How Can a QuickBooks Bookkeeper Become Certified?
Posted by Sofia Levine
from the Finance category at
16 Jul 2025 05:34:33 am.
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If you have a couple of local bookkeepers in your vicinity, and you want to ask them for some help regarding your finances, and you are not quite sure what their activity is all about, then this material may offer you some insight into what their services are all about. If you heard that a QuickBooks bookkeeper could be helpful in what you need to achieve, but you have no idea if such a specialist can help you, well you need to know that this person is someone who uses software for the benefit of both individuals and companies.
Local Bookkeepers Can Help With Your Finances
Those who have a small business a big company, or any sort of individual activity with revenue, have to deal with the issues that their activity brings. There are business owners who have economic knowledge and deal with the financial part of the company, too, besides their other responsibilities, while those who do not know anything about finances, turn to local bookkeepers for experienced help. No matter whether you deal with it, or you hire a financial specialist, all the money entering and getting out of your company must be recorded, this is for sure.
What Does a QuickBooks Bookkeeper Do?
Many companies choose the services of a QuickBooks bookkeeper, but before doing so, what everybody needs to know is that this person does not need to be certified to offer his services as a financial specialist, but rather he must be certified to be able to use this logo on his resume and all the business documents he works with. Why does he do that? It will do it because that is the perfect way to attract more clients, which will benefit his career. If you have something extra that makes you look more professional wouldn’t you use it?
The fact that you know how to use a certain financial tool, such as the software above, is a plus in your activity, therefore you need to let that be seen, even if many consider it a marketing tool. There are people who want local bookkeepers using this software, and being certified will help you be seen by those searching for someone with your experience, and will help you get more jobs. How can you get that certification? Like everyone who works in finance, you have to go through a certification exam, and, of course, pass it.
As a QuickBooks bookkeeper, it is very important to gain as much experience with using this software. If you want to take on tasks such as invoicing or those related to payroll, specialists recommend applying for such jobs only after you gained at least two years of experience. There are lots of things you will learn regarding this software, such as how to work with different bank accounts and lists, how to enter, data, sales, and invoices, and how to make payments or analyze different financial data, and these are just a couple of example of what a software can do.
When you work in finance, there are lots of things to learn. Even if you have software to help you, there are also lots of things you need to learn about its functionalities. Most local bookkeepers use software to help with their activity, but most of the time, they use it for specific needs. When you choose to get a certification for a certain software, it is crucial to see which one fits your needs, because you cannot take a general one, to cover all the needs a company may have.
What Certification Do You Need?
As a QuickBooks bookkeeper, you can get different types of certifications, and you need to read all about each one of them before you decide. Based on your future job, or activity in general, focus on what you need or what you intend to do. Many times is better to focus on only one thing and do it excellently, rather than trying to learn everything about too many things, and not excel as you should at either of them. Keep that in mind before deciding the path you want to take and the services you want to offer.
Not all local bookkeepers use this software, but those who do should see what they need before getting a certification, because there are different levels of it, based on the needs companies or individuals have. If you offer certain bookkeeping services, be sure to consider the certification that will help you with your daily activity, as it makes no sense to apply for certifications that you may never need. Consider also getting some training, even if you have knowledge of what the software is all about. Training will always make you better.
Do You Need a Study Guide?
If you wonder where you can get a study guide to prepare yourself for becoming a certified QuickBooks bookkeeper, you can access one even online, as there are study guides and online tutorials that can walk you through everything regarding such software is about, what functionalities have, and how each of it works. Another thing that can help you is free practice exams, which you can find available online, and you can take them to test your knowledge and see if you are prepared for the actual test, or if there are things you lack.
If you fail to take the exam, do not get discouraged, as you could always try again. As you know not all local bookkeepers use such software, and even if they use it, not all of them are certified, as many do not really consider needing one. If you want to take the test again as you consider that will help you in your booking activity, feel free to try. Some even offer a discounted re-examination fee, therefore it may not even cost you as much as the first time did. Think about your future, and decide based on the goals you have.
Tags: QuickBooks bookkeeper
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