How to Become QuickBooks Certified: 9 Steps with Pictures

certification exams

The Universal Accounting ® QuickBooks Training Course has been designed to be the most up-to-date and most complete on the market. It is also specifically tailored to meet the needs of small businesses. We place special emphasis on training our students to work with small companies effectively. Becoming a QuickBooks bookkeeper requires a combination of education, skills, and experience. This is an open-book exam, and it’s recommended that you have your study guide open to the segment of the exam that you’re taking. You ought to likewise have QuickBooks open so you can access it easily if essential. Anybody who wants to become a QuickBooks ProAdvisor can do so as long as they are prepared to study the course material and can pass the exam.


The whole process can be done from the QuickBooks Online website, and it’s completely free to enroll and register. After creating your account, you will be eligible to access the study material so that you can prepare for the exam. Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. Serving approximately 100 million customers worldwide withTurboTax,QuickBooks,MintandCredit Karma, andMailchimp. Intuit believes that everyone should have the opportunity to prosper.

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● Take advantage of the official learning path provided by Intuit, as it outlines all required courses and practice tests that are part of the certification process. This article is about the QuickBooks Online certification or how to become a certified Quickbooks bookkeeper.


These programs are designed to accelerate your professional development. The complete Professional Bookkeeper’s Guide to QuickBooks is more than 12 hours of training. The training is comprised mostly of screen movies of the QuickBooks program itself showing you how to actually enter the transactions, create the reports, etc. You see the cursor movements and the transactions as if you were doing them yourself while an instructor narrates the process. You can choose which sections you want to watch, skip, fast forward or replay. Plus, you have the flexibility to complete the courses on your own time, in a way that fits your life.

Get the Skills to Be a QuickBooks Specialist

These skills can boost your business with productivity and efficiency in each department. As a student in this course, you’ll learn how to set up a company’s accounting books and build its accounting system from scratch, just like you would in real life. All other “how-to” QuickBooks courses begin with an existing company and its accounting data and use that data to teach you the program.

  • The QuickBooks Online Accountant account provides users with free access to training, webinars, study materials, and examinations.
  • QuickBooks is one of the industry leaders in business accounting and bookkeeping software.
  • Contact us via phone or email to schedule a consultation with our QuickBooks ProAdvisors for discussing cloud accounting or other outsourced bookkeeping solutions for your business needs.
  • Most clients will only use one version of the software or the other, so in most cases, you will only need one certification.
  • Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping.
  • By now, you should be familiar with the basics of QuickBooks certifications.

Accelerate your How To Become Quickbooks Certified development with actionable, live trainings taught by Advanced Certified ProAdvisors. Earn CPE credits and learn however you like—from webinars to virtual conferences to in-person events.

Business Accounting Specialist

A ProAdvisor is a QuickBooks Certified professional that has been trained, examined and certified by Intuit as an Advisor. That is eligible for guiding the QuickBooks clients to set up and use QuickBooks software.

intuit quickbooks desktop

QuickBooks certification is a valuable asset for any accountant or bookkeeper. It demonstrates to potential employers that the individual has the… Be prepared to answer questions about these records, such as “What is this business expense? Your accountant will also want a detailed explanation for large transactions, such as the purchase of an expensive piece of equipment. And whether you’re at the doctor’s office or having your car serviced, it’s comforting to know that the person fixing your car has been tested and approved by experts. QuickBooks ProAdvisors are similarly recognized as real experts in their field.

The QuickBooks exam is overseen by the National Association of Certified Public Bookkeepers . The ATTC will then email you information about your schedule date and time for the exam. 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.

  • Although you should note that taking the classes through Intuit does not necessarily make you more qualified for the certification exam.Through an authorized accounting organization.
  • Small- to mid-size companies use it to track their income and expenses, complete payroll, and maintain financial health.
  • The following are the four steps to becoming a certified QuickBooks bookkeeper Online ProAdvisor.
  • Certification gives you access to premier marketing resources to distinguish your firm, get leads, and build your brand.
  • The exam is open-book, so I had one window of QuickBooks open, and I was taking the test in the other window.
  • A bookkeeper helps manage the cash flow of your growing business, ensures you stay tax compliant, get funded, and save time…
  • For QuickBooks Online ProAdvisors, they need to recertify every year by June 30 to maintain their certifications.

However, before you can represent yourself as a ProAdvisor, you’ll need to pass the ProAdvisor exam. You’ll manage your ProAdvisor account and certification from within QuickBooks Online Accountant. If your client is using QuickBooks Online, then you can ask them to send an invitation to your email. Simply click on the link and follow the instructions to create an account. If you’re already using any QuickBooks product, then you can ask your client to send the invitation to the email address that is connected to your account.

If you choose the live class, you only receive training and a voucher for 1 certification – QuickBooks Online OR QuickBooks Desktop. Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin.

• Invest no less than 12 to 16 hours of studying to plan for the exam. Let’s look at each of these steps in a bit more detail so that you can get a better understanding of what each step in the process entails. Access to the free practice test is sent to the email address you provide below.

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