Course Code: qi8
Explore some great features that will allow you to easily work with not just one, but multiple company files. You’ll also learn how to move your file from one computer to another and send your file to your accountant. Then, learn how to set a closing date in your file so that no one can enter a transaction in the wrong period as well as create new users and limit those users to only the areas in which they work.
Explore how to add and edit multiple list items and how to create class items to further categorize transactions. You'll also discover how to enter inventory part items and how to combine these items to build inventory assemblies. Then, learn to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.
Learn to keep an accurate tally of everything your business owns in QuickBooks to help determine the overall worth of your business. Then, learn how to use QuickBooks to make sure you're paying all of your bills on time—not too early, and not too late.
Learn how to record and track discounts and credits you may earn from repeat vendors. You’ll also gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory. Then, learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. In addition, 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.
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 re-use again to send recurring invoices. Then 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.
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. Finally, 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 also dive into the planning and budgeting features built into QuickBooks.
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.
Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of Quick Books basics.
The instructional materials required for this course are included in enrollment and will be available online.
A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits.
Once a course session starts, two lessons will be released each week for the six-week duration of your course. You will have access to all previously released lessons until the course ends.
The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days (24 days total) to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
top selling accounting software for small and medium businesses in the United States. There are nearly 29 million businesses that use QuickBooks today. It is a software that can be used to keep track of the financial documents in companies across any industry, and you can be sure that learning to effectively and efficiently use the QuickBooks software will open up doors to new jobs as a professional bookkeeper or allow you to manage the finances of your own small business. You can also use QuickBooks to keep track of your finances at home.
Yes, QuickBooks can be used to keep track of your finances and produce reports of your financial documents. You can also use QuickBooks to do payroll, track PTO, calculate tax payments, create budgets, print invoices and receipts, forecast revenue, and report on the overall profitability of your company. Understanding this valuable software will help you save time in completing financial records, and free you to focus on other important areas like product, sales, or customer service.
According to the Bureau of Labor Statistics, there is a lot of need for bookkeepers, and the job outlook is expected to remain relatively constant through 2026. Understanding how to efficiently use bookkeeping software like QuickBooks will help you as more and more businesses turn to technology to perform basic accounting tasks.
Not exactly. There are five major parts to the accounting process and they include: recording, interpreting, classifying, analyzing, and reporting financial information. Bookkeeping is the first, foundational part of the accounting process — recording financial transactions.
You’ll gain the skills you need to create and stick to a budget within this powerful software. You’ll learn to record income and expenses including all of your banking transactions. You can even set up reports that will show you where the majority of your money is being spent.