s largely unnecessary if you only use the software for your personal finances or those of your small business. While you should always learn how to use your chosen accounting software correctly, you don’t require a personal certification to do so.

Since QuickBooks is only one form of accounting software, and it largely handles the necessary math for you, don’t confuse a QuickBooks certification with an accredited education in accounting. The certification does not make you a certified bookkeeper or accountant.

Gain experience working with QuickBooks.

Intuit recommends that you have at least two years of experience using QuickBooks for tasks related to payroll and invoicing, as well as budgeting and cost reports. However, there are no formal eligibility requirements related to the certification process, so you can take the certification exam as soon as you feel you have the necessary skills. Keep in mind getting QuickBooks certified is not required for bookkeepers, business owners, or anyone else who is proficient with the software. Becoming QuickBooks certified means you can use an official QuickBooks certification and logo on your resume and business documents, which is primarily a marketing tool for attracting clients or employers who specifically want you to have QuickBooks experience.

You can expect to be tested on a variety of skills related to QuickBooks usage. These include

1. Setting up the software
2. Working with lists
3. Working with various bank accounts
4. Using other QuickBooks accounts
5. Entering data for sales and invoices
6. Receiving payments and making deposits with the software
7. Entering and paying bills
8. Analyzing financial data in QuickBooks

Intuit offers a variety of different versions of QuickBooks based on the individual or company needs. Equally, they offer different levels of certification, testing different levels of the software’s functionality. Again, since the certification is primarily a marketing tool to target your client demographic, you should only consider certification at the level that makes sense for your usage. You can apply for certifications such as:

1. ProAdvisor without Certification: This level provides QuickBooks training materials without an actual certification. You will learn basic QuickBooks skills similar to those in non-Intuit training methods for the software.

2. ProAdvisor with Certification in QuickBooks Pro/Premier: You will need to take a simplistic certification test that focuses on various aspects of using QuickBooks Pro and Premier.

3. ProAdvisor with Certification in Intuit QuickBooks Enterprise Solutions: This is a slightly more complex certification test. You will be focusing on the Intuit QuickBooks Enterprise Solutions product.

4. ProAdvisor with Certification in QuickBooks Point of Sale: This is a fairly complex certification test. You will be focusing on the QuickBooks Point of Sale products.

5. Advanced Certified ProAdvisor: You will take an extremely complex certification exam. You will also be tested on the advanced functionality of the products, troubleshooting errors, integrating third party applications, detailed job costing, and several other advanced areas.

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