Online Class: QuickBooks 101
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25Lessons
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51Exams &
Assignments -
13,178Students
have taken this course -
14Hours
average time -
1.4CEUs
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Video Audit
Available
Course Description
Mastering QuickBooks®: Your Gateway to Streamlined Business Finance
Delve into the world of QuickBooks® – a groundbreaking accounting software crafted by Intuit® that's revolutionizing the realm of financial management for small businesses and freelancing aficionados. With its dynamic suite of tools, QuickBooks doesn’t just manage numbers; it transforms how businesses approach their financial horizon. From simple receipt logging to intricate report generation, QuickBooks emerges as the digital knight in shining armor for all your bookkeeping needs.
Why This Course?
In the digital age, mastering a potent tool like QuickBooks is no longer optional – it's essential. Whether you've dabbled in its features, or you're unacquainted with its prowess, this course is your compass. We've curated it for everyone, ensuring that both beginners and intermediates find value and insight.
Journey Through QuickBooks - What's In Store:
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Foundation: Grasp the fundamentals, from setting up a company file to navigating the user-friendly interface.
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Chart Creation: Design an efficient chart of accounts tailored for your business.
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Client & Vendor Management: Learn the art of seamlessly integrating clients, vendors, and product details.
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Transactions: Dive deep into invoicing, bill payments, journal entries, and more.
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Financial Management: Master tracking income and expenses, managing receivables and payables, and syncing QuickBooks with your bank for a cohesive financial experience.
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Reporting and Budgeting: Learn to generate comprehensive reports and devise realistic budgets that drive growth.
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Interactive Learning: While QuickBooks access enhances hands-on learning with our practical assignments, it's not mandatory. We've enriched this course with high-definition videos and tutorials, ensuring everyone can grasp concepts, software access or not.
You stand on the precipice of financial fluency. In just 25 immersive lessons, you'll not only comprehend QuickBooks but also be adept at managing intricate financial operations, whether for your venture or to augment the operational efficiency of your employer's enterprise.
Remember, in the modern business landscape, financial proficiency isn’t just about crunching numbers. It’s about leveraging tools like QuickBooks to strategize, optimize, and realize your business vision.
Join us, and take the first step toward financial mastery. Elevate your skills, elevate your business.
Note: Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
Who will benefit from taking this course?
What kind of prior experience or knowledge should I have before taking this class?
Does this course cover QuickBooks Desktop software or QuickBooks Online?
What exactly am I going to learn in this class?
Can you really learn how to use QuickBooks in a virtual class?
Is it true that QuickBooks is very difficult to learn?
Is this QuickBooks course accredited?
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.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
You use it to organize your company's finances so you can easily see expenses, revenue, assets, and liabilities all right there in front of you.Lesson 5: Setting up Customers, Jobs, and Vendors
QuickBooks makes it easy to add customers, vendors, employees, and jobs to the company you created in the program by utilizing lists.Lesson 6: Working with Items
Remember that everything that you could possibly add to an invoice or purchasing order is an item that you need to add to your Item List.Lesson 7: Creating More Lists
In this lesson, we're going to explore other types of lists in QuickBooks, plus show you to create them.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
This lesson is a continuation of what you've already learned about bills. By the end of it, you should feel comfortable enough with this part of QuickBooks to get started recording bills for your business.Lesson 10: Creating Invoices
Invoices are bills that you send customers for money they owe your company. 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 consigned products.Lesson 12: Tracking Time and Mileage
Products and services may not be the only things for which your company charges customers.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
There are different ways to enter payments into QuickBooks, depending on how your customers pay you. We're going to learn those methods in this lesson.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.Lesson 19: End of Year Tasks
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.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
If you have so much cash rolling in that you don't have to worry about spending, then great. You will probably never need a budget, but if you are like most of us, this is a lesson you won't want to miss.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
QuickBooks gives you the ability to connect your bank accounts in QuickBooks to your actual bank accounts online.
Learning Outcomes
- Describe what QuickBooks is and why it is an effective tool for managing your company's finances.
- Demonstrate installing the software and using QuickBooks Setup.
- Demonstrate navigating QuickBooks, creating and managing lists, and setting up your customers.
- Demonstrate setting up vendors, creating invoices, and collecting and tracking money from your customers.
- Summarize paying bills, purchasing and managing inventory.
- Summarize managing bank accounts, credit cards, printing checks, and processing payroll.
- Demonstrate creating and managing your budget and balancing your accounts.
- Demonstrate creating, managing, running and printing reports in QuickBooks.
- 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
Student Testimonials
- "I found this course very helpful and for me, it acted as a refresher. I originally took a QuickBooks course about 7 years ago in college so most of the functions were similar but I was happy to learn the more updated abilities. After reviewing and learning all 25 lessons I feel much more confident in using QuickBooks at a job. Thank You!" -- Jonathan M.
- "This is an easy and well-balanced course, highly recommend anyone taking this course, no matter your skill level" -- Adieda K.
- "This was a fantastic course! I loved it being online and I could work at my own pace. Just the right amount of material in each lesson so you did not get overwhelmed. The actual material was great! I really learned a lot and look forward to working in quickbooks at my new job." -- Deanna S.
- "Fantastic course! Great presentation, easy to understand. This is the third QuickBooks course I've taken -- the other 2 were in person. They were boring and I just couldn't follow them and retain anything. I left those classes without understanding anything useful. This class truly made me an expert in QB, I can now setup, deploy, transact, and run any report with QuickBooks -- it's now as easy as using MS Word for me! Thank you!" -- Margarite W.
- "The course was helpful in terms of learning QuickBooks when you have experience with it. The topics were written in short, clear form including useful screenshoots and videos. All the topics were useful and applicable to practice." -- Shawnee W.
- "I liked this course very much. It was really interesting. Also, I like that there are a lot of useful reaources like articles, videos etc., because it also help me to study deeply this material." -- Daisy M.
- "I learned alot with this course. I took the course because I have been using QB since August 2019 and knew I had a lot to learn. We do not do sales but we do have different jobs and I have been doing payroll without purchasing. As the company grows, I will purchase the PR module. Enjoyed the course very much." -- Peggy G.
- "This course was extremely helpful. I did not have a lot of experience with QuickBooks, but now I feel comfortable using the software." -- Catharina V.
- "My employer purchased QB even though neither one of us had any experience with it. I started to set it up, but I ran into a lot of problems and questions. I told him that a course would be beneficial, and we chose the Universal Class course. I feel much more confident using QB, and I have information at my fingertips when I run into an unfamiliar task." -- Carole V.
- "This course was extremely helpful and I will be recommending this course to my friends who are entering the business world." -- Michala D.
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