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Online Class: QuickBooks® 101


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Course Description

QuickBooks® Course Introduction

QuickBooks® 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.

This course was created for anyone who wants to learn QuickBooks.  Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter.   We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program. 

You will learn how to:

·    Create a company file

·    Navigate QuickBooks

·    Create a chart of accounts

·    Add the accounts you need to your chart of accounts

·    Set up customers, vendors, and the products you sell in QuickBooks

·    Create and send invoices and sales receipts

·    Enter and pay bills

·    Make journal entries

·    Track expenses and income

·    Manage your Account Receivable and Accounts Payable

·    Connect to your bank through QuickBooks

·    Create budgets and run reports

·    And much more

 

This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter.   We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities. Again, having the QuickBooks software installed and ready for use on your computer is not a requirement, but it is recommended. If you don't have the software, you can review the lessons and the accompanying HD videos to still learn what QuickBooks can do and how you can go about doing it!
 
You're just 25 lessons away from learning the skills it takes to manage the transactions and finances for your business – or your employer's business – with QuickBooks.


 
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries. 
 
  • Completely Online
  • Self-Paced
  • Instructor Feedback
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • 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.
  • Know paying bills, purchasing and managing inventory.
  • Know 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, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 
 
 

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Course Lessons

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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
  • 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
  • Review 2 Articles: Complete your company setup; Start a new company file: Export lists from the old data file and import them into the new data file
  • 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
  • Review 2 Articles: GETTING AROUND IN THE NEW QUICKBOOKS; How to: Navigate in QuickBooks
  • 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
  • Review 2 Articles: How to Add a Customer; About custom fields
  • 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
  • Review Article: Inventory assembly item overview
  • 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
  • Review Article: Creating and editing your item list
  • 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 Article: Enter a bill for expenses
  • 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 Article: Record a deposit and refund from a vendor for a bill already paid
  • 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
  • Review 2 Articles: Create an invoice; Customize your invoice forms
  • 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
  • Review 2 Articles: Receive payments from customers, customer payment, apply payment; About depositing payments
  • 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 Article: Assign costs, time, or mileage to a job
  • 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 2 Articles: Create and use QuickBooks standard reports; 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 Article: Bad debt overview
  • 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 Article: Managing your merchant credit card sales
  • 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 Article: How to use the Loan Manager in QuickBooks
  • 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 Article: Record a journal entry in QuickBooks
  • 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 Article: Year-end procedures
  • 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
  • Review Article: Small Business Accounting Checklist: 21 Things to Do and When to Do Them
  • 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 Article: Set up inventory for the first time
  • 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 Article: Add a sales tax item and rate
  • 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 Article: Create a budget
  • 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
  • Review Article: Commonly-used QuickBooks reports
  • 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
  • Complete: Assignment 25
  • Complete: Exam 25
  • Complete: The Final Exam
395
Total Course Points

Additional Course Information

Online CEU Certificate
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  • Earn an Official Certificate Documenting Course Hours and CEUs
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  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: QuickBooks 101
Course Number: 8900335
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: Computer Skill
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 Instructor
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!

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Student Testimonials

  • "I found everything very helpful. I didn't have any knowledge of Quickbooks before this class." -- Leah C.
  • "Since I had no prior knowledge of the subject, I found all parts very helpful. I especially liked the additional information sites provided, as they will be helpful in answering future questions that occur after the class is completed." -- Cheryl P.
  • "Thank you! It was a very good introduction to using QuickBooks. It fleshed out a couple of confusing areas for me." -- Lisa S.
  • "The Instructor was great and very helpful." -- Tricia K.
  • "I liked the easy to understand lessons. But, I also liked the online help. Very useful!" -- Brenda E.
  • "All of the information was helpful. You need all of it really." -- Jessica H.
  • "I was taking it to help my job, and it did, now I can do the work in half the time. So I thank the Instructor for this. All of the parts were needed for me. Thank You...Great Instructor and tells you exactly what you did right or wrong." -- Joann B.
  • View More Testimonials...

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