QuickBooks   

Intermediate QuickBooks 2018 (Self-Paced Tutorial)
Fee: $119.00
Dates: 5/1/2023 - 7/31/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Intermediate QuickBooks 2019
Fee: $129.00
Dates: 6/14/2023 - 8/5/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Intermediate QuickBooks 2019
Fee: $129.00
Dates: 7/12/2023 - 9/2/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Intermediate QuickBooks 2019 (Self-Paced Tutorial)
Fee: $129.00
Dates: 5/1/2023 - 7/31/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Intermediate QuickBooks Online
Fee: $115.00
Dates: 6/14/2023 - 8/5/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Intermediate QuickBooks Online
Fee: $115.00
Dates: 7/12/2023 - 9/2/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks 2019
Fee: $129.00
Dates: 6/14/2023 - 8/5/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks 2019
Fee: $129.00
Dates: 7/12/2023 - 9/2/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks 2019 (Self-Paced Tutorial)
Fee: $129.00
Dates: 5/1/2023 - 7/31/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks Online
Fee: $115.00
Dates: 6/14/2023 - 8/5/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks Online
Fee: $115.00
Dates: 7/12/2023 - 9/2/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

Introduction to QuickBooks Online (Self-Paced Tutorial)
Fee: $115.00
Dates: 5/1/2023 - 7/31/2023
Delivery Method: Online

This course is offered through our partners at ed2go.  These courses are fun, fast, convenient, easy to use, and led by an expert instructor.  Courses run for six weeks and you have 24/7 access to two lessons each week. Each lesson is accompanied by a short, multiple-choice quiz, and some lessons include hands-on assignments.

You will receive an e-mail with course access information upon completion of your enrollment.

Important: All online courses through the Center for Business & Industry are non-credit courses.  For college credit programs and courses please visit www.DaytonaState.edu.

• Intermediate QuickBooks 2019
• Fee: $129.00
  Dates: 5/17/2023 - 7/8/2023

  REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
  

  If you already know the basics of QuickBooks, this course will teach you the accounting software's more advanced and often underutilized features. You will learn how to gain control, productivity, and value when you use QuickBooks 2019.

  
  

  Millions of small businesses use QuickBooks for their accounting needs, but only a fraction know how to use all its features. This online course will help you build on previous skills to gain an intermediate-level proficiency of the QuickBooks 2019 software.

  The Intermediate QuickBooks 2019 course is ideal if you understand the basics of accounting software or previously completed an introductory-level QuickBooks training, and want to advance your QuickBooks skills. You will also learn how to use QuickBooks in many common scenarios that small business owners encounter, such as creating customer statements and assessing finance charges.

  By the time you complete the course, you will know how to set up a chart of accounts; reconcile your checking account; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; and generate reports.

  
  

  Requirements:

  Hardware Requirements:

  • This course must be taken on a PC. Macs are not compatible.

  Software Requirements:

  • PC: Windows 8 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • 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.
  • Adobe Acrobat Reader.

  Other:

  • 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.

  
  

  Confidently use of QuickBooks 2019 for all your business accounting needs. This hands-on course allows for mastery of more advanced skills such as setting up a chart of accounts, creating and printing invoices and statements, tracking inventory, creating estimates, and generating reports.

  
  

  Working With Company Files

  One of the more challenging aspects of QuickBooks is learning how to manage company files. Your first lesson introduces some great features that allow you to easily work with not just one, but multiple company files.

  Securing Your Company Files

  Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.

  List Items and Inventory

  Lists form the backbone of QuickBooks. This lesson introduces the ways you add and edit multiple list items.

  Ordering and Selling Inventory

  Tracking inventory in QuickBooks is a multi-step process. In this lesson, you will learn how to enter and use Sales Orders to keep track of customer orders.

  Vendor Discounts and Credits and Adjusting Inventory

  If you work with the same vendors repeatedly, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts.

  Tracking Price Levels and Customer Discounts

  Many businesses charge different prices to different customers for several reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a customer.

  Tracking Vehicle Mileage

  If you ever have to travel by car for work, you may want to track the vehicle mileage to later deduct on your tax return. This lesson will teach you how to enter this mileage and the rate the IRS allows for a deduction.

  Working With Customer Balances

  Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you will learn how to create a statement charge directly to a customer's account.

  Batch Invoicing and Creating Letters

  This lesson will teach you how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of the customers on your customer list.

  Petty Cash and Gift Cards

  Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts.

  Owner Transactions and Journal Entries

  In this lesson, you will learn how to record an owner's infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company's bank account.

  Loans and Budgets

  Your final lesson will teach you how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business.

  
  

  What you will learn

  • How to run QuickBooks for small to mid-sized businesses
  • How to set up a chart of accounts, reconcile your checking account, and create estimates
  • Create and print invoices, receipts and statements
  • Understand how to track payables, inventory, and receivables
  • The knowledge needed to generate 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

  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.

  Show Description

  
  

• Intermediate QuickBooks Online
• Fee: $115.00
  Dates: 5/17/2023 - 7/8/2023

  REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
  

  Learn to manage the financial aspects of your business using the cloud-based QuickBooks Online software.

  
  

  Learn to manage the financial aspects of your small business quickly and efficiently using QuickBooks Online. With this online version, you get all the advantages of computing in the cloud, which means that your accounting files will be available to you virtually anytime, anywhere. This course dives deeper into the software's intermediate features, such as tracking product and service items, managing inventory, and customizing sales forms.

  
  

  Requirements:

  Hardware Requirements:

  • This course can be taken on either a PC or Mac.

  Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

  Other:

  • 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.

  
  

  Building upon the skills learned in the Introduction to QuickBooks Online course, you'll learn how to manage inventory, projects, classes, and locations to better track and report on your business operations.

  
  

  Managing Setting, Users, and Accountants

  In this first lesson, you'll activate your free subscription and then get started with the practice sample company. You'll also learn the various ways to manage and access your QuickBooks company files and how to set up user permissions so that your file remains secure.

  Product and Service Items

  Without a doubt, inventory tracking is usually one of the more difficult areas for most businesses to track. In this lesson, you'll learn how QuickBooks Online (QBO) tracks the purchase and sale of inventory items. You'll also dive much deeper into some of the more advanced inventory features, such as using product categories, bundles, and price rules.

  Managing Inventory

  Inventory is one of those assets that is frequently mishandled and even stolen. Regardless of what accounting system you use to track inventory, it's imperative that you build in some solid internal controls surrounding the flow of inventory into and out of your business. In this lesson, you'll learn how to record inventory purchases, receipts, credits, payments, and refunds. You'll also learn how to adjust inventory quantities on-hand should your accounting balance get out of sync with your actual inventory count.

  Customizing Sales Forms and Tracking Classes and Locations

  In this lesson, you'll learn how to customize your sales forms to give them a more professional look. You'll also learn how to utilize the class and locations feature when entering transactions. These features are optional but can be used to provide an extra layer of detail to your entry tracking and reporting.

  Managing Projects and Sales

  In addition to their overall profitability, some companies also like to track the profitability of a particular job, project, or customer. To help make this easier, QuickBooks has a built-in Projects feature to track this information. In this lesson, you'll learn how to create and track the profitability of a project in QuickBooks.

  Progress Invoicing and Bad Debts

  When it comes time to invoice your customers, there's no "one size fits all" approach. Some companies can avoid invoicing entirely, while other situations may warrant a lengthier invoicing procedure. In this lesson, you'll enter the world of progress invoicing. You'll see how progress invoicing is used in conjunction with the project tracking that was introduced in the last lesson. In addition to progress invoicing, this lesson is going to dive into the difficult topic of recording bad debts.

  Payroll and Gift Cards

  In this lesson, you'll learn what QuickBooks's capabilities are for processing payroll. Intuit, the maker of QuickBooks, charges additional subscription fees to fully take advantage of processing payroll using the program. You'll also learn how to record the sale and redemption of gift cards in your business.

  Fixed Assets and Loans

  In this lesson, you'll practice with recording both new and existing fixed asset balances. Since fixed asset balances are often large in nature, such as the purchase of a building, equipment, or a delivery truck, businesses may acquire a loan to assist in the purchase. You'll learn how to enter these loan balances, any related down payment amounts, and payments on these loans when the time comes.

  Business Entities and Owner Transactions

  In this lesson, you'll learn a bit more about different business entities and how those differences impact the way you'll set up and interact with QuickBooks Online. This lesson will also cover those seemingly frequent situations where the owner of a business mixes business and personal funds or invests or draws funds directly to or from the business.

  Banking Rules and Budgets

  In this lesson, you'll learn how to create bank rules that will help you streamline the reconciliation process. You'll also learn how you can enter a forecasted budget for your business and how to generate some great reports that will allow you to evaluate your actual business performance against your planned budget information.

  Multiple Currencies and Vehicle Mileage

  In this lesson, you'll explore how QuickBooks handles receipts and payments in a foreign currency. You may or may not end up using this feature on a daily basis, but with the rise of online commerce, even many small businesses are selling their products (and sometimes services) internationally. You'll also learn how to track and record vehicle mileage for your company vehicle or vehicles. For some businesses, mileage tracking can get a little tedious, but it's a necessary task as you can usually convert the cost of these miles and use it as a tax deduction at the end of the year.

  Adjusting and Reviewing the Books

  In the final lesson, you'll learn how to finalize your numbers at the end of each month (or year) and how best to evaluate your business performance. If you're new to accounting, you'll get an overview of the accounting cycle. You'll learn more about what steps in the cycle you are responsible for and which steps the system will handle for you. Then, you'll learn some tips on how to identify some common problems that may occur in your day-to-day bookkeeping and how best to resolve these problems. You'll also learn what it means to adjust and close the books at month-end and how to create those critical Financial Statements.

  
  

  What you will learn

  • Understand user roles and optimize file settings.
  • Successfully track inventory items, product categories, and bundles.
  • Use classes, locations, and projects to improve reporting on business operations.
  • Track receivable write-offs, gift cards, fixed assets, and loans.
  • Record owner transactions to and from the business.
  • Utilize banking rules and track budgets and vehicle mileage.
  • Use the reporting features to review and assess the financial statements.

  How you will benefit

  • Get hands-on experience as you master the tools you will need to successfully use QuickBooks online
  • Gain the confidence to take control of the financial accounting for your business

  
  

  Scott Paxton

  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.

  Show Description

  
  

• Introduction to QuickBooks 2019
• Fee: $129.00
  Dates: 5/17/2023 - 7/8/2023

  REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
  

  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.

  
  

  Requirements:

  Hardware Requirements:

  • This course must be taken on a PC. Macs are not compatible.

  Software Requirements:

  • 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.

  Other:

  • 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.

  
  

  Getting Started

  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.

  Company Lists

  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.

  Bank Accounts

  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.

  Reporting

  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

  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.

  Show Description

  
  

• Introduction to QuickBooks Online
• Fee: $115.00
  Dates: 5/17/2023 - 7/8/2023

  REGISTRATION FOR THIS CLASS IS CLOSED. This class is already in session.
  

  Learn to use QuickBooks Online to record income and expenses; enter checks and credit card payments; track your payables, inventory, and receivables; and much more.

  
  

  This QuickBooks course will teach you how to manage your business finances with QuickBooks Online. This powerful accounting software has helped millions of small business owners oversee their finances. Now that the cloud-based version is outpacing the desktop version, there's no better time to refresh your QuickBooks knowledge.

  You will learn to use key features of QuickBooks Online and gain hands-on experience creating invoices, receipts, and statements; track payables, inventory, and receivables; generating reports; and more. Whether you're new to QuickBooks or need a quick refresher, this course will empower you to take control of your business's financial accounting, all with the ease and convenience of an online platform.

  
  

  Requirements:

  Hardware Requirements:

  • This course can be taken on either a PC or Mac.

  Software Requirements:

  • PC: Windows 10 or later.
  • Mac: macOS 10.11 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

  Other:

  • 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.

  
  

  Manage the financial aspects of your small business quickly and efficiently using QuickBooks Online. This course will give you hands-on experience recording income and expenses; entering checks and credit card payments; tracking your payables, inventory, and receivables; and much more.

  
  

  Getting Started

  Your first lesson will introduce the QuickBooks Online interface and the pros and cons of working with your accounting information online. You will learn about the various subscription packages and practice using some of the interactive navigation features within the program.

  Accounting Basics

  To truly unlock the power of QuickBooks Online, it's helpful to have some basic accounting knowledge under your belt. In this lesson, you'll learn some introductory accounting terminology. In addition, you'll learn the basics of double entry accounting principles as well as the components of the Financial Statement.

  The Chart of Accounts

  The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take full 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.

  Centers and Lists

  This lesson introduces best practices for using centers and lists in QuickBooks to gather and organize information needed to properly conduct business. You will also learn how to process Form 1099 to give to your vendors at the end of the year.

  Bank Accounts

  In this lesson, you will learn how to work with bank accounts in QuickBooks Online. You will learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you will learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.

  Recording Expenses

  Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you will learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro.

  Paying Bills

  Without an organized system for managing all the bills your business receives, they can really start to stack up. When bills pile up, it becomes easy to start missing payment deadlines, which can result in late fees and credit difficulties. In this lesson, you'll learn how to use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.

  Credit Cards and Loans

  In this lesson, you will learn how to effectively manage Credit Card accounts in QuickBooks Online. You will also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you will get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.

  Recording Income

  You will find this lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Then you will learn how to create multiple Sales Receipts and make the necessary deposit to your bank.

  Invoices and Estimates

  In order to evaluate just how well your company is performing, you will need to learn how to enter estimates, invoices, and customer payments. You will do just that in this lesson. You will also learn how to group multiple customer payments and record those deposits to the bank.

  Billable Expenses and Customer Credits

  This lesson focuses on billing customers for an expense incurred on a project or job. You will even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you will examine the steps needed to enter credit memos, delayed credits, and refunds.

  Sales Taxes and Reports

  In your final lesson, you will learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You will also find out how to create, use, and customize a wide variety of useful reports.

  
  

  What you will learn

  • Learn everything you need to know about running QuickBooks in a small to mid-sized business
  • Discover how to set up a chart of accounts, reconcile your checking account, and create estimates
  • Learn to create and print invoices, receipts and statements
  • Understand how to track payables, inventory, and receivables
  • Gain the knowledge you need to generate reports

  How you will benefit

  • Get access to Intuit's Test Drive Sample Company practice site of QuickBooks Online Plus
  • Get hands-on experience as you master the tools you will need to successfully use QuickBooks online
  • Gain the confidence to take control of the financial accounting for your business

  
  

  Scott Paxton

  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.

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