Online Class: Introduction to QuickBooks 2014

Dive into the world of accounting with QuickBooks(TM) 2014, a user-friendly program that simplifies financial management for self-starters and growing enterprises. This course offers comprehensive instruction on utilizing QuickBooks(TM) to efficiently handle tasks such as invoicing, reporting, and budgeting, thus bypassing the need for constant professional accounting assistance.
$95.00
no certificate
- OR -
$120.00
with CEU Certificate*
Start Right Now!
$120.00 (with CEU Certificate)
Taking multiple courses? Save with our platinum program.
 
  • 18
    Lessons
  • 29
    Exams &
    Assignments
  • 8
    Hours
    average time
  • 0.8
    CEUs
 
 
 

Course Description

QuickBooks® 2014 is an accounting software program created by Intuit® for small businesses and self-employed professionals that allows you to keep track of your company's transactions and finances – all from a single, Intuit®ive, and easy-to-use software program. This course is for anyone who wants to learn QuickBooks®. You'll learn all the skills that you need to know to use the software properly to manage transactions and finances for your business.

Made for small to medium sized businesses, as well as the self-employed, QuickBooks® gives businesses the power to complete most accounting tasks themselves without hiring a full-time accountant to do it for them (although consulting an accountant is always recommended for any business).   

QuickBooks® allows businesses to easily:

·     Add customers, vendors, and inventory to QuickBooks®

·     Create and generate invoices

·     Record and pay bills

·     Enter and track inventory

·     Add and manage bank accounts, as well as other expense and income accounts including credit cards

·     Balance bank accounts

·     Track company vehicle mileage

·     Enter bills to pay vendors

·     Print checks to pay bills

·     Create budgets

·     Create payroll schedules and payroll checks

·     Pay tax liabilities

·     Generate and customize various financial reports

·     Customize templates to match the needs of your business

·     And more

Since QuickBooks® does not offer a trial version, you do not need access to the QuickBooks® software to use this course; however, it is strongly recommended to have a working copy if possible so that you can do the optional activities. If you don't have the software, you can still review the lessons and the accompanying videos to learn what QuickBooks® can do. Please note that this is a course only and does not include any software.
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries. 
Courses Frequently Bought Together:
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 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. QuickBooks Basics

QuickBooks comes in three versions: Pro, Premiere, and Enterprise, each offering progressively advanced features suitable for businesses of varying sizes and needs, from essential tasks to comprehensive management of user access and inventory. This lesson lays the groundwork for understanding which version best aligns with your business requirements. Additional lesson topics: QuickBooks Pro [Download] 9 Total Points
  • Lesson 1 Video
  • Lesson discussions: Reasons for Taking this Course
  • Complete: Lesson 1 Assignment
  • Assessment: Lesson 1 Exam

Lesson 2. QuickBooks Software Installation: A Step-by-Step Guide

Gather key documents like tax returns, unpaid invoices, and inventory lists to streamline QuickBooks setup and ensure comprehensive data entry. 10 Total Points
  • Lesson 2 Video
  • Assessment: Lesson 2 Exam

Lesson 3. From Novice to Pro: Mastering QuickBooks with New Features

Discover how QuickBooks' modern design and intuitive layout streamline accounting processes, with detailed insights into customization options and various functional centers that support efficient business management. Additional lesson topics: Getting Around Quickbooks 11 Total Points
  • Lesson 3 Video
  • Complete: Lesson 3 Assignment
  • Assessment: Lesson 3 Exam

Lesson 4. QuickBooks Lists: Essential Elements Explained

Lists in QuickBooks make managing business components like inventory, services, and customer data straightforward, facilitating smoother transaction entries. Creating and categorizing items correctly in lists ensures both the integrity of financial records and operational ease. 10 Total Points
  • Lesson 4 Video
  • Assessment: Lesson 4 Exam

Lesson 5. Crafting Comprehensive Lists in QuickBooks for Seamless Financial Management

Set the stage for efficient invoicing and customer management through meticulously crafted lists, including price level and terms lists, which tailor interactions to individual client needs. Such customization reinforces customer relationships and fosters business growth. 11 Total Points
  • Lesson 5 Video
  • Complete: Lesson 5 Assignment
  • Assessment: Lesson 5 Exam

Lesson 6. Managing Customer Lists: A Guide to Effective Organization

This lesson covers the essential steps for setting up customers in QuickBooks, introducing customer lists for sending estimates and invoices. Additionally, explore how to use the Customer Center for maintaining customer and job information, including customized fields and customer messages. Additional lesson topics: Creating Customer and Vendor Profile Lists in QuickBooks; Setting Up a Customer List in QuickBooks 10 Total Points
  • Lesson 6 Video
  • Assessment: Lesson 6 Exam

Lesson 7. Enhancing Vendor Records in QuickBooks

Simplify vendor setup in QuickBooks by using Vendor Center, where you can input information from address details to tax settings, and ensure smoother transactions by prefilling expense accounts. Customize list displays to filter and organize vendor information efficiently. 9 Total Points
  • Lesson 7 Video
  • Complete: Lesson 7 Assignment
  • Assessment: Lesson 7 Exam

Lesson 8. Effortless Invoice Creation

Creating invoices in QuickBooks requires proper setup, including adding customers and products. Once set up, you can efficiently create product and service invoices, manage line items, apply discounts, and utilize online payment options. 10 Total Points
  • Lesson 8 Video
  • Assessment: Lesson 8 Exam

Lesson 9. Efficiently Manage Customer Payments and Deposits with QuickBooks

Gain expertise in capturing customer payment transactions in QuickBooks by generating sales receipts for immediate payment or tracking payments against outstanding invoices. The lesson also guides you through depositing these payments, managing outstanding customer debts, and applying finance charges when needed. 11 Total Points
  • Lesson 9 Video
  • Complete: Lesson 9 Assignment
  • Assessment: Lesson 9 Exam

Lesson 10. The Essential Guide to Recording and Managing Bills in QuickBooks

This lesson focuses on the necessity of recording and paying company bills in QuickBooks, emphasizing both the importance of an accounts payable system and ways to enter received bills and items. It also covers various methods of writing checks and how to organize and delete bills, while offering guidance on tracking vehicle mileage and paying sales tax. 9 Total Points
  • Lesson 10 Video
  • Assessment: Lesson 10 Exam

Lesson 11. Tracking Inventory with QuickBooks: Step-by-Step

To manage inventory in QuickBooks, activate inventory tracking, create and update item lists, and record all purchases. Manual inventory counts are necessary to resolve discrepancies between QuickBooks records and actual stock levels. Additional lesson topics: Setting Up Inventory in QuickBooks 11 Total Points
  • Lesson 11 Video
  • Complete: Lesson 11 Assignment
  • Assessment: Lesson 11 Exam

Lesson 12. QuickBooks Techniques for Bank Account Management

QuickBooks advocates for meticulous banking by streamlining various deposit types and offering tools to manage customer funds, ensuring stability in your accounts. With functions like transfer and bounced check protocols, QuickBooks simplifies sophisticated banking workflows. 15 Total Points
  • Lesson 12 Video
  • Complete: Lesson 12 Assignment
  • Assessment: Lesson 12 Exam

Lesson 13. Credit Card Transactions Made Easy with QuickBooks

Learn to establish and operate credit card accounts in QuickBooks by accessing the Chart of Accounts, where you can create new accounts and manage transactions. The lesson also highlights the steps for recording credit card charges and making necessary edits. Additional lesson topics: How to set up credit card account 10 Total Points
  • Lesson 13 Video
  • Assessment: Lesson 13 Exam

Lesson 14. Streamlined Printing: Checks and Registers in QuickBooks

This lesson provides a comprehensive guide on setting up your printer and QuickBooks for efficient check printing, emphasizing the importance of initial preparation and configuration adjustments for checks. It includes instructions for selecting check styles, adding custom graphics, and ensuring default settings are in place for future check printing tasks. Additional lesson topics: EzCheckPrinting Software Updated for Quickbooks to Print Checks On Blank Stock 15 Total Points
  • Lesson 14 Video
  • Complete: Lesson 14 Assignment
  • Assessment: Lesson 14 Exam

Lesson 15. Mastering Payroll Management with QuickBooks: A Step-by-Step Guide

QuickBooks offers a streamlined approach to handling payroll that can save time and prevent errors if you choose to manage payroll internally, though it does require purchasing a separate service package. By following the step-by-step guide to configuring payroll schedules and executing payments, even those daunted by numbers can efficiently run their payroll. 11 Total Points
  • Lesson 15 Video
  • Complete: Lesson 15 Assignment
  • Assessment: Lesson 15 Exam

Lesson 16. How to Create and Manage Your Budget with QuickBooks

Creating a budget is crucial for managing finances, especially if you don't have unlimited resources, and a well-prepared Chart of Accounts forms the foundation of an effective budget. Using QuickBooks, you can easily establish and adjust budgets and forecasts to track your financial health, ensuring you stay on track regardless of income fluctuations. 10 Total Points
  • Lesson 16 Video
  • Assessment: Lesson 16 Exam

Lesson 17. QuickBooks: Balancing Your Bank Account Made Simple

QuickBooks simplifies bank reconciliation by replicating the real-world method of cross-verifying bank statements with personal finance records, helping to avoid bounced checks and mismanagement. The software enables users to track cleared transactions, correct errors on the go, and choose from multiple report formats for documentation. 10 Total Points
  • Lesson 17 Video
  • Assessment: Lesson 17 Exam

Lesson 18. Customize, Print, and Email: QuickBooks Reporting Tools

This lesson introduces QuickBooks' report functionalities, detailing various categories like company financials and inventory tracking for streamlined data analysis. It also covers personalization methods for reports through customization preferences, making data presentation adaptable and professional. 56 Total Points
  • Lesson 18 Video
  • Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments; Reasons for Taking this Course
  • Complete: Lesson 18 Assignment
  • Assessment: Lesson 18 Exam
  • Assessment: The Final Exam
238
Total Course Points
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe what accounting software is and what QuickBooks capabilities are.
  • Demonstrate installing the software and using quickbooks setup.
  • Demonstrate navigating quickbooks.
  • Demonstrate setting up customers.
  • Demonstrate setting up vendors.
  • Demonstrate creating invoices.
  • Demonstrate collecting and tracking money from customers.
  • Demonstrate paying bills.
  • Demonstrate purchasing and entering inventory.
  • Demonstrate printing checks.
  • Describe balancing accounts.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: Introduction to QuickBooks 2014
Course Number: 8900240
Languages: English - United States, Canada and other English speaking countries
Availability: Accessible from any state in the U.S., this course covers key areas such as California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. The course is also offered in English-speaking nations like Australia, Canada, the UK, and South Africa.
Last Updated: February 2024
CEU Value: 0.8 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Course Fee: $95.00 (no CEU Certification) || with Online CEU Certification: $120.00

Choose Your Subscription Plan

Course Only
One Course
No Certificate / No CEUs
$95
for 6 months
 
Add to Cart
Billed once
This course only
Includes certificate X
Includes CEUs X
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Certificate Course
One Course
Certificate & CEUs
$120
for 6 months
 
Add to Cart
Billed once
This course only
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Platinum Yearly
ALL COURSES
Certificates & CEUs
$189
per year
 
Start Now
Billed once
Includes all 600+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 12 Months
No. of courses 600+
Platinum 2 Years
ALL COURSES
Certificates & CEUs
$299
for 2 years
You save $79.00!
Start Now
Billed once
Includes all 600+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 24 Months
No. of courses 600+
 

Student Testimonials

  • "The videos were most helpful to me." -- Crystal S.
  • "I like how the lessons were set up by different topics. I also appreciated the screen shots of the QuickBooks software integrated in the lesson information as a reference." -- Heather M.
  • "All parts of the course are very helpful." -- Lettina G.
  • "Thank you for your time and sharing your knowledge with the rest of us. I enjoyed taking this class because the information was complete and concise. The lessons are short enough to complete relatively quickly so you do not need to modify your schedule for a huge chunk of time each day." -- Lana S.
  • "Very good course I was very happy with it and have learned a lot and have it to look back on." -- Heather D.
  • "The videos were helpful - because I could follow along reading what they were saying." -- Taylor C.
  • "It was a great first experience for me. Can't wait to take other classes." -- Brenda C.
  • "I appreciate that even though I didn't have QuickBooks installed, I was able to review information related to our assignments." -- Brenda C.
  • "Everything was helpful. I have never looked at QuickBooks before and the explanation and screen shots were very helpful" -- Brooke H.
  • "Over all the entire course was helpful. Being new to QuickBooks, but familiar with accounting programs my goal was to see "why QuickBooks?" I now understand more about the program." -- Lynn T.

Related Courses