Becoming a QuickBooks Expert
E13

Becoming a QuickBooks Expert

You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor.


  • (00:00) - How to become a QuickBooks expert
  • (04:11) - What kind of books or written material can people invest in to become an expert in QuickBooks?
  • (12:21) - QuickBooks Desktop course in 2023
  • (17:47) - Using a personal QBO file to learn
  • (20:43) - Using classes, Locations, and tags in a personal file
  • (23:45) - ProAdvisor training and certifications
  • (28:33) - Importance of the Advanced Certification
  • (30:15) - Unpaid internships at accounting firms
  • (32:52) - Wrap up and remember to subscribe so you don't miss an episode

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

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Creators and Guests

Alicia Katz Pollock, MAT
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.