Becoming a QuickBooks Specialist™ certifies your expertise with QuickBooks. It also demonstrates your commitment to being the best.
For many, if not most, small businesses’ software of choice is QuickBooks. When certified as a QuickBooks Specialist, QS, you are able to confidently set-up, train, troubleshoot and support clients. Get the skills, have the confidence to work with small businesses as their qualified QuickBooks Specialist, QS.
With millions of small businesses already using QuickBooks and the majority of accounting positions with small businesses requiring expertise in QuickBooks, this designation can give you a competitive advantage. QuickBooks is the leading software in the small business accounting industry. Presently, the majority of the small businesses using accounting software have chosen QuickBooks as their preference, and it is the preferred software for most small business accountants.
QuickBooks Specialist Accounting software to the accountant is like golf clubs to Tiger Woods — the key is not so much in the tool itself, but in how expertly it is used. The professional bookkeeper can only be as good as his/her ability to use the software available.
Over the past few years, Inuit has acquired the largest market share as the choice of small business accounting software. Regardless of business, employment, or client service interests, Universal applies the principles of the Professional Bookkeeper™ program to the QuickBooks accounting software. In our effort to integrate the most popular accounting software, we have developed The Professional Bookkeepers™ Guide to QuickBooks Pro.
Many accountants describe the affordable accounting software that came out years ago as a revolutionary beginning in the availability of accounting services. Not only did it allow many certified public accountants, CPA’s, accountants and bookkeepers to earn a living offering quality services, but it allowed many to enter the world of freelance.
Used as either as a training tool or a reference guide, the Professional Bookkeepers Guide to QuickBooks Pro program was created to help you become a “QuickBooks Specialist.”
Whether you need someone to start your QuickBooks files from scratch or are just interested in working with a QuickBooks consultant, you should secure a professional who has earned the QuickBooks Specialist™ (QS) designation.
This designation distinguishes Universal Accounting Center℠ (UAC) graduates as proficient in setting up new businesses, working with company files, running valuable financial reports and consulting in QuickBooks Pro capabilities and issues. These individuals have done more than just dabbled in the QuickBooks software; they have mastered it.
Self-paced Online (QBO) training, to become proficient in the use of QuickBooks within business
The training includes:
Includes the opportunity to become certified as a QuickBooks Specialist and use the (QS) designation upon qualification. In addition to your enrollment, you’ll also receive the following:
What is the QuickBooks Specialist Program?
Welcome to the QuickBooks Specialist Program
The Chart of Accounts
The Balance Sheet
The Fundamental Accounting Equation
The Profit and Loss Statement
Session 1 : What's in "How QBO Works"
Who is Intuit?
Versions of Quickbooks
QBO is Form Driven
Session 2 : Accounting 101
Default COA - Balance Sheet Accounts
Default COA - Profit and Loss Accounts
The Profit and Loss Report
The Fundamental Accounting Equation
The Balance Sheet Report
Session 3 : QBO Accounting 101
Forms in Quickbooks Online
Using Registers or Forms in QBO
Using Registers in QBO - Check Form
Using Forms in QBO - Check Form
Setting Up the Chart of Accounts
Sub-accounts in the Chart of Accounts
When to Use Journal Entries
Entering a Journal Entry
Session 4 : Mastering Navigation Basics
What You See on the Screen
+New - Customers Column
+New - Vendor Column
+New - Team Column
+New - Other Column
The Left Navigation Bar
Using Multiple Tabs
Session 5 : Setting Up a New Company
Let's Go
HIstorical Data
Opening Balance Equity
Beginning Balances
Gear Icon - Tools Column - Import Data
Gear Icon - Tools Column - Export
Session 6 : Account and Settings
Company Tab
Usage Tab
Sales Tab - Customize Form Templates
Sales Tab - Products and Services
Sales Tab - Late Fees to Statements
Expenses Tab
Time Tab
Advanced Tab
Advanced Tab Continued
Session 7 : Other Gear, Links, and Shortcuts
'Your Company' Column
'Lists' Column
'Tools' Column
'Tools' Column - Part 2
'Tools' Column - Part 3
'Tools' Column - Part 4
'Tools' Column - Part 5
'Profile' Column
Session 1 : Sales Center Tabs
Overview Tab
Customers Tab
Invoices Tab
Estimates Tab
Orders and Recurring Payments Tabs
Products & Services Tab
Session 2 : Customers
Who are your customers?
Add a New Customer (Simple)
Session 3 : Invoices and Sales Receipts
Create Invoice from Scratch
Create Invoice with Class Location
Create Invoice for Billable Expense
Create Invoice for Billable Item
Create Invoice for Time
Create Sales Receipt
Session 4 : Payments
Receive Payment
Receive Partial Payment
Receive a down payment
Session 5 : Estimates
Create an Estimate
Convert Estimate to Invoice
Session 6 : Credit Memo and Refund Receipt
Create a Credit Memo
Apply a Credit Memo
Refund Receipt
Expense Center Overview
Session 1 : Vendors
Vendor List Review
Add a Vendor - Simple
Add a Vendor - Detailed
Session 2 : Contractors
Add a Contractor - W9
Enter Bill for Contractor
Forms Review in Contractor payments
Pay Contractor by 3rd Party Check
Session 3 : Bills
Enter a Bill from Scratch
Enter a bill using Item Details
Session 4 : Bill Payments
Pay Bills
Print Bill Payment Checks
Print check review _ see them in register
Paying a Bill with a Credit Card
Session 5 : Vendor Credit
Create a Vendor Credit
Applying a Vendor Credit to a Bill
Session 6 : Purchase Orders
Enter a Purchase Order
Convert a Purchase Order into a Bill
Session 7 : Inventory
Inventory - Products and Service List
Add a Product/Inventory Item
Add a Service Item
Session 8 : Credit Card Accounts
CC Register explained
Create Credit Card account
Using the CC Register
Credit Card entry using expense form
Pay down credit card
Credit card Credit
Session 1 : Checks
Writing Checks from scratch
Job Costing on a Check
Debit Card type transaction
Session 2 : Deposits
Making a Deposit
Adding other funds to deposit
Session 3: Petty Cash
Add a Petty Cash Account
Add expense to Petty Cash Account
Session 4: Sales Tax
Sales Tax Center
Sales Tax Setup
Add Sales Tax Code to Customer
Letting QBO Calculate the Sales Tax
Paying Sales Tax
Session 1 : Bank Reconciliations
Bank Reconciliation
Reconciliation Report
Session 2 : Journal Entries
Adjusting Entries - Bank fees & CC interest
Correcting Journal Entry
Session 3 : Reports Center
Reports Center Review
Profit and Loss Report
Profit & Loss Report Review
Customize and Filter Reports
Balance Sheet Report
Sales Reports
Expense Center - Reports
Accounts Payable Aging Reports
Customize Reports
Management Reports
Registration Form
Workbook
Introductory Video
Editing your Chart of Accounts
Barry's Gas and Groceries _ Chart of Accounts
Transaction Templates
Sales Receipts and Z-Tapes
Barry's Gas and Groceries _ Z-Tapes
Invoices and Cash Reciepts
Barrys Gas _ Groceries Invoices
Checks and Expenses
Barrys Gas _ Groceries Checks
Payroll
Barrys Gas _ Groceries Payroll
General Journal
Barrys Gas _ Groceries General Journal
Reports
Barry's Gas _ Groceries Reports
CR Construction Registration Page
CR Construction
QuickBooks Specialist Final Exam
Introduction to the QuickBooks Online ProAdvisor Webinar
ProAdvisor Training Webinar
Getting Started with RightTool