QuickBooks 101

Learn to Use QuickBooks to Manage Your Small Business Finances

QuickBooks 101

Learn to Use QuickBooks to Manage Your Small Business Finances

Unleash the power of QuickBooks(TM) and transform how you perceive your business finances. Feel empowered as you navigate through an expertly designed course that promises to revolutionize your financial management skills. Imagine a seamless experience with your financial records, where numbers are no longer daunting but inviting doors to success. Our course equips you with indispensable skills, from foundational setups to in-depth financial insights, offering a unique, interactive journey into the realm of business finance. QuickBooks expertise is no longer a luxury, but a necessity in today's competitive landscape, and this course is your gateway. Enroll now and embark on a transformative adventure that will elevate your career, optimize your business operations, and unlock your full potential. Your future of financial mastery begins here.

Self Paced • Online Class • 14 Hours

$120

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OVERVIEW

CURRICULUM

QuickBooks 101

Name: QuickBooks 101
Price: 95.00 USD

CRN: 9770482

Lesson 1. Navigating QuickBooks for Business Success

QuickBooks empowers small businesses to manage their own accounting needs such as invoicing and payroll, potentially reducing the cost of hiring a full-time accountant. This software's user-friendly interface makes it ideal for entrepreneurs unfamiliar with bookkeeping.

Lesson 2. Mastering QuickBooks: Comprehensive Setup and Configuration

Before using QuickBooks, prepare by collecting necessary financial information and choosing a conversion date, ideally at the beginning of a year. Once installed, use the EasyStep Interview or Express Start for detailed setup, ensuring accuracy in your records.

Lesson 3. Understanding QuickBooks: From Home Page to Advanced Insights

Dynamic interface capabilities like resizing dropdown lists and columns are highlighted to enhance content visibility and improve user interaction, adapting layouts to individual preferences. Users can also switch effortlessly between windows or opt for a streamlined single-window view to focus on specific tasks without distraction.

Lesson 4. Understanding and Utilizing QuickBooks' Chart of Accounts

Customizing a Chart of Accounts in QuickBooks can provide visibility into a business's financial activities through organized account categories. By integrating features such as account names and numbers, businesses can further simplify bookkeeping and financial analysis.

Lesson 5. Streamlining Business Operations: QuickBooks Lists

Setting up customers and jobs in QuickBooks involves creating detailed profiles, which streamline transactional processes like invoicing and estimates. The software's customizable features allow for precise categorization of customer types and addition of unique customer fields, accommodating diverse business models and operations.

Lesson 6. Streamlining Business Transactions with QuickBooks Items

Organizing a business's offerings in QuickBooks is streamlined through its Item List feature, which aptly categorizes anything that impacts financial records, such as inventory, services, and sales tax. A proficient setup includes specifying item-specific attributes like cost, sales price, tax, and account allocation, enabling precise financial management.

Lesson 7. How to Organize and Create QuickBooks Lists

This QuickBooks lesson covers the creation of essential lists like Fixed Asset, Price Level, Sales Tax Code, and Class lists, which are crucial for efficient financial management. By setting up these lists, users can easily track assets, pricing, taxes, and departmental transactions, enhancing the program's functionality.

Lesson 8. Enter, Track, and Pay: A Guide to QuickBooks Expenses

Adopting the accrual-basis accounting system offers the benefit of delaying payments, enhancing tracking, and ensuring transparent financial accounting in QuickBooks.

Lesson 9. Mastering the Essentials: Handling Bills, Deposits, and Credits in QuickBooks

Learn to proficiently manage your organization's financial transactions in QuickBooks by entering, deleting, and tracking bills, as well as handling deposits and credits. Master Bill Tracker, automated discounts, and reimbursable expenses to streamline your accounts payable processes.

Lesson 10. Mastering Invoice Creation with QuickBooks: A Comprehensive Guide

Credit memos in QuickBooks assist in correcting invoicing errors and issuing refunds, functioning similarly to invoices for adjusting balances but without affecting financial records automatically. The decision on whether to issue credits, refunds, or apply memos to invoices is prompt-based.

Lesson 11. Consignment Sales and Prepayment Management Made Easy

Learn how QuickBooks facilitates invoices customization for consignment sales, enabling smart tracking of financial liabilities and income from commission efficiently. The lesson also unveils useful tactics for managing customer prepayments and handling backorders, enhancing transactional accuracy.

Lesson 12. Mastering QuickBooks: Essential Skills for Time and Mileage Tracking

QuickBooks assists in tracking billable hours and mileage for businesses charging beyond product sales. It simplifies creating invoices, managing time entries, and producing relevant reports.

Lesson 13. The Art of Producing Customer Statements with Precision

Statements provide customers with a record of all transactions, resembling a bank statement, and can be customized in QuickBooks for frequency and mailing preferences. The process involves setting preferences, creating charges, preparing statements, and choosing methods for sending or printing them.

Lesson 14. Efficiently Track and Apply Payments with QuickBooks

Streamlining financial processes, QuickBooks supports businesses by differentiating between sales receipts and invoices, maintaining precision in accounts receivable and cash handling. It enhances customer payment tracking through tools like Income Tracker and allows straightforward finance charge assessments and credit applications.

Lesson 15. QuickBooks: Handling Customer and Non-Customer Deposits

Navigating QuickBooks involves understanding its nuanced approach to bank and credit card account management, enhancing financial reconciliation accuracy. Through features like deposit and NSF tracking, businesses can maintain robust financial health and ensure clarity in their accounting practice.

Lesson 16. Tracking and Managing Business Loans: A QuickBooks Approach

Maintaining control over business finances involves careful monitoring of loans and associated purchases through QuickBooks. Amortization schedules and account setups streamline the process, allowing for efficient financial reporting.

Lesson 17. Streamlining Payroll: QuickBooks Solutions

Payroll management can be a significant challenge, often leading business owners to consider outsourcing; however, QuickBooks offers a DIY approach, albeit with an added cost. Successfully navigating QuickBooks for payroll requires careful setup, including securing necessary IDs and consistently updating software to ensure compliance.

Lesson 18. Journal Entries Explained: A Quick Start Guide

While QuickBooks automates many accounting processes, comprehending journal entries enables users to manually adjust accounts to set balances, reassign funds, and record transactions accurately, maintaining the integrity of financial data. This manual entry process is critical for tasks such as depreciating assets, correcting errors, or confirming journal entries against reports.

Lesson 19. Swift Reconciliation: Handling Unreconciled Transactions

Creating an accountant's review copy in QuickBooks entails setting a dividing date for transactional access, allowing accountants to make necessary adjustments. This copy facilitates seamless collaboration and incorporation of changes back into your original file.

Lesson 20. Utilizing QuickBooks: Entering and Safeguarding Company Data

QuickBooks users must ensure data protection by backing up files regularly and switching to single-user mode for specific maintenance tasks. Verifying and condensing data are crucial to prevent and resolve issues, while portable company files enable data sharing externally.

Lesson 21. From Purchase to Inventory: Mastering QuickBooks Tracking

In QuickBooks, inventory items refer to products bought for resale, necessitating accurate recording of all purchases, including those without purchase orders via methods like the Write Checks window for over-the-counter buys. Proper setup in the Item List, including categories like tax, COGS, and reorder points, allows for seamless integration into inventory management processes.

Lesson 22. QuickBooks Sales Tax Setup and Payment Process

Running sales tax reports in QuickBooks enables businesses to view collected taxes, assess liabilities, and prepare for timely payments. This functionality is crucial for complying with regulatory requirements and ensuring accurate financial oversight in sales tax management.

Lesson 23. QuickBooks Budget Setup: An In-Depth Tutorial for Beginners

QuickBooks allows users to create customized budgets using previous fiscal data to manage finances better. Its tools for budgeting and forecasting aid in tracking income, expenses, and cash flow projections.

Lesson 24. QuickBooks Reports: Categories and Customization

Discover and master QuickBooks' flexible reporting options which are categorized for easy identification, helping users run detailed reports like Vendors or Customer Sales. Customize these reports with various features, such as visual filters and printing or emailing options for seamless business communication.

Lesson 25. Efficient Bank Feeds Setup in QuickBooks

Connecting QuickBooks to online bank accounts enhances financial oversight by facilitating automated downloads of transactions and balances. QuickBooks accommodates direct or Web Connect options, with Express mode providing intuitive transaction matching and renaming features.

In This Course

14 Hours average completion time
1.4 CEUs
25 Lessons
51 Exams & Assignments
725 Discussions
25 Videos
60 Reference Files
284 Articles
Mobile Friendly
Last Updated November 2025

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:

Foundation: Grasp the fundamentals, from setting up a company file to navigating the user-friendly interface.
Chart Creation: Design an efficient chart of accounts tailored for your business.
Client & Vendor Management: Learn the art of seamlessly integrating clients, vendors, and product details.
Transactions: Dive deep into invoicing, bill payments, journal entries, and more.
Financial Management: Master tracking income and expenses, managing receivables and payables, and syncing QuickBooks with your bank for a cohesive financial experience.
Reporting and Budgeting: Learn to generate comprehensive reports and devise realistic budgets that drive growth.
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.

Skills You'll Develop

Inventory tracking mastery
Bank reconciliation proficiency
Invoice and payment processing efficiency
Chart of accounts configuration expertise
Client and vendor relationship management
Budgeting and forecasting acumen
Efficient bookkeeping skills
Advanced financial reporting proficiency
Financial data management expertise
Payroll processing understanding
Sales tax management skills

Skills You'll Develop

Inventory tracking mastery
Bank reconciliation proficiency
Invoice and payment processing efficiency
Chart of accounts configuration expertise
Client and vendor relationship management
Budgeting and forecasting acumen
Efficient bookkeeping skills
Advanced financial reporting proficiency
Financial data management expertise
Payroll processing understanding
Sales tax management skills

More About This Course

Achieve Budget Goals: Create tailored financial budgets
Boost Business Efficiency: Integrate seamless client/vendor management
Understand In-Depth Features: Navigate interfaces and lists
Stay Competitive: Learn essential financial tools
Facilitate Growth Planning: Strategize with performance reports
Increase Operational Productivity: Simplify invoicing and payments
Enhance Report Analysis: Gain insights from comprehensive reports
Improve Cash Flow Management: Manage expenses with precision
Master QuickBooks Skills: Elevate your financial management expertise
Streamline Finances: Optimize bookkeeping processes effortlessly
Benefit from Flexible Learning: Interactive, accessible lessons available

What You'll Achieve

Define the key features of QuickBooks that streamline bookkeeping tasks for small businesses, such as invoicing, payment tracking, and report generation.
Differentiate between various QuickBooks versions based on specific business needs, including the number of users, connectivity requirements, and available financial management features.
Define the steps required to install QuickBooks software, including verifying system compatibility and troubleshooting installation issues by October 30, 2023.
Demonstrate how to gather necessary data and set a conversion date for transitioning to QuickBooks from another accounting system by November 15, 2023.
Identify and demonstrate the use of key features in QuickBooks, including the Home Page, Title Bar, and Menu Bar, to efficiently navigate the interface.
Customize and utilize the QuickBooks Top Icon Bar and Centers to enhance workflow, accessing specific sections such as the Report Center and Bank Feeds Center.
Identify and categorize various types of accounts (assets, liabilities, equity, income, expenses) within a Chart of Accounts.
Demonstrate the creation, editing, and management of accounts in QuickBooks using the Chart of Accounts, including adding bank accounts and subaccounts.
Recognize and organize customers, vendors, and jobs using QuickBooks lists and centers to facilitate business transactions efficiently.
Demonstrate the process of creating, editing, and customizing customer, vendor, and job records in QuickBooks, including setting up customer types and custom fields.
Recognize and classify different item types in QuickBooks, including Service, Inventory Part, Non-Inventory Part, and group items based on their characteristics.
Demonstrate the process of adding a new item into QuickBooks using the Item List, specifying item type, description, tax code, and assigned account.
Define and create a Fixed Asset Item list in QuickBooks to effectively track long-term assets and calculate depreciation.

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What Others Are Saying

"Extraordinarily Helpful"

★★★★★

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.

"Extraordinarily Helpful"

★★★★★

This is an easy and well-balanced course, highly recommend anyone taking this course, no matter your skill level

Adieda K.

"Extraordinarily Helpful"

★★★★★

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.

"Extraordinarily Helpful"

★★★★★

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.

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