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Accounting and Bookkeeping Certifications

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Accounting and bookkeeping are essential business skills that help organizations maintain accurate financial records and support effective financial operations. Wake Tech offers online and in-person courses designed to build these skills and help you advance your career in accounting and financial operations.

Corporations and local organizations need qualified bookkeepers to track financial transactions, including sales, purchases, payments, payroll, depreciation, inventory, internal controls and fraud prevention.

According to the U.S. Bureau of Labor Statistics and O*NET data for Bookkeeping, Accounting and Auditing Clerks, bookkeepers earn a median wage of $23.66 per hour, or $49,210 annually. Experienced professionals in the top 10% can earn more than $72,660 per year.

Top specialized skills identified in job postings include accounting, accounts payable and receivable, bookkeeping and proficiency with QuickBooks®, a widely used accounting software platform that enhances the efficiency and capabilities of bookkeeping professionals.

Accounting and bookkeeping training is included in two short-term training courses at Wake Tech:

  • Bookkeeping: Intuit Certified Bookkeeping Professional
  • Bookkeeping: Intuit QuickBooks Online Certified User

Together, these courses prepare students for the Intuit Certified Bookkeeping Professional certification and Intuit QuickBooks Online Certified User certification, both industry-recognized credentials that validate foundational bookkeeping and accounting skills.

For those interested in a longer-term training course, Wake Tech also offers a combined course, Bookkeeping: Intuit Certified Bookkeeping Professional with Quickbooks Online.

These certifications prepare learners to manage financial records accurately and efficiently while building skills valued across a variety of accounting and finance roles. Earning both credentials helps students demonstrate practical bookkeeping knowledge and strengthens their readiness for today's competitive workforce.

Financial assistance available

Don't have enough money to pay for a course? Wake Tech's Propel program offers scholarships that cover the cost of registration and fees.

NOTE: The Propel Scholarship Application is currently closed and will reopen July 1.

Accounting and Bookkeeping Certification Courses

Certified Bookkeeper AIPB Using Intuit QuickBooks Online

  • Course ID: ACC-3107B1
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
Individuals with functional bookkeeping skills or those who have finished a basic accounting or bookkeeping course will be prepared to become nationally Certified Bookkeepers, as recognized by the American Institute of Professional Bookkeepers (AIPB). Participants will apply a hands-on approach using the Intuit QuickBooks Online accounting application to evidence understanding. Course instruction will focus on preparing learners to master adjusting entries, accounting errors, payroll, depreciation, inventory, internal controls, and fraud prevention. Students who complete this course should be able to demonstrate bookkeeping expertise and be prepared to pass the AIPB Certified Bookkeepers certification exam.

Course Objectives

Introduction: Discuss how to become a Certified Bookkeeper, identify bookkeeping employment opportunities and practice using Intuit QuickBooks Online

Mastering Adjusting Entries: Define accruals and deferrals, calculate and record adjusting entries for accrued revenue and expenses, calculate and record adjusting entries for deferred revenue and expenses and construct an adjusted trial balance, add the adjustments and complete the adjusted trial balance

Mastering Correction of Accounting Errors: Perform the monthly bank reconciliation and find and correct errors revealed by it, find and correct errors in the trial balance, find and correct accrual errors discovered before the books are closed and find incorrect deferral errors discovered before the books are closed

Mastering Payroll: Carry out the basic payroll function, including paying wages, withholding, depositing and reporting taxes, and preparing federal forms; explain basic reporting of wages and taxes for Forms 940, 941, 944, 945, W-2, W-3 and 1099; and make journal entries for the payroll distribution, payroll-related expenses, payroll liabilities and remittance of employer taxes

Mastering Inventory: Record inventory purchases and sales and determine the cost of goods sold and end inventory under the perpetual method; record inventory purchases and sales and determine the cost of goods sold and ending inventory under the periodic method; compute and record cost of goods sold and ending inventory using weighted-average and moving-average costing; compute and record cost of goods sold and ending inventory using first-in, first-out (FIFO) costing; compute and record cost of goods sold and ending inventory using last-in, first-out (LIFO) costing; and compute and record changes in inventory under the lower of cost or net realization value (LCNRV) rule

Mastering Depreciation: Describe how qualifying assets are depreciated on the financial statements and tax return; depreciate for book purposes assets purchased at any time during the year under the straight-line, units of production, declining balance and the sum of the years' digits methods; depreciate both listed assets and real estate for tax purposes; and depreciate vehicles, including passenger automobiles, for tax purposes

Mastering Internal Controls and Fraud Prevention: Install basic internal controls, including segregation of duties, for preventing employee theft of inventory and other non-cash assets, signs of such theft and the schemes that are used to steal; understand the basics of background checks on applicants to reduce the likelihood of hiring employees who steal, insure or bond employees who have access to company cash and segregate duties to minimize the chance of employee fraud or theft of cash; install internal controls that prevent check fraud by employees or customers, spot counterfeit or altered checks and check-fraud schemes; implement internal controls that prevent credit card fraud by customers and know how to spot counterfeit credit cards; and establish controls that prevent vendors from cheating you


Outline of Instruction

Introduction: Becoming a Certified Bookkeeper by AIPB, bookkeeping employment opportunities and getting started using Intuit QuickBooks Online

Mastering Adjusting Entries: Introduction; why we use accruals, deferrals and other adjustments; accrued revenue; accrued expenses (accrued liabilities); revenue collected in advance (unearned revenue); prepaid (deferred) expenses; other end-of-period entries; from unadjusted trial balance to financial statements; applying your knowledge to the trial balance; and exam preparation

Mastering Correction of Accounting Errors: Introduction, where errors occur and how they are found, the bank reconciliation, finding and correcting errors using the unadjusted trial balance, correcting current period accrual errors, correcting current period deferral errors and exam preparation

Mastering Payroll: Introduction, employees vs. non-employees, federal and state wage-hour law, paying employees under federal law, employment records and payroll recordkeeping, employee data (Form W-4 and state withholding allowance certificates), how employers withhold and deposit federal taxes, federal employment reporting forms and due dates, when wages become taxable, other reporting rules, payroll entries and exam preparation

Mastering Inventory: Introduction to accounting for inventory, inventory recordkeeping using the perpetual method, inventory recordkeeping using the periodic method, inventory costing (weighted-average and moving-average), inventory costing using the FIFO method, inventory costing using the LIFO method, inventory costing using the lower of cost or net realizable value rule and exam preparation

Mastering Depreciation: Introduction, depreciation on the financial statement vs. tax return, depreciation under GAAP, straight-line method of depreciation, units of production method of depreciation, declining balance method of depreciation, sum of the years' digits method of depreciation, depreciation under federal income tax depreciation rules, tax depreciation of vehicles and exam preparation

Mastering Internal Controls and Fraud Prevention: Introduction; how dishonest employees steal inventory; how to prevent or spot employee theft; check fraud; credit card fraud; how vendors cheat you; computer and Internet fraud; forms, patterns and red flags of bribery; operations that support frauds and scams; and exam preparation


Contact Hours

96

CEUs

1

Industry Standard, State or National Certification

Certification

The American Institute of Professional Bookkeepers (AIPB)

Website

https://aipb.org

Certification Learning Outcomes/Requirements

Pass Part 1 of the national certification exam: Adjustments and Error Correction (Accruals, Deferrals and the Adjusted Trial Balance, followed by Correction of Accounting Errors and the Bank Reconciliation) (taken at Prometric)

Pass Part 2 of the national certification exam: Payroll and Depreciation (taken at Prometric)

Pass Part 3 of the national certification exam: Back-of-the-workbook exam on Inventory (included in the workbook "Mastering Inventory")

Part Part 4 of the national certification exam: Back-of-the-workbook exam on Internal Controls (included in the workbook "Mastering Internal Controls and Fraud Prevention")

Submit evidence of at least two years of full-time bookkeeping experience (or 3,000 hours of part-time or freelance experience) before or after passing the national exam. This can include internships and tax- or accounting-related volunteerism, such as Volunteer Income Tax Assistance (VITA), but not simply office work.

Sign a Code of Ethics


CE or CU Articulation

No

Prerequisites

Prior to course enrollment, students should have foundational bookkeeping or accounting skills or knowledge in alignment with the Bookkeeping: Intuit QuickBooks Certified User Online course.

Learning Supplies Needed

None

Clinical Site/Special Facilities

None

Requirements for Successful Completion

90% attendance
Demonstrate an understanding of at least 70% of the course material taught.

Accreditation/Special Approval Requirements

N/A

Intended Audience

Individuals who want to expand their knowledge and skills in bookkeeping or accounting and those who want to successfully prepare for the relevant industry certification exam(s).

Specific Industry or Business Support Needs

Bookkeeper, Accounting, Office Assistant, Administrative Assistant, Freelancing

Wake County Need for Industry Positions

According to Burning Glass Technologies, Wake County has a high demand for bookkeeping skills.

Industry or Job Titles Related to Training Outcomes for Employment

Bookkeeper

Accounting

Office Assistant

Administrative Assistant

Freelancing

Related Courses

HRD-3004BI2

ACC-3150BE

ACC-3150F2

SEF-3001BMG

SEF-3001GH1

SEF-77282

SEF-7994CL

SEF-8479CL


Course Contact Information

Melanie Thomas
919-866-5859
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for ACC-3107B1-Certified Bookkeeper AIPB Using Intuit QuickBooks Online .

Bookkeeping: Intuit QuickBooks Certified User Online

  • Course ID: ACC-3150F2
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
Participants with little to no familiarity with QuickBooks will become proficient in using the Intuit accounting software. Course topics will begin with bookkeeping basics and progress to activities using QuickBooks Online, such as administration, transactions, journal entries, sales, vendors, receipts, and reports. By the end of the course, students should be prepared to take and pass the Intuit QuickBooks Online Certified User certification exam.

Course Objectives

Set up and manage Intuit QuickBooks Online administration

Record and manage sales and money-in

Manage and record vendors and money-out

Manage bank accounts, transaction rules, and receipts

Access basic reports and customize views


Outline of Instruction

Introduction

Basic Bookkeeping

Charting the Accounts

The General Ledger

Keeping Journals

Controlling Your Records

Computer Options for Bookkeeping

Financial Statements and Accounting Standards

Getting Started

Set Up Your New QuickBooks Online Company

Classes, Locations & Tags

Sales Tax

Products and Services

Sub-Customers vs Projects

Beginning Balances

Accounts Payable (A/P)

Accounts Receivable (A/R)

Managing Inventory

Payroll

Banking

Budgeting

Final Review

Certification Preparation


Contact Hours

48

CEUs

1

Industry Standard, State or National Certification

Certification

Intuit

Website

https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/C…

Certification Learning Outcomes/Requirements

Intuit QuickBooks Online Administration

Sales and Money-In

Vendors and Money-Out

Bank Accounts, Transaction Rules, and Receipts

Basic Reports and Views


CE or CU Articulation

No

Prerequisites

Prior to course enrollment, students should have the ability to demonstrate technological literacy in alignment with the Technology Basics for Digital Literacy course or have equivalent knowledge and skills.

Learning Supplies Needed

None

Clinical Site/Special Facilities

None

Requirements for Successful Completion

90% attendance
Demonstrate an understanding of at least 80% of the course material taught.

Accreditation/Special Approval Requirements

N/A

Intended Audience

Individuals who want to expand their knowledge and skills for employment-readiness or those who want to successfully prepare for the relevant industry certification exam(s).

Specific Industry or Business Support Needs

Bookkeeper, Accounting, Office Assistant, Administrative Assistant

Wake County Need for Industry Positions

According to Burning Glass Technologies, Wake County has a high demand for bookkeeping skills.

Industry or Job Titles Related to Training Outcomes for Employment

Administrative Assistant

Office Assistant

Accounting

Bookkeeper

Related Courses

HRD-3004BI2

ACC-3150BE


Course Contact Information

Melanie Thomas
919-866-5859
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for ACC-3150F2-Bookkeeping: Intuit QuickBooks Certified User Online .

Professional Bookkeeping with QuickBooks Online with Payroll Practice and Management (Voucher Included)

  • Course ID: SEF-3001EXG
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
This online professional bookkeeping course bundle covers all the essential areas of bookkeeping and payroll management. The key to overseeing a company's finances is knowing how to balance books, track finances, and administer pay-which this online bookkeeping and payroll course will help you understand. These responsibilities often fall to one professional who is well-versed in both disciplines for many small businesses today. You will first learn how to utilize QuickBooks Online for everyday bookkeeping situations, such as running general ledger reports, working with the chart of accounts, and managing inventory. Next, your online bookkeeping and payroll course will put all those principles into practice, entering and tracking your finances while having all the advantages of computing in the cloud so that your files will be available to you virtually anytime, anywhere. The professional bookkeeping training helps you learn the principles of payroll management. Payroll practice and management provides a foundation for classifying workers, calculating overtime pay, and overseeing payroll functions. There is more to payroll than calculating gross wages, though-you will also learn to manage year-end forms, which rely on your bookkeeping skills. Once you complete this payroll and bookkeeping certification course, you will understand how to manage your finances and be prepared for the QuickBooks Certified User (QBCU) exam. You will also be ready to pass the Fundamental Payroll Certification (FPC) exam offered by the PayrollOrg. This payroll and bookkeeping certification course offers enrollment with or without a voucher. The voucher covers the cost to sit for the QBCU certification exam upon eligibility. A voucher for the FPC exam is not included.

Course Objectives

Successfully set up a company file in QuickBooks Online.

Perform fundamental analysis of accounts, financial documents, and reports.

Apply basic accounting principles to professional bookkeeping practices and duties.

Understand fundamental accounting concepts, including how QuickBooks works to support these concepts.

Explain the use of the forms required to withhold, deposit, and report federal income taxes.

Recognize dates, procedures, and regulations to ensure payroll compliance and reporting.

Correctly process payroll from start to finish (payroll project).


Outline of Instruction

Professional Bookkeeping with QuickBooks Online

Payroll Practice and Management


Contact Hours

200

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

This course is designed to prepare you for an entry-level position as a full-charge bookkeeper. You do not need any prior experience or training in this field. You should have basic keyboarding and computer skills, be able to use a basic 4 function calculator, be comfortable navigating the Internet and using email, and have an understanding of a word-processing program (such as Word). This course is intended for anyone interested in developing their management skills.

Learning Supplies Needed

Hardware Requirements:
This course can be taken on either a PC or Mac.

Software Requirements:
PC: Windows 10 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
QuickBooks Online (Free 1-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. However, please note that this course is only suitable for the QuickBooks Online version.
Adobe Acrobat Reader.
Microsoft Word or equivalent
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional material required for this program is included in enrollment. The following textbook will be shipped to you approximately 7-10 business days after enrollment in the QuickBooks portion of the program:
Bookkeeping for Dummies
QuickBooks Online software
Your enrollment in this course includes a free 1-year full subscription to QuickBooks Online. You will be shown how to access and activate this subscription.
Digital access to the following book will be available via links in the Payroll Practice and Management course:
Payroll Accounting 2024, by Bernard J. Bieg and Judith A. Toland (eBook)
Please note: You will receive a digital book if the physical book is on backorder.

Clinical Site/Special Facilities

None

Requirements for Successful Completion

90% attendance

Accreditation/Special Approval Requirements

N/A

Intended Audience

This course is intended for anyone interested in developing their management skills.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Courtney Boney
919-532-5581
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for SEF-3001EXG-Professional Bookkeeping with QuickBooks Online with Payroll Practice and Management (Voucher Included) .

Professional Bookkeeping with QuickBooks Online

  • Course ID: SEF-3001FNG
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
Master QuickBooks Online to prepare for a rewarding career in the bookkeeping field. You will learn basic bookkeeping and accounting principles, including the types of accounting information you, the business owner, manager, bookkeeper, or accountant, need to monitor. You'll then put all those principles into practice using QuickBooks Online to enter and track your finances with ease. With this online version, you get all the advantages of computing in the cloud so that your files will be available to you virtually anytime, anywhere. This course will give you hands-on experience using QuickBooks Online to manage your business' finances-from recording income and expenses to entering checks and bank transfers to setting up a chart of accounts. You'll see how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports; and much more. Once you complete this course, you will understand how to get your finances in order and be prepared for the QuickBooks Certified User Exam.

Course Objectives

Acquire the skills you needed to make the most of QuickBooks Online.

Understand how to get your business finances in order and save time with this powerful and useful tool.

Prepare for the QuickBooks Certified User exam.


Outline of Instruction

Introduction to Bookkeeping

Accounting Basics

Getting Started With QuickBooks Online

The Chart of Accounts

Centers and Lists

Bank Accounts

Recording Expenses and Paying Bills

Credit Cards and Loans

Sales Receipts

Invoices, Estimates, and Customizing Sales Forms

Billable Expenses and Customer Credits

Sales Taxes and Reports

Midterm Exam

Product and Service Items

Managing Inventory

Managing Projects and Sales

Progress Invoicing, Late Fees, and Bad Debts

Payroll

Fixed Assets and Loans

Business Entities and Owner Transactions

Banking Rules, Receipts, and Budgets

Adjusting and Reviewing the Books

Starting a Bookkeeping Business

Your Career Roadmap: The Job Search and Future Opportunities (Optional Lesson)

Communication and Organization (Optional Lesson)

Final Exam


Contact Hours

100

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

This program is designed to prepare you for an entry-level position as a full-charge bookkeeper. You do not need any prior experience or training in this field.

Learning Supplies Needed

Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:
PC: Windows 10 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
QuickBooks Online (Free 1-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. However, please note that this course is only suitable for the QuickBooks Online version.
Adobe Acrobat Reader.
Microsoft Word or equivalent.
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. The following textbooks will be shipped to you approximately 7-10 business days after enrollment:
Bookkeeping for Dummies, 2nd Edition, by Lita Epstein, MBA
QuickBooks online software
Your enrollment in this course includes a free 1-year full subscription to QuickBooks Online. You will learn how to access and activate this subscription in one of your assignments.

Clinical Site/Special Facilities

None

Requirements for Successful Completion

90% attendance

Accreditation/Special Approval Requirements

N/A

Intended Audience

If you are interested in hands-on experience using QuickBooks Online to manage your business' finances-from recording income and expenses to entering checks and bank transfers to setting up a chart of accounts, this course is for you!

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Courtney Boney
919-532-5581
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for SEF-3001FNG-Professional Bookkeeping with QuickBooks Online .

Certified Bookkeeper (Exam Cost Included)

  • Course ID: SEF-3001BMG
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
This unique, comprehensive online bookkeeping certification course is designed for professional bookkeepers. It reinforces key bookkeeping concepts, definitions and calculations you have likely encountered in your bookkeeping education and career and prepares you for the American Institute of Professional Bookkeepers (AIPB) national certification exam. Throughout this bookkeeper training, you have access to resources such as videos, interactive activities and hands-on exercises that help solidify your grasp of critical information necessary to your success as a bookkeeper. These and other tools are used to prepare you for the exam, including practice quizzes, exams and strategies for conducting your preparation leading up to and encompassing the exam day.

The AIPB certification is a high professional standard. Becoming a Certified Bookkeeper™ (CB) can increase your earning potential, enhance your professional status and give you a decisive edge in the job market. Parts 1 and 2 of the exam are offered at more than 300 Prometric test centers nationwide. Parts 3 and 4 of the exam are open-book tests that come with your workbooks. CBs are to bookkeeping what Certified Public Accountants (CPAs) are to accounting: the cream of the profession.

The Certified Bookkeeper course includes prepaid vouchers with enrollment that provides access to sit for the AIPB certification exams, making it a leader among other certified bookkeeper courses. Detailed instructions regarding the certification application, exams and the use of the vouchers at any Prometric Test Center are available within the course.

Course Objectives

Learn eligibility requirements, code of ethics and maintenance requirements

Explore how to apply the concepts of accrual accounting to transactions that span fiscal periods and trace the effect of accrual and deferral transactions

Learn Identification and correction of accounting errors and reconciliation of bank accounts

Study book and tax depreciation, including various methods of calculating depreciation for book and tax purposes

Practice basic payroll, from paying wages to depositing and reporting taxes

Learn how to value inventory, record costs, make entries and report inventory on financial statements

Learn how to use basic internal controls to prevent theft, embezzlement or check and credit card fraud by employees, customers or vendors


Outline of Instruction

Getting Started

Pretest

Adjusting Entries

Correction of Accounting Errors

Payroll

Depreciation

Inventory

Internal Controls and Fraud Prevention

AIPB Exam Preparation

Final Exam

Resources


Contact Hours

140

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

The Certified Bookkeeper course is designed for experienced bookkeepers who want to prepare for national certification. To succeed in this course, you must have at least two years of experience as a bookkeeper before enrolling.

Learning Supplies Needed

Hardware requirements:
This course can be taken on either a PC, a Mac or a Chromebook.

Software requirements:
PC: Windows 10 or later
Mac: macOS 12 or later
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
Microsoft Word Online
Microsoft Excel (not included in enrollment)
Adobe Acrobat Reader
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account

Instructional material requirements:
The instructional materials required for this course are included in enrollment. The AIPB provides the six workbooks required for this course: "Mastering Adjusting Entries," "Mastering Correction of Accounting Errors," "Mastering Payroll," "Mastering Depreciation," "Mastering Inventory" and "Mastering Internal Controls and Fraud Prevention."
In addition to the six workbooks listed above, you will also receive two exam vouchers that cover the full cost of Part 1 and Part 2 of the Certified Bookkeeper exam.

Clinical Site/Special Facilities

N/A

Requirements for Successful Completion

90% attendance

Accreditation/Special Approval Requirements

N/A

Intended Audience

The Certified Bookkeeper course is designed for experienced bookkeepers who want to prepare for national certification.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Non-Credit Online Learning https://ceonline.waketech.edu
919-532-5847
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for SEF-3001BMG-Certified Bookkeeper (Exam Cost Included) .

Professional Bookkeeping with QuickBooks Online (Voucher Included)

  • Course ID: SEF-3001CHG
  • Overview
  • Course Outline
  • Requirements
  • Intended Audience
  • More Details
Master QuickBooks Online to prepare for a rewarding career in the bookkeeping field. You learn basic bookkeeping and accounting principles, including the types of accounting information you, the business owner, manager, bookkeeper or accountant, need to monitor. You then put all those principles into practice using QuickBooks Online to enter and track your finances with ease. With this online version, you get all the advantages of computing in the cloud, so your files are available to you virtually anytime, anywhere.

This course gives you hands-on experience using QuickBooks Online to manage your business' finances, from recording income and expenses to entering checks and bank transfers to setting up a chart of accounts. You see how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts and statements; track your payables, inventory and receivables; create estimates; generate reports; and much more. Once you complete this course, you understand how to get your finances in order and are prepared for the QuickBooks Certified User Exam.

This course offers enrollment with or without a voucher. The voucher is prepaid access to sit for the QuickBooks Certified User Exam upon eligibility. Proctor fees may apply, which are not included.

Course Objectives

Gain confidence in your ability to use QuickBooks to perform bookkeeping tasks for any company

Use basic, intermediate and advanced features of QuickBooks Online proficiently

Prepare for the QBCU Exam


Outline of Instruction

Introduction to Bookkeeping

Accounting Basics

Getting Started With QuickBooks Online

The Chart of Accounts

Centers and Lists

Bank Accounts

Recording Expenses and Paying Bills

Credit Cards and Loans

Sales Receipts

Invoices, Estimates and Customizing Sales Forms

Billable Expenses and Customer Credits

Sales Taxes and Reports

Midterm Exam

Product and Service Items

Managing Inventory

Managing Projects and Sales

Progress Invoicing, Late Fees and Bad Debts

Payroll

Fixed Assets and Loans

Business Entities and Owner Transactions

Banking Rules, Receipts and Budgets

Adjusting and Reviewing the Books

Starting a Bookkeeping Business

Your Career Roadmap: The Job Search and Future Opportunities (optional)

Communication and Organization (optional)

Final Exam


Contact Hours

100

CEUs

No

Industry Standard, State or National Certification

Certification

None

Website

None

Certification Learning Outcomes/Requirements

CE or CU Articulation

No

Prerequisites

This program is designed to prepare you for an entry-level position as a full-charge bookkeeper. You do not need any prior experience or training in this field.

Learning Supplies Needed

Hardware requirements:
This course can be taken on either a PC, a Mac or a Chromebook.

Software requirements:
PC: Windows 10 or later
Mac: macOS 12 or later
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
QuickBooks Online (Free one-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. NOTE: This course is suitable only for the QuickBooks Online version.
Adobe Acrobat Reader
Microsoft Word or equivalent
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account

Instructional material requirements:
The instructional materials required for this course are included in enrollment. The following e-book will be provided to you approximately seven to 10 business days after enrollment: "Bookkeeping for Dummies" by Lita Epstein, MBA.
QuickBooks Online software
Your enrollment in this course includes a full one-year subscription to QuickBooks Online. You will learn how to access and activate this subscription in one of your assignments.

Clinical Site/Special Facilities

N/A

Requirements for Successful Completion

90% attendance

Accreditation/Special Approval Requirements

N/A

Intended Audience

This course is intended for anyone interested in professional bookkeeping with QuickBooks Online.

Specific Industry or Business Support Needs

N/A

Wake County Need for Industry Positions

N/A

Industry or Job Titles Related to Training Outcomes for Employment

Related Courses

Course Contact Information

Courtney Boney
919-532-5581
[email protected]

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech’s Notify Me service for SEF-3001CHG-Professional Bookkeeping with QuickBooks Online (Voucher Included) .

Frequently asked questions

Bookkeepers keep records of accounts and financial transactions. They work for a business, provide bookkeeping services for several smaller organizations or individuals or provide information for financial and tax reports completed by an accountant.

Certification is important for bookkeepers because it validates a standardized level of knowledge and competency in accounting principles, financial recordkeeping and modern bookkeeping software. Industry-recognized credentials help demonstrate proficiency to employers, increase job readiness and strengthen credibility in a competitive job market.

Certification also ensures that bookkeepers are up to date with current practices, tools and compliance standards, which improves accuracy, efficiency and overall professional performance in financial roles.

Upon successful completion of Workforce Development courses, individuals can earn the Intuit Certified Bookkeeping Professional certification, demonstrating readiness for entry-level bookkeeping and accounting roles in business and finance environments. Individuals can also gain hands-on experience with the Intuit QuickBooks Online Certified User certification, including setting up company files, recording transactions, managing customers and vendors, and generating reports.


To earn the Intuit Certified Bookkeeping Professional certification, candidates will complete a structured learning path that builds both foundational accounting knowledge and practical experience.

The certification process generally includes the following steps:

  • Learn accounting principles, including the accounting equation, double-entry bookkeeping, financial statements and basic business transactions
  • Develop practical bookkeeping skills by working with real-world scenarios such as accounts payable, accounts receivable, payroll, inventory, reconciliations and financial reporting
  • Complete training or coursework aligned with Intuit certification objectives to ensure coverage of all tested competencies
  • Pass the certification exam, which validates proficiency in bookkeeping concepts and financial processes

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