QuickBooks   

Intermediate QuickBooks 2018
Fee: $95.00
Dates: 10/13/2021 - 12/4/2021
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 2018
Fee: $95.00
Dates: 11/17/2021 - 1/8/2022
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 2018
Fee: $95.00
Dates: 12/15/2021 - 2/5/2022
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 2018 (Self-Paced Tutorial)
Fee: $119.00
Dates: 8/23/2021 - 12/11/2021
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: 10/13/2021 - 12/4/2021
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: 11/17/2021 - 1/8/2022
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: 12/15/2021 - 2/5/2022
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: 8/23/2021 - 12/11/2021
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: 10/13/2021 - 12/4/2021
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: 11/17/2021 - 1/8/2022
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: 12/15/2021 - 2/5/2022
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 Crystal Reports
Fee: $115.00
Dates: 10/13/2021 - 12/4/2021
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 Crystal Reports
Fee: $115.00
Dates: 11/17/2021 - 1/8/2022
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 Crystal Reports
Fee: $115.00
Dates: 12/15/2021 - 2/5/2022
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 2018
Fee: $119.00
Dates: 10/13/2021 - 12/4/2021
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 2018
Fee: $119.00
Dates: 11/17/2021 - 1/8/2022
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 2018
Fee: $119.00
Dates: 12/15/2021 - 2/5/2022
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: 10/13/2021 - 12/4/2021
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: 11/17/2021 - 1/8/2022
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: 12/15/2021 - 2/5/2022
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: 8/23/2021 - 12/11/2021
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: 10/13/2021 - 12/4/2021
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: 11/17/2021 - 1/8/2022
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: 12/15/2021 - 2/5/2022
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: 8/23/2021 - 12/11/2021
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 2018
• Fee: $95.00
  Dates: 8/18/2021 - 10/9/2021

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

  Go beyond the basic introductory concepts and learn how to gain more control and improve productivity while using QuickBooks.
  

  Learning how to use QuickBooks to its full potential, goes far beyond learning the basic features of the program. Even many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. In this course, you'll learn how to utilize many of the more in-depth features and applications. It is designed for those QuickBooks users that already feel that they have a good grasp on the basics, or those that have successfully completed the Introduction to QuickBooks course. Whether you are a small business owner, bookkeeper or accountant needing a QuickBooks refresher, after taking this course, you'll feel more confident and secure in accounting for your business.

  You'll learn how to manage multiple company files and how to export and import list data from one file to the next. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to enter and track mileage that you incur on any vehicles that you use in your business.

  This course also covers many other common topics that small business owners encounter, including how to create customer statements and assess finance charges on overdue balances. You will learn how to write-off these past due balances when it appears that the customer is not going to pay.

  Lastly, you'll learn how to enter common transactions that occur between the owner and the business, such as when the owner takes money out of the business or invests new capital. You'll even learn how to deal with those difficult situations, where you may pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business.

  
  

  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 Premier Edition 2018 is recommended for this course (not included in enrollment). Desktop QuickBooks Pro 2018 can be used for this course, but please be aware that there are a few features discussed in the course that are not available in the Pro edition. However, the course lessons have been modified to accommodate Pro version users. 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.

  Prerequisites:

  Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of QuickBooks basics.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  This course continues from Introductory to QuickBooks to teach you more advanced concepts and features that are often underutilized when using the program. You will learn how to gain more control, productivity, and value from your overall QuickBooks experience.
  

  Working With Company Files

  One of the more challenging aspects of QuickBooks is learning how to manage company files. In this lesson, you'll explore some great features that will allow you to easily work with not just one, but multiple company files. You'll even learn how to export and import list information from other files into a brand new file. Once you have a new file created, you'll learn how to move your file from one computer to another and send your file to your accountant.

  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'll learn how to set a closing date in your file so that no one can enter a transaction in the wrong period. You'll also learn how to create new users and limit these users to only the areas in which they work. Finally, you'll learn how to use the Condense and Verify features in QuickBooks to streamline your file and check to see if it's corrupted.

  List Items and Inventory

  Lists form the backbone of QuickBooks. In this lesson, you'll explore how to add and edit multiple list items. You'll also learn how to create class items to further categorize transactions. Finally, you'll discover how to enter inventory part items and how to combine these items to build inventory assemblies.

  Ordering and Selling Inventory

  Tracking inventory in QuickBooks is a multi-step process. In this lesson, you'll learn how to enter and use Sales Orders to keep track of customer orders. You'll go over how to create Purchase Orders that you can either print or email to your vendors to order more inventory when you need it. And to help you keep track of it all, you'll learn how to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.

  Vendor Discounts and Credits and Adjusting Inventory

  If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you'll learn how to record these discounts. You'll also learn how to enter and manage vendor credits when they arise. Finally, you'll gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory.

  Tracking Price Levels and Customer Discounts

  Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you'll learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. This way, whenever you create an invoice for a customer, QuickBooks automatically remembers the price that you want to charge. You'll also learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

  Tracking Vehicle Mileage

  If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you'll learn how to enter this mileage and the rate the IRS allows for a deduction. You'll also learn how to create some great reports that you can use as support for your tax return. Last, you'll find out how to bill a customer for the mileage you've incurred, even if it's at a different rate than the IRS allows.

  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'll learn how to create a statement charge directly to a customer's account. You'll also learn how to easily change the price of multiple sales items using QuickBooks' Change Item Prices feature. Last, if a customer is late to pay on an invoice, you'll learn how to assess a finance charge and how to write the balance off the books if the customer ultimately fails to pay.

  Batch Invoicing and Creating Letters

  In this lesson, you'll learn how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers on your customer list. You'll also learn how to set up billing groups that you can use over and over again to send recurring invoices. In the second half of the lesson, you'll explore how to modify a letter template and then create a form letter that you can send to your customers or vendors. You'll even learn how to create and print envelopes and labels based on your customer or vendor information.

  Petty Cash and Gift Cards

  Most small businesses carry a small amount of cash on hand to pay for odds and ends. Over time, these small amounts can have a significant impact on your accounting records. In this lesson, you'll learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates. You'll also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.

  Owner Transactions and Journal Entries

  In this lesson, you'll learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. In addition, you'll examine when and how to use the Make General Journal Entries window to record various entries that don't involve the business bank account, including the times when the owner might use personal funds to pay for a business expense.

  Loans and Budgets

  In this lesson, you'll learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You'll then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment. You'll also dive into the planning and budgeting features built into QuickBooks. By the end of this lesson, you'll see just how easy it is to enter budget data so that you can later evaluate your company's performance using some of QuickBooks' reporting features.

  
  

  What you will learn

  • Learn to manage multiple company files, export and import list data from one file to another, and make journal entries
  • Find out how to enter price levels and track discounts and credits
  • Learn how to track mileage on vehicles you use in your business
  • Understand how to create customer statements, assess finance charges on overdue balances, create multiple invoices, and write off past due balances
  • Learn how to enter common owner transactions
  • Understand how to track loans and use the budgeting feature

  How you will benefit

  • Become more confident and secure in accounting for your business
  • Open the door to additional career opportunities as you accurately learn how to use all the features of QuickBooks
  • Master the use of QuickBooks for your personal 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.

  Show Description

  
  

• Intermediate QuickBooks 2018
• Fee: $95.00
  Dates: 9/15/2021 - 11/6/2021

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

  Go beyond the basic introductory concepts and learn how to gain more control and improve productivity while using QuickBooks.
  

  Learning how to use QuickBooks to its full potential, goes far beyond learning the basic features of the program. Even many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. In this course, you'll learn how to utilize many of the more in-depth features and applications. It is designed for those QuickBooks users that already feel that they have a good grasp on the basics, or those that have successfully completed the Introduction to QuickBooks course. Whether you are a small business owner, bookkeeper or accountant needing a QuickBooks refresher, after taking this course, you'll feel more confident and secure in accounting for your business.

  You'll learn how to manage multiple company files and how to export and import list data from one file to the next. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to enter and track mileage that you incur on any vehicles that you use in your business.

  This course also covers many other common topics that small business owners encounter, including how to create customer statements and assess finance charges on overdue balances. You will learn how to write-off these past due balances when it appears that the customer is not going to pay.

  Lastly, you'll learn how to enter common transactions that occur between the owner and the business, such as when the owner takes money out of the business or invests new capital. You'll even learn how to deal with those difficult situations, where you may pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business.

  
  

  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 Premier Edition 2018 is recommended for this course (not included in enrollment). Desktop QuickBooks Pro 2018 can be used for this course, but please be aware that there are a few features discussed in the course that are not available in the Pro edition. However, the course lessons have been modified to accommodate Pro version users. 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.

  Prerequisites:

  Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of QuickBooks basics.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  This course continues from Introductory to QuickBooks to teach you more advanced concepts and features that are often underutilized when using the program. You will learn how to gain more control, productivity, and value from your overall QuickBooks experience.
  

  Working With Company Files

  One of the more challenging aspects of QuickBooks is learning how to manage company files. In this lesson, you'll explore some great features that will allow you to easily work with not just one, but multiple company files. You'll even learn how to export and import list information from other files into a brand new file. Once you have a new file created, you'll learn how to move your file from one computer to another and send your file to your accountant.

  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'll learn how to set a closing date in your file so that no one can enter a transaction in the wrong period. You'll also learn how to create new users and limit these users to only the areas in which they work. Finally, you'll learn how to use the Condense and Verify features in QuickBooks to streamline your file and check to see if it's corrupted.

  List Items and Inventory

  Lists form the backbone of QuickBooks. In this lesson, you'll explore how to add and edit multiple list items. You'll also learn how to create class items to further categorize transactions. Finally, you'll discover how to enter inventory part items and how to combine these items to build inventory assemblies.

  Ordering and Selling Inventory

  Tracking inventory in QuickBooks is a multi-step process. In this lesson, you'll learn how to enter and use Sales Orders to keep track of customer orders. You'll go over how to create Purchase Orders that you can either print or email to your vendors to order more inventory when you need it. And to help you keep track of it all, you'll learn how to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.

  Vendor Discounts and Credits and Adjusting Inventory

  If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you'll learn how to record these discounts. You'll also learn how to enter and manage vendor credits when they arise. Finally, you'll gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory.

  Tracking Price Levels and Customer Discounts

  Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you'll learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. This way, whenever you create an invoice for a customer, QuickBooks automatically remembers the price that you want to charge. You'll also learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

  Tracking Vehicle Mileage

  If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you'll learn how to enter this mileage and the rate the IRS allows for a deduction. You'll also learn how to create some great reports that you can use as support for your tax return. Last, you'll find out how to bill a customer for the mileage you've incurred, even if it's at a different rate than the IRS allows.

  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'll learn how to create a statement charge directly to a customer's account. You'll also learn how to easily change the price of multiple sales items using QuickBooks' Change Item Prices feature. Last, if a customer is late to pay on an invoice, you'll learn how to assess a finance charge and how to write the balance off the books if the customer ultimately fails to pay.

  Batch Invoicing and Creating Letters

  In this lesson, you'll learn how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers on your customer list. You'll also learn how to set up billing groups that you can use over and over again to send recurring invoices. In the second half of the lesson, you'll explore how to modify a letter template and then create a form letter that you can send to your customers or vendors. You'll even learn how to create and print envelopes and labels based on your customer or vendor information.

  Petty Cash and Gift Cards

  Most small businesses carry a small amount of cash on hand to pay for odds and ends. Over time, these small amounts can have a significant impact on your accounting records. In this lesson, you'll learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates. You'll also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.

  Owner Transactions and Journal Entries

  In this lesson, you'll learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. In addition, you'll examine when and how to use the Make General Journal Entries window to record various entries that don't involve the business bank account, including the times when the owner might use personal funds to pay for a business expense.

  Loans and Budgets

  In this lesson, you'll learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You'll then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment. You'll also dive into the planning and budgeting features built into QuickBooks. By the end of this lesson, you'll see just how easy it is to enter budget data so that you can later evaluate your company's performance using some of QuickBooks' reporting features.

  
  

  What you will learn

  • Learn to manage multiple company files, export and import list data from one file to another, and make journal entries
  • Find out how to enter price levels and track discounts and credits
  • Learn how to track mileage on vehicles you use in your business
  • Understand how to create customer statements, assess finance charges on overdue balances, create multiple invoices, and write off past due balances
  • Learn how to enter common owner transactions
  • Understand how to track loans and use the budgeting feature

  How you will benefit

  • Become more confident and secure in accounting for your business
  • Open the door to additional career opportunities as you accurately learn how to use all the features of QuickBooks
  • Master the use of QuickBooks for your personal 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.

  Show Description

  
  

• Intermediate QuickBooks 2019
• Fee: $129.00
  Dates: 8/18/2021 - 10/9/2021

  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.

  Prerequisites:

  Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of QuickBooks basics.

  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 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 2019
• Fee: $129.00
  Dates: 9/15/2021 - 11/6/2021

  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.

  Prerequisites:

  Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of QuickBooks basics.

  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 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: 8/18/2021 - 10/9/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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 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: 9/15/2021 - 11/6/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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 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 Crystal Reports
• Fee: $115.00
  Dates: 8/18/2021 - 10/9/2021

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

  Learn how to use Crystal Reports to create attractive business documents that are easy to read and understand.
  

  Want to "wow" people with your business reports? In this course, you'll master the techniques the pros use to produce attractive, reader-friendly reports for any audience.

  Designed for Crystal Reports XI through Crystal Reports 2016, this course will teach you how to transform the information that lies buried in your database or accounting program into clear, easy-to-understand documents. Whether you're new to Crystal Reports or want to enhance your skills, this course is ideal for you. By the time you're done, you'll be able to produce anything from a quick meeting handout to an elaborate annual report—and you'll never be intimidated by report-writing tasks again!

  
  

  Requirements:

  Hardware Requirements:

  • This course must be taken on a PC. It is not suitable for Macs.

  Software Requirements:

  • PC: Windows 8 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Crystal Reports XI, Crystal Reports 2008, Crystal Reports 2011, Crystal Reports 2013, or Crystal Reports 2016 (not included in enrollment).
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

  Other:

  • Email capabilities and access to a personal email account.

  Prerequisites:

  There are no prerequisites to take this course.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  Master the techniques the pros use to produce attractive, reader-friendly reports that will "wow" any audience. This course will teach you how to transform the information in your database into clear, easy-to-understand documents so you can produce anything from a quick meeting handout to an elaborate annual report.
  

  Getting Started With Crystal Reports

  Crystal Reports is the world's most popular software tool for creating reports based on data stored in databases. It's popular because of its power and flexibility, which will help you create reports that communicate the information you want to convey to the people you want to convey it to. In the first lesson, you'll learn why it's important to find out everything you need to know about the report you want to create before you even launch the Crystal Reports application. This advance planning gives you a much better chance of creating a report that achieves your objectives.

  Create a Crystal Report Right Now!

  In this lesson, you'll hit the ground running and create a Crystal Report from scratch. The lesson will show you how to pull data from that data source and place it into your report. After that, you'll learn how to use Crystal Reports to create a quick, simple report with a professional appearance—adding headers and footers, and adjusting column headings and the data itself. You'll also discover how to arrange all of these items on a page for maximum visual impact. By the end of the lesson, you'll know how to create a simple report!

  Pulling Data From Multiple Tables

  Once you know how to pull data from a database and display it in a basic report, the next step is to pull data from multiple database tables and display only the data you want, filtering out any irrelevant information. In this lesson, you'll learn how to perform these functions and how to build reports that allow users to decide at runtime what to display. In effect, you can build one report that serves the purpose of multiple reports!

  Sorting, Grouping, and Drilling Down

  Displaying the information in a database is one thing; displaying it in a way that communicates effectively is another. In this lesson, you'll review how to enhance communication by organizing a report's data in a meaningful way, and then learn how to use Crystal Reports to sort data and group related data items together. You'll discover how to summarize numerical data with group totals and how to obtain an overall grand total. You'll also look at the drill-down capability of Crystal Reports, which allows your report readers to use a simple mouse click to access suppressed details of a specific data group!

  Crystal Reports Formatting Tools

  In this lesson, you'll dive into the details of the various report sections. The lesson will first discuss how to resize sections and will then give you a close look at the Section Expert, which is your major tool for selecting options that control the appearance and function of the various sections of a report. You'll also explore how you can control the placement of groups, reset page numbering, and move report totals. Finally, you'll take a closer look at the drill-down feature and hiding details.

  Absolute and Conditional Formatting

  In this lesson, you'll get even more hands-on experience formatting a report. First, you'll look at a number of formatting options that Crystal Reports offers to help you give your report just the look you want. Then, you'll look at how you can use report templates to achieve a consistent appearance across a family of reports. Finally, you'll practice using absolute formatting and conditional formatting, features that can adjust the appearance of your report based on the data it contains.

  Creating Cross-Tab Reports

  With Crystal Reports, you can do more than just display the data you select from your data source. You can also show correlations between related categories of data items. To do this, you create a cross-tab report, which can show such correlations across the entire data set or within a selected group of data items. As usual, Crystal Reports provides considerable flexibility in how it presents the cross-tab data to users. In this lesson, you'll learn what the options are and how to use them.

  Creating Reports to Show Top and Bottom Performers

  You'll often need to create a report based on some, but not all, of the data in a database. For example, a sales manager may want to look only at the purchase records of her top five customers. Alternatively, she may want to view the performance of her bottom 10 salespeople. Crystal Reports makes it easy to produce such reports, as well as others that are selective about what they display. In this lesson, you'll create such targeted reports that make it easy for managers to make informed decisions.

  Crystal Reports Formulas

  The formulas and control structures in Crystal Reports allow you to make your reports dynamic, sensitive to what's happening at runtime. With formulas, you can operate on data and put the result into your report. You can also save time and effort by including one or more of the predefined functions in your formulas. You can even create your own custom functions, save them, and use them both now and in the future. These facilities give you the flexibility to produce a sophisticated custom report with very little time and effort. You'll find out how to do all of this in this lesson.

  Adding Subreports to a Main Report

  Crystal Reports gives you the ability to embed one report inside another. The two reports can be related in some way, or they can be completely unrelated. As long as you have a reason for displaying both reports at once, you can do it, and you'll find out how in this lesson. You'll also practice embedding hyperlinks. This can be a great alternative to embedding a subreport within a main report!

  Communicating With Charts

  Charts and maps can add visual dimension to the display of information in a report. While columns of numbers may be an effective way to present data to some readers, you may also have visual learners in your target audience who would be better served by charts and maps. In this lesson, you'll learn how to choose a chart type that best conveys the information you want to emphasize. You'll also find out how to use color, font, scale, legends, and titles to help you highlight trends in the data or data points that fall outside of the expected range.

  Publishing a Crystal Report

  After you've created a report, you need to distribute it. Crystal Reports gives you several convenient distribution options, and you'll explore all of these in the final lesson. The lesson will talk about print and fax options, exporting a report to any of a number of popular file formats, and transmitting it to the people who should read it. You'll learn how to post the report on your organization's intranet or the web and how to distribute reports via Crystal Reports Viewer 2008.

  
  

  What you will learn

  • Get hands-on practice in extracting, sorting, and grouping your data
  • Learn advanced formatting techniques
  • Discover how to create cross-tab reports to show correlations between categories of data
  • Find out how to include totals for groups of figures or for the entire report
  • Examine how to include sub-reports within a master report to show data from different sources
  • Master the art of building your reports and formatting your material to create a polished, professional look

  How you will benefit

  • Understand how to produce anything from a quick meeting handout to an elaborate annual report
  • Feel confident that you can complete assigned report-writing tasks
  • Open the door to new opportunities and promotions once you demonstrate your ability to create professional-quality, reader-friendly reports

  
  

  Allen G. Taylor is a 30-year veteran of the computer industry. He has authored 28 books about computer-related subjects, including "Crystal Reports 2008 For Dummies," "Database Development For Dummies" and "SQL For Dummies." He has also taught computer courses for more than 10 years.

  Show Description

  
  

• Introduction to Crystal Reports
• Fee: $115.00
  Dates: 9/15/2021 - 11/6/2021

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

  Learn how to use Crystal Reports to create attractive business documents that are easy to read and understand.
  

  Want to "wow" people with your business reports? In this course, you'll master the techniques the pros use to produce attractive, reader-friendly reports for any audience.

  Designed for Crystal Reports XI through Crystal Reports 2016, this course will teach you how to transform the information that lies buried in your database or accounting program into clear, easy-to-understand documents. Whether you're new to Crystal Reports or want to enhance your skills, this course is ideal for you. By the time you're done, you'll be able to produce anything from a quick meeting handout to an elaborate annual report—and you'll never be intimidated by report-writing tasks again!

  
  

  Requirements:

  Hardware Requirements:

  • This course must be taken on a PC. It is not suitable for Macs.

  Software Requirements:

  • PC: Windows 8 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Crystal Reports XI, Crystal Reports 2008, Crystal Reports 2011, Crystal Reports 2013, or Crystal Reports 2016 (not included in enrollment).
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

  Other:

  • Email capabilities and access to a personal email account.

  Prerequisites:

  There are no prerequisites to take this course.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  Master the techniques the pros use to produce attractive, reader-friendly reports that will "wow" any audience. This course will teach you how to transform the information in your database into clear, easy-to-understand documents so you can produce anything from a quick meeting handout to an elaborate annual report.
  

  Getting Started With Crystal Reports

  Crystal Reports is the world's most popular software tool for creating reports based on data stored in databases. It's popular because of its power and flexibility, which will help you create reports that communicate the information you want to convey to the people you want to convey it to. In the first lesson, you'll learn why it's important to find out everything you need to know about the report you want to create before you even launch the Crystal Reports application. This advance planning gives you a much better chance of creating a report that achieves your objectives.

  Create a Crystal Report Right Now!

  In this lesson, you'll hit the ground running and create a Crystal Report from scratch. The lesson will show you how to pull data from that data source and place it into your report. After that, you'll learn how to use Crystal Reports to create a quick, simple report with a professional appearance—adding headers and footers, and adjusting column headings and the data itself. You'll also discover how to arrange all of these items on a page for maximum visual impact. By the end of the lesson, you'll know how to create a simple report!

  Pulling Data From Multiple Tables

  Once you know how to pull data from a database and display it in a basic report, the next step is to pull data from multiple database tables and display only the data you want, filtering out any irrelevant information. In this lesson, you'll learn how to perform these functions and how to build reports that allow users to decide at runtime what to display. In effect, you can build one report that serves the purpose of multiple reports!

  Sorting, Grouping, and Drilling Down

  Displaying the information in a database is one thing; displaying it in a way that communicates effectively is another. In this lesson, you'll review how to enhance communication by organizing a report's data in a meaningful way, and then learn how to use Crystal Reports to sort data and group related data items together. You'll discover how to summarize numerical data with group totals and how to obtain an overall grand total. You'll also look at the drill-down capability of Crystal Reports, which allows your report readers to use a simple mouse click to access suppressed details of a specific data group!

  Crystal Reports Formatting Tools

  In this lesson, you'll dive into the details of the various report sections. The lesson will first discuss how to resize sections and will then give you a close look at the Section Expert, which is your major tool for selecting options that control the appearance and function of the various sections of a report. You'll also explore how you can control the placement of groups, reset page numbering, and move report totals. Finally, you'll take a closer look at the drill-down feature and hiding details.

  Absolute and Conditional Formatting

  In this lesson, you'll get even more hands-on experience formatting a report. First, you'll look at a number of formatting options that Crystal Reports offers to help you give your report just the look you want. Then, you'll look at how you can use report templates to achieve a consistent appearance across a family of reports. Finally, you'll practice using absolute formatting and conditional formatting, features that can adjust the appearance of your report based on the data it contains.

  Creating Cross-Tab Reports

  With Crystal Reports, you can do more than just display the data you select from your data source. You can also show correlations between related categories of data items. To do this, you create a cross-tab report, which can show such correlations across the entire data set or within a selected group of data items. As usual, Crystal Reports provides considerable flexibility in how it presents the cross-tab data to users. In this lesson, you'll learn what the options are and how to use them.

  Creating Reports to Show Top and Bottom Performers

  You'll often need to create a report based on some, but not all, of the data in a database. For example, a sales manager may want to look only at the purchase records of her top five customers. Alternatively, she may want to view the performance of her bottom 10 salespeople. Crystal Reports makes it easy to produce such reports, as well as others that are selective about what they display. In this lesson, you'll create such targeted reports that make it easy for managers to make informed decisions.

  Crystal Reports Formulas

  The formulas and control structures in Crystal Reports allow you to make your reports dynamic, sensitive to what's happening at runtime. With formulas, you can operate on data and put the result into your report. You can also save time and effort by including one or more of the predefined functions in your formulas. You can even create your own custom functions, save them, and use them both now and in the future. These facilities give you the flexibility to produce a sophisticated custom report with very little time and effort. You'll find out how to do all of this in this lesson.

  Adding Subreports to a Main Report

  Crystal Reports gives you the ability to embed one report inside another. The two reports can be related in some way, or they can be completely unrelated. As long as you have a reason for displaying both reports at once, you can do it, and you'll find out how in this lesson. You'll also practice embedding hyperlinks. This can be a great alternative to embedding a subreport within a main report!

  Communicating With Charts

  Charts and maps can add visual dimension to the display of information in a report. While columns of numbers may be an effective way to present data to some readers, you may also have visual learners in your target audience who would be better served by charts and maps. In this lesson, you'll learn how to choose a chart type that best conveys the information you want to emphasize. You'll also find out how to use color, font, scale, legends, and titles to help you highlight trends in the data or data points that fall outside of the expected range.

  Publishing a Crystal Report

  After you've created a report, you need to distribute it. Crystal Reports gives you several convenient distribution options, and you'll explore all of these in the final lesson. The lesson will talk about print and fax options, exporting a report to any of a number of popular file formats, and transmitting it to the people who should read it. You'll learn how to post the report on your organization's intranet or the web and how to distribute reports via Crystal Reports Viewer 2008.

  
  

  What you will learn

  • Get hands-on practice in extracting, sorting, and grouping your data
  • Learn advanced formatting techniques
  • Discover how to create cross-tab reports to show correlations between categories of data
  • Find out how to include totals for groups of figures or for the entire report
  • Examine how to include sub-reports within a master report to show data from different sources
  • Master the art of building your reports and formatting your material to create a polished, professional look

  How you will benefit

  • Understand how to produce anything from a quick meeting handout to an elaborate annual report
  • Feel confident that you can complete assigned report-writing tasks
  • Open the door to new opportunities and promotions once you demonstrate your ability to create professional-quality, reader-friendly reports

  
  

  Allen G. Taylor is a 30-year veteran of the computer industry. He has authored 28 books about computer-related subjects, including "Crystal Reports 2008 For Dummies," "Database Development For Dummies" and "SQL For Dummies." He has also taught computer courses for more than 10 years.

  Show Description

  
  

• Introduction to QuickBooks 2018
• Fee: $119.00
  Dates: 8/18/2021 - 10/9/2021

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

  Learn how to quickly and efficiently gain control over the financial aspects of your business.
  

  QuickBooks is designed for the small to midsized business owner who needs a fully functional accounting system that is also easy to use. Learn how this well-designed accounting program can make it a snap to set up a chart of accounts, reconcile your checking account, create and print invoices, receipts, and statements, track your payables, inventory, 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.
  • Adobe Acrobat Reader.
  • Desktop QuickBooks Pro 2018 or Desktop QuickBooks Premier Edition 2018 (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.

  Prerequisites:

  There are no prerequisites to take this course.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  Take control of the financial accounting for your business. This course provides hands-on experience 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.
  

  QuickBooks Interface

  In the first lesson, you'll become familiar with the QuickBooks interface. You'll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you'll get to set up a QuickBooks Company of your very own, and you'll learn some QuickBooks terminology.

  You'll practice many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin.

  Chart of Accounts

  The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you'll 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

  In this lesson, you'll learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. By the time you finish this lesson, you'll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.

  Bank Accounts

  In this lesson, you'll become comfortable working with bank accounts in QuickBooks. You'll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You'll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You'll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.

  Physical Assets

  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. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson will provide you with plenty of opportunities to do just that.

  Bill Management

  Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, 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.

  Accounts Payable

  This lesson will finish the discussion of QuickBooks' accounts payable tools. You'll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you'll learn how to create some useful accounts payable reports.

  Invoices

  You'll find this lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. You'll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

  After Payment

  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'll receive some form of payment for your troubles. Now what?

  Customers

  In this lesson, you'll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you'll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

  Customizing Invoices

  In this lesson, you'll learn how to customize your QuickBooks invoices to give them a more professional look. You'll also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.

  Transactions

  In the final lesson, you'll find out how to create, use, and memorize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions that you've painstakingly entered into QuickBooks.

  
  

  What you will learn

  • How to run QuickBooks in a small to mid-sized business
  • 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 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 2018
• Fee: $119.00
  Dates: 9/15/2021 - 11/6/2021

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

  Learn how to quickly and efficiently gain control over the financial aspects of your business.
  

  QuickBooks is designed for the small to midsized business owner who needs a fully functional accounting system that is also easy to use. Learn how this well-designed accounting program can make it a snap to set up a chart of accounts, reconcile your checking account, create and print invoices, receipts, and statements, track your payables, inventory, 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.
  • Adobe Acrobat Reader.
  • Desktop QuickBooks Pro 2018 or Desktop QuickBooks Premier Edition 2018 (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.

  Prerequisites:

  There are no prerequisites to take this course.

  Instructional Material Requirements:

  The instructional materials required for this course are included in enrollment and will be available online.

  
  Take control of the financial accounting for your business. This course provides hands-on experience 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.
  

  QuickBooks Interface

  In the first lesson, you'll become familiar with the QuickBooks interface. You'll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you'll get to set up a QuickBooks Company of your very own, and you'll learn some QuickBooks terminology.

  You'll practice many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin.

  Chart of Accounts

  The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you'll 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

  In this lesson, you'll learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. By the time you finish this lesson, you'll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.

  Bank Accounts

  In this lesson, you'll become comfortable working with bank accounts in QuickBooks. You'll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You'll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You'll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.

  Physical Assets

  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. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson will provide you with plenty of opportunities to do just that.

  Bill Management

  Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, 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.

  Accounts Payable

  This lesson will finish the discussion of QuickBooks' accounts payable tools. You'll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you'll learn how to create some useful accounts payable reports.

  Invoices

  You'll find this lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. You'll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

  After Payment

  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'll receive some form of payment for your troubles. Now what?

  Customers

  In this lesson, you'll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you'll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

  Customizing Invoices

  In this lesson, you'll learn how to customize your QuickBooks invoices to give them a more professional look. You'll also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.

  Transactions

  In the final lesson, you'll find out how to create, use, and memorize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions that you've painstakingly entered into QuickBooks.

  
  

  What you will learn

  • How to run QuickBooks in a small to mid-sized business
  • 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 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: 8/18/2021 - 10/9/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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 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: 9/15/2021 - 11/6/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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 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: 8/18/2021 - 10/9/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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. And when bills pile up, you might overlook one or two from time to time. In this lesson, you will learn how to enter, edit, and pay your bills on time. You will also learn how to enter and apply vendor credits to an existing or future bill.

  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 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: 9/15/2021 - 11/6/2021

  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.

  Prerequisites:

  There are no prerequisites to take this course.

  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. And when bills pile up, you might overlook one or two from time to time. In this lesson, you will learn how to enter, edit, and pay your bills on time. You will also learn how to enter and apply vendor credits to an existing or future bill.

  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 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