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Intermediate QuickBooks 2015

This comprehensive online course will teach you how to manage the financial aspects of your small business quickly and efficiently using the QuickBooks 2015 accounting software. QuickBooks is designed especially for the small- to midsized-business owner who needs a fully functional accounting system that's also easy to use.

In 12 hands-on lessons, you will practice the skills needed to master QuickBooks 2015. 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.

6 Weeks / 24 Course Hrs
Starting December 12, 2018

Offered in Partnership with your Preferred School

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Learning Method

Instructor-led

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Starting December 12 | January 16

Intermediate QuickBooks 2015

Details + Objectives

Course Code: qi5

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 the course is taught
  • Instructor-led or self-paced online course
  • 6-12 weeks to complete
  • 24 course hours
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

Outline

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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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

Reporting

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.

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Instructors & Support

Scott Paxton

Scott Paxton is recognized as 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.  In addition, Scott has spent much of his career working closely with small business owners to help them successfully implement and troubleshoot the QuickBooks accounting program.

Requirements

Prerequisites / Requirements

Prerequisites:

This course is designed for those QuickBooks users that already feel that they have a good grasp on the basics or have successfully completed the Introduction to QuickBooks course.

Requirements:

Hardware Requirements: 

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

Software Requirements: 

  • Windows XP or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • The desktop version of QuickBooks Premier Edition 2015 is recommended for this course. QuickBooks Pro Edition 2015 can be used, 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.
  • 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.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.
  • Software must be installed and fully operational before the course begins.
Instructional Materials

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

FAQs

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When can I get started?

Instructor-Led: A new session of each course begins each month. Please refer to the session start dates for scheduling. 

Self-Paced: You can start this course at any time your schedule permits.

How does it work?

Instructor-Led: Once a session starts, two lessons will be released each week, for the 6 week duration of your course. You will have access to all previously released lessons until the course ends.

Self-Paced: You have three-month access to the course. After enrolling, you can learn and complete the course at your own pace, within the allotted access period.

 

How long do I have to complete each lesson?

Instructor-Led: The interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.

Self-Paced: There is no time limit to complete each lesson, other than completing all lessons before your three-month access.

What if I need an extension?

Instructor-Led: The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.

Self-Paced: Because this course is self-paced, no extensions will be granted after the start of your enrollment.

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