Stand out from the crowd as an official

Intuit Certified QuickBooks User

Supercharge your career with QuickBooks Certification.
Validate your knowledge and prove that you know QuickBooks.
Perfect for any experience level. We'll make sure you're ready.
How certification boost your career (1:15)

4 easy steps to get certified.

1
Choose to get certified in QuickBooks Online or QuickBooks Desktop

You can get Certified in either version. Both are made by Intuit, but they look, feel, and work quite differently.

You can change your choice here:

Change QuickBooks version

Want to get certified in both QuickBooks Desktop and Online?
Chat with a training advisor who can provide options on how to get certified in both.

2
Choose how you want to prepare for the exam
3 ways to learn everything you need to pass the exam. Learn more about each option in the table below.

Live class Self paced class VIP membership
$679.95 $579.95 $679.95

(+ $29.95 per month after 30 days to for live services)
Includes 1 exam w/1 retake ($156 value) Includes testing fee w/1 retake ($156 value) Includes 5 exams w/1 retake ($780 value)
2-day live class (online). Great if you prefer being guided by a live teacher. Self-paced version of our 2-day class. Great if you prefer learning at your own pace. Best of both worlds. You get the self-paced class PLUS weekly Certification prep courses.
Need help? your instructor answers all your questions during class. No option for help or to get answers to your questions. Your instructor is available 44 hour per week during Q&A sessions every weekday!
Learn more Learn more Learn more
3
Study, practice, PASS
To help you prepare for the exam, we’ll send the following.

Certification Prep Materials.

  • A study guide
  • A Practice test.
  • A Free exam voucher with one retake ($156 value – VIPs receive 5 free vouchers) and
  • Instructions on how to schedule your exam, register your voucher, and take the test at your scheduled time.

VIP members get extra help to prepare for the test:

  • Special Certification prep classes (live & recorded), and
  • Q&A sessions – where an instructor will answer your questions with a live demo – every weekday (available 44 hours a week). 
4
Take the exam at a Certified Testing Center
You’re almost there! The final step is to take the QuickBooks Certification exam.

Certiport (Intuit’s 3rd party testing provider) has authorized testing centers all across the United States…but you can take the test online, from home, on our Certified Testing Portal site.

We’ll send you all the instructions on how to schedule your exam and register your voucher.

Which version should I choose?

Get certified for your current job. If you already know which version your company uses, get certified in that version. If you don’t, we recommend finding out first.

Get certified to improve your chances at getting a new job. About 1/2 of businesses use Desktop, and the other 1/2 use Online. If you’re looking for a new job, we recommend getting certified in both versions so you qualify for more possible jobs. Certification in both versions is included with the VIP membership.

What are the differences between my options

Included

Self paced class

Live class

VIP membership

Price
$579.95. $679.95 $679.95 (plus $29.95 per month after 30 days to maintain live support)
Covers what I need to know for the exam (“Mastering QuickBooks Level 1)
YES YES (same content) YES PLUS much more
Includes test voucher with one retake ($156 value)
YES YES YES (5 vouchers)
Includes practice test & exercises
YES YES YES
I can ask an instructor questions
NO YES (only during class) YES. Q&A sessions available 44 hours per week
Additional prep classes beyond “Mastering QuickBooks”
NO NO YES (live and recorded)
Includes training and vouchers to get certified in both QuickBooks Online and Desktop?
NO NO YES (Access to Mastering QuickBooks for BOTH Desktop & Online PLUS 5 test vouchers)
Additional training and live support after certification
NO NO YES (keep 4 courses if you don’t subscribe. Attend live classes and Q&A sessions if you do)

What's on the QuickBooks certification test

QuickBooks setup and maintenance – 14%

A student should know:

  • What information QuickBooks does and does NOT require when creating a new QuickBooks account
  • What lists can be imported and the basic steps to do so (including what is NOT imported)
  • How to modify/change basic elements after set up (e.g. accounts, company address, etc.)
  • How to setup users including a basic knowledge of the access rights available for different user types.
  • How to navigate or move around QuickBooks. A student should know:
    • What info and functionality is found in the 3 key access points – navigation bar, global create, and company settings
    • What’s located on the home page and how to control what is or isn’t seen
    • What each button (e.g. save, more, etc.) does on major forms (e.g. invoice, bill, etc.)

List management – 12%

A student should know:

  • The names of the major lists in QuickBooks and what type of information is tracked on each.
  • How to manage lists (Customers, Chart of Accounts, Products and Services, etc.). This includes:
    • Who should appear on which names list (e.g. employees or customers) and how to handle situations where the same person/ company should be on more than one list.
    • Adding new list entries
    • Removing list entries (including what QuickBooks does if an entry has a balance)
    • Editing list entries
    • Merging list entries (including the basic rules of what can and can’t be merged)
  • Which names MUST appear on which forms (i.e. which names are required on specific transactions otherwise QuickBooks will NOT save the transaction)

Sales/money-in – 20%

A student should know:

  • How to set up a Product or Service
    • How this set up allows QuickBooks to perform the appropriate accounting behind the scenes to correctly impact Financial Statements
  • How to set up Customers including how to specify when payment is due (terms) and track multiple projects/jobs for a single customer (sub-customers)
  • How to record sales/revenue. This includes:
    • Knowing the advantages of using built in sales forms (e.g. invoice) over other methods (e.g. Bank Deposit or Journal Entry)
    • Completing the Invoicing (A/R) and Sales Receipt (no A/R) workflow from sale to bank deposit. A student should know the differences between these methods and when to use each.
    • How QuickBooks impacts and uses the Undeposited Funds, Accounts Receivable, and the bank accounts in the invoicing cycle.
    • How to invoice for billable expenses (includes how to turn this feature on and record expenses to begin the process)
    • How and why to record a customer credit
  • How and why to use Estimates, Delayed Charges, and Credit Memos. The student should understand how these transactions affect customer balances.

Purchases/money-out – 18%

A student should know:

  • How to set up a Product or Service to be used on purchase Forms and when this is appropriate
    • How this set up allows QuickBooks to perform the appropriate accounting behind the scenes to correctly impact Financial Statements
  • How to set up Vendors
  • When to use the following transactions/workflows. This includes knowing the steps to record them in QuickBooks when the company does NOT have connected bank accounts (online banking). And how each affects the Vendor’s Balance
    • Purchase Orders
    • Entering and paying bills (A/P)
    • Recording Checks (hand written or printed)
    • Recording Credit and Debit Card transactions
    • Recording EFT’s, online payments, wire transfers, etc.
    • Vendor Credits
  • When and how to void vs. delete a check
  • How to use the Vendor page and reports to identify how much your company owes, and when payment is due.

Basic accounting – 10%

A student should know:

  • What the basic financial statements are and have a basic understanding of their sections and what they mean.
  • The difference between cash and accrual reports
  • How and why to set a closing date
  • How to enter a Journal Entry if asked to do so by an accountant (students do not need to understand how to determine which accounts to debit or credit)
  • How to use the Audit Log to determine changes made by specific users.

Reports – 8%

A student should know:

  • How to customize a report and run customized reports later
  • How to set up QuickBooks to automatically email reports
  • How and why to collapse and expand reports
  • How and why to export reports to Excel and any limitations on exporting the report back into QuickBooks.

Customization/saving time – 18%

A student should know:

  • How to set up QuickBooks to track income and expenses for multiple locations, or to separate transactions by class (e.g. department, profit center, etc.)
  • How to create custom fields on invoices.
  • How and why to make transactions recurring, including which transactions can be made recurring.
  • Which forms can be customized and the steps to customize a sales form
  • How to use a keyboard shortcut to find a list of keyboard shortcuts.
  • The time saving benefits of using QuickBooks online. These include:
    • Using QuickBooks on phones and tablets (IOS and Android). Students just need to be familiar with basic functionality and understand that QuickBooks mobile can use a mobile device’s camera, phone, and GPS to save time.
    • Connecting Apps to expand what QuickBooks does. Students should know where to find apps and know that apps expand what QuickBooks does and automatically synch data with QuickBooks.
    • The ability to have users/employees with different operating systems (e.g. Mac vs. P.C.) and web browsers (e.g. Chrome vs. Safari) still access the same data.
    • Not needing to backup, and no IT issues (e.g. reinstalling software in cases of crashes or new computer purchases) usually associated with desktop software.

Where to take the exam

After class, you’ll receive an email with instructions on how to prepare (with the official practice exam) and register to take the exam using your exclusive voucher ($156 value). VIP members receive 5 vouchers ($780 value). When you’re ready to take the exam, follow the steps in the email to schedule your exam from the comfort of your home on the Certified QuickBooksTraining Test site.