Online Class: Introduction to QuickBooks 2015

Name: Introduction to QuickBooks 2015
Price: 95.00 USD

QuickBooks 2015 offers a robust suite of tools for managing financial operations, making it indispensable for small businesses and freelancers. Learn to automate invoicing and payment tracking to sharpen your companyâ€™s financial precision and insight.

$95.00
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$120.00
with CEU Certificate*

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$120.00 (with CEU Certificate)

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25

Lessons
51

Exams &
Assignments
10

Hours
average time
1.0

CEUs

Course Description

Introduction to QuickBooks 2015 is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business' solution when it comes to bookkeeping and accounting.

Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

Courses Frequently Bought Together:

QuickBooks 101

Accounting & Bookkeeping 101 for Everyone

Microsoft Excel Level 1

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. Mastering QuickBooks: Your Small Business Accounting Companion

Whether you consider yourself a potential or current small business owner, understanding QuickBooks might catalyze your future financial management. The course includes practical exercises and assignments to instill the knowledge required to enhance your business acumen. Additional lesson topics: QuickBooks Pro Small Business Accounting Software 8 Total Points

Lesson 1 Video
Lesson discussions: Accounting Experience; Reasons for Taking this Course
Complete: Assignment 1
Assessment: Exam 1

Lesson 2. Seamlessly Setting Up QuickBooks

Setup of QuickBooks starts by deciding a conversion date and gathering essential financial information. Using methods like Express Start allows you to create a company file and populate it with necessary data. 11 Total Points

Lesson 2 Video
Complete: Assignment 2
Assessment: Exam 2

Lesson 3. Mastering QuickBooks: A Comprehensive Guide for Upgraders and Beginners

From a familiar Title Bar to a customizable Top Icon Bar, navigating QuickBooks is an intuitive process for both veterans and newcomers. Users can leverage powerful tools like the Company Snapshot and various Centers to efficiently manage business operations. 11 Total Points

Lesson 3 Video
Complete: Assignment 3
Assessment: Exam 3

Lesson 4. Mastering the Chart of Accounts: Your Gateway to Organized Financial Management

The chart of accounts is a systematic list of a company's financial accounts, including assets, liabilities, equity, income, and expenses. It helps organize and track financial transactions by assigning them to specific accounts, making it a crucial tool for accounting in QuickBooks. Additional lesson topics: QuickBooks Pro Tutorial: Setting Up the Chart of Accounts; QuickBooks Tutorial Part 2: Chart of Accounts COA 11 Total Points

Lesson 4 Video
Complete: Assignment 4
Assessment: Exam 4

Lesson 5. QuickBooks Basics: Customers, Jobs, and Vendors

The process of structuring customer and vendor information in QuickBooks is highlighted, emphasizing the significance of detailed data entry to support business transactions and reporting functions. The lesson introduces customization tips and organizational strategies, such as categorizing customers and personalizing vendor details, for refined control over business finances. 10 Total Points

Lesson 5 Video
Complete: Assignment 5
Assessment: Exam 5

Lesson 6. Adding and Organizing Your Inventory

Items in QuickBooks are essential components of invoices and purchase orders, encompassing products you sell and inventory you purchase, along with additional elements like discounts and sales tax. By understanding how to create and manage an Items list, you ensure a comprehensive invoicing process, making financial records complete and precise. Additional lesson topics: QuickBooks Part 10: Inventory 11 Total Points

Lesson 6 Video
Complete: Assignment 6
Assessment: Exam 6

Lesson 7. Comprehensive Guide to Creating Essential Lists in QuickBooks

QuickBooks simplifies business management with various lists like Fixed Asset and Price Level Lists, aiding in asset tracking and pricing strategies, respectively. Other essential lists include Sales Tax Code and Class Lists that help categorize transactions, enhancing organizational efficiency. 11 Total Points

Lesson 7 Video
Complete: Assignment 7
Assessment: Exam 7

Lesson 8. The Art of Balancing Expenses and Bills

Lesson Summary 4: Financial management in QuickBooks involves recording all company bills immediately and selecting the right time to pay them, ensuring balanced accounts. The lesson explains accounts payable processes, describes several payment methods including checks and credit cards, and offers insights on efficiently setting up and printing checks. Additional lesson topics: QuickBooks Training 11 Total Points

Lesson 8 Video
Complete: Assignment 8
Assessment: Exam 8

Lesson 9. Bills and More: From Deletions to Discounts

This lesson dives into the nuanced features of QuickBooks for handling financial transactions like bills, deposits to vendors, and the application of discounts and credits. It ensures easy expense tracking and report generation, aiding effective financial management and streamlined reimbursement processes. Additional lesson topics: QuickBooks Tip: How to Fix a Common Mistake with Undeposited Funds 11 Total Points

Lesson 9 Video
Complete: Assignment 9
Assessment: Exam 9

Lesson 10. The Art of Crafting Accurate Invoices for Products and Services

QuickBooks invoicing involves entering comprehensive details like customer selection, invoice numbers, and shipping information accurately to track sales and manage billing effectively. The system also supports generating credit memos for refunds and estimates to provide potential pricing to clients without affecting accounts. 11 Total Points

Lesson 10 Video
Complete: Assignment 10
Assessment: Exam 10

Lesson 11. Tracking and Managing Sales Receipts and Prepayments

Explore how to support sales through backordered and consigned items, leveraging QuickBooks for efficient tracking and payments. Accumulate prepayments without prematurely declaring income, safeguarding financial integrity. 11 Total Points

Lesson 11 Video
Complete: Assignment 11
Assessment: Exam 11

Lesson 12. Efficient Methods for Tracking Time and Mileage

For businesses that bill for labor and travel, QuickBooks provides two main methods to track time and mileage: through detailed entries of activities and mileage logs. This structured approach allows for accurate billing and provides comprehensive reports to review job costs and profitability. Additional lesson topics: Time, expense and mileage tracking with QuickBooks 11 Total Points

Lesson 12 Video
Complete: Assignment 12
Assessment: Exam 12

Lesson 13. Comprehensive Steps to Create and Send Customer Statements

QuickBooks assists with statement preparation by offering a Preview option, ensuring that all details are correct before sending or printing. The software offers robust email integration, allowing businesses to swiftly distribute PDF statement copies directly to clients, enhancing communication efficacy. Additional lesson topics: 11 tips to optimize QuickBooks reporting 11 Total Points

Lesson 13 Video
Complete: Assignment 13
Assessment: Exam 13

Lesson 14. How to Enter Customer Payments in QuickBooks

Get a handle on financial details in QuickBooks by properly entering customer payments, differentiating between invoices and sales receipts, managing undeposited funds, and utilizing tracking tools. Finance charge rules let you apply late fees effectively, while credit assignments and correcting errors maintain account accuracy. Additional lesson topics: QuickBooks Tip: How to Record Fees from Credit Cards, PayPal, Merchant Services etc.; QuickBooks Training 11 Total Points

Lesson 14 Video
Complete: Assignment 14
Assessment: Exam 14

Lesson 15. Simplifying Your Financial Management with QuickBooks

Handling customer payments requires careful invoicing and deposit documentation in QuickBooks, while non-customer deposits need similar diligence through account selections. Transferring funds and dealing with NSF checks are streamlined using specific QuickBooks features for clear financial management. Additional lesson topics: How to track credit cards in QuickBooks 11 Total Points

Lesson 15 Video
Complete: Assignment 15
Assessment: Exam 15

Lesson 16. Loan Management Essentials

Understand how to effectively manage business loans by creating separate asset and liability accounts in QuickBooks to track purchases and borrowed money. Utilize the Loan Manager for seamless amortization schedule calculations and efficient payment tracking, including fees and escrow. Additional lesson topics: QuickBooks Training: How to Add and Manage a Loan 11 Total Points

Lesson 16 Video
Complete: Assignment 16
Assessment: Exam 16

Lesson 17. Navigating Payroll Challenges with QuickBooks

With payroll being a potential administrative nightmare, QuickBooks offers scalable solutions to handle everything from basic payroll calculation to complete outsourced services. Choosing the right QuickBooks service level depends on balancing the cost against the convenience of automated tax deposits and filings. Additional lesson topics: How to Enter Payroll Into QuickBooks – 11 Total Points

Lesson 17 Video
Complete: Assignment 17
Assessment: Exam 17

Lesson 18. Creating Balanced Journal Entries with QuickBooks: A Comprehensive Guide

QuickBooks handles basic double entry accounting, but journal entries are necessary for detailed financial corrections and adjustments. These entries ensure that debits match credits, catering to tasks like account reallocations and asset depreciation. Additional lesson topics: QuickBooks Tip: QuickBooks Journal Entries 11 Total Points

Lesson 18 Video
Complete: Assignment 18
Assessment: Exam 18

Lesson 19. End-of-Year Financial Tasks Simplified with QuickBooks

QuickBooks' ability to map accounts to appropriate tax forms in the Chart of Accounts streamlines the tax preparation process, saving businesses potential accounting fees. Comprehensive support guides users in correcting misassigned tax lines to ensure thorough and accurate financial reporting. Additional lesson topics: QuickTips™: Important Year End Closing by QuickBooks® Made Easy 11 Total Points

Lesson 19 Video
Complete: Assignment 19
Assessment: Exam 19

Lesson 20. Safeguarding Your QuickBooks Data: Essential Practices and Protocols

To share your QuickBooks data, creating a portable company file is necessary which can then be emailed to others. This process requires selecting the specific option for creating a portable file and saving it to a chosen location. 11 Total Points

Lesson 20 Video
Complete: Assignment 20
Assessment: Exam 20

Lesson 21. Inventory Control in QuickBooks: A Comprehensive Guide

Harness QuickBooks' powerful inventory features by properly setting up item lists and using the Inventory Center for comprehensive management. Maintain accuracy through regular physical inventory checks and adjustments to counteract potential shrinkage. Additional lesson topics: Quickbooks Several Purchase Orders, Receiving Inventory, Sales Invoice 11 Total Points

Lesson 21 Video
Complete: Assignment 21
Assessment: Exam 21

Lesson 22. Effortless Sales Tax Configuration: Using QuickBooks to Your Advantage

In this lesson, you will learn how to turn on and configure sales tax settings in QuickBooks for efficient invoicing and payment, including adding sales tax codes for customers and items. Mastering these features assists companies in promptly managing and remitting sales taxes with ease. Additional lesson topics: 11 Total Points

Lesson 22 Video
Complete: Assignment 22
Assessment: Exam 22

Lesson 23. Harnessing QuickBooks for Effective Budget Management: A Detailed Exploration

Forecasting profits and cash flow projection in QuickBooks rely on similar principles to budgeting, providing foresight based on previous data. Options for creating different types of budgets, such as Customer: Job or Class budgets, offer tailored planning possibilities. Additional lesson topics: QuickBooks Training 11 Total Points

Lesson 23 Video
Complete: Assignment 23
Assessment: Exam 23

Lesson 24. Running and Understanding QuickBooks Reports

QuickBooks offers a variety of categorized reports for easy access by users, covering aspects like company finances, sales, and inventory. Users learn to create, customize, and share these reports to fit business needs, with options like printing, emailing, and exporting to Excel. 11 Total Points

Lesson 24 Video
Complete: Assignment 24
Assessment: Exam 24

Lesson 25. Mastering QuickBooks Bank Feeds

QuickBooks enhances online banking by facilitating the download of bank transactions, enabling the payment of bills, and offering the ability to send messages or transfer funds between accounts. This setup requires proper preparation and connection setup, which varies depending on the mode and bank services available. 135 Total Points

Lesson 25 Video
Lesson discussions: Let us know what you think of this course; Course Comments; Program Evaluation Follow-up Survey (End of Course); Course Comments
Complete: Assignment 25
Assessment: Exam 25
Assessment: The Final Exam

395

Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:

Describe setting up quickbooks.
Summarize navigating quickbooks.
Describe the chart of accounts.
Describe setting up customers, jobs, and vendors.
Identify working with items.
Identify creating more lists.
Identify paying expenses and bills.
Describe working with bills, deposits, and credits.
Describe creating invoices.
Describe recording payments and sales.
Describe tracking time and mileage.
Summarize producing statements.
Summarize collecting and tracking money from customers.
Recognize managing bank accounts and credit cards.
Describe managing loans.
Summarize making journal entries.
Summarize end of year tasks.
Identify taking care of your quickbooks files.
Describe purchasing and entering inventory.
Describe setting up a budget in QB.
Describe report functions in QB.
Summarize online banking with QB.
Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

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Course Title: Introduction to QuickBooks 2015

Course Number: 8900335

Languages: English - United States, Canada and other English speaking countries

Availability: This course is available online in all U.S. states, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. It’s also offered in English-speaking countries, including the UK, Canada, Australia, and New Zealand.

Last Updated: May 2024

CEU Value: 1.0 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