A QuickBooks Specialist, QS

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.

The QuickBooks Specialist™ (QS) Designation

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.

Become a QuickBooks Specialist (QS) with the Bookkeepers Certification

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Self-paced Online (QBO) training, to become proficient in the use of QuickBooks within business

The training includes:

  • How QuickBooks Works in Your World – Master QuickBooks software from A-Z
  • Customers & Sales – The Sales Cycle
  • Vendors and Bills: The Buying Cycle
  • Mastering Advanced QuickBooks Topics

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:

  • Academic Coach & Tutor who is a QuickBooks Pro advisor for support
  • Includes with the Accountants Portal with Intuit to use and do the assignments on

Course curriculum

  • 1

    Welcome and Introduction

    • What is the QuickBooks Specialist Program?

    • Welcome to the QuickBooks Specialist Program

  • 2

    Accounting 101 for QuickBooks Specialists

    • The Chart of Accounts

    • The Balance Sheet

    • The Fundamental Accounting Equation

    • The Profit and Loss Statement

  • 3

    Introduction to Quickbooks Online (Bootcamp)

    • 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

  • 4

    Managing Customers and Money In

    • 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

  • 5

    Managing Vendors and Money Out

    • 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

  • 6

    Managing Internal Business Activity

    • 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

  • 7

    Advanced Features and Reports

    • 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

  • 8

    Learning Activity (Barry's Gas and Groceries)

    • 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

  • 9

    Learning Activity - (CR Construction) Optional

    • CR Construction Registration Page

    • CR Construction

  • 10

    QuickBooks Specialist Final Exam

    • QuickBooks Specialist Final Exam

  • 11

    Introduction to the Intuit ProAdvisor Program for QuickBooks Online

    • Introduction to the QuickBooks Online ProAdvisor Webinar

    • ProAdvisor Training Webinar

  • 12

    RightTool for QuickBooks Online

    • Getting Started with RightTool