Select each of their names to find out more.
Kristal has used QuickBooks Online for the three months she’s been working at her aunt’s accounting firm as a bookkeeper. Her key tasks there include:
- Adding new customers and vendors for the firm’s clients
- Entering customers’ bank details
- Creating invoices, sales receipts, and payments
What are Kristal’s goals?
Kristal wants to start doing direct client-facing work and to be able to do all basic bookkeeping without support in six months. She’s learning QuickBooks Online and wants to pass the QuickBooks Online Certification exam in one year.
Kristal says...
“I’m finding I can learn QuickBooks Online pretty quickly and have already been able to contribute a lot to the business. I miss face-to-face customer interaction, so once I’m certified, I hope to start working directly with my own clients.”
Andrew is a newly qualified accountant. He recently joined a small bookkeeping practice to provide a mixture of accounting and bookkeeping services to existing clients. He’s been using QuickBooks Online for about two months to do basic bookkeeping tasks for clients, such as:
- Reconciling accounts and making adjustment entries where appropriate
- Reviewing and closing the books in preparation for period end
- Running basic reports, including Balance Sheet and P&L
What are Andrew’s goals?
Like Kristal, Andrew wants to start doing direct client-facing work. His boss also wants him to onboard new clients so he can help grow the business. Andrew wants to pass the QuickBooks Online Certification exam in one year.
Andrew says...
“I want to learn more about the different options available with QuickBooks Online so I can advise clients on the best way to get them set up to meet their needs. Being certified will allow me to take on more responsibility in the firm—and take on my own clients to support directly.”
Rebecca graduated with a BS in Accounting three years ago and immediately joined a prestigious local firm with 50 employees. She is assigned to some of the firm’s most important clients and she uses QuickBooks Online to carry out basic bookkeeping tasks such as:
- Adding and removing external users in the client’s QuickBooks Online account
- Integrating third-party applications
What are Rebecca’s goals?
Rebecca’s very ambitious. She aims to be promoted to manager in 12 months and raise her profile among her firm’s partners. She’s currently studying to take the QuickBooks Online Certification exam. After that, she intends to become an Advanced Certified ProAdvisor in QuickBooks Online.
Rebecca says...
“The certification is just the start. My long-term goal is to start my own accounting firm, with a focus on multinational companies. To do this, I need to pass the Advanced Certification exam and get more experience at understanding the bigger picture of client accounts.”
ProAdvisor tip
You don’t have to match these profiles exactly to benefit from becoming a Certified ProAdvisor in QuickBooks Online. There are no hard and fast rules for who’s eligible to boost their knowledge and invest in their development by becoming certified.
Your Journey to Certification
Now let’s explore your journey to certification and beyond, with our support every step of the way.
Signing up for QuickBooks Online and joining the ProAdvisor Program was the first step, which you’ve already taken. Next, you’ll need experience and practice with QuickBooks Online to improve your expertise. There are several training resources you can use to accelerate your learning here.
You’ll then want to check your readiness for certification—that’s where we are now.
This step—Certification Prep—is all about making sure that you’re ready to take the exam. We want to make sure you get the best result, even if it means taking a bit more time to prepare.
To help you decide, ask yourself the following questions:
This step—Certification Prep—is all about making sure that you’re ready to take the exam. We want to make sure you get the best result, even if it means taking a bit more time to prepare.
To help you decide, ask yourself the following questions:
- Am I an experienced bookkeeper or accounting professional?
- Do I know what’s expected of a Certified ProAdvisor?
- Do I know my way around QuickBooks Online Accountant and QuickBooks Online?
- Am I experienced at using QuickBooks Online Accountant with my clients?
- Have I used the QuickBooks Online training for ProAdvisors to boost my knowledge and skills?
If you answered yes to most of these questions, we recommend continuing through this module. You’ll learn the details and rules about the certification exam and then you can work on some practice questions.
If, on the other hand, you answered no to most of the questions or aren’t sure if you’re ready, it may just mean that this isn’t quite the right time to pursue certification. You can spend more time working with QuickBooks Online and/or use the training resources. When you think you’re ready for the exam, be sure to come back here to prepare.
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