Introduction to QuickBooks 2014

Master Your Finances with QuickBooks 2014: Streamline, Simplify, Succeed

Introduction to QuickBooks 2014

Master Your Finances with QuickBooks 2014: Streamline, Simplify, Succeed

Unlock your financial potential with our QuickBooks 2014 course. Dive beyond basic bookkeeping into mastering a tool that streamlines your business success. Whether you're a small business owner or an eager entrepreneur, you'll transform your financial management skills in no time. Imagine making confident, data-driven decisions that propel your business forward. We guide you, step-by-step, through intuitive, real-world scenarios, ensuring you're not just learning QuickBooks; you're mastering it. Save time, reduce costs, and elevate your financial literacy with personalized insights from industry experts. Gain control over your business finances today. Your journey to seamless accounting starts here--because your business deserves nothing but the best. The transformation awaits; are you ready to seize it? Enroll now!

Self Paced • Online Class • Accredited CEUs

$120

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OVERVIEW

CURRICULUM

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

In This Course

8 Hours average completion time
0.8 CEUs
18 Lessons
29 Exams & Assignments
18 Videos
7 Articles
Mobile Friendly
Last Updated February 2024

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.

Skills You'll Develop

Financial reporting customization skills
Enhanced data entry and customization skills
Proficient credit card transaction management
Efficient financial management skills
Inventory tracking capabilities
Budgeting acumen development
Invoice and billing proficiency
Bank reconciliation techniques
Streamlined payroll coordination
Basic accounting principles understanding
Vendor and customer organization

Skills You'll Develop

Financial reporting customization skills
Enhanced data entry and customization skills
Proficient credit card transaction management
Efficient financial management skills
Inventory tracking capabilities
Budgeting acumen development
Invoice and billing proficiency
Bank reconciliation techniques
Streamlined payroll coordination
Basic accounting principles understanding
Vendor and customer organization

More About This Course

Enhance Vendor Organization: Streamline vendor records using QuickBooks tools.
Craft Financial Lists: Customize for seamless invoicing and growth.
Master QuickBooks Basics: Understand three software versions for business needs.
Manage Bills Effectively: Record, pay, and organize bills seamlessly.
Optimize Customer Management: Setup and maintain efficient customer records.
Capture Customer Payments: Professional management of payments and deposits.
Track Inventory: Keep inventory updated and resolve discrepancies.
Simple Invoicing: Efficiently create invoices with discounts and payment options.
Install with Confidence: Learn step-by-step QuickBooks software installation.
QuickBooks Mastery: Discover intuitive features for efficient accounting.
Manage Business Lists: Effortlessly organize inventory and customer data.

What You'll Achieve

Identify key features of QuickBooks, such as invoicing and payroll management, and explain their benefits for a small business's accounting processes.
Demonstrate the ability to create and manage a chart of accounts in QuickBooks, ensuring accurate financial record keeping and compliance with accounting standards.
Install and troubleshoot QuickBooks software by following step-by-step instructions and resolving common issues.
Prepare QuickBooks setup by selecting a conversion date and gathering necessary documents and account balances.
Define the layout and functionality of QuickBooks' Home page, Menu Bar, and Icon Bars to optimize user workflow and navigation.
Describe the steps to customize both the Top and Left Icon Bars in QuickBooks to tailor the software's interface to individual user preferences.
Define the process to create and categorize new items in QuickBooks by utilizing the Item List function and selecting the appropriate item type from the dropdown menu.
Demonstrate the ability to configure item details in QuickBooks by entering necessary data such as cost, tax status, and income account associations for each item.
Define and create various list types in QuickBooks, such as fixed asset, price level, and sales tax code lists, to enhance software usability.
Demonstrate the organization and printing of QuickBooks lists, ensuring efficient data management and reporting capabilities.
Define and create a comprehensive customer list using QuickBooks by entering essential details such as name, address, and contact information.
Categorize customers effectively in QuickBooks by utilizing the Customer Type and Customer Message List functions to enhance organization and communication.
Define the process of adding a new vendor in QuickBooks by navigating through the Vendor Center and completing necessary information tabs.

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What Others Are Saying

"Extraordinarily Helpful"

★★★★★

The videos were most helpful to me.

Crystal S.

"Extraordinarily Helpful"

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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.

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All parts of the course are very helpful.

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"Extraordinarily Helpful"

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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.

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