Intuit QuickBooks Certified User

Instructional Program (CIP)

Description

Intuit QuickBooks Certified User

Program Objective:

QuickBooks Certified User will earn a certification that validates newly acquired QuickBooks skills for an entry-level position in professional accountancy and effectively demonstrates bookkeeping skills, including creating purchase orders, tracking sales and expenses, producing and managing invoices, and monitoring financial records.

Program Description:
Intuit QuickBooks Certified User program will build a foundation of basic accounting knowledge and utilities of the Intuit QuickBooks Desktop software that includes pre-built sample companies, multiple company files, annual updates, and data backed-up and restored.

Competencies to be achieved: 

QuickBooks Setup: What information is required before they set up a QuickBooks file. How to start a new company data file in QuickBooks (Easy Step Interview). How to keep the lists and preferences from an old file while removing old transactions. How to customize the home page. How to set up lists (customers, vendors, items, etc.). This includes understanding which names and items should appear on which lists.

QuickBooks Utilities and General Product Knowledge: How to navigate or move around QuickBooks (use home page, menus, icon bar etc.). How to back up and restore a data file. How to determine the release number and how to update QuickBooks. How to use QuickBooks in a single-user and multi-user mode. What versions and editions of QuickBooks are available for a specific year (desktop version). How to password protect QuickBooks. How and why to use preferences.

 List Management: How to manage lists (customers, vendors, items, etc.) including adding, deleting, editing, and merging entries.  

Items: How QuickBooks uses items to perform the necessary accounting entries. The different types of items and when to use each type. How to use items for different types of scenarios. These include companies that sell products for a specified price, services for a specified price, unique products or services that have different prices for each sale, and one service or product.

Sales: Who should be listed in the Customer Center. How to navigate and use the Customer Center. How to complete the workflow (from the sale to making the deposit) for Invoicing (A/R) and Sales Receipts (no A/R). How QuickBooks uses the Undeposited Funds, Accounts Receivable, and checking accounts in the invoicing cycle. How and why to record a customer credit. How and why to create statements. How to handle bounced (NSF) checks.

Purchases: Who should be listed in the Vendor Center. How to navigate and use the Vendor Center. The different workflows for making purchases entering and paying bills (A/P), writing checks, using a Credit Card, using a Debit Card. How to record the transactions in the purchase workflows. How and why to record a Vendor credit. How to complete the inventory workflow (PO to payment). How to set up, collect and pay sales tax. Bank reconciliation.

Payroll: The differences between the Payroll Services available from QuickBooks. How to set up Payroll (including employees, Federal and State taxes and basic Payroll deductions) using the Payroll Setup Wizard. How to set up an employee’s earnings and sick or vacation time. How to track sick or vacation time (accruing hours and using “banked” hours). How and why to setup Payroll Schedules. How to run Payroll. How and why to pay Payroll Liabilities. How to prepare payroll forms (941, W2) in QuickBooks. Track time and use it for payroll or for invoicing customers.

Reports: Why and how to use the Report Center. How to customize reports (report modifications, collapsing subaccounts, etc.). The basic question that each report answers (basic understanding of each report). How and why to process multiple reports. How and why to send reports to Excel (understand and use the basic and advanced tab). How and why to process multiple reports. How to memorize reports.

Basic Accounting: What the basic financial statements are and have a basic understanding of 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 (they do not need to fully understand what accounts to debit or credit).

Customization/Saving Time and Shortcuts: How and why to memorize transactions (automatically enter). How to set up multiple users and what level of access can be granted or denied. How and why to create custom fields (customers, vendors, and employees). How to customize an invoice.

Total Cost of Program (include all costs to the student including testing, certification): 

In-state: $1,865  ($1,473 plus tech fee, exam and book)
Out-of-state: $2,365 ($1,973 plus tech fee, exam and book)

Note: Tuition, Fees, Books, and Supply costs reviewed annually and may be modified as needed. 

Tuition:

In-State:  $1,473.00
Out-of-State:  $1,973.00

Fees:

Exam Fee: $290 for exam voucher +3 retake + 1 practice exam
Technology Fee: $27 per course

Total Additional Fees: $317

Books:

Provide a list of all books required for the program (even if cost of books is included in tuition): 

Curriculum – available through GMetrix

Total Book Cost: $75 per student

WIOA Contact for Enrollment Status /Credential Verification:  

Name: Jennifer Ericson

Email: jennifer.ericson@azwestern.edu 

Phone number: 928-317-7674

Direct Website link to the program: https://www.azwestern.edu/workforce-ed/az-quest-grant-programs/intuit-quickbooks-certified-user

Additional information:  N/A

Refund Policy (provide a summary if Refund policy is not listed on school website): 

https://www.azwestern.edu/workforce-ed/registration-and-payment

Credentials: (The following questions must be answered along with a supporting explanation for each) 

Industry Recognized: (Developed and offered by, or endorsed by a nationally-recognized industry association or organization representing a sizeable portion of the industry sector) 

Yes or No: Yes

Nationally Recognized Industry Association or Organization: Intuit

Stackable: (Part of a sequence of credentials) 

Yes or No: Yes

Career Pathway:   Students could take the Intuit Certified Bookkeeping Professional after this course.

Portable: (Recognized in other geographical areas; by other educational institutions; or by other industries/companies)

Yes or No (Explain): Yes, Intuit QuickBooks Certified User is a globally recognized credential utilized in many of today's diverse business environments.

Accredited Curriculum: (This refers to the course being accredited, not the test or school) 

Yes or No: Yes, Intuit  

Link to Accrediting Website: https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User.aspx

Credential Attainment Rate: Percentage of students in the last 24 months who obtained a postsecondary credential, or secondary school diploma or its recognized equivalent, during participation or within one year after exit from the training program. Total Participants Registered: 5 , Total Earning Intuit QuickBooks Certified User Credential: 1, Passing Success Rate: 20.00%

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