Learning QuickBooks is a great way for small business owners to gain control over the financial aspects of their business. This course will introduce you to QuickBooks 2019 and teach you the ins and outs of this widely-used accounting software.
From business owners to independent bookkeepers, millions use QuickBooks for payroll, inventory, reports, and other accounting needs. Now you can learn to manage your finances with QuickBooks in this introductory online course.
Introduction to QuickBooks 2019 is designed for those new to QuickBooks or those wanting a refresher with the latest version. You will learn how QuickBooks makes it easy to set up a chart of accounts; create and print invoices, receipts, and statements; track your payables, inventory, and receivables, and generate reports.
- This course must be taken on a PC. Macs are not compatible.
- PC: Windows 8 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- Adobe Acrobat Reader.
- Desktop QuickBooks Pro 2019 or Desktop QuickBooks Premier Edition 2019 (not included in enrollment). The Enterprise version of the software can also be used for this course; however this course is not suitable for users of QuickBooks Online or QuickBooks SimpleStart.
- While this course is based on the U.S. version of QuickBooks, users of the Canadian and Australian versions will be supported in the Discussion Areas to the extent possible.
- Software must be installed and fully operational before the course begins.
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Take control of accounting for your business. This course provides hands-on experience in QuickBooks 2019 as you set up a chart of accounts; reconcile your bank accounts; create and print invoices, receipts, and statements; track payables, inventory, and receivables; create estimates; and generate reports.
In your first lesson, you will become familiar with the QuickBooks interface. You will set up a QuickBooks Company of your very own and learn some QuickBooks terminology.
The Chart of Accounts
The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take fullest advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.
This lesson will teach you how to use company lists in QuickBooks to gather and organize all of the information you will need to properly conduct your business. You will learn how to store and retrieve all manner of useful facts such data on customers, vendors, products, and more.
In this lesson, you will become comfortable working with bank accounts in QuickBooks. You will learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts.
Fixed Assets and Depreciation
The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. This lesson will show you how to keep an accurate tally of everything your business owns.
Accounts Payable I
Without an organized system for managing all the bills your business receives, they can really start to stack up. In this lesson, you will learn how to use QuickBooks to make sure you're paying your bills right on time—not too early, and not too late.
Accounts Payable II
This lesson wraps up the discussion on QuickBooks' accounts payable tools. You will learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month.
Accounts Receivable I
In this lesson, you will get hands-on experience with invoicing. You will find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.
Accounts Receivable II
Okay, so you've created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on their "to-do" list and, eventually, you will receive some form of payment for your troubles. Now what? You will find out in this lesson.
Accounts Receivable III
This lesson explores some useful customer-related reports that can help you keep track of exactly who owes you what. You will learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.
Inventory and Estimating
This lesson focuses on learning how to customize your QuickBooks invoices to give them a more professional look. You will also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.
In the final lesson, you will find out how to use a wide variety of reports that can help you locate, organize, sort, total, and summarize all of the transactions that you've painstakingly entered into QuickBooks.
What you will learn
- How to use QuickBooks in a small business
- Fundamental accounting and bookkeeping practices
- To use QuickBooks to track payables, inventory, and receivables
- To generate and print financial statements and reports
How you will benefit
- Get hands-on experience as you master the tools you will need to successfully use QuickBooks
- Gain the confidence to take control of the financial accounting for your business
Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.