Introduction to QuickBooks
Learning Type: Instructor-Led Course
Duration of Access:
Session Start Dates:
Learn to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program. QuickBooks is designed especially for the small- to midsized-business owner who needs a fully functional accounting system that’s also easy to use.
In 12 lessons, you’ll gain hands-on experience as you master the tools you need set up a chart of accounts; reconcile your checking account; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; and generate reports.
Whether you’re new to QuickBooks or have already used earlier versions of this accounting software program, this course will empower you to take control of the financial accounting for your business.
Benefits of Instructor-Led Courses:
- Two lessons are released each week, so you never feel overwhelmed with your workload
- Access an expert instructor to reinforce your learning and get feedback
- Learn from your peers and engage in weekly discussion forums
A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits!
How does it work? Once a session starts, two lessons will be released each week, for the six-week duration of your course. You will have access to all previously released lessons until the course ends.
Keep in mind that the interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
Lesson 01 – Getting Started
In our first lesson, you’ll become familiar with the QuickBooks interface. You’ll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you’ll get to set up a QuickBooks Company of your very own, and you’ll learn some QuickBooks terminology.
We’ll be practicing many new skills in this class, so it’s important that you have a copy of QuickBooks installed on your computer before you begin.
Lesson 02 – The Chart of Accounts
The Chart of Accounts is the heart and soul of QuickBooks. In today’s lesson, you’ll learn how to take fullest advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.
Lesson 03 – Company Lists
Today, we’ll learn how to use company lists in QuickBooks to gather and organize all of the information you’ll need to properly conduct your business. By the time you finish this lesson, you’ll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.
Lesson 04 – Bank Accounts
Today, you’ll become comfortable working with bank accounts in QuickBooks. You’ll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You’ll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You’ll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.
Lesson 05 – Fixed Assets and Depreciation
The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That’s why it’s important for you to keep an accurate tally of everything your business owns. Today’s lesson will provide you with plenty of opportunities to do just that.
Lesson 06 – Accounts Payable I
Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn’t hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you’ll learn how to use QuickBooks to make sure you’re paying all of your bills right on time—not too early, and not too late.
Lesson 07 – Accounts Payable II
Today, we’re going to finish our discussion of QuickBooks’ accounts payable tools. You’ll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you’ll learn how to create some useful accounts payable reports.
Lesson 08 – Accounts Receivable I
You’ll find today’s lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. Today is the day you’ll get some hands-on experience with invoicing. You’ll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.
Lesson 09 – Accounts Receivable II
Okay, so you’ve created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on his or her “to-do” list and, eventually, you’ll receive some form of payment for your troubles. Now what? You’ll find out in today’s lesson.
Lesson 10 – Accounts Receivable III
Today, we’ll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you’ll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.
Lesson 11 – Inventory and Estimating
Today, you’re going to learn how to customize your QuickBooks invoices to give them a more professional look. You’ll also learn how to work with two of QuickBooks’ more advanced features: inventory tracking and estimating.
Lesson 12 – Reporting
In our final lesson, you’ll find out how to create, use, and memorize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you’ve painstakingly entered into QuickBooks.