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Course Syllabus: QuickBooks Online Essentials


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Course Description

 

QuickBooks Online Essentials contains all the features and tools that a small business, or even a contractor, would need to keep track of vendors, customers, and financial accounts. You can pay bills using QuickBooks Online Essentials, prepare payroll, and even print checks. However, to do things such as prepare budgets, keep track of employee time, and create purchase orders, you would need to upgrade your account and pay a higher monthly fee.   The online version does not provide the inventory capabilities that its desktop counterpart does, the same capabilities that make the desktop version perfect for even larger companies. 

This course was designed for the beginning or intermediate user of QuickBooks Online Essentials.   The purpose of this course is to teach you how to successfully navigate and use QuickBooks Online Essentials as your business' accounting software.   However, it's also useful for those who have used previous versions of QuickBooks and want to learn about new layouts or features. 

As a student, you do not need access to QuickBooks Online Essentials to satisfactorily complete this course. Screenshots and step-by-step instructions will be provided to teach you how to use the program without you having to use it at all. However, it is highly recommended that you utilize the 30 day free trial Quicken (the makers of QuickBooks) gives with their online program so that you can follow along, then practice what you learn. 

You'll learn how to use all the features of QuickBooks Online Essentials including:

·    Setting up your company in QuickBooks

·    Creating customer, vendor, and employee lists

·    Managing payroll in QuickBooks Online Essentials

·    Creating and tracking invoices

·    Paying Bills

·    Writing checks in QuickBooks Online Essentials

·    And much more!

As a student, you do not need access to QuickBooks Online Essentials to satisfactorily complete this course. Screenshots and step-by-step instructions will be provided to teach you how to use the program without you having to use it at all. However, it is highly recommended that you utilize the 30 day free trial Intuit (the makers of QuickBooks) gives with their online program so that you can follow along, then practice what you learn. 

Course Requirements

This course will not require you to have previous experience in any particular area.


No books will be required.
*students interested can download the free trial version of Quickbooks Online  for this course.

Course Topics

 

Lesson 1: Introduction to QuickBooks Online Essentials

Lesson 2: Getting Started with QuickBooks Online Essentials

Lesson 3: Add Company Users to QuickBooks

Lesson 4: Setting Up Your Company In QuickBooks Online Essentials

Lesson 5: Setting Preferences

Lesson 6: Setting Up Accounting

Lesson 7: Creating Lists

Lesson 8: Creating Transactions and Entering Data

Lesson 9: Paying Bills

Lesson 10: Collecting and Tracking Money from Customers

Lesson 11: The Checkbook

Lesson 12: Printing Checks

Lesson 13: Payroll

Lesson 14: Reports

Lesson 15: Online Banking

Course Materials

All course material will be provided in the lessons and netlinks. There are no required materials to purchase before taking the class. In order to fully benefit from this course, though, you do need access to Quickbooks Online.

Grading Policy

Each lesson will include a lesson review exam along with an assignment. Students will successfully complete this course by mastering all learning outcomes with 70% or higher overall grade.

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe QuickBooks Online is and how it differs from other QuickBooks products.
  • Demonstrate setting up QuickBooks Online and adding company users.
  • Demonstrate setting up accounting.
  • Determine creating lists.
  • Demonstrate creating transactions and entering data.
  • Demonstrate paying bills with QuickBooks Online.
  • Demonstrate collecting and tracking money from customers.
  • Demonstrate how to use the checkbook with QuickBooks Online Essentials.
  • Demonstrate printing checks and running payroll with QuickBooks online.
  • Demonstrate report creation and report printing.
  • Demonstrate using QuickBooks with online banking, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
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Assessment Guide

Lesson 1 Assignment1
Lesson 1: Introduction to QuickBooks Online Essentials10
Lesson 2 Assignment1
Lesson 2: Getting Started with QuickBooks Online Essentials7
Lesson 3 Assignment1
Lesson 3: Add Company Users to QuickBooks9
Lesson 4 Assignment1
Lesson 4: Setting Up Your Company In QuickBooks Online Essentials6
Lesson 5 Assignment1
Lesson 5: Setting Preferences8
Lesson 6 Assignment1
Lesson 6: Setting Up Accounting5
Lesson 7 Assignment1
Lesson 7: Creating Lists8
Lesson 8 Assignment1
Lesson 8: Creating Transactions and Entering Data5
Lesson 9 Assignment1
Lesson 9: Paying Bills6
Lesson 10 Assignment1
Lesson 10: Collecting and Tracking Money from Customers7
Lesson 11 Assignment1
Lesson 11: The Checkbook5
Lesson 12 Assignment1
Lesson 12: Printing Checks8
Lesson 13 Assignment1
Lesson 13: Payroll6
Lesson 14 Assignment1
Lesson 14: Reports4
Lesson 15 Assignment1
Final Exam74
Lesson 15: Online Banking6
Total Points:189
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