A QuickBooks Specialist

QuickBooks has more than an 80% share of the small business accounting software market. Because of this, Universal Accounting® has taken the training offered in the Professional Bookkeeper™ program and applied it to the QuickBooks Pro software to provide the skills and experience necessary to become a QuickBooks Specialist.

Becoming a QuickBooks Specialist™ certifies your expertise with QuickBooks. It also demonstrates your commitment to being the best.

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.

To evidence your expertise in QuickBooks Pro, Universal Accounting gives those achieving a 90% or better score on their QS final exam the QuickBooks Specialist™ (QS) designation. This designation is only available to Universal students of The Professional Bookkeeper’s Guide to QuickBooks.

This designation will distinguish you as proficient in setting up new businesses, working with company files, and consulting in QuickBooks Pro capabilities and issues. It will increase your credibility as a successful freelance bookkeeper/accountant.

Learn Quickbooks and how you can become certified as a .

The Professional Bookkeeper’s Guide to QuickBooks. This is the “companion course” to The Professional Bookkeeper program and dovetails perfectly. Once you’ve mastered the full charge accounting process manually, it is time to learn the most popular and widely used software of small business America. The QuickBooks course will enable you to do so. It is 30 completion hours, and again, utilizes the 3 step educational approach: watch the video lessons online, read the corresponding lessons, and then apply those lessons. You will learn more than 280 technical aspects of the software; you will also complete 8 of the 11 Professional Bookkeeper case studies, by now setting these companies up in QuickBooks, customizing preferences, setting up the chart of accounts, doing the books, payroll, preparing customized financial reports, making adjusting entries, doing quarterly and year end work, converting from cash to accrual systems, etc. You will gain practical mastery of the software which will enable you to do the work for your employer and/or your clients in an efficient and proficient manner. There are 5 modules of learning; practice exams after each module, followed by a final certification exam. With 70% or better, you receive your certificate of completion; with 90% or better, you are certified as a QuickBooks Specialist – another nationally recognized credential.

Universal Accounting’s QuickBooks certification course is the most comprehensive QuickBooks course available today. You will learn over 200 technical aspects of this software. This course will prepare you to teach QuickBooks. There is a vast market for QuickBooks instructors and many of our students do this as their primary focus.

By passing the Universal Accounting Center’s Certification exam at 90% or higher, you will be a certified QuickBooks instructor. As a QS, you can earn $75-$100 an hour teaching QuickBooks to other bookkeepers, for corporations, in your own QuickBooks courses, adult education and community colleges.

Topics Covered
Module I How QuickBooks Works in Your World
How QuickBooks Works
Accounting 101
QuickBooks Accounting 101
Mastering Navigation Basics
Getting Help and Finding and Correcting Mistakes
Setting Up a New Company
Modifying and Setting Company Preferences
Introduction to Reporting

9 Hands-On Practice Lessons
QuickBooks Software
Open Companies
Set-up Accounts
Assign Account Types
Installing PB Files
Set-up a New Company
Standard Reports
See the Difference

Module II Customers & Sales – The Sales Cycle Topics Covered
Creating Customers
Lists in QuickBooks
The Items List
Invoices from Estimates
Invoicing for Time and Costs
Invoicing from Scratch
Money – Receiving Payments and Depositing in the Bank
Troubleshooting Your Customer Management

10 Hands-On Practice Lessons
Adding Customers
QuickBooks Lists
Set-up a Service Item
Set-up Non-Inventory
Set-up a Group Item
Creating Estimates
Time on Invoices
Receiving Payments
Sales Receipts
QuickBooks Deposits

Module III Vendors and Bills – Keeping Your Suppliers Happy Topics Covered
Creating Vendors
Purchase Orders
Entering Bills
Paying Bills
Entering Checks
Checking Account-Associated Transactions
Reconciling the Bank Account
Credit Card Transactions

10 Hands-On Practice Lessons
Adding Vendors
Enter a PO
Enter a Bill
Pay Bills
Enter Checks
City Clothing – Practice Company
Stewart’s Bakery – Practice Company

Module IV Mastering Advanced QuickBooks Topics Covered
Setting up Payroll
Paying Employees and the Government
Sales Tax
Customizing and Printing Your Reports
Customizing and Printing Your Forms
Security – Protecting Your Information
Year-End Procedures
Finding Transactions and Saving Time
The Universal Business Model (From In The Black)

7 Hands-On Practice Lessons
Do Payroll Setup
Invoice for Time
Barry’s Gas and Groceries – Practice Company
Sales Tax Group
City Cycle – Practice Company
C.R. Construction – Practice Company
Year-End Closing

Upon completion of this course, you will take several practice exams. Then you will go online and take your final exam. A passing grade of 90% or higher, certifies you as a QuickBooks Expert. You are now certified to teach QuickBooks and use the designation, ‘QS’.

Bookkeeping Associations for UAC alumni

As students of Universal Accounting Center, UAC, complete their studies and are certified in their areas of interest it is only natural to then have them join associations such as ICB, AASBC, and IPBC that allow them to build additional relationships with peers and stay engaged in the accounting profession.  So what is the natural progression that a student may experience:

  • Specialized Training – often after years of experience doing accounting at various levels and perhaps some schooling such as earning degrees many find value certifying their skills or specializing in the accounting profession.  Many choose to expand their employment options as well as start or build their accounting practice earning specific designations such as becoming a:BusinessCard-PB-PTP-QS-W
    • Professional Bookkeeper, PB
      • The PB designation states they are proficient in the day to day accounting procedures in small business
    • QuickBooks Specialist, QS
      • The QS designation represents proven skills in the use of QuickBooks as a bookkeeper for small business
    • Professional Tax Preparer, PTP
      • The PTP designation certifies an individuals expertise in the preparation of individual and business returns
    • Profit First Professional, PFP
      • As a certified PFP you are trained to work with clients to use specific processes and strategies to prioritize the flow of revenue to insure profits
    • Value Builder provider, VB
      • The VB designation shows that you understand the 8 drivers that determine the worth of a business and know how to work with a client to develop them within the company to build value that can be used to lines of credit, to generate capital or to ultimately merge or sell and get the most value of the business.
  • Certifying Skills
    • Completing and earning the related certifications to the training.
  • Applying their learning’s
    • Employment – taking advantage of Universal Accounting’s Job Placement Assistance Program
      • Getting the promotion or pay increase they deserve after demonstrating their commitment to the accounting profession
      • Getting the job they’ve wanted
    • Self-Employmentopen
  • Joining an accounting related association
    • Canada – Institute of Professional Bookkeepers (IPBC)
      • Roger KRoger Knecht, Universal’s President says, “IPBC and UAC agree that bookkeeping is more than a job or career but a profession that needs to be recognized as such. With proper training, support and experience, bookkeepers can have a profitable impact in any business.”
    • USA – Institute of Certified Bookkeepers (ICB Global)
      • “Within the United States there is a need for a bookkeeping community that helps bookkeepers rise to a new level of professionalism and gain respect within the accounting line of work and ICB USA is the organization to do just that” said Roger Knecht, president of UAC.

Here are some examples of the benefits available to UAC alumni that choose to join and participate with ICB:

Joining ICB means becoming a member of the largest community of bookkeepers in the world, which has registered over 150,000 students and members in over 110 countries. Membership means being able to contribute to ICB’s voice as we champion the bookkeeping profession to the accounting firms and software companies, small businesses, and relevant governmental organizations of the USA.

06f13446-48eb-499e-baa2-d428de851bfd_image_pngBeing a member of ICB also demonstrates a commitment to continued learning and professional development, along with independent, internationally recognized certification. Members will be able to use ICB’s own internationally recognized crest as a stamp of approval. ICB sets a benchmark for the bookkeeping profession to live up to in the various countries in which it has been established.

Joining now as an early member means being able to play a part in shaping ICB’s aims and activities here in the US as we focus on our motto of ‘local focus; national accreditation; global recognition.’ ICB encourages and facilitates networking with other bookkeepers, small businesses and accountants, and keeping up to date with industry knowledge, and provides access to regular CPE opportunities through educational webinars and articles.

Comments from our 2015 members feedback (UK) survey:

  • “I love the ICB they are like an extended family”
  • “ICB is a great support”
  • “Keep up the good work!”
  • “Proud to be a MICB” (Member Level of ICB)
  • “I have found the whole experience (of being an ICB member) excellent”
  • “(ICB does) a brilliant job”

95% of students and members who responded to the survey would recommend us to someone thinking of joining. Most commonly reported benefits of membership include a ‘feeling of community’ and a ‘boost in confidence’ among students, and ‘keeping up to date with the industry’ for long-time members.

ua_logoFor this and other reasons Universal Accounting Center (UAC), an accounting school for small business professionals announced their partnership with the Institute of Certified Bookkeepers (ICB) as they launch their association in the United States.

More information about Universal can be found by calling 1-800-343-4827 or visiting www.universalaccountingschool.com.

For further information about ICBUSA, call Jan Haugo on 1-310-917-1044 or visit the ICBUSA website at www.icbusa.org