Learning QuickBooks: What to Expect and How to Get Training

A: If you are wondering what QuickBooks skills are important to learn, we've written a QuickBooks Skills and Learning Guide that maps out QuickBooks skills that are key to master and which of our courses teaches each skill.

Read Our QuickBooks Skills and Learning Guide

Do you want to master the most popular business bookkeeping software? Then join us at Certstaffix Training and enroll in our world-class class for QuickBooks. We offer extensive QuickBooks lessons online, as well as QB online training, for both versions of the software - QuickBooks Desktop and QuickBooks Online Edition.

With courses delivered by expert QuickBooks trainers, our classes on QuickBooks near me are designed to serve all levels of users. Each live class allows for practice during and after the session, ensuring you become a confident user of QuickBooks.

If you're looking to further your skills at your own pace, we have an online course for QuickBooks wherein you can learn via video lectures, available for purchase. Whether you're new to QuickBooks or an advanced user seeking practice, our courses cover tips and everything you need to know to become an Intuit QuickBooks power user.

Start your journey to mastering QuickBooks with Certstaffix Training today!

A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and attending a QuickBooks learning course can increase competency and lead to a professional QuickBook certification. National organizations and companies offer QuickBooks certification online for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. The certifications offered directly by Intuit (the owner of QuickBooks) are the most highly regarded and accepted. QuickBooks certification cost is $149 per exam (as of 2025) directly from Intuit. QuickBooks certification can be achieved in a day, often after attending online classes for QuickBooks, while bookkeeping certification may take longer.

More Information on Obtaining a QuickBooks Certificate & Becoming a QuickBooks Certified Bookkeeper.

A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.

More Information on the Investment Needed to Get QuickBooks-Certified

A: QuickBooks is an essential piece of accounting software that is a favorite of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.

More Information on What QuickBooks Is and How it Works

A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.

More Information on What QuickBooks Pro Is All About

A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the software that you intend to use in your office. While several free QuickBooks learning resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these classes can be completed within a few days or less. Using a free Online or QuickBooks Desktop tutorial is usually a slower way to learn for most people. When learning QuickBooks, you can bring a live teacher to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.

More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.

A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes. Free QuickBooks tutorials can be found online, however, we only offer paid training services by professional QuickBooks live teachers or eLearning videos.

More Information on Learning QuickBooks

A: It's possible for students to teach themselves how to work with QuickBooks, but it's usually best to find a learning resource that will guide you through lessons in an organized manner. Tutorials, training videos, websites, and reference materials can all address specific QuickBooks topics, but a comprehensive learning experience can be required for beginners to understand the program as a whole. For those who want to avoid studying in a traditional classroom, signing up for a self-paced course online can be a great way to master the program's common features and functions.

More Information on Teaching Yourself How to Use QuickBooks

A: Students can learn QuickBooks online using a variety of methods, from reading tutorials to taking an online QuickBooks course that include hands-on practice. The right option for you will depend on your current level of proficiency with this software, your professional goals, and your learning style. Generally, signing up for QuickBook online classes is the best way to learn how to use QuickBooks, but you'll still need to decide whether you prefer live or asynchronous instruction.

More Information on How to Learn QuickBooks Online

A: To successfully learn how to use QuickBooks Online, students must first identify the version of the software that they'd like to understand and determine what they want to accomplish by employing it. Beginners would do well to sign up for courses designed for novices so they can pick up the fundamentals, such as basic features and functions and how to navigate the software. Since QuickBooks Online can be challenging for novices, courses that are taught by live instructors tend to have the best educational outcomes for new users.

More Information on Learning QuickBooks Online as a Beginner

A: While several types of professionals can use common accounting software to manage their finances, self-employed individuals may find it challenging to identify a program that meets their unique business needs. QuickBooks Self-Employed gives those who work for themselves the ability to easily manage and track their finances for tax filing purposes. With this software, the self-employed can track mileage, maximize deductions, fill out Schedule C forms, plan quarterly tax payments, and more. The more technical features available in QuickBooks Online can help self-employed business owners prepare for growth and expansion.

More Information on Using QuickBooks for Self-Employed Professionals

A: The differences between QuickBooks Online and QuickBooks Desktop can be substantial, and the right choice for you will depend on your type of business and how you intend to use the software. QuickBooks Online can be an ideal solution for small-business employees who work remotely, need app integration, and appreciate a monthly subscription model. In contrast, QuickBooks Desktop may be your perfect software solution if you do corporate work, want to download the software to your desktop computer, or need to track inventory and produce detailed reports. Regardless of the specific software version that you choose, taking our classes can teach you essential QuickBooks skills.

More Information on QuickBooks Online vs. QuickBooks Desktop

A: Choosing the best version of QuickBooks can be a challenging task for novices, but it can come down to understanding your professional and personal needs. When selecting a QuickBooks solution, consider the size and type of your business, whether you need to track or manage employees or inventory, and your need for specific features like app integration, data backup, and technical support. The answers to these basic questions can often point you in the right direction. To get the most out of QuickBooks, consider signing up for our hands-on training courses.

More Information on Which QuickBooks Version Is Right for You

A: The specific version of QuickBooks that is best for small businesses can depend on several factors, including the type of business you have and the number of people who will need to access QuickBooks. Other considerations, like your operating system and whether you want to use the cloud version or download the software onto your desktop, should also be weighed when making your decision. Most small businesses use QuickBooks Online, but care should be taken to choose the correct version, as features differ between subscription plans.

More Information on Which QuickBooks Is Best for Small Businesses

A: The best way to learn QuickBooks can hinge on your knowledge of accounting software, experience with QuickBooks, professional goals, and preferred learning style. For example, a beginner may need to sign up for courses covering software basics, while advanced users may only need to reference support documents to learn about a particular function. For novices who want the benefit of having a live instructor guide them, signing up for courses that align with their version of QuickBooks, skill set, and available study time can increase their chances of mastering the software.

More Information on the Best Way to Learn QuickBooks

A: Nonprofit organizations have always had to carry the burden of going above and beyond without having access to the same resources as larger corporations, but when it comes to accounting software, QuickBooks has leveled the playing field. QuickBooks for nonprofits can help you handle tasks like tracking income and expenses, invoicing, and creating annual reports that can help maintain transparency for donors.

More Information on How QuickBooks Can Be Used for Nonprofit Organizations

A: QuickBooks can be a great tool for calculating patient balances, keeping track of payments from patients and insurers, and handling invoicing at a doctor's office, clinic, or hospital. Using this software, staff can more easily deal with everyday tasks like keeping tabs on patients' accounts and managing office expenses. With a bit of training, your office staff can work more efficiently and be better prepared when tax season comes around.

More Information on How QuickBooks Can Be Used for Medical Billing

A: Both a construction company's home office and crews on the move can benefit from the features QuickBooks provides. As accounting software, it can help you set up invoices to send to clients, process payments, send payment reminders to overdue clients, and keep all of this information synced in an easy-to-find location so you have everything you need come tax season. It can also track the budget of every job and how profitable it is based on labor costs, material expenses, and time spent so you know instantly if you're going over budget. Construction crews benefit from QuickBooks as well because it makes managing their tax information easier and can allow them to punch in and out from anywhere on any device.

More Information on How QuickBooks Can Be Used for a Construction Business

A: Finances are a crucial part of keeping any business up and running, including auto repair shops. Not every shop has the ability to hire an accountant to handle their finances, but QuickBooks can be a great user-friendly alternative that anybody can use to create invoices, track cash flow, generate reports, pay bills, and get ready for tax season. QuickBooks offers a wide variety of different functions that can help automotive repair shops get a better idea of where their money is going and manage their finances more efficiently and effectively.

More Information on How QuickBooks Can Be Used in an Auto Repair Shop

A: QuickBooks is not intuitively used for rental property management, but that doesn't mean it can't be used at all. Landlords have used it for decades because of how well this software can handle the different types of transactions necessary when taking care of rental properties. It takes a little bit of extra work to set up the software how you'll need it, but once you've got your template down, you'll be able to use it to keep track of your mortgage accounts for every property you own, set the monthly rent as a product that you can keep track of every month that it's paid for, and send recurring invoices to tenants for rent payments. You can add each property in a class category and then list your tenants as different customers, which can help you keep track of properties and rent payments and make sure that everything is organized in one place for when tax season comes around.

More Information on How QuickBooks Can Be Used for Rental Property Management

A: Whether you own your own hair salon or you're a stylist renting a chair, QuickBooks can be a great tool to help you track your day-to-day financial information. Many small-business owners have found it beneficial for helping them keep track of inventory, monitoring day-to-day financial information, and keeping client information in one place, including details about the services they usually get and ways to contact them to reconnect if they haven't been in in a while. If you're a hairstylist, you can keep tabs on your accounting with QuickBooks to ensure accurate filings come tax season, whether you're a salon employee or an independent contractor.

More Information on How QuickBooks Can Be Used for Salon Owners and Hairstylists

A: The version of QuickBooks best suited to a financial professional’s needs will depend on the person's specific role and whether they work for one company or independently for multiple businesses. For some, QuickBooks Online is a good choice, but for others, the advanced features of QuickBooks Online Accountant will be needed.

More Information on Choosing a Version of QuickBooks for Financial Professionals

A: With the growth of ride-sharing companies, independent drivers who work for those companies, including Uber and Lyft, may benefit from using financial management software to help them manage their earnings and track their business-related spending. QuickBooks is a user-friendly accounting and financial management program developed by Intuit that many freelancers, small and medium-sized enterprises (SMEs), and self-employed individuals find to be a helpful tool in streamlining their financial processes. As with most software, a bit of training can go a long way in helping users make the most of their investment.

More Information on the Benefits of QuickBooks for Uber Drivers

A: Contractors, especially those in the construction industry, can have unique needs when running their businesses and managing their teams. QuickBooks offers numerous solutions for them through QuickBooks Contractor. Found within the QuickBooks Enterprise software, this edition gives business owners the tools that they need to perform contractor-related tasks quickly and easily, such as estimating costs, providing field service management, tracking financials and hours, facilitating payroll, and taking businesses mobile. Individuals who invest in certification in either the Desktop or Online versions of QuickBooks are better positioned to utilize QuickBooks Contractor to its potential.

More Information on How Can Contractors Use QuickBooks?

A: Compared to retailers, resellers may need to use QuickBooks differently. For instance, a reseller's products, the platforms on which they're sold, customer bases, and sales models can all influence how a reseller uses QuickBooks. Additionally, eBay sellers may find specific ways to use the software based on that website's functionality. In all cases, QuickBooks can offer a simplified accounting solution and provide methods to keep business and personal expenses separate, which can make tax season a breeze. To fully understand how QuickBooks can aid a business's success, sign up for our instructor-led classes.

More Information on How a Reseller Can Use QuickBooks

A: QuickBooks can be used for daycare businesses in the same way that it's used by companies in other industries. This software provides the digital accounting tools necessary for daycare owners to manage many aspects of their financials, including tracking expenses, organizing receipts, understanding payments, and identifying potential deductions. In addition, it can be integrated with other relevant daycare software, like scheduling programs or customer relationship management (CRM) tools, to streamline business operations. To make the most of the program, daycare owners should sign up for classes to understand how QuickBooks features can be applied to their business.

More Information on How QuickBooks Can Be Used for a Daycare Business

A: As in other industries, Airbnb owners can use QuickBooks to perform important accounting tasks related to their businesses. With this software, Airbnb owners can track and categorize income and expenses, such as service fees, maintenance costs, and marketing expenditures. Perks of using the software include being able to generate custom invoices and financial reports. Users can also opt to integrate QuickBooks with other types of software used for scanning receipts, tax preparation, or managing properties. New QuickBooks users should sign up for instructor-led training classes to learn how to successfully use this program, as it can be challenging to learn on your own.

More Information on Using QuickBooks to Manage an Airbnb

A: QuickBooks offers churches many convenient ways to manage and monitor their finances. While using QuickBooks, churches can easily track, classify, and tag income, record expenses, and manage pledged donations. The software can also provide insight into assets and liabilities and help churches perform accounting tasks involving taxes, payroll, and budgeting. Financial reports generated using the program can aid churches in assessing their financial health and planning for their future. To fully understand how to use QuickBooks for the particular accounting needs of a church, users should enroll in comprehensive QuickBooks courses.

More Information on Using QuickBooks for Church Accounting Tasks

A: If you own or run a cleaning business, using accounting software like QuickBooks can significantly streamline your bookkeeping duties. The software offers many features that can help you accomplish accounting tasks like organizing receipts, tracking and categorizing expenses, and creating invoices. It can also assist you with tax preparation tasks, such as identifying potential deductions. Some versions of QuickBooks can even allow you to manage field operations. You can also use QuickBooks to better understand your business and plan for the future. To get the most out of the software, sign up for QuickBooks courses.

More Information on How to Use QuickBooks for a Cleaning Business

A: QuickBooks allows staff with minimal experience in managing finances to perform essential accounting tasks, like managing income, expenses, and customer payments, as well as handle operational duties like overseeing inventory and creating estimates. Human resource staff may use the program to schedule employees, manage time sheets, calculate taxes, and handle payroll. And entrepreneurs can generate reports to help them understand where their business stands financially. With a bit of training in QuickBooks, a world of financial capabilities can open up for small-business owners and their employees.

More Information on Using QuickBooks for a Small Business

A: Most employees who handle financial tasks use a version of QuickBooks Online or QuickBooks Enterprise in their work environment. The iteration that is most suitable for small business use can depend on a few factors, including company size and type. Certain features, such as whether it handles inventory, provides cloud access, integrates apps, and helps users prepare for tax season, can also influence your choice. Users should be aware that specialized QuickBooks software also exists, like Money, Payroll, Contractor Payments, and Time. Since correctly using QuickBooks products can inform a business's success, it's best for beginners to enroll in training before they dive in.

More Information on Which Version of QuickBooks a Small Business Should Use

A: QuickBooks can be used for many accounting tasks in the hospitality industry, including at restaurants. These include receiving payments, inventory tracking, income and expense monitoring, and payroll processing. QuickBooks can also facilitate certain industry-specific tasks, such as accepting mobile payments on a food truck. Its ability to integrate with more than 500 apps makes it easy to use alongside whatever programs you already use, and its precise reports can be invaluable in helping you plan for your business's future. But before you can do all of that, you should sign up for a high-quality training course to learn how to use this feature-rich software.

More Information on Using QuickBooks for a Restaurant

A: QuickBooks offers convenient ways to manage the accounting needs of multiple companies. The software lets users access data for multiple businesses by allowing them to log in using one account and providing tabs and windows to facilitate switching between company profiles. Administrators who already use QuickBooks can consolidate access to several companies under a single account, while those who use other financial products can easily migrate their financial information. And employees from different companies can be assigned roles or permissions that direct their activities, so everyone has the right amount of access to financial data. To learn how to manage multiple companies' finances in QuickBooks, novices should sign up for courses like our hands-on training classes.

More Information on Managing Multiple Businesses Using QuickBooks

A: We teach both QuickBooks Online and QuickBooks Desktop Editions in both our instructor-led live classes and self paced courses. The most popular courses are for QuickBooks Online, as more users migrate to the cloud.

A: Sample topics covered in our QuickBooks Online and QuickBook Desktop lessons include, but are not limited to:

• QuickBooks Online version
• QuickBooks Desktop version
• Bank related transactions
• Sales receipts
• Revenue vs. expenses
• Working with lists
• Chart of accounts
• Customers (clients)
• Vendors (bills)
• Paying bills
• How to access reports
• Managing users
• Bank accounts
• Credit card accounts
• How to manage initial setup
• Types of transactions
• Click each course title to view all topics...

A: No, we do not offer any free Quick Books classes. Certstaffix Training is a professional training organization that works with companies and individuals. Many free QuickBooks online tutorials may be found on sites like Youtube if you need to learn only very targeted QuickBooks topics.

A: The QuickBooks chart of accounts is a listing of all the major account categories found in a company. The chart of accounts is used as the backbone for creating financial statements, and it's also necessary for setting up your company file in QuickBooks. Each category in the chart of accounts (example: marketing or supplies) corresponds to a different section on the income statement and balance sheet.

A: No, we do not offer support or consulting for QuickBooks. Please contact Intuit Inc directly for all support needs. We only offer live online and onsite classes or an eLearning course bundle. You may customize and tailor a live course if you have a group at your company (the schedule and lessons).

A: While we do not offer any free training or tutorials, you can find many QuickBooks Desktop video tutorials featuring video on Youtube for targeted topics and tasks. Here is a list of 46 QuickBooks tutorials to check out to get you started.

A: QuickBooks is one of the most popular accounting software programs on the market. According to a recent survey, QuickBooks is used by nearly 80% of small businesses. If you're thinking about starting a career in accounting or bookkeeping, becoming QuickBooks certified can give you a significant advantage.

So, what does it mean to be QuickBooks certified? QuickBooks certification is formal recognition from Intuit, the company that produces QuickBooks, that you have demonstrated a certain level of proficiency with the software. To become certified, you must pass a series of exams administered by Intuit.

While no guarantee becoming QuickBooks certified will lead to employment, it can certainly give you a leg up on the competition. Many employers prefer to hire candidates who are certified, and some companies may even require certification for certain positions. If you're looking to start or advance your career in accounting or bookkeeping, becoming QuickBooks certified is worth considering.

A: Yes, you can take a class to learn QuickBooks. There are many different providers of QuickBooks training, including Certstaffix Training, so you should be able to find one that meets your needs and budget. Some providers offer online courses, while others offer in-person classes. We offer both live online, self-paced eLearning and onsite in-person QuickBooks classes for groups. You can also find many helpful resources online for learning QuickBooks such as tutorials and articles.

A: There are many ways to learn QuickBooks, and the best way for you will depend on your learning style and needs. If you want to learn at your own pace, QuickBooks training books and online tutorials can be great options. If you prefer more structured learning, QuickBooks classes or private tutoring may be a better fit. Ultimately, the best way to learn QuickBooks is the method that works best for you.

QuickBooks is one of the most popular accounting software in the market, used by businesses of all sizes. Its user-friendly interface and wide range of features make it a go-to choice for managing finances. However, to make the most out of this powerful tool, proper training is necessary.

Why should you consider QuickBooks training?

QuickBooks training provides you with the knowledge and skills required to efficiently use the software. Whether you are a beginner or an experienced user, there is always something new to learn. With proper training, you can understand how to navigate through the various features and tools available in QuickBooks, saving time and effort.

What are the different options for QuickBooks training?

There are several options available for QuickBooks training, catering to the needs of different individuals and businesses. Some popular options include QuickBooks online classes, Quick Books training, QuickBooks online course, and QuickBooks class near me. These different types of classes can be taken in person or online, depending on your preference and availability.

Benefits of QuickBooks Training

QuickBooks training offers numerous benefits for both individuals and businesses. Some of these include:

• Improved efficiency: With expert guidance, you can learn how to use QuickBooks in the most efficient manner, saving time and effort.
• Better financial management: Proper training can help you understand the various financial reports and tools available in QuickBooks, allowing you to make informed decisions for your business.
• Increased job opportunities: QuickBooks training is a valuable skill that employers look for in potential employees. Having this training can open up various job opportunities for you.

How to choose the right QuickBooks training course?

With many options available, it's essential to choose the right QuickBooks training course for your specific needs. Some factors to consider include:

• Experience of the trainer: Make sure the trainer has extensive experience using QuickBooks and teaching the software.
• Course type: Research the various course types that cover all the necessary topics in detail for your QuickBooks version (online or desktop). Common searches to use are: QuickBooks training courses, QuickBook training, QuickBook course online, QuickBooks training for beginners, online QuickBooks classes and QuickBooks online class.
• Reviews and ratings: Check out online reviews and ratings from previous students to get an idea of the quality of the course and training provider.

Conclusion

QuickBooks training is essential for both individuals and businesses looking to make the most out of this powerful accounting software. With various options available, such as online QuickBooks training, classes for QuickBooks near me, and online QuickBook classes, you can choose a course that best suits your needs. So why wait? Enroll in a QuickBooks training course today and take your financial management skills to the next level!

A: As a bookkeeping and accounting software, QuickBooks is packed with features and functionality that can be extremely helpful for businesses of all sizes. However, in order to get the most out of QuickBooks, it’s important to have a good understanding of the various features and how to use them.

Here are some of the top QuickBooks skills that can be extremely helpful for businesses:

Top QuickBooks Skills

1. Setting up QuickBooks Online – One of the most important QuickBooks skills is knowing how to set up QuickBooks Online correctly. This includes creating company files, adding users, setting up preferences, and more.

2. Managing Accounts & Transactions – Another important skill is knowing how to manage accounts and transactions within QuickBooks. This includes tasks like recording sales, invoicing customers, paying bills, and more.

3. Reporting & Analytics – QuickBooks also offers a number of powerful reporting and analytics features that can be extremely helpful for businesses. This includes the ability to generate income statements, balance sheets, and other financial reports.

4. Advanced Features – There are also a number of advanced features that can be accessed in QuickBooks, including inventory management, time tracking, and project management. These features can be extremely helpful for businesses that need to track different aspects of their operations.

5. Integration with Other Systems – QuickBooks can also be integrated with other business systems, such as CRM software or eCommerce platforms. This integration can make it easier to manage customers, sales, and other data across different systems.

QuickBooks skills are essential for businesses of all sizes. By understanding the various features and how to use them, businesses can get the most out of this powerful software.

QuickBooks Blogs

• The QuickBooks Blog - Intuit
• Nerd Enterprises by Seth David
• AccountingDepartment.com by Bill Gerber

QuickBooks User Groups

• Meetup.com QuickBooks Users Group

QuickBooks Online Forums

• QuickBooks help, tips, and tricks - Reddit
• QuickBooks Q & A - Intuit.com
• QuickBooks Forums