CPE credits are also available for most training modules, but recognition may vary from state to state. Is there any classes a person can take to become a Quick Books advisor? I am an accountant and have many clients from law firms to construction firms and so forth. There are several free practice exams available online through Intuit and other training programs. Grow your practice with content marketing tools that showcase your expertise, featuring Jason Blumber of Blumber CPAs and Thriveal CPA Network.
If you’re looking for a bookkeeping or office management job, your prospective employer might require QuickBooks certification. QuickBooks 2021 Desktop ProAdvisor Re-Certification Training is also available.
Learn more about ways to grow your income as a Pro Advisor here. You’ll receive detailed instructions on how to schedule your exam and register your voucher. A Free exam voucher with one retake ($150 value – VIP members receive 5 free vouchers with 1 retake each). Includes an exam voucher with a retake for 1 person – $150 Value.
Some of our customers are comfortable setting up their SOS Inventory accounts with the help of our user guide and free video demonstrations. But customers with high volumes of inventory may prefer in-person consultation and setup by a recommended Intuit ProAdvisor who has demonstrated proficiency in SOS Inventory software. By working with an individual expertly trained in both software platforms, your business can get off to a smooth start in transitioning from desktop software or other inventory platform without a hitch. Most setup times entail anywhere from a few days to a few weeks’ worth of work, a fraction of the time required to install enterprise inventory software. It also offers a robust suite of accounting and financial software options for businesses.
QuickBooks also offers a QuickBooks Pro Advanced certification that includes passing the basic certification three years in a row, completing ten additional modules, and passing the advanced exam. When you first started your business, you may have used spreadsheets to keep track of sales, and paper time cards to record employee hours for payroll. But now it’s time to upgrade to a more advanced accounting solution. You will simply need to login to your ProAdvisor account, you will receive an email with the credentials. Then go to the certification section and start the video courses right away. Once you complete the training courses you will need to complete the final exam.
Prior to enrolling in a course for a certification, please contact the proper school or certification administrators for information regarding certification requirements. So, you’ve reviewed several profiles and narrowed down your choices. Once you’re ready to make contact, QuickBooks has an easy solution for that too. Select the specialty you’re seeking, enter your zip code, and QuickBooks will give you a list of ProAdvisors who fit your criteria. You can narrow your search further by selecting your industry and any products you’re considering. Otherwise, if you’re in the research phase of your purchase, look for a ProAdvisor who’s certified in QuickBooks Online and QuickBooks Desktop. Someone with a dual certification can offer you the best advice on selecting a solution.
You can also take classes on QuickBooks basics through a variety of accredited colleges or other educational institutions. FreshBooks provides an easy to use transaction capture tool for small, service-based business clients. With their Accountant center, Freshbooks help accountants access their clients’ books and reports with ease.
If you’ve been bookkeeping for a while, you probably already have a good understanding of these questions. The ProAdvisor certification is essentially fast and free for you to build your credibility and knowledge as a bookkeeper. You’ll see in your training that there are eight modules, and each of those modules directly corresponds to a section of the test. With Steph’s Books, you get real people that are invested in growing your business every day. We are confident in our ability to streamline the operations and bookkeeping side of your business. With expert bookkeepers who are reliable, caring, and resourceful, you can trust our team. Self-paced coursesIf you’re not satisfied for any reason, please send an email to within 30 days of purchase and you’ll receive a full refund.
The questions I liked were the fill-in-the-blank because they were a step-by-step type of question that they were leading you on how to do the process. Some of the questions were promoting different QuickBooks Online functions that I didn’t necessarily care to learn. There’s a whole ‘projects’ section on QBO that you can use that I haven’t tried myself because it’s similar to a project management tool, and I have my own system outside of QuickBooks that I prefer. So this is the type of general knowledge questions that you can expect to see on the exam.
Learning basic or advanced concepts in the desktop or online version of the software can be accomplished in as little as one day. You can also learn how to use QuickBooks online through our self-paced courses, which will allow you to access the tutorials any time during your six-month subscription.
Before you get started, you will want to have a basic and fundamental understanding of bookkeeping. Although it is not a requirement, having some experience with QuickBooks will help. The name “QuickBooks” probably has the widest name recognition in small business accounting software. Their original products were all based on software that was installed directly on a computer.
Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file. XLS, XLXS, etc., are supported file formats by Dancing Numbers. Bulk quickbooks proadvisor import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work. If you have any other queries or have any kind of glitches then connect with the Dancing Numbers helpdesk team.
Add a profile picture, fill out contact info, and then make sure the “Public” selection at the top is set to “On”. The exam consists of 50 multiple choice questions and simulations. To pass the exam, you must score at least 75%, or 37 out 50 questions correct. However, the exam is open book and you are given two hours to complete the exam. The discounted rate is $50 for members and $75 for nonmembers. This center is a self-serve portal giving you immediate access to your clients reports anytime you need them.
Manage your firm’s timesheets with a free lifetime subscription to QB Time. Becoming a ProAdvisor is as simple as signing up for QuickBooks Online Accountant, which unlocks benefits from day one and beyond. Webinars, virtual conferences, and in-person events taught by Advanced Certified ProAdvisors.
The official exam is open book, so feel free to use your study guide during your practice exams. 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 through which the company will certify that you are competent with their software. We’re continuously updating our products, which is why we offer annual re-certification to keep you in the know. Every year, we’ll ask you to pass a short re-certification exam to keep your expert status and ProAdvisor rewards. QuickBooks Time Automated time tracking to help your firm and clients simplify payroll. When you become QuickBooks certified, you can rest assured you have the knowledge needed to use QuickBooks to its greatest capacity.
Depending on clientele, some professionals earn multiple certifications. For example, a ProAdvisor https://www.bookstime.com/ might become certified in both QuickBooks Online and QuickBooks Desktop software.
You’ll probably take on the responsibility of keeping your bookkeeping up to date. Many or all of the products featured here are from our partners who compensate us.