Learn how to quickly and efficiently gain control over the financial aspects of your business using this powerful software program.
Learn to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program. QuickBooks is designed especially for the small-to midsized-business owner who needs a fully functional accounting system that's also easy to use.
You'll gain experience as you master the tools you need 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. Whether you're new to QuickBooks or have already used earlier versions of this accounting software program, this course will empower you to take control of the financial accounting for your business.
- This course must be taken on a PC. It is not suitable for Mac users.
- Windows XP or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- QuickBooks Pro 2015 or QuickBooks Premier Edition 2015 (not included in enrollment).
- Note that 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.
- Adobe Flash Player. Click here to download the Flash Player.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
- Software must be installed and fully operational before the course begins.
- Email capabilities and access to a personal email account.
1 Getting Started
Your first lesson introduces the QuickBooks 2015 interface. You will find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you will get to set up a QuickBooks Company of your very own, and you will learn some QuickBooks terminology.
2 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.
3 Company Lists
This lesson focuses on using the company lists feature in QuickBooks to gather and organize all of the information you need to conduct your business. By the time you finish this lesson, you will know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.
4 Bank Accounts
This lesson will teach you how to work with bank accounts in QuickBooks. You will learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You will get firsthand experience with adding, finding, editing, and voiding checking and savings account transactions.
5 Fixed Assets and Depreciation
The physical objects you rely on to help you run your business all have significant value. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson provides plenty of opportunities to practice creating a tally.
6 Accounts Payable I
Without an organized system for managing all the bills your business receives, they can really start to stack up. This lesson will teach you how to use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.
7 Accounts Payable II
This lesson concludes the unit on the 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. Then, you will learn how to create some useful accounts payable reports.
8 Accounts Receivable I
You will 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 will find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.
9 Accounts Receivable II
Okay, so you created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on his or her "to-do" list and, eventually, you will receive some form of payment for your troubles. Now what? You will find out in this lesson.
10 Accounts Receivable III
This lesson explores useful customer-related reports that help you keep track of exactly who owes you what. Then, 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.
11 Inventory and Estimating
This lesson will teach you how to customize your QuickBooks invoices to give them a more professional look. You will also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.
In your final lesson, you will 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 you painstakingly entered into QuickBooks.
Learn to set up a new company file in QuickBooks; become familiar with basic features and functionality.
Understand the importance of the Chart of Accounts, and be able to distinguish one account type from another.
Be able to locate important company lists in order to add, modify, and delete customers and vendors.
Be able to enter bank transactions and reconcile a QuickBooks bank account with a printed bank statement.
Learn the difference between various types of assets; be able to track the purchase, depreciation, and sale of a fixed asset.
Understand how to use accounts payable to track current liabilities and pay bills.
Be able to memorize bills that are frequently paid and understand how to generate a variety of accounts payable reports.
Be able to create and print invoices for customers who wish to purchase on credit.
Be able to process payments received from customers, make deposits, and handle deposits and checks that were returned by the bank for insufficient funds.
Be able to view a list of outstanding invoices by customer and understand how to bill for the reimbursement of expenses.
Learn how to customize your invoices, create estimates, and manage inventory.
Be able to locate and create a variety of reports to analyze your company's performance in QuickBooks.