QuickBooks Online (QBO) has become the go-to accounting software for many businesses, large and small. For bookkeepers, having a QuickBooks Online Certification can be a game-changer. This certification not only solidifies your expertise but also opens up more career opportunities. Whether you’re just starting out or you’ve been a bookkeeper for years, getting certified in QBO can help you provide better services and grow your client base. In this comprehensive guide, we’ll cover everything you need to know about QuickBooks Online Certification and how to achieve it efficiently.
What is QuickBooks Online Certification?
QuickBooks Online Certification is an official credential provided by Intuit, the company behind QuickBooks. This certification confirms your proficiency with the QBO platform, showcasing your skills in managing financial records, handling client books, and understanding the various features within QuickBooks Online. As a certified ProAdvisor, you’ll be listed on Intuit’s ProAdvisor directory, giving potential clients an easy way to find you.
By becoming certified, you demonstrate that you have a firm grasp on the ins and outs of QBO. This can set you apart in a competitive market, especially for bookkeepers and accountants who want to specialize in small to medium-sized business accounting.
Why Bookkeepers Should Get QuickBooks Online Certification
- Enhance Your Skill Set
Getting certified will deepen your understanding of QuickBooks Online, allowing you to provide better service to clients. It covers everything from setting up a company file to handling advanced features like payroll, inventory, and budgeting. - Boost Credibility and Trust
The QuickBooks Online Certification acts as a stamp of approval. It tells potential clients that you have the expertise to handle their financial needs efficiently. This can lead to more trust and an easier time securing clients. - Access to Valuable Resources
When you’re certified, you gain access to exclusive training materials, discounts on software, and a network of other certified professionals. This makes staying updated with QBO’s latest features and changes much easier. - Get Listed on the ProAdvisor Directory
One of the best benefits is getting listed on Intuit’s ProAdvisor Directory. This online listing can help potential clients find you, giving you an edge over other bookkeepers who aren’t certified.
Steps to Achieve QuickBooks Online Certification
Becoming certified isn’t difficult, but it does require some time and dedication. Here’s a step-by-step guide to help you get there:
Step 1: Enroll in QuickBooks Online Courses
To prepare for the certification exam, consider enrolling in specialized QuickBooks Online courses. These courses are designed to help you master the software, covering everything from the basics to advanced features. There are many online QuickBooks courses that can guide you through the certification process, including those offered by Akadian. These courses are tailored for bookkeepers and accountants, making it easy to learn at your own pace.
Step 2: Study the Course Material Thoroughly
Once you’ve enrolled in a QuickBooks Online course, focus on understanding each module. Make sure to cover key areas like bank reconciliations, expense tracking, invoicing, and report generation. Use the provided study materials, watch tutorial videos, and don’t hesitate to ask for help if you get stuck. It’s important to fully grasp how each feature works so you can confidently handle client books after earning your certification.
Step 3: Take Practice Exams
Before sitting for the real exam, take advantage of practice exams. These mock tests are a great way to familiarize yourself with the format of the actual certification test. Practice exams can help you identify any weak spots, so you know what areas to focus on. Many online QuickBooks courses, including those offered by Akadian Accounting, provide access to practice exams.
Step 4: Schedule and Take the Certification Exam
Once you feel confident, it’s time to take the exam. The certification test consists of multiple-choice questions covering all the core areas of QuickBooks Online. Don’t rush through the questions—take your time to understand each one before answering. If you don’t pass on the first try, don’t worry! You can retake the exam after a short waiting period.
Step 5: Maintain Your Certification
QuickBooks Online is constantly evolving, so staying up to date is crucial. Your certification needs to be renewed annually to reflect your continued expertise. Make sure to participate in ongoing training and stay informed about new features in QBO. Akadian Accounting offers resources to help bookkeepers keep their certification current with minimal hassle.
Key Areas Covered in QuickBooks Online Certification
The QuickBooks Online Certification exam will test your knowledge across various areas. Here are some key topics you’ll need to master:
- Navigating the QBO Dashboard
Learn to effectively use the dashboard to access features, track income and expenses, and view financial reports. - Managing Clients and Their Accounts
Set up and manage client accounts, create customized invoices, track expenses, and handle payments. - Bank Reconciliation
Understand the reconciliation process, ensuring that financial statements match the actual bank records. - Handling Payroll and Taxes
Learn to set up payroll, manage employee payments, and calculate taxes. - Generating Reports
Master the creation of key financial reports like Profit & Loss, Balance Sheets, and Cash Flow Statements. - Customizing QuickBooks Online
Tailor QBO to meet your client’s needs by customizing forms, reports, and user access levels.
Tips to Pass the QuickBooks Online Certification Exam
- Review Each Module in Detail
Don’t just skim through the content. Make sure you understand how each feature works and practice using it in a demo company file. - Take Notes During Courses
As you go through online QuickBooks courses, jot down key concepts and tips. These notes will be valuable when studying for the exam. - Use Available Resources
Utilize free resources like webinars, YouTube tutorials, and community forums. Akadian Accounting offers several resources to make your learning journey faster and easier. - Don’t Skip Practice Exams
Practice exams are a great way to measure your knowledge and prepare for the real test environment. Aim to take several practice exams before the actual test.
Benefits of QuickBooks Online Certification for Bookkeepers
- Increased Earning Potential
Certified bookkeepers often charge more for their services. Clients are willing to pay a premium for the peace of mind that comes with a certified professional. - Improved Client Retention
By offering expert services, you’re more likely to retain clients. Certification demonstrates that you’re serious about your profession and willing to invest in your skills. - Networking Opportunities
Joining the community of certified ProAdvisors can open up networking opportunities, partnerships, and referrals. It’s a great way to expand your professional circle.
Get Started with Akadian
At Akadian Accounting, we specialize in helping bookkeepers, accountants, tax preparers, and other accounting professionals earn their QuickBooks Online ProAdvisor Certification quickly and efficiently. Our online QuickBooks courses are designed with busy professionals in mind, making it easy to get certified without disrupting your schedule.
Ready to take your bookkeeping career to the next level? Enroll in our comprehensive QuickBooks Online course today and start your journey toward becoming a certified ProAdvisor. Visit our website to sign up for a free webinar, download our guide, or join our Facebook group for more tips and resources.
Master QuickBooks Online and watch your career flourish with Akadian Accounting!