quickbooks accounting experts

quickbooks accounting experts

The Comprehensive Guide to Becoming a QuickBooks Accounting Expert

1. Introduction to QuickBooks Accounting

As you’re reading this, you’ve probably heard the term QuickBooks before. And if you landed on this article, you’re familiar with what QuickBooks is. In case you’re completely new to it, QuickBooks is an accounting software package businesses use to manage their books. QuickBooks, an application developed and marketed by Intuit, is aimed primarily towards small and medium-sized businesses and offers both on-premises and cloud-based solutions. It is used for a large number of tasks, including business payments, managing and paying bills, utilizing and invoicing customers, generating reports, payment of taxes, and, of course, payroll functions. Since QuickBooks is meant to handle a huge number of financial transactions daily, it has some great tools to help business owners get their work done better. Despite the software being created for business users, helping with a solution for many accounting needs, it’s commonly used by many who are not accountants.

In the next sections, I will give you a taste of what QuickBooks is about and introduce you to its ecosystem by going through its features, products, services, methods, and technologies. After reading this guide, you will be an expert in QuickBooks accounting. In each section, I will introduce to you new terms, explain to you the invented language of accountants you might not already understand, show some accounting features you might not know about, and give you a taste of why QuickBooks is the most used accounting software. After all the stages of our journey, talking less about setup and customization, the other 51% of this guide will be on the nitty-gritty of actual bookkeeping with QuickBooks. Note: QuickBooks comes in several versions, such as QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Accountant, QuickBooks Mac, QuickBooks Windows, as well as others such as QuickBooks Mobile, QuickBooks Online, and QuickBooks Self-Employed. As you might imagine, features that are supported are determined by the version of QuickBooks you use.

2. Mastering Basic Functions and Features

A. Introduction QuickBooks is the leading accounting and bookkeeping software used by most business accountants. It is designed to help businesses make accounting, bookkeeping, and financial reporting easier through its simplified interface and user-friendly design. Since it may seem daunting to operate QuickBooks at first, this guide presents a step-by-step approach to handling QuickBooks and performing essential accounting functions with it. It is designed to walk you through some of the essential functions of QuickBooks and will give you a working knowledge of the software. There are many functions available in the software, and many of them are advanced and designed to make the work of accountants simpler. However, the primary focus of this guide is to help new user accountants become comfortable with QuickBooks.

B. Objectives Become familiar with the company and home pages, menu and icon navigation style, and other features that are helpful for daily usage. Entering transactions and generating reports are the primary purposes of any accounting system. To do those processes successfully in QuickBooks, the information should be entered in specific locations and be recorded accurately. When transactions are recorded and maintained in QuickBooks, it will be easy to generate reports for decision making. The application will show the setup steps needed to turn on the company preferences, enter information into the lists and form the Chart of Accounts, and enter sales data. Once these tasks have been completed, reports can be generated to show the effects of these transactions.

3. Advanced Techniques and Strategies

Scheduled reports, a useful feature, automatically save the reports as PDF files and email them at regular intervals. The feature is located under the Gear tab on the QuickBooks bar. Use the Accounting Tools list, where a box provides the capability to set up schedules for the creation of automatic logs for things like “accounts payable,” “transaction and journal summaries,” lists of charts of accounts, customers, items, or suppliers. Follow up on any customization of the chosen report and click the Run tab to select the mode of the report. After configuring once more the boxes for the emailing account minus file format and attachments, click “Save and Close.”

Using Memorized Transactions Memorized transactions, neither hardcopy nor an electronic deposit transaction, are a tool that can save time and reduce errors. They can help out a medium-sized enterprise that has not yet processed a transaction through the bank account because it is not included in the Chart of Accounts. Audit procedures can verify that all the transactions in these types of accounts are legitimate, especially those for entities that are not in the business of making loans. The list of Memorized Transactions is printable for quarterly reviews and monthly meetings. Accrual accounting transactions require assignments from transactions in progress, which can easily be missed. Checklists are beneficial to novice clients without the high cost and difficulty of involving full charge bookkeepers.

4. Troubleshooting and Problem-Solving

Solve problems with multi-user access QuickBooks’ multi-user version occasionally displays errors about lost connections or connection times that have run out. This usually happens when the computer that holds the actual data (the server) is unable to process all the requests for changes being made by the other computers linked to it. The more powerful the server you use, the less often you will see these messages. If the server is processing so many requests that the connections time out, offers a help page with tips for addressing this issue. The solutions range from cleaning up some housekeeping to connecting to a server with greater computing capacity. If the connection time-out errors are truly indefensible, they may be occurring due to permissions settings. offers detailed instructions to help you modify permissions and gain the access you want.

Troubleshoot problems with printing and other presentation-related jobs Despite its flexibility and scope, QuickBooks will not jam a printer with too many multifunction jobs. Since QuickBooks gobbles up a lot of resources, it’s important to ensure that the printer it sends information to is prepared to receive it. offers an article that describes this issue as it pertains to QuickBooks and other systems that communicate with your printer. QuickBooks’ maturity, and the wide audience it supports, mean that the people using it may bring a wide variety of experience levels to the table. The common goal of collaboratively manipulating the software often brings novices into contact with QuickBooks-trained professionals. The client with more QuickBooks experience is usually responsible for transforming the QBB files to Excel spreadsheets and returning them as XLS files. In the event that this excites the client’s curiosity, or if error messages are returned, provides an article that details how to convert a QuickBooks file to Excel manually. Get the guidance you need when you need it, and the information will be there for you.

5. Becoming a Certified QuickBooks ProAdvisor

This section will discuss what it means to be a certified QuickBooks ProAdvisor and how to earn that status. In the United States, QuickBooks ProAdvisors are certified by Intuit, the maker of QuickBooks. ProAdvisors are the individuals, such as accountants and bookkeepers, who are certified to provide guidance to small businesses and other QuickBooks users and help them to get the best out of their accounting software.

The process to become certified as a QuickBooks ProAdvisor is not difficult. The certification process is brief, comparing certification as a QuickBooks ProAdvisor to obtaining accounting certification. The main requirements for becoming a QuickBooks ProAdvisor are a basic understanding of accounting, experience using QuickBooks, and, of course, good reading and comprehension skills. The QuickBooks Desktop ProAdvisor certification is especially easy to achieve, with practice modules, study materials, and the exam all being online. The time it takes to become certified is fast, too, and candidates can complete the requirements in as little as a few days. ProAdvisors should encourage their clients to explore the QuickBooks products and services they offer. Not only can ProAdvisors demonstrate the discount they can provide for clients, they can also earn money on the back end by offering discounted subscriptions.

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