Intermediate QuickBooks 2019 (Self-Guided)

Intermediate QuickBooks 2019 (Self-Guided)

If you know the basics of QuickBooks, it's time to learn the accounting software's advanced features. This online course will teach you how to gain control, productivity, and value when you use QuickBooks 2019.

3 Months Access / 24 Course Hrs
  • Details
  • Syllabus
  • Requirements
$139.00

$139.00
Self-Guided

Details

Many small business owners use QuickBooks, but not all know how to use all the software's many features. This online self-paced course builds on previous QuickBooks knowledge to give you an intermediate-level proficiency of the QuickBooks 2019 software.

The Intermediate QuickBooks 2019 course is ideal if you already understand QuickBooks' basic features and want to advance your skill set. You will learn how to use QuickBooks in various business scenarios, such as managing business expenses and creating multiple invoices. By the time you complete the course, you will know how to record discounts, track customer orders, record loans and petty cash, and more.

Syllabus

Managing 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 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.

Managing Lists

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

Tracking 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

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.

Price Levels

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.

Deductions

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.

Receipts

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.

Invoices

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 your customers on your customer list.

Cash

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.

Capital

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

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.

Requirements

Prerequisites:

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


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.
  • 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.

Self-Guided Course Code: T9452