QuickBooks Certification Tips and Real Talk | Realistic Bookkeeping
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- Опубликовано: 24 июл 2024
- This video is all about what it was like to study and take the QuickBooks ProAdvisor Certification! I give a realistic perspective on how long it took me to go through the program and what I thought about it. I also talk about the other options that are out there to be “certified” in bookkeeping, plus my opinions on those options (including popular programs like Bookkeeper Launch).
🔆 Everything Bookkeeping University Waitlist! - bit.ly/3uoiDS8
So many of you have asked if I have a bookkeeping course or if I endorse any courses currently available, and the simple answer is no. HOWEVER, there is a new bookkeeping course coming soon that you can join the waitlist for for free! Everything Bookkeeping University is the perfect place for new and seasoned bookkeepers to learn not only the foundations of starting your bookkeeping business but also teaches accounting principles and provides a bookkeeping community. Click the link above to be notified when the course opens!
//RESOURCES MENTIONED:
Business Boutique by Christy Wright - amzn.to/3B6DwEs
Week #1 of Becoming a Bookkeeper VIDEO - • Week #1 of Becoming a ...
RUclips Video on Bookkeeper Certification Options - • 8 ways to LEARN BOOKKE...
Link to QuickBooks Online - quickbooks.intuit.com/account... [Sign up as an accountant and then go to the Training section of your account!]
*Baby Carrier - amzn.to/3ih9Z1U
*I absolutely LOVE the baby carrier I am using in this video! It is a ring sling style baby carrier by WildBird and I've used it with both of my children. It is easy to use and keeps them nice and close to me :)
//CHAPTERS:
0:00 Introduction
1:31 Bookkeeper Certification Options
4:40 Why QuickBooks Certification?
6:16 Was the exam hard?
8:06 How do you know if you passed?
9:04 TIP - How to PASS
10:10 How long does it take to PASS?
10:55 Do you need an education for bookkeeping?
//CONTACT:
For all subscribers, please feel free to leave a comment below so that I can reply to you directly!
For any business inquiries, please email me at
purvistobrown@gmail.com
And make sure you subscribe to my channel!
Sharing my story as I create my bookkeeping business!
Disclaimer - This video is NOT sponsored by any of the brands mentioned throughout this video. All thoughts mentioned are my own. Some links provided above are affiliate links. They do not cost you anything, but I make a small percentage from the sale. Honesty is key on my channel, thank you for supporting me!
Finally. Someone whose real and not trying to sell something. Thank you for making this video. Great information.
Thank you so much for this comment!
I've been a very successful bookkeeper for over 30 years and working with QuickBooks programs for over 25 years. Still learning.
That's awesome! It's good to know that even a veteran bookkeeper learns new things!
You are really good at sharing your experience. Thank you so much for your insight!
I really like the way you do advise us!! very realistic, thank you so very much
congratulations for your baby!!
Thank you for the sound advice. I'm alittle less nervous about taking the exam after watching your videos🤞🏼
I really like this video! Thanks for posting it. I'm very educated same as you and wanting to get into bookkeeping. Good luck with your baby.
Thank You, Thank You, and Thank you again... Makes so much sense, experience is the way to go. You just saved me about $1000 or more. Exactly the explanation I was seeking and needed!
Great video & perspective. Thanks for linking to my video!
Love your channel. I am thinking about a bookkeeping career and you are really helpful
You are absolutely right. Experience is key. I’m struggling through this proadvisor training big time. Sooooo wordy and tricky - I feel like I’d learn it better just going through the motions myself. No way will I pay anyone to train me with my bookkeeping skills I got learning through my husbands business ☺️ thank you for your reassuring words. Taking my time with this for sure
What a breath of fresh air that was. Thank You for your candidness.
This was the first time watching you and I feel your very down to earth...keeping it real. Thank you.
I appreciate that - thank you!
Thank you for being so real. I feel like everyone is just trying to sell me something for thousands of dollars. I'm ok with starting small cuz I just want to do this on the side. I feel like I'm getting swindled with other videos and it's honestly turning me off to the community :/.
Also thank you for being real about not passing everything in your first go!! This whole video is just so real and I appreciate it!!
I love this comment! Thank you :) I try to be as realistic as I can be, and I'll continue to make videos with honesty about my experience!
Thank you so much for making these videos. I can tell you’re an excellent teacher.
You're very welcome! That's such a kind compliment! I really love teaching, so to know I'm at least decent at it is very nice to hear :)
This is really good, I am currently studying to be a bookkeeper + Payroll advisor and surprisingly enjoying it, but its this type of content I needed to find, bc how do we enjoy it all, but then need to take testing and what to know before you get there, right? BC Intuit has a way of asking you questions in a different way, but applies to the topic in several different ways, so if you misstep you could get it wrong even thought you know the answer on HOW you learned it the the training. We all need a hands-on approach to learning QBO, there are tons of lessons on how to do it, but ACTUALLY doing it with no clients can be a bit of a tricky thing. So this video is great to put us in the mindset of what to expect - at the very least... YOu can usually take to clients very intelligently, but putting the skills into ACTION is the next step we need to fail and learn from so we get it right.
Thank you for being so transparent! Great video!
You’re so welcome! I hope my perspective was helpful!
LOVE This Video!!!! Thank you for the transparency. I'm in the process of starting my business & I've had SEVERAL of the opinions you have concerning getting started. I'm definitely encouraged to stay on the path & build slowly but surely.
Yay! I'm so happy this resonated with you :)
Thank you for this!!!! Good info. I did totally fine with my past experience with QuickBooks Desktop and the refresher of the modules. And the QB Online test was way harder!
You’re so welcome! I’m glad it was helpful!
Thank you so much for your videos. I have been looking at the classes offered online and just felt like it was so much money for something I didn't feel would be helpful. I appreciate your opinion.
You are so welcome!
Thanks a lot for the video. Good luck to you with your business!
Thank you so much :)
I love these videos! Thanks for doing this!
You are so welcome!
Thank you for being so down to earth. I want to start my own bookkeeping business too. But I’m scared.
I totally, totally understand. If it helps, I just put out a video about my experience in the first 6-months of bookkeeping - ruclips.net/video/MZIE9WB9C2A/видео.html See if that helps you at all!
You are so real!! I love it!! 👏👏👏👏👏
I hate to take exams, I write good notes plus I learned to watch professional do it. Great tips thanks appreciated 👍
I love that you are doing this. I just started this week. Master in Biochemistry. Zero bookkeeping experience. Have a 9mo old. I found a course for $97 it has been useful so far but like you said. I feel like I need real life to do it. Thanks for sharing your journey!
Good for you! Hopefully I’ll share some more content that will help you with the “real life” experience part! Best of luck!!
Could you link the course you are using pretty please?
Hey I actually think the QBO training is the best. And do register for their webinar.
Best!! Thank you for your time ^^
Of course :)
Girl! Yes! Expensive. I think they market on the desperation to get several clients quickly. Honestly, I'm just starting out and I think too many too soon is scary. I have time to grow slowly, so I'm gonna go it alone and make my mistakes one at a time.
Girl, for real! One wanted $8, 000 for their master academy. I was shocked....
I love your patience and focus to learn slowly. I totally agree that jumping in too soon isn't smart. Hope it's going well!
I really appreciate this video. I’ve watched several of your videos and your opinion is the only one I trust. Others say go from 0 to 100k in 90 days. I’m like huh 🤔 Thank you for keeping it real and not “salesy”
You are so welcome! I'm so thankful that I come across as honest and realistic - that's my goal :)
I really think we have the same personality type! I have done a lot of research myself and found many options for certification or training programs but none to give you a really good step by step. As you said, I think it just comes with experience which can be scary! I would really love to find a bit more walkthroughs or in depth on the fundamentals needed for daily work life as a bookkeeper. I don’t like starting anything feeling like I’m not knowledgeable enough.
I totally feel this! I’m gaining more and more experience with different clients so I’ll be making more videos of the EXACT tasks I do as a bookkeeper! Hopefully those will help!
You save me lots of money I don't have right now
Congrats for being a mommy! Congrats on passing the test! Girl, I was supposed have taken this about 5 months ago! I bought QBD and learned and now I need to get it together for QBO now. I have accounting experience and I have an associates degree in accounting. I didn't have the confidence. But now seeing your vid, I am going build my deck! :) I want to do this part time with clients then launch myself full time. Thanks for the encouragement. Stay safe and stay blessed!
Oh wow! You're going to do awesome! You've got this - build that deck! And thank you :) I love being a mom, best job in the world.
you seem like a great person thanks
Thank you so much for this x
You're so welcome!
I'm an aspiring freelancer and I just started taking the training and I'm stacked in Module 2 (9/11) Understanding Client Needs on the Knowledge Check asking what should I mark as Yes in the Sales and Receivables items for the Needs Assessment Tab Client Checklist. I don't seem to get the correct answer and I cannot proceed. As I understand in the Client Checklist you mark Yes depending on what the client is practicing, so since "Dan VA ( the client) has no system yet I just selected "Sales Receipts and many other guesses but always having it incorrect and with the note that Client isn't selling physical products and bill his customers in full. Can you help me what is the correct answer? Appreciate your help.
thank you and congratulations
Thank you so much!
I just found and started watching your videos. Started from the first video and working my way through. I was wondering if you are still interested in developing your own bookkeeping course for beginners, and if that's something you are ready for at this point in your bookkeeping journey?
Thank you!! 💜
Of course!
100% agree
Thank you for this.... I should have watched this video before I commented and asked about taking courses on another one of your videos.....😏
No problem! I'm glad this video was helpful in answering your questions!
Did you use any of the QB Online training material?
I took damm test 3 times!!! omg like I just dint get their questions sometimes it was hard!!
The exam sections can be so tedious! I hope you had better luck after another attempt!
Can you provide the link to the program you used in your description box and the cost related to the program? I was slightly informed about a pro-advisor program via QB and I’m having a hard time understanding what it entails exactly but it sounds like you may be referring to it here as you mentioned a QB certificate.
I can definitely add the link in my video description, thanks for mentioning that! But the program I used walks you through how to become a certified ProAdvisor through QuickBooks. As a company QuickBooks offers ProAdvisors to small business owners to help them do their bookkeeping, that might be what you're referring to!
I failed 3 times and I'm due to retake in 9 days! Thanks for your post!
You got this!
Do you know if you can set up a test company on your own in OBO without getting charged? I had purchased QBO Practice set by Michelle Long and used that as practice for OBD. It helped me. If I can create a test company of my own for free on OBO I think I am going to do the same. Thanks again!
Yes! This is a great question! There is a practice company that the online QuickBooks program uses for you to play around with creating expenses, vendors, etc. I think it's called Craig's Landscaping (my memory is failing me), but there definitely is a practice account. Plus, I've heard of a lot of people doing this own person budgeting in QBO as an accountant to practice their bookkeeping skills with the QBO software :)
Is the certification test open book? You mentioned that you studied first and then did the module to match.I How long do they give you to take the test? When did you final finish the test?
Yes, it is technically open book, as you can go into the module in another tab to check your answers. The exam sections weren't timed and it took me about 15 minutes to complete each section exam, maybe a little longer if i was being SUPER careful answering a couple of questions. I earned my certification at the end of October 2020
Did you take the advanced QBO certification?
Not yet, but I plan on working towards that later this year!
Thank you so much for your honesty & down-to-earth approach in this video! This is the second video of yours that I watched. It's like you were in my room & my mind hearing my thoughts & concerns.
I finished a bookkeeping course & the quizzes - 16 modules & 16 quizzes, 2 days ago. At the end of the course, there was an assessment. Somehow, I misunderstood what this assessment was. I expected it to be an assessment of what I thought of the course & the instructor, what I learned, what else I would have liked to see, etc. Wrong! This was the final.
So I went to fill it out, (still thinking it was 'my assessment' of the class), and realized my mistake. Lol. Too late, I was in it, so I had to finish it. I am relieved to say, I got an 84%, and you have to have at least an 80%, so, I passed. Whew!
Anyway, I've really been struggling with self-doubt and worrying that I'm not ready and don't know enough to do a great job for my clients. After watching your videos today, and hearing you talk about having those same questions, I feel so much better.
I had planned to take the Quickbooks Online Accountant course, but was waivering until I watched this video. Now, I've decided, for sure, I'm gonna do it. Thank you for helping me to kick my fears out of my way!
By the way, your other video I watched, was the one about 'failing' and coming full circle. Great & supportive!
I will be checking out your other videos & look forward to seeing more of your journey. Best wishes & thanks again.
Shannon
Shannon, thank you so much for your comment! I'm so happy that this video spoke to you. Would you mind sharing which bookkeeping course you took? I know others would benefit from knowing :)
Hi there, is this information for Canada or for the US?
My videos are geared toward US watchers, just because that's where I am located, but I don't think QuickBooks would differ too much in Canada
I found a course for under $600! I saw one that was $8900!!
That's so awesome! Do you mind linking the course site here so others could check it out as well?
What a sweet baby - I know she's not a baby anymore, just wanted to comment.
She looks like Elizabeth Olsen's sister
I want to practice with real data.
I totally understand. Be on the lookout for some of my new videos where I'll use real data to show what bookkeeping looks like in action :)