becoming a quickbooks expert

10
STEPS TO BECOMING A QUICKBOOKS EXPERT Find out how to become a QuickBooks expert with this step by step guide. We cover the training requirements and the experience you need to advance your career in financial management and become certified using the QuickBooks software.

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STEPS TO BECOMING A QUICKBOOKS EXPERT Find out how to become a QuickBooks expert with this step by step guide. We cover the training requirements and the experience you need to advance your career in financial management and become certified using the QuickBooks software.

Even if you are just running your own business, a

professional-level working knowledge of one of the

most commonly used suites of bookkeeping software

and a low-level certification can save you hours of time

when using the program. These next slides will show you

what you need to know and what steps to take to

becoming a QuickBooks expert and how to get your

certification.

3 3STEP 1. EDUCATE YOURSELF ON BASIC BOOKKEEPING There are no prerequisites to take the QuickBooks certification exam, but it is best to educate yourself on basic bookkeeping tasks and concepts such as line-item budgeting, business taxes, and profit and loss.

This will allow for a better engagement and

understanding of information when taking the

training course.

Typically CPAs, accountants, small business advisors or consultants. They’re

experts in helping small businesses learn, use, and customize QuickBooks.

01. PROADVISOR

They help clients optimize their business operations by supporting larger and growing

businesses by offering QuickBooks Enterprise Solutions consulting, installation, setup, and

training.

02. ENTERPRISE SOLUTIONS

They help retailers run a more successful business using QuickBooks Point of Sale. They offer local QuickBooks POS installation, setup, and training help that many retailers need.

03. POINT OF SALE

Advanced Certified ProAdvisors must demonstrate not only a high level of product knowledge, but advanced troubleshooting skills and the ability to handle complex scenarios and implementations. They must have at least three years of QuickBooks Certifications and must pass a process of testing.

04. ADVANCED

STEP 2. CHOOSE THE CERTIFICATION YOU WANT There are four types of certification that can be acquired through taking a course and a final exam.

5 5STEP 3. LOCATE AND REGISTER FOR THE CLASS You have some options to choose from when choosing where to take to take the classes for your QuickBooks

certification:

A PROFESSIONAL TRAINING SERVICE

COMPUTER TRAINING WEBSITE

COMMUNITY COLLEGE

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Online coursework doesn't usually consist of a set class schedule, but

a series of training modules completed on your schedule. You're likely

to get your best results if you approach those modules with the same

rigid discipline you would if you were attending a physical class.

STEP 4. ATTEND THE TRAINING COURSES Make sure to do all your assignments and take any practice exams that you can find online. These will make

your test day a lot less stressful.

STEP 5. PURCHASE AN EXAM PREP GUIDE Take the practice exam and study more of the areas that you don’t understand as well as others.

Purchasing an exam prep guide for your particular type of

certification can help you understand what to expect on

the test as well as give you some useful information about

taking the certification test.

The fee for taking the exam covers the cost of

the examination and one examination retake, if

needed.

STEP 6. SCHEDULE TO TAKE THE EXAM Many of the training centers that offer the courses also offer the exam as part of the training package.

1

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The test includes questions from ten key areas, including QuickBooks shortcuts, reports, purchases, basic accounting,

payroll, sales, general product knowledge, list management, items and QuickBooks program setup. Those who pass

the exam will receive proof of certification via e-mail.

STEP 7. TAKE THE EXAM You must pass with a score of 80 percent or higher on the QuickBooks exam to get QuickBooks certified.

TO PASS THE EXAM AND BECOME CERTIFIED

www.abilitybusiness.com

www.abilitybusiness.com

1-888-58-ABILITY

Sources:

http://qbgal.blogspot.com/2011/04/differences-between-certifications-in.html

http://education-portal.com/articles/How_to_Become_a_QuickBooks_Specialist_Step-by-Step_Career_Guide.html

http://www.wikihow.com/Become-QuickBooks-Certified