Course Syllabus: QuickBooks 101


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Course Description

QuickBooks 2017 is an accounting software program created for small businesses and self-employed professionals.   The purpose of QuickBooks 2017 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. 

This course was created for anyone who wants to learn QuickBooks 2017.  Whether you signed up simply to learn what’s new in QuickBooks 2017 or are a complete newbie to the software does not matter.   The course starts with the basics of the program, then advances to teach you how to set up your company in QuickBooks, then manage its income, bills, loans, and more.

You will learn how to:

·         Navigate QuickBooks

·         Get your business started in QuickBooks by creating a company file.

·         Create all the accounts you need for your business in QuickBooks.

·         Add customers, vendors, employees, and products to QuickBooks.

·         Create and send invoices and sales receipts

·         Enter and pay bills

·         Track expenses and income

·         Manage loans through QuickBooks

·         Track your income, as well as your bills

·         Connect to your bank through QuickBooks

·         Create budgets and run reports

·         And much more

You do not need access to QuickBooks 2017 to successfully complete this course; however, it is recommended so that you can better follow along and practice the skills you learn.  

Course Requirements

You should have a high school reading level and be competent in basic computer usage and terminology.

You should also have a working version of QuickBooks (desktop version) in order to complete the assignment activities.

Course Topics

You will learn how to:

  • Navigate QuickBooks
  • Get your business started in QuickBooks by creating a company file.
  • Create all the accounts you need for your business in QuickBooks.
  • Add customers, vendors, employees, and products to QuickBooks.
  • Create and send invoices and sales receipts
  • Enter and pay bills
  • Track expenses and income
  • Manage loans through QuickBooks
  • Track your income, as well as your bills
  • Connect to your bank through QuickBooks
  • Create budgets and run reports
  • And much more

Course Materials

This course will not require you to have previous experience in any particular area but you should have a high school reading level. No books will be required. In order to do the suggested activities, you'll need access to a working copy of QuickBooks desktop.

Grading Policy

Several lessons will be accompanied by an activity assignment (which you can do if you have QB) and a review exam. Students will successfully complete this course with 70% or higher overall grade.

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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Assessment Guide

Lesson 1 Assignment1
Quiz 135
Lesson 2 Assignment1
Quiz 250
Lesson 3 Assignment1
Quiz 340
Lesson 4 Assignment1
Quiz 450
Lesson 5 Assignment1
Quiz 550
Lesson 6 Assignment1
Quiz 650
Lesson 7 Assignment1
Quiz 750
Lesson 8 Assignment1
Quiz 850
Lesson 9 Assignment1
Quiz 950
Lesson 10 Assignment1
Quiz 1045
Lesson 11 Assignment1
Quiz 1150
Lesson 12 Assignment1
Quiz 1250
Lesson 13 Assignment1
Quiz 1350
Lesson 14 Assignment1
Quiz 1450
Lesson 15 Assignment1
Quiz 1550
Lesson 16 Assignment1
Quiz 1650
Lesson 17 Assignment1
Quiz 1745
Lesson 18 Assignment1
Quiz 1850
Lesson 19 Assignment1
Quiz 1950
Lesson 20 Assignment1
Quiz 2050
Lesson 21 Assignment1
Quiz 2150
Lesson 22 Assignment1
Quiz 2250
Lesson 23 Assignment1
Quiz 2350
Lesson 24 Assignment1
Quiz 2450
Lesson 25 Assignment1
Quiz 2550
The Final Exam285
Total Points:1525
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