Introduction to QuickBooks 2019 (Self-Paced Tutorial)

Introduction to QuickBooks 2019 (Self-Paced Tutorial)

QuickBooks has helped countless small business owners take control of their accounting and bookkeeping needs. This online self-paced course will introduce you to QuickBooks 2019 and teach you how to make the most of the widely-used accounting software.
3 Months Access / 24 Course Hrs
  • Details
  • Syllabus
  • Requirements

Details

For small business owners, QuickBooks has been the gold standard for payroll, inventory, reports, and other accounting needs for decades. If you want to learn how to use QuickBooks, this introductory course is for you.

The Introduction to QuickBooks 2019 course is designed to teach you the fundamentals of QuickBooks for accounting and bookkeeping needs. You will learn how to use the software to set up a chart of accounts; create and print invoices, receipts, and statements; track your payables, inventory, and receivables, and generate reports. By course completion, you will be proficient in QuickBooks 2019.

Enrollment Options:
Self-Paced
3 Months Access Course Code: T9450
No Instructor, Start Anytime
$129.00 USD

Syllabus

QuickBooks Interface

In your first lesson, you will become familiar with the QuickBooks interface. You will set up a QuickBooks Company of your very own, and you will learn some QuickBooks terminology.

Chart of Accounts

The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take the 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 the information you will need to conduct your business correctly. You will learn how to store and retrieve all manner of useful facts such as 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.

Physical Objects

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.

Paying Bills

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

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 repeatedly paying, month after month.

Invoicing

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.

Receiving Payments

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 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 today's lesson.

Customer Reports

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.

Customization

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.

Transaction Reports

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've painstakingly entered into QuickBooks

Requirements

Hardware Requirements:

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

Software Requirements:

  • PC: Windows 8 or newer.
  • 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.
  • Note: This course is based on the U.S. version of QuickBooks. Other locations are not supported.
  • Software must be installed and fully operational before the course begins.
  • Adobe Acrobat Reader.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

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