Online Class: Introduction to QuickBooks 2015
This course will cover all aspects of the QuickBooks 2015 version PC software.
Self-Paced, Online Class
Warioto- Clarksville-Montgomery County Public Library
-
25Lessons
-
51Exams &
Assignments -
4,191Students
have taken this course -
10Hours
average time -
1.0CEUs
-
Video Audit
Available
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.
Course Lessons
Lesson 1: Introduction to QuickBooks
The purpose of QuickBooks is to give businesses the power to do all of their own accounting, including invoicing, payroll, and paying bills, right from the convenience of their desktop computer, possibly eliminating the costly expense of a full time accountant.Lesson 2: Setting Up QuickBooks
You will install your QuickBooks software like you would any other software program. Follow the instructions that pop up on your screen. You will be able to choose where the program will be saved on your hard drive, as well as other common aspects.Lesson 3: Navigating QuickBooks
If you've never used QuickBooks before or have been using a much older version, this tour will help you to become familiar with the organizational structure of the program.Lesson 4: The Chart of Accounts
Simply put, the chart of accounts is a list of equity, liability, asset, and expense accounts.Lesson 5: Setting up Customers, Jobs, and Vendors
Your customers, jobs, and vendors keep your business in business. That said, it's important to take the time to set them up correctly in QuickBooks.Lesson 6: Working with Items
Everything that we will learn to add to invoices, purchase orders, and etc. will be an item that we will learn to add in this lesson.Lesson 7: Creating More Lists
Lists are what makes QuickBooks so simple to use, because all of the information you need to use the program is already there for you – in one of your several lists.Lesson 8: Paying Expenses and Bills
You will want to enter all the bills and expenses you receive into QuickBooks so your accounts stay up-to-date.Lesson 9: Working with Bills, Deposits, and Credits
In this lesson, we are going to continue to build on what we learned in the last lesson. We are going to talk more about bills; however, we are also going to talk about deposits, discounts, credits, and reimbursable expenses.Lesson 10: Creating Invoices
Invoices are bills that you send customers. When a customer buys something from you and doesn't pay upon receipt, you bill them by sending an invoice.Lesson 11: Recording Payments and Sales
In this lesson, we are going to continue to learn how to create different types of invoices, including invoices for backorders and cosigned products.Lesson 12: Tracking Time and Mileage
It's important that you are able to track time and mileage. QuickBooks gives you the tools to do both.Lesson 13: Producing Statements
A statement is a type of report that you can send your customers. It shows all the charges and payments made to that customer during the statement period.Lesson 14: Collecting and Tracking Money from Customers
In this lesson, you are going to learn how to enter those payments into QuickBooks, deposit the money into the bank, track the amount that is owed, and even add finance charges.Lesson 15: Managing Bank Accounts and Credit Cards
In this lesson, we are going to focus on managing your bank accounts using QuickBooks.Lesson 16: Managing Loans
Chances are, your business will have to borrow money at some point or other. You will want to track the loan, along with the asset purchased with the loan, just as you track your income and expenses.Lesson 17: Payroll
If you don't want to pay for payroll services, and you insist on doing it yourself, we'll show you how to use QuickBooks to do your payroll.Lesson 18: Making Journal Entries
A journal entry is a logging of transactions into an accounting journal. Each of the transactions recorded is either a debit or credit. The total amount for the debits must equal the total number of credits or the journal is unbalanced. This is called double entry accounting.Lesson 19: End of Year Tasks
Then comes the end of the year, and you suddenly find yourself overwhelmed with even more accounting tasks. The good news is that QuickBooks will do most of your year-end tasks for you. All that you have to do is prepare it.Lesson 20: Taking Care of Your QuickBooks Files
In this lesson, we are going to focus on ways to protect and maintain the data you've entered into QuickBooks, as well as your company file.Lesson 21: Purchasing and Entering Inventory
QuickBooks allows you to enter and track your inventory using the program. However, before you can do that (as with most things QuickBooks), you must do a few things.Lesson 22: Sales Tax
In this lesson, we're going to walk you through the steps of setting up your business to collect and pay sales tax using QuickBooks.Lesson 23: Setting Up A Budget in QuickBooks
You do not have to create a budget in order to use QuickBooks as your accounting program. It's an optional feature for people and companies who want to use it. It is also a very beneficial feature because it helps you plan your income and spending.Lesson 24: Reports
QuickBooks gives you the ability to run several different types of reports. We are going to talk about these in this lesson, as well as teach you how to run them.Lesson 25: Online Banking with QuickBooks
When you connect QuickBooks with your bank accounts, you then have the ability in QuickBooks to download balances and transactions from your bank account.
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
- 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
Course Title:
Introduction to QuickBooks 2015
Course Number:
8900335
Languages:
English - United States, Canada and other English speaking countries
Availability:
With online access available nationwide, this course reaches all U.S. states, including California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, and Georgia. Additionally, it’s open to learners in English-speaking countries such as the UK, Australia, Canada, and New Zealand.
Last Updated:
May 2024
Course Type:
Self-Paced, Online Class
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.
Assessment Method:
Lesson assignments and review exams
Related Courses
- 10 hours 1.0 CEUs Disaster Risk Reduction: Preparing for Emergencies + More Info
- 6 hours 0.6 CEUs Fair Standards Labor Act and the Workforce + More Info
- 3 hours 0.3 CEUs Problem Solving Strategies + More Info
- 5 hours 0.5 CEUs Recruitment and Retention Strategies + More Info
- 5 hours 0.5 CEUs Workplace Safety + More Info
- 10 hours 1.0 CEUs Managing Virtual Employees + More Info
- 5 hours 0.5 CEUs Operations Management 101 + More Info
- 5 hours 0.5 CEUs Team Building 101 + More Info
- 9 hours 0.9 CEUs Introduction to Six Sigma + More Info
- 8 hours 0.8 CEUs Marketing Copywriter 101 + More Info
- 5 hours 0.5 CEUs Running Effective Meetings + More Info
- 7 hours 0.7 CEUs Sensitivity Training for the Workplace + More Info
- 4 hours 0.4 CEUs Purchasing and Vendor Management 101 + More Info
- 10 hours 1.0 CEUs Managing Difficult Employees + More Info
- 7 hours 0.7 CEUs Organizational Behavior in Business + More Info
- 7 hours 0.7 CEUs Business Law for Entrepreneurs + More Info
- 8 hours 0.8 CEUs Creating a Positive Work Environment + More Info
- 4 hours 0.4 CEUs Business Budgeting 101: How to Plan, Save, and Manage + More Info
- 7 hours 0.7 CEUs Respectful International Workplace + More Info
- 5 hours 0.5 CEUs Business Etiquette + More Info
- 8 hours 0.8 CEUs Decision Making Skills + More Info
- 8 hours 0.8 CEUs Strategic Planning + More Info
- 7 hours 0.7 CEUs Lean Management + More Info
- 11 hours 1.1 CEUs Business Consulting 101 + More Info