Online Class: Introduction to QuickBooks 2013

Unlock the full potential of QuickBooks 2013 for your business with our detailed course, designed to clarify every function you were hesitant to explore. Achieve financial management excellence with our simple, guided lessons tailored for success.
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  • 18
    Lessons
  • 36
    Exams &
    Assignments
  • 11
    Hours
    average time
  • 1.1
    CEUs
 
 
 

Course Description

This course will teach you everything you need to know about QuickBooks® 2013--but were afraid to ask. In easy to read, step-by-step lessons, we'll teach you everything you need to know about QuickBooks and how to use it to run your business finances successfully. So join us today!

Courses Frequently Bought Together:
  • Completely Online
  • Self-Paced
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 

Course Lessons

Lesson 1. Unveiling QuickBooks 2013: Your Financial Assistant Decoded

QuickBooks 2013 is a comprehensive accounting software designed for small businesses, enabling them to handle tasks like invoicing and payroll without needing a full-time accountant. This course will guide you through using the software even if you don't own it, providing exercises to ensure you're prepared for real-world financial management. 11 Total Points
  • Lesson 1 Video
  • Lesson discussions: Reasons for Taking this Course
  • Complete: Lesson 1 Assignment
  • Assessment: Lesson 1 Exam

Lesson 2. Getting Started with QuickBooks: Software Installation and Initial Setup

QuickBooks 2013 installation should be straightforward if you adhere to the interactive guidance on your screen and verify software compatibility, using Uninstall and Reboot options to solve any initial hurdles. Express Start streamlines the company setup process into three steps, efficiently capturing necessary business details to facilitate QuickBooks operations. 10 Total Points
  • Lesson 2 Video
  • Complete: Lesson 2 Assignment
  • Assessment: Lesson 2 Exam

Lesson 3. Exploring the New Features of QuickBooks 2013: A Comprehensive Guide

The sleek interface of QuickBooks 2013 increases user efficiency, allowing quick access to necessary tools via the updated icon and menu bars. New features like the Transaction Ribbon Toolbar reduce complexity in managing invoices and transactions. 11 Total Points
  • Lesson 3 Video
  • Complete: Lesson 3 Assignment
  • Assessment: Lesson 3 Exam

Lesson 4. QuickBooks: Navigating the World of Lists and Items

This lesson teaches how to input information manually in QuickBooks to manage products, employees, and clients effectively through a systematic use of lists, beyond the initial setup. It further guides users on how to categorize various items on invoices, ensuring precise accounting and organization. 11 Total Points
  • Lesson 4 Video
  • Complete: Lesson 4 Assignment
  • Assessment: Lesson 4 Exam

Lesson 5. Mastering QuickBooks List Creation

Understanding QuickBooks lists parallels gathering ingredients for a successful cake, underscoring their importance in smooth financial management. Learn to create vital lists such as terms, payment methods, and class lists to enhance accounting efficiency. 11 Total Points
  • Complete: Lesson 5 Assignment
  • Assessment: Lesson 5 Exam

Lesson 6. The Art of Categorizing and Customizing Customer Information

Begin by creating a customer list in the Customer Center, entering essential details like names and addresses, and save. Categories and custom fields can be added for better management, and reminders or job setups can streamline operations. 11 Total Points
  • Complete: Lesson 6 Assignment
  • Assessment: Lesson 6 Exam

Lesson 7. Navigating the Vendor Center in QuickBooks

Enhance your QuickBooks 2013 experience by setting up vendors and capturing detailed information, from address and payments to tax ID. The Vendor Center acts as a hub for viewing vendor lists, transactions, and allows for tailored display preferences through column customization and filters. 11 Total Points
  • Lesson 7 Video
  • Complete: Lesson 7 Assignment
  • Assessment: Lesson 7 Exam

Lesson 8. Invoice Creation Made Easy: Unleashing the Power of QuickBooks

Creating invoices in QuickBooks requires setting up foundational elements first to avoid mistakes and ensures a smooth billing process. Learn the steps to generate product and service invoices, manage invoice sections, apply discounts, and handle sales tax effectively. 11 Total Points
  • Lesson 8 Video
  • Complete: Lesson 8 Assignment
  • Assessment: Lesson 8 Exam

Lesson 9. From Invoices to Deposits: Financial Tracking in QuickBooks

QuickBooks simplifies customer payment tracking through its sales receipts and invoicing system while offering robust methodologies for bank deposits and monitoring accounts receivable. Equip yourself to handle finance charges accurately, ensuring customer balances remain up-to-date and within terms. 11 Total Points
  • Lesson 9 Video
  • Complete: Lesson 9 Assignment
  • Assessment: Lesson 9 Exam

Lesson 10. QuickBooks 2013: Bill Management Made Easy

Even though bill payments are universally disliked, QuickBooks 2013 aims to ease this by offering a thorough breakdown of processes like item receipt entry and selection of payment methods. The system supports both quick and meticulous approaches to financial tracking, making accounting less daunting. 11 Total Points
  • Lesson 10 Video
  • Complete: Lesson 10 Assignment
  • Assessment: Lesson 10 Exam

Lesson 11. Streamlined Inventory Management with QuickBooks 2013

Setting up inventory in QuickBooks involves enabling tracking and creating an item list, while regular physical counts help verify on-hand stock. Efficient inventory adjustments and streamlined purchase orders enhance inventory management and accountability. 11 Total Points
  • Complete: Lesson 11 Assignment
  • Assessment: Lesson 11 Exam

Lesson 12. Effortless Bank Account Management with QuickBooks

Accurate transaction tracking in QuickBooks involves setting up bank accounts and handling various types of deposits and transfers. This lesson teaches you to manage petty cash, adjust for NSF checks, and document customer payments effectively. 11 Total Points
  • Lesson 12 Video
  • Complete: Lesson 12 Assignment
  • Assessment: Lesson 12 Exam

Lesson 13. Quick Setup: Credit Card Accounts in QuickBooks

Setting up credit card accounts in QuickBooks involves using the Chart of Accounts, enabling businesses to monitor their credit activities seamlessly. The lesson highlights steps for recording, amending, and managing credit card charges easily. 11 Total Points
  • Lesson 13 Video
  • Complete: Lesson 13 Assignment
  • Assessment: Lesson 13 Exam

Lesson 14. Checks, Logos, and Fonts: Customizing Your Print Experience

This lesson reveals the intricacies of printing checks through QuickBooks, offering a comprehensive guide on configuring your printer and selecting various check styles to fit your needs. It also dives into batch printing capabilities and rectifying print errors, ensuring seamless check management. 11 Total Points
  • Lesson 14 Video
  • Complete: Lesson 14 Assignment
  • Assessment: Lesson 14 Exam

Lesson 15. Simplifying Payroll: Taming the Beast with QuickBooks

Doing payroll yourself can be an overwhelming chore due to the many details and legal requirements involved. QuickBooks offers a paid service to ease this burden by guiding you through setting up and operating payroll efficiently, including tax obligations. 11 Total Points
  • Lesson 15 Video
  • Complete: Lesson 15 Assignment
  • Assessment: Lesson 15 Exam

Lesson 16. Create, Adjust, and Optimize Your Budget

To achieve effective budgeting, create a roadmap for income and expenses, ensuring there's an allowance for unexpected events. Leverage QuickBooks for comprehensive budget management, adjustments, and financial forecasting for ownership of your financial future. 11 Total Points
  • Complete: Lesson 16 Assignment
  • Assessment: Lesson 16 Exam

Lesson 17. The Art of Reconciliation: Balancing Bank Accounts with QuickBooks

Balancing an account with QuickBooks involves aligning your transaction diary with the bank’s records, entering charges, and adjusting discrepancies. The process includes marking cleared checks and deposits, perhaps editing entries, and concludes with generating reconciliation reports. 10 Total Points
  • Lesson 17 Video
  • Assessment: Lesson 17 Exam

Lesson 18. QuickBooks 2013: Reporting Essentials

QuickBooks 2013 offers a variety of reports organized by categories for easy access. You can customize, create, and print these reports to fit different business needs. 56 Total Points
  • Lesson 18 Video
  • Lesson discussions: Your Opinion Matters: Course Rating; Program Evaluation Follow-up Survey (End of Course); Course Comments; Course Comments
  • Complete: Lesson 18 Assignment
  • Assessment: Lesson 18 Exam
  • Assessment: The Final Exam
241
Total Course Points
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe what QuickBooks 2013 is.
  • Demonstrate installing the software and using express start.
  • Demonstrate navigating QuickBooks 2013.
  • Demonstrate creating and managing QuickBooks lists.
  • Demonstrate setting up customers, vendors, and invoices in QuickBooks.
  • Demonstrate collecting and tracking money from customers in QuickBooks.
  • Demonstrate paying bills and tracking inventory in QuickBooks 2013.
  • Summarize managing bank accounts, credit cards, and printing check in QuickBooks 2013.
  • Summarize payroll features and processes in QuickBooks 2013.
  • Demonstrate creating and managing your budget, balancing account, and running reports in QuickBooks.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

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