Online Class: Introduction to QuickBooks 2014

QuickBooks is an accounting software for PC that can manage all your company's finances. This online QuickBooks course will show you how.

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  • 18
  • 29
    Exams &
  • 2,180
    have taken this course
  • 8
    average time
  • 0.8

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

Average Lesson Rating:
4.1 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(1,604 votes)

Lesson 1: Introduction to QuickBooks

QuickBooks is an accounting software program created by Intuit for small businesses and self-employed professionals. 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: Installing the Software and Using QuickBooks Setup

You will install your QuickBooks software as you would any other software program. 10 Total Points
  • Lesson 2 Video
  • Assessment: Lesson 2 Exam

Lesson 3: Navigating QuickBooks

If you have never used QuickBooks before, this tour will help make the program easier to use. However, if you have used previous versions, you are really going to be impressed by the improvements you will discover. Additional lesson topics: Getting Around Quickbooks 11 Total Points
  • Lesson 3 Video
  • Complete: Lesson 3 Assignment
  • Assessment: Lesson 3 Exam

Lesson 4: QuickBooks Lists

In this lesson, we are going to talk about Item lists, then teach you how to add different types of items to your Item list in QuickBooks. 10 Total Points
  • Lesson 4 Video
  • Assessment: Lesson 4 Exam

Lesson 5: Other Types of Lists

In this lesson, we are going to continue to learn how to create lists you are going to need to use this software effectively. 11 Total Points
  • Lesson 5 Video
  • Complete: Lesson 5 Assignment
  • Assessment: Lesson 5 Exam

Lesson 6: Setting Up Customers

Adding customers to your Customer List means you can send them estimates, receipts, and invoices. 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: Setting up Vendors

Here is how to add vendors to QuickBooks. 9 Total Points
  • Lesson 7 Video
  • Complete: Lesson 7 Assignment
  • Assessment: Lesson 7 Exam

Lesson 8: Creating Invoices

Creating invoices with QuickBooks is easy. However, there are a few things you need to do before you begin. 10 Total Points
  • Lesson 8 Video
  • Assessment: Lesson 8 Exam

Lesson 9: Collecting and Tracking Money From Customers

In this lesson, you are going to learn how to enter payments into QuickBooks, deposit the money into the bank, track the amount that is owed, and even add finance charges. 11 Total Points
  • Lesson 9 Video
  • Complete: Lesson 9 Assignment
  • Assessment: Lesson 9 Exam

Lesson 10: Paying Bills

If you use the accounts payable system, then you will want to record your bills in QuickBooks as soon as you receive them, so you don't forget to pay them. 9 Total Points
  • Lesson 10 Video
  • Assessment: Lesson 10 Exam

Lesson 11: Purchasing and Entering Inventory

QuickBooks allows you to enter and track your inventory. Additional lesson topics: Setting Up Inventory in QuickBooks 11 Total Points
  • Lesson 11 Video
  • Complete: Lesson 11 Assignment
  • Assessment: Lesson 11 Exam

Lesson 12: Managing Bank Accounts

In this lesson, we are going to focus on managing your bank accounts using QuickBooks. 15 Total Points
  • Lesson 12 Video
  • Complete: Lesson 12 Assignment
  • Assessment: Lesson 12 Exam

Lesson 13: Credit Cards

QuickBooks can be used to track your business credit cards, as well as your checkbook. Additional lesson topics: How to set up credit card account 10 Total Points
  • Lesson 13 Video
  • Assessment: Lesson 13 Exam

Lesson 14: Printing Checks

Printing checks is not like printing documents or spreadsheets. You have to make sure your printer is set to print them before you begin. In other words, it takes a little preparation. 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: 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. 11 Total Points
  • Lesson 15 Video
  • Complete: Lesson 15 Assignment
  • Assessment: Lesson 15 Exam

Lesson 16: Your Budget

In this lesson, we are going to teach you how to create your budget. 10 Total Points
  • Lesson 16 Video
  • Assessment: Lesson 16 Exam

Lesson 17: Balancing Accounts

In this lesson, we are going to learn to balance your bank account using QuickBooks. 10 Total Points
  • Lesson 17 Video
  • Assessment: Lesson 17 Exam

Lesson 18: 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. 56 Total Points
  • Lesson 18 Video
  • Lesson discussions: End of Course Poll; Program Evaluation Follow-up Survey (End of Course); Course Comments
  • Complete: Lesson 18 Assignment
  • Assessment: Lesson 18 Exam
  • Assessment: The Final Exam
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
Lessons Rating: 4.1 / 5 Stars (1,604 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.
Last Updated: February 2022
Course Type: Self-Paced, Online Class
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.
Assessment Method: Lesson assignments and review exams
Instructor: UniversalClass Instructional Team
Syllabus: View Syllabus
Course Fee: $55.00 (no CEU Certification) || with Online CEU Certification: $80.00

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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.

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