When you first start using QuickBooks, everything seems pretty straightforward. After all, you’ve been using spreadsheets for work and personal projects for years. But as time goes on and you dive deeper into the program, things can get a bit more challenging. There are a lot of features in QuickBooks that may not be so obvious at first glance. As you use it more often, you may realize there are some things you don’t know how to do or that becomes a lot easier if you have a specific feature enabled. Fortunately, there is also a certification for that! There are three levels of QuickBooks certification: Associate, Professional, and Expert. Each designation has its own set of challenges and rewards to help you keep growing your skills with the program. Keep reading to learn what each level covers and whether it might be right for you.
Is Quickbooks Certification Worth It
Yes, QuickBooks certification is definitely worth it! The certification process is designed to ensure that you have the skills and knowledge necessary to use QuickBooks effectively. Once you’re certified, you’ll be able to show potential employers that you’re qualified to use QuickBooks, which can give you a leg up in the job market.
What Is The Quickbooks Certification Program?
Associate Level
The Associate level is for people who have a basic understanding of QuickBooks and are ready to take their skills to the next level. This is the level where you can get your QuickBooks certification and start learning about new features in the program. You’ll still be able to work on projects with QuickBooks, but your main focus will be on learning new things. One of the main benefits of this level is that you can start learning about things like reporting, payroll and inventory management, and advanced financial reports. There are also many great opportunities to get involved in community groups or meet other users of QuickBooks who might have questions that are too complicated for you!
Professional Level
The Professional level is for people who have learned a lot about using QuickBooks and have a good understanding of all the features in the program. You’ll also be able to take advantage of some advanced training options that help you learn more quickly while working with other users in a group setting. Your certification will include three professional designations: Certified Financial Planner (CFP), Certified Management Accountant (CMA), and Certified Payroll Professional (CPP). The CFP designation shows your commitment to helping others reach their financial goals by making sound financial decisions based on their unique circumstances. The CMA designation shows your commitment to helping others reach their management goals through sound business decisions based on their unique circumstances. The CPP designation shows your commitment to helping others reach their payroll goals through sound financial decisions based on their unique circumstances.
Expert Level
The Expert level is for people who have learned a lot about using QuickBooks and have a good understanding of all the features in the program. You’ll also be able to take advantage of some advanced training options that help you learn more quickly while working with other users in a group setting. Your certification will include three expert designations: Certified QuickBooks ProAdvisor (CQBP), Certified QuickBooks ProAdvisor (CQBP), and Certified QuickBooks ProAdvisor (CQBP). The CQBP designation shows your commitment to helping others reach their financial goals by making sound financial decisions based on their unique circumstances. The CQBP designation shows your commitment to helping others reach their management goals through sound business decisions based on their unique circumstances. The CQBP designation shows your commitment to helping others reach their payroll goals through sound financial decisions based on their unique circumstances.
Certification Requirements
To get certified, you must earn at least 60% of the available points in each of the following categories: Customer Service, Support, and Education/Training/Communication/Usability/Mobile or Web Accessibility or Interaction Design. You can earn up to 35 points per category (including bonus points). You can see how many points you earned by looking under “Certification Details” on your QuickBooks account summary page under “Certifications.” If you are not sure if this is right for you, we suggest you take the quiz first.
What Does The Associate Certification In Quickbooks Cover?
1. QuickBooks basics
This level is the most basic of all QuickBooks certifications. It covers everything you need to get started with QuickBooks, including importing data and creating a company file. You’ll learn how to use the program’s features and options, as well as how to use reports to keep track of your business.
2. Company file
Your company file is where you keep track of all your financial information–from the income statement to the balance sheet. Without it, you won’t have much of a company at all! This level covers setting up your company file with QuickBooks, as well as importing and exporting data from your bank accounts and other financial institutions.
3. Accountant mode
Accountant mode helps you prepare financial reports for tax purposes by adjusting transactions properly for tax purposes and making sure that transactions are recorded correctly in your accounting system each time they occur. This level consists of two parts: 1) Accountant mode setup, which includes setting up the accounting journal for your accountants (if necessary), and 2) Accountant mode report creation, which includes creating an accountant report for each transaction that needs additional adjustments or has been misreported in some way (for example, if an expense isn’t actually deductible).
4. Customer support tools
Customer support tools are extra functions that help you manage customers and their payments more efficiently while keeping track of who owes what money to whom at any given time (that way, you don’t have to worry about double-billing). This level includes training on the Customer Center, which is a feature that allows your customers to pay you directly through QuickBooks. You’ll also learn about the Customer Relationship Management (CRM) features and reports, including the Sales Orders and Sales Receipts reports.
QuickBooks for Mac
QuickBooks for Mac is an extra feature that only works with Apple computers running Mac OS X 10.6 or later. It allows you to use QuickBooks online in your local network as well as create invoices directly from your computer without having to print them out first. This level covers how to set up QuickBooks for Mac on your computer, how to use QuickBooks online, and how to create invoices without having to print them first!
What Does The Professional Certification In Quickbooks Cover?
1. QuickBooks Professional (QBP) Certification
This certification is for users who need to know QuickBooks from top to bottom. If you’re a small business owner, accountant, or bookkeeper who needs to know every nook and cranny of the program, then this might be the certification for you! If that sounds like you, read on!
2. QuickBooks ProAdvisor (QBP Advisor) Certification
If you have a small business and are looking for ways to grow your company’s revenue and profits, then this certification is for you. It will teach you how to use QuickBooks as a tool to help your business grow.
3. QuickBooks ProAdvisor (QBP Advisor) Certification
This is an advanced version of the previous certification that covers even more advanced features of the program. It may be right for someone who wants to take their knowledge of QuickBooks even further than what the Professional Certification covers.
Final Words
The QuickBooks Certification Program is a helpful way to learn more about the program and become more efficient when using it. Each level of certification focuses on different aspects of the program and is designed for specific users. If you’re currently using QuickBooks, it’s worth taking the time to learn more about the program and the various features it offers. If you’re just getting started with QuickBooks, it’s a great way to get familiar with how the program works and what functions it offers.
