Introduction to QuickBooks® 2015


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  • 25
    Lessons
  • 51
    Exams &
    Assignments
  • 3,988
    Students
    have taken this course
  • 10
    Hours
    average time
  • 1.0
    CEUs
 
 
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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. 
 
  • 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:
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"Extraordinarily Helpful"
(538 votes)

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. 8 Total Points
  • Lesson 1 Video
  • Take Poll: Accounting Experience
  • Take Survey: Reasons for Taking this Course
  • Complete: Assignment 1
  • Complete: Exam 1

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. 11 Total Points
  • Lesson 2 Video
  • Complete: Assignment 2
  • Complete: Exam 2

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. 11 Total Points
  • Lesson 3 Video
  • Complete: Assignment 3
  • Complete: Exam 3

Lesson 4: The Chart of Accounts

Simply put, the chart of accounts is a list of equity, liability, asset, and expense accounts. 11 Total Points
  • Lesson 4 Video
  • Complete: Assignment 4
  • Complete: Exam 4

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. 10 Total Points
  • Lesson 5 Video
  • Complete: Assignment 5
  • Complete: Exam 5

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. 11 Total Points
  • Lesson 6 Video
  • Complete: Assignment 6
  • Complete: Exam 6

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. 11 Total Points
  • Lesson 7 Video
  • Complete: Assignment 7
  • Complete: Exam 7

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. 11 Total Points
  • Lesson 8 Video
  • Review Video: QuickBooks Training - Enter Bills - Item and Expense
  • Complete: Assignment 8
  • Complete: Exam 8

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. 11 Total Points
  • Lesson 9 Video
  • Review Video: QuickBooks Tip: How to Fix a Common Mistake with Undeposited Funds
  • Complete: Assignment 9
  • Complete: Exam 9

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. 11 Total Points
  • Lesson 10 Video
  • Complete: Assignment 10
  • Complete: Exam 10

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. 11 Total Points
  • Lesson 11 Video
  • Complete: Assignment 11
  • Complete: Exam 11

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. 11 Total Points
  • Lesson 12 Video
  • Review Video: Time, expense and mileage tracking with QuickBooks
  • Complete: Assignment 12
  • Complete: Exam 12

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. 11 Total Points
  • Lesson 13 Video
  • Review Article: 11 tips to optimize QuickBooks reporting
  • Complete: Assignment 13
  • Complete: Exam 13

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. 11 Total Points
  • Lesson 14 Video
  • Review 2 Videos: QuickBooks Tip: How to Record Fees from Credit Cards, PayPal, Merchant Services etc.; QuickBooks Training - Customers: Receive Payments -- Record Deposits
  • Complete: Assignment 14
  • Complete: Exam 14

Lesson 15: Managing Bank Accounts and Credit Cards

In this lesson, we are going to focus on managing your bank accounts using QuickBooks. 11 Total Points
  • Lesson 15 Video
  • Review Video: How to track credit cards in QuickBooks
  • Complete: Assignment 15
  • Complete: Exam 15

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. 11 Total Points
  • Lesson 16 Video
  • Review Video: QuickBooks Training: How to Add and Manage a Loan
  • Complete: Assignment 16
  • Complete: Exam 16

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. 11 Total Points
  • Lesson 17 Video
  • Review Video: How To Enter Payroll Into QuickBooks ?
  • Complete: Assignment 17
  • Complete: Exam 17

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. 11 Total Points
  • Lesson 18 Video
  • Review Video: QuickBooks Tip: QuickBooks Journal Entries
  • Complete: Assignment 18
  • Complete: Exam 18

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. 11 Total Points
  • Lesson 19 Video
  • Review Video: QuickTips?: Important Year End Closing by QuickBooks Made Easy
  • Complete: Assignment 19
  • Complete: Exam 19

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. 11 Total Points
  • Lesson 20 Video
  • Complete: Assignment 20
  • Complete: Exam 20

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. 11 Total Points
  • Lesson 21 Video
  • Review Video: Quickbooks 14 Purchase Orders, Receiving Inventory, Sales Invoice
  • Complete: Assignment 21
  • Complete: Exam 21

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. 11 Total Points
  • Lesson 22 Video
  • Review Video: QuickBooks 2013 Tutorial | Adding Items For Sales Tax
  • Complete: Assignment 22
  • Complete: Exam 22

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. 11 Total Points
  • Lesson 23 Video
  • Review Video: QuickBooks Training - Set Up Budget
  • Complete: Assignment 23
  • Complete: Exam 23

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. 11 Total Points
  • Lesson 24 Video
  • Complete: Assignment 24
  • Complete: Exam 24

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. 135 Total Points
  • Lesson 25 Video
  • Take Poll: Let us know what you think of this course
  • Take Survey: Course Comments
  • Complete: Assignment 25
  • Complete: Exam 25
  • Complete: 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, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

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Document Your CEUs on Your Resume
 
Course Title: Introduction to QuickBooks 2015
Course Number: 8900335
Lessons Rating: 4.3 / 5 Stars (538 votes)
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: Computer Skill (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
Instructor: UniversalClass Staff Instructors
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!

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