An Intro to QuickBooks: What Is it? Who Uses it? And How Does it Work?

Posted on 11/01/2018 by Niko Venev

QuickBooks is designed to be an essential component of any bookkeeping activities that take place within your business. When you adopt this convenient piece of software, you can take the financial reins of your business and steer it toward not only health but increased profitability.

       

Live QuickBooks Instructor-led Courses

Course Title (click for details & dates) Length Price (USD)
QuickBooks Online Edition: Basic course 1 day $435
QuickBooks Desktop Edition: Basic course 1 day $435
QuickBooks Desktop Edition: Advanced course 1 day $435
QuickBooks Desktop - Combo (Basic & Advanced) 2 days $790
       

Self-Paced QuickBooks eLearning

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What Is QuickBooks, and How Does it Work?

Simply put, QuickBooks is accounting software that streamlines bookkeeping tasks for businesses. What QuickBooks does is remove the need for maintaining countless handwritten records, storing cumbersome paper files, and doing time-intensive manual calculations.

How QuickBooks is used and the features that it offers can depend on the specific version of the software that you purchase. For example, the desktop version of the software comes in three iterations: Pro, Premier, and Enterprise. The cloud version of the software, QuickBooks Online, offers the Simple Start, Essentials, and Plus subscription levels. The software version that you should buy can hinge on a variety of factors, including your company’s:

  • Size
  • Industry
  • Invoicing requirements
  • Computer hardware
  • Need to remotely access financial data

Every version has different pricing and may offer slightly different features. For instance, those who sign up for a QuickBooks Online subscription can be charged a monthly fee, while owners of the desktop version only need to pay a one-time fee. A mobile professional, however, may enjoy that QuickBooks Online offers the ability to keep track of financials with a smartphone or tablet. Despite the differences in software versions, one commonality exists: After you decide which QuickBooks to use and purchase it or sign up for a subscription, you'll be able to manage your financials in a digital environment that gives you real-time results and current information about the health of your business.

 

What Does QuickBooks Do for You?

The benefits of using this piece of bookkeeping software can vary depending on who uses QuickBooks within a company. In many establishments, business owners and bookkeepers reference and manage QuickBooks data.

A business owner or bookkeeper proficient in using QuickBooks can perform a number of pertinent functions that will keep a company operating seamlessly. These functions can include, but are not limited to:

  • Managing accounting
  • Accepting payments
  • Paying bills
  • Administering payroll
  • Keeping on top of inventory
  • Generating reports
  • Planning for taxes

With QuickBooks, it’s possible to manage the macro and micro aspects of a company’s financials within seconds. Whether you’re looking to manage daily tasks, like filing transactions and expenses, or need a big-picture forecast report, QuickBooks has got you covered.

 

How Do You Use QuickBooks?

How QuickBooks is used can hinge on an end user’s proficiency with the program, whether they’re working with a desktop or cloud-based application, and which particular version of the software they’re employing. Corporate employees, for example, may use QuickBooks Enterprise differently than staff at a nonprofit that uses QuickBooks Premier. Given these variables, the answer to the question, “What’s QuickBooks used for?” can at least partly depend on the features offered in any given version.

What QuickBooks can do across all versions is streamline your bookkeeping duties so that your employees can spend more time producing goods or services. The program continually offers ingenious ways to simplify your accounting tasks, like giving you the option of linking the software to your business credit card and bank account. This can significantly reduce the need to manually enter data, provide you with current financial data, and minimize instances of data entry errors.

While understanding who uses QuickBooks and pondering whether it’ll work for your particular business, consider this: QuickBooks has applications that can benefit both small and mid-size establishments. That means that whether you’re guiding a one-person business or have a team of employees ready to crunch numbers, QuickBooks can help you stay apprised of your company’s financials. At Certstaffix Training, we offer a wide array of basic and advanced courses that can help you or your staff learn the ins and outs of QuickBooks, regardless of whether you have the desktop or online edition or whether you intend to use it for basic bookkeeping, as part of your growing sales force, or as a tool to help you imagine how your business will fare in the future.

 

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How Much Do QuickBooks Courses Cost?

Public instructor-led QuickBooks course prices start at $435 per student. Group training discounts are available.

Self-Paced QuickBooks eLearning courses cost $250 at the starting point per student. Group purchase discounts are available.

What QuickBooks Skills Should I Learn?

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

How Do You Become a Professional Bookkeeper With QuickBooks Certification?

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 training in software like QuickBooks can increase competency and lead to professional certification. National organizations and companies offer certification for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.

More Information on Becoming a QuickBooks Certified Bookkeeper.

What Is QuickBooks Certification, and What Are the Requirements for it?

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

Who Uses QuickBooks, and What Is it Used For?

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

What Is QuickBooks Desktop Pro, and How Does it Differ From QuickBooks Online?

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

How Hard Is it to Learn QuickBooks, and Where Can I Get Training?

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.

Is QuickBooks Difficult to Learn?

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

Can I Teach Myself How to Use 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

How Can I Learn QuickBooks Online?

A: Students can learn QuickBooks online using a variety of methods, from reading tutorials to taking online courses 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 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

How Can Beginners Learn the Basics of 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

How Can Self-Employed Professionals Use QuickBooks?

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

What Are the Differences Between QuickBooks Online and QuickBooks Desktop?

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

Which QuickBooks Version Is Best for My Business?

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

What Versions of QuickBooks Do You Teach?

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.

What Topics Are Covered in Your QuickBooks Lessons?

A: Sample topics covered in our QuickBooks Online and 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
  • Reconcile bank accounts
  • Credit card accounts
  • How to manage initial setup
  • Types of transactions
  • Click each course title to view all topics...
Do You Offer Any Free QuickBooks Classes?

A: No, we do not offer any free QuickBooks courses. 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.

What Is QuickBooks Chart of Accounts?

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.

Do You Offer QuickBooks Accounting Software Support?

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).

Where Can I Find a QuickBooks Desktop Tutorial?

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.

Is it worth being QuickBooks Certified?

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.

Can I take a class to learn QuickBooks?

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.

What is the best way to learn QuickBooks?

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.

What are the top QuickBooks skills?

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.

Where Can I Learn More About QuickBooks?

QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

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