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Online Class: QuickBooks® 101

Basic Finance Skills Picture
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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. 
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  • Self-Paced
  • Instructor Feedback
  • 6 Months to Complete
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  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 
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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. 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. 46 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 4 Articles: Entering Expenses and Payments in QuickBooks; Enter Bills in QuickBooks ? Intuit; Receiving items already paid for; Paying Bills
  • 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. 51 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 cosigned 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
  • Review Video: Quickbook Accounting | Record Customer Payments and Bank Deposits in QuickBooks
  • 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. 51 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 2 Articles: Record a journal entry in QuickBooks Desktop; Edit Your Chart of Accounts
  • 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 5 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; Create Sales Reports; 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 3 Articles: How do I get the Inventory Center out of Flat View?; 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 4 Articles: Set up and track sales tax; Setting Up Sales Tax in QuickBooks; Questions about Sales Tax-; Assign sales tax codes to customer records
  • 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 5 Articles: How to set up new budget; How do I set up a new fiscal year/Budget in Quick Books? Will this give me new Profit and Loss also?; How to create budgets and how does budgeting work?; QuickBooks Helps You Navigate Tricky Waters; 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
  • Review 3 Articles: Customize Reports and Email; Create customized reports in QuickBooks Desktop; How to create management reports
  • 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
1555
Total Course Points

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
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Document Your CEUs on Your Resume
 
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
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 Instructor
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!

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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.
 
 

Student Testimonials

  • "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.
  • "Instructor responded to questions or concerns quickly. I found the site to be very well constructed; simple, easy to understand, easy to communicate with other students and the instructor." -- Valerie V.
  • "The instructor knew the course very well." -- Rosemarie F.
  • View More Testimonials...

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