Certified QuickBooks ProAdvisors® have successfully completed a comprehensive curriculum, developed by Intuit® to teach best practices in QuickBooks setup, payroll, reporting, and other day-to-day QuickBooks functions. Many of these ProAdvisors are also CPAs, accountants, bookkeepers, computer consultants and trainers
The QuickBooks Pro-Advisor certification course consists of three sections:
- Setting up Clients
- Essentials for the Accountant
- Recording Transactions
Each section is divided into six to eight modules, and each module contains a range of five to eleven topical lessons. Certification professionals take these sections sequentially, and they do NOT have the option of testing out of any of the sections. To receive certification and become a Certified QuickBooks ProAdvisor, these professionals must complete the online testing after each section and receive a score of 85% or better.
The material in the certification course is designed to provide the professionals with the skills and knowledge they need to be a Certified QuickBooks ProAdvisor and referred by Intuit. By the end of the course, these professionals are able to:
- Determine whether or not QuickBooks is the right solution for a client
- Set up the appropriate items for a client’s business
- Restrict access to areas of QuickBooks
- Exchange data between QuickBooks files and with other software programs
- Modify reports
- Close accounting periods
- Account for customer deposits, NSF checks, and bad debt
- Set up QuickBooks to track sales tax
- Create 1099 Forms
- Adjust inventory in QuickBooks
- Set up and use QuickBooks payroll
- Use the time tracking features in QuickBooks
Bambi is not only certified in QuickBooks 2005, 2006, and 2007, but has been working with and is an expert in all other versions of the QuickBooks software from the QuickBooks Pro 2000 all the way up to her certified status in QuickBooks 2007.