Online Class: QuickBooks® 101

$55.00
no certificate

- OR -

$80.00
with CEU Certificate*

Start Right Now!

Taking multiple courses? Save with our platinum program.

25

Lessons
51

Exams &
Assignments
14

Hours
average time
1.4

CEUs
2,169

Students
have taken this course

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
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:

"Extraordinarily Helpful"

(4,592 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. 51 Total Points

Lesson 1 Video
Review Article: Intuit Quickbooks 2017
Review Video: QuickBooks 2017 - New and Improved Features
Complete: Lesson 1 Assignment
Complete: Quiz 1

Lesson 2: Setting Up QuickBooks

You will install your QuickBooks software like you would any other software program. 51 Total Points

Lesson 2 Video
Review 5 Practice Worksheets
Review 3 Articles: Installation and Set up; What is the Trial Balance Report?; Back up the QuickBooks company file - Intuit Payroll
Complete: Lesson 2 Assignment
Complete: Quiz 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. 41 Total Points

Lesson 3 Video
Review Article: Customize the QuickBooks Home Page
Review Video: Quickbooks 2017 New Features
Complete: Lesson 3 Assignment
Complete: Quiz 3

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. 51 Total Points

Lesson 4 Video
Review Article: Edit Your Chart of Accounts
Review 3 Videos: Part 1 - How to set up the chart of accounts in QuickBooks Online; Part 2 How to set up the chart of accounts in QuickBooks Online; Printing a Chart of Accounts in Quickbooks
Complete: Lesson 4 Assignment
Complete: Quiz 4

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. 51 Total Points

Lesson 5 Video
Review 4 Articles: How To Make Your QuickBooks Customer:Job List More Meaningful; 5 Ways to Tailor, Tag, and Track Specialized Information; Add customers to QuickBooks; Assigning, categorizing, editing, and adding your downloaded banking transactions
Review Video: Using the Home Page, Customer Center, Vendor Center and Icon Bar in Quickbooks Pro
Complete: Lesson 5 Assignment
Complete: Quiz 5

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. 51 Total Points

Lesson 6 Video
Review Article: Create, modify and delete items in QuickBooks Desktop
Review 3 Videos: Import an Excel Item List into QuickBooks; QuickBooks 2016 Desktop Premier Pro - Understanding QuickBooks Item Types Lists; Quickbooks Add Edit Multiple Lists
Complete: Lesson 6 Assignment
Complete: Quiz 6

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. 51 Total Points

Lesson 7 Video
Review 5 Articles: Setting up sales tax; Set up and track sales tax; The Sales Tax Code List, Class List, And Other Names List; The Customer Message List, Payment Method List, And Shop Via List; QuickBooks Terms and Lists
Complete: Lesson 7 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 8 Video
Review Video: QuickBooks 2016 Enter a Bill
Complete: Lesson 8 Assignment
Complete: Quiz 8

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. 51 Total Points

Lesson 9 Video
Review 4 Articles: Paying Bills; Use Bill Tracker in QuickBooks Desktop 2016 and later; Quickbooks Forum- How to delete a bill and other questions; How to Add a Discount to an Invoice in QuickBooks Pro
Review 2 Videos: QuickBooks 2016 Paying a Bill; QuickBooks Pro 2016 Recording Deposit
Complete: Lesson 9 Assignment
Complete: Quiz 9

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. 46 Total Points

Lesson 10 Video
Review 4 Articles: Create an Invoice in QuickBooks; Discounts as line items on invoices; How to create an invoice with the works; Customize Invoice
Review 2 Videos: QuickBooks Pro 2016 How to Create Invoices; Quickbooks - Convert an Estimate into an Invoice
Complete: Lesson 10 Assignment
Complete: Quiz 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 consigned products. 51 Total Points

Lesson 11 Video
Review 5 Articles: Managing Sales and Income in QuickBooks - Intuit; Recording Daily Sales; Handling Consignment Goods with QuickBooks; How to track Consigned Inventory; Selling consignment items
Complete: Lesson 11 Assignment
Complete: Quiz 11

Lesson 12: Tracking Time and Mileage

Products and services may not be the only things for which your company charges customers. 51 Total Points

Lesson 12 Video
Review 3 Articles: Time Tracking Invoices in QuickBooks; Quickbooks timesheet forum; Copying rows on a transaction entry grid or timesheet
Review 2 Videos: Time, expense and mileage tracking with QuickBooks; How to Track Mileage in QuickBooks
Complete: Lesson 12 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 13 Video
Review 4 Articles: All about statements; How to Create a Customer Statement in QuickBooks; Using Statements in QuickBooks: The Basics; Emailing Statements and Invoices from QuickBooks
Complete: Lesson 13 Assignment
Complete: Quiz 13

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. 51 Total Points

Lesson 14 Video
Review Practice Worksheet: SmartSearch.docx
Review 3 Articles: Recording a customer payment; Handling upfront deposits and retainers; Questions about Accounts Receivable Using Quickbooks
Complete: Lesson 14 Assignment
Complete: Quiz 14

Lesson 15: Managing Bank Accounts and Credit Cards

In this lesson, we are going to focus on managing your bank accounts using QuickBooks. 51 Total Points

Lesson 15 Video
Review 4 Articles: Why connect your accounts to QuickBooks; Reconciling and recording payments to your credit card; Entering deposits that are not customer-related; Cash payments not deposited in bank account
Complete: Lesson 15 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 16 Video
Review 4 Articles: QuickBooks Loan Manager; Recording a Loan payable and record payments; How do I track a loan to a customer?; How to Enter a Loan in Quickbooks
Review Video: Quickbooks Amortization and Loan Manager
Complete: Lesson 16 Assignment
Complete: Quiz 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. 46 Total Points

Lesson 17 Video
Review 2 Articles: Get started with payroll; Recording payroll transactions manually
Review Video: QuickBooks Pro 2016 Tutorial: Setup Employees for Payroll
Complete: Lesson 17 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 18 Video
Review Article: Record a journal entry in QuickBooks Desktop
Review Video: How to Make Quickbooks Journal Entries
Complete: Lesson 18 Assignment
Complete: Quiz 18

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. 51 Total Points

Lesson 19 Video
Review 4 Articles: How do I run a report to show uncleared items?; How to run an uncleared transactions report that covers all of the bank accounts at once?; QuickBooks Bank Reconciliations; How to Create a Sales Tax Report in QuickBooks
Complete: Lesson 19 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 20 Video
Review 2 Articles: Back up the QuickBooks company file; Switch between single-user and multiuser mode
Review 3 Videos: How To Restore QuickBooks Backup File QBB 2015; QuickBooks Desktop how to restore a backup copy of a company file; QuickBooks Tip Verify Data
Complete: Lesson 20 Assignment
Complete: Quiz 20

Lesson 21: Purchasing and Entering Inventory

QuickBooks allows you to enter and track your inventory using the program. 51 Total Points

Lesson 21 Video
Review 2 Articles: Inventory overview and setup; QuickBooks Inventory Counting
Complete: Lesson 21 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 22 Video
Review 3 Articles: Set up and track sales tax; Setting Up Sales Tax in QuickBooks; Questions about Sales Tax-
Complete: Lesson 22 Assignment
Complete: Quiz 22

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. 51 Total Points

Lesson 23 Video
Review 3 Articles: How to set up new budget; How to create budgets and how does budgeting work?; Using QuickBooks Budgets and Forecast Reports
Complete: Lesson 23 Assignment
Complete: Quiz 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. 51 Total Points

Lesson 24 Video
Complete: Lesson 24 Assignment
Complete: Quiz 24

Lesson 25: Online Banking with QuickBooks

QuickBooks gives you the ability to connect your bank accounts in QuickBooks to your actual bank accounts online. 336 Total Points

Lesson 25 Video
Complete: Lesson 25 Assignment
Complete: Quiz 25
Complete: The Final Exam

1540

Total Course Points

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.

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

Course Title: QuickBooks 101

Course Number: 9770482

Languages: English - United States, Canada and other English speaking countries

Category:

UniversalClass.com > Accounting and Bookkeeping > Basic Finance Skills

Course Type: Professional Development (Self-Paced, Online Class)

CEU Value: 1.4 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!

Choose Your Subscription Plan

Course Only

One Course
No Certificate / No CEUs

$55

for 6 months

Add to Cart

Billed once
This course only

Includes certificate	X
Includes CEUs	X
Self-paced
Instructor support
Time to complete	6 months
No. of courses	1 course

Certificate Course

One Course
Certificate & CEUs

$80

for 6 months

Add to Cart

Billed once
This course only

Includes certificate
Includes CEUs
Self-paced
Instructor support
Time to complete	6 months
No. of courses	1 course

Platinum Yearly

ALL COURSES
Certificates & CEUs

$189

per year

You save 50%!

Start Now

Billed once
Includes all 500+ courses

Includes certificate
Includes CEUs
Self-paced
Instructor support
Time to complete	12 Months
No. of courses	500+

Platinum Monthly

ALL COURSES
Certificates & CEUs

$59 first month

$29.00 / each consecutive month thereafter

Start Now

Billed monthly
Includes all 500+ courses

Includes certificate
Includes CEUs
Self-paced
Instructor support
Time to complete	Monthly
No. of courses	500+

Student Testimonials

"This is my 3rd course with this instructor, well written, tested very fair." -- Abelardo B.
"Instructor was friendly. BIG plus!" -- Karen H.
"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.
View More Testimonials...

Related Courses

Payroll Management 101

There are many aspects that need to be covered when running a successful business. One of the most important aspects in any business is of course, payroll management. The members of the business involved in payroll management have unique responsibil...

$75.00
0.9 CEUs 9h
Accounts Payable Management

This course is a training guide for the new manager of an accounts payable department. It will help you step into your new role and take a commanding and successful lead. This course will take what you know and enhance it by adding management princi...

$75.00
0.7 CEUs 7h
Accounts Receivable Management

Accounts Receivable management is a demanding job. You'll be making decisions that can make or break a company. Your role is unique and complex--one that is closely integrated into the overall customer service of your company. In this course, we'll ...

$75.00
0.5 CEUs 5h
Accounting & Bookkeeping 101 for Everyone

Accounting & Bookkeeping 101 for Everyone is a course that covers the fundamentals of accounting with the newcomer in mind. Accounting is more than just memorizing terms and procedures; it's a whole new way of thinking about finances. This cours...

$90.00
3.2 CEUs 32h
Office 2016: Word, Excel, PowerPoint and Outlook

Microsoft Word 2016: Microsoft Word 2016 is the latest version of the popular word processing software offered as part of the Microsoft Office suite. This course will teach you all the skills you'll need to successfully use Word 2016. You'll learn ...

$110.00
3.2 CEUs 32h
Ultimate Excel Bundle

Learn Excel 2016 Microsoft Excel is a spreadsheet program that comes packaged with the Microsoft Office family of software products. Just like the other programs by Microsoft, Excel can be used for a wide variety of purposes such as creating an addr...

$125.00
4.6 CEUs 46h
Financial Analysis 101: Planning and Control

The crux of financial analysis lies with its purpose. It may be the company's focus on short-term liquidity or its long-term planning. Financial statements provide a picture of the company's financial condition. Forecasting involves analyzing these ...

$85.00
0.7 CEUs 7h
Understanding Financial Statements

Accounting is the language of business. However, the real language of business lies within accounting--inside the financial statements and financial reporting system. The purpose of this course is to provide a business financial communication tool. ...

$85.00
0.7 CEUs 7h
OneNote 2016

OneNote 2016 is a note-taking program that comes bundled with the Microsoft Office 2016 suite. Whereas MS Word is a word processing program that you can use to create documents, OneNote is simply a note taking program that you can use to take notes ...

$75.00
0.5 CEUs 5h
Habits of Millionaires

Today more than ever before, people from all walks of life are becoming millionaires. There are several explanations for this including the worth of the dollar, the internet, and the study of those who have become millionaires. Learning how a millio...

$75.00
0.5 CEUs 5h
Advanced Excel 2016

Excel 2016 Advanced Skills Course With most software programs on the market today, you can thrive with just a basic knowledge of the tools and options built into the individual program. However, that is not necessarily true when it comes to Excel 20...

$85.00
1.7 CEUs 17h
Debt Reduction

This course teaches the concept of debt reduction and shows students how to wisely manage credit and personal debt. It is based on the premises that there are a lot of lifestyle changes and financial decisions that one can make to take control of hi...

$75.00
1.0 CEUs 10h
Operations Management 101

Operations Management is a dynamic field in which individuals with the right skills, knowledge and talent can take a business to new heights and have a direct impact on daily operations and company profitability. Nearly 40% of all jobs are in the ar...

$80.00
0.5 CEUs 5h
Microsoft Access 2016

Microsoft Access 2016 is an information management tool that allows you to store, report, and analyze information within a relational database. If you're trying to use Excel to manage large amounts of information, then chances are Microsoft Access w...

$95.00
1.2 CEUs 12h
Statistics 101

Statistics are used in a variety of contexts ranging from scientific experiments to political advertisements and beyond. Because statistics can be used to mislead, an understanding of the topic can be helpful for more than just the mathematical skil...

$120.00
3.5 CEUs 35h
Social Media Marketing 101

The importance for modern businesses to understand the need for a strategic social media presence cannot be understated. From creating an outlet to directly connect with consumers, to providing insight into buying behavior, to boosting SEO rankings,...

$75.00
1.0 CEUs 10h
Microsoft Publisher 2016

Publisher 2016 is Microsoft's entry-level desktop publishing program, allowing you to quickly create publications for the web or print. You can easily create professional-looking publications by either creating them yourself from scratch or using o...

$75.00
0.7 CEUs 7h
Outlook 2016

Microsoft Outlook 2016 is the email client and personal information organizer that comes with the Microsoft Office Suite. In this course, we're going to teach you how to effectively use nearly every aspect of Outlook, from sending, receiving, and or...

$75.00
0.5 CEUs 5h
PowerPoint 2016

PowerPoint 2016 is a presentation creator that can be used to create stunning slideshows and basic videos. It can also be used to create slide presentations, handouts, transparencies, and much more. While creating presentations using some programs c...

$75.00
0.7 CEUs 7h
Purchasing and Vendor Management 101

This concise course is designed to explore the institutional purchasing cycle for consumable materials, raw materials, spare parts, and capital assets. Additionally students will explore and develop a thorough understanding of the supplier/buyer rel...

$75.00
0.4 CEUs 4h
Excel 2016

Microsoft Excel is a spreadsheet program that comes packaged with the Microsoft Office family of software products. Just like the other programs by Microsoft, Excel can be used for a wide variety of purposes such as creating an address book, grocery...

$75.00
1.2 CEUs 12h
Google Analytics 101

Tracking tools are an important part of a website toolkit. Google Analytics is one of the most popular tools for tracking website user patterns, so webmasters can identify landing page strengths and weaknesses. Google offers the tool for free. All y...

$75.00
1.0 CEUs 10h
Google+ for Business

If you've been wondering about how to use Google+ for your business, this comprehensive course is the best way to get started. With simple instructions and ideas regarding social media marketing, businesses of every size soon understand why they nee...

$75.00
0.4 CEUs 4h
Microsoft Word 2016

Microsoft Word 2016 is the latest version of the popular word processing software offered as part of the Microsoft Office suite. This course will teach you all the skills you'll need to successfully use Word 2016. You'll learn everything you need t...

$75.00
0.8 CEUs 8h
Windows 10

Windows 10 is the latest version of the Windows operating system released by Microsoft on June 29, 2015. It follows Windows 8 and Windows 8.1, which introduced some of the biggest changes to the operating system since the first release in 1985. Wind...

$75.00
0.5 CEUs 5h