Online Class: QuickBooks® 101

no certificate
with CEU Certificate*
-
25Lessons
-
51Exams &
Assignments -
7,939Students
have taken this course -
14Hours
average time -
1.4CEUs
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
- 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

Course Lessons
Lesson 1: Introduction to QuickBooks
Lesson 1 Video
Review Video: QuickBooks - New and Improved Features
Take Survey: Reasons for Taking this Course
Complete: Lesson 1 Assignment
Complete: Quiz 1
Lesson 2: Setting Up QuickBooks
Lesson 2 Video
Review 5 Practice Worksheets
Review Article: What is the Trial Balance Report?
Complete: Lesson 2 Assignment
Complete: Quiz 2
Lesson 3: Navigating QuickBooks
Lesson 3 Video
Review Video: Quickbooks 2017 New Features
Complete: Lesson 3 Assignment
Complete: Quiz 3
Lesson 4: The Chart of Accounts
Lesson 4 Video
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
Lesson 5 Video
Review 2 Articles: How To Make Your QuickBooks Customer:Job List More Meaningful; 5 Ways to Tailor, Tag, and Track Specialized Information
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
Lesson 6 Video
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
Lesson 7 Video
Review 2 Articles: The Sales Tax Code List, Class List, And Other Names List; The Customer Message List, Payment Method List, And Shop Via List
Complete: Lesson 7 Assignment
Complete: Quiz 7
Lesson 8: Paying Expenses and Bills
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
Lesson 9 Video
Review 2 Articles: 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
Lesson 10 Video
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
Lesson 11 Video
Complete: Lesson 11 Assignment
Complete: Quiz 11
Lesson 12: Tracking Time and Mileage
Lesson 12 Video
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
Lesson 13 Video
Review 2 Articles: How to Create a Customer Statement in QuickBooks; Emailing Statements and Invoices from QuickBooks
Complete: Lesson 13 Assignment
Complete: Quiz 13
Lesson 14: Collecting and Tracking Money from Customers
Lesson 14 Video
Review Practice Worksheet: SmartSearch.docx
Complete: Lesson 14 Assignment
Complete: Quiz 14
Lesson 15: Managing Bank Accounts and Credit Cards
Lesson 15 Video
Complete: Lesson 15 Assignment
Complete: Quiz 15
Lesson 16: Managing Loans
Lesson 16 Video
Review Article: How to Enter a Loan in Quickbooks
Review Video: Quickbooks Amortization and Loan Manager
Complete: Lesson 16 Assignment
Complete: Quiz 16
Lesson 17: Payroll
Lesson 17 Video
Review Video: QuickBooks Pro 2016 Tutorial: Setup Employees for Payroll
Complete: Lesson 17 Assignment
Complete: Quiz 17
Lesson 18: Making Journal Entries
Lesson 18 Video
Review Video: How to Make Quickbooks Journal Entries
Complete: Lesson 18 Assignment
Complete: Quiz 18
Lesson 19: End of Year Tasks
Lesson 19 Video
Review 2 Articles: 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
Lesson 20 Video
Review 2 Videos: How To Restore QuickBooks Backup File QBB 2015; QuickBooks Tip Verify Data
Complete: Lesson 20 Assignment
Complete: Quiz 20
Lesson 21: Purchasing and Entering Inventory
Lesson 21 Video
Review Article: QuickBooks Inventory Counting
Complete: Lesson 21 Assignment
Complete: Quiz 21
Lesson 22: Sales Tax
Lesson 22 Video
Review Article: Setting Up Sales Tax in QuickBooks
Complete: Lesson 22 Assignment
Complete: Quiz 22
Lesson 23: Setting Up a Budget in QuickBooks
Lesson 23 Video
Review Article: Using QuickBooks Budgets and Forecast Reports
Complete: Lesson 23 Assignment
Complete: Quiz 23
Lesson 24: Reports
Lesson 24 Video
Complete: Lesson 24 Assignment
Complete: Quiz 24
Lesson 25: Online Banking with QuickBooks
Lesson 25 Video
Take Poll: End of Course Poll
Take Survey: Course Comments
Take Survey: Program Evaluation Follow-up Survey (End of Course)
Complete: Lesson 25 Assignment
Complete: Quiz 25
Complete: The Final Exam
Learning Outcomes
- 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.
- Summarize paying bills, purchasing and managing inventory.
- Summarize 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

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Time to complete | 6 months |
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Time to complete | 12 Months |
No. of courses | 500+ |
Certificates & CEUs
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | Monthly |
No. of courses | 500+ |
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.
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