Online Class: QuickBooks® 101

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25

Lessons
51

Exams &
Assignments
10

Hours
average time
1.0

CEUs
0

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
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IACET CEUs
6 Months to Complete
24/7 Availability
Start Anytime
PC & Mac Compatible
Android & iOS Friendly

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.

Universal Class, Inc. has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this approval, Universal Class, Inc. has demonstrated that it complies with the ANSI/IACET Standard which is widely recognized as the Standard of good practice internationally. As a result of their Accredited Provider status, Universal Class, Inc. is authorized to offer IACET CEUs for its courses that qualify under the ANSI/IACET Standard.

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Course Lessons

Average Lesson Rating: (2010 votes)

"Extraordinarily Helpful"

9/29/2016 11:35:36 AM

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 Article: Complete your company setup
Review Article: 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 Article: GETTING AROUND IN THE NEW QUICKBOOKS
Review Article: 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
Review Video: QuickBooks Pro 2015 Tutorial: Setting Up the Chart of Accounts - Part 1
Review Video: QuickBooks 2015 Tutorial Part 2: Chart of Accounts COA
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 Article: How to Add a Customer
Review Article: 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
Review Video: QuickBooks 2015 Part 10: Inventory - All you need to know about QuickBooks Inventory
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 Article: Create an invoice
Review Article: 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 Article: Enter a sales receipt (if you track customers and jobs)
Review Article: Receive payments from customers, customer payment, apply payment
Review Article: 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 Article: Create and use QuickBooks standard reports
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 Article: Bad debt overview
Review Video: QuickBooks Tip: How to Record Fees from Credit Cards, PayPal, Merchant Services etc.
Review Video: 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 Article: Process payroll manually (without a subscription to QuickBooks Payroll)
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

Document Your Lifelong Learning Achievements
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Course Title: QuickBooks 101

Course Number: 8900335

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

Category:

Home > Accounting and Bookkeeping > Basic Finance Skills

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!

Requirements: View Technical Requirements

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Student Testimonials

"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.
"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.
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