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Intermediate QuickBooks 2018

Learning how to use QuickBooks to its full potential, goes far beyond learning the basic features of the program.  Even many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. In this course, you’ll learn how to utilize many of the more in-depth features and applications. It is designed for those QuickBooks users that already feel that they have a good grasp on the basics, or those that have successfully completed the Introduction to QuickBooks course.  Whether you are a small business owner, bookkeeper or accountant needing a QuickBooks refresher, after taking this course, you’ll feel more confident and secure in accounting for your business.

You’ll learn how to manage multiple company files and how to export and import list data from one file to the next.  If your business handles inventory, you’ll learn how to enter price levels and track discounts and credits. You’ll even learn how to enter and track mileage that you incur on any vehicles that you use in your business.

This course also covers many other common topics that small business owners encounter including how to create customer statements and assess finance charges on overdue balances.  You will learn how to write-off these past due balances when it appears that the customer is not going to pay.

Lastly, you’ll learn how to enter common transactions that occur between the owner and the business including when the owner takes money out of the business or invests new capital. You’ll even learn how to deal with those difficult situations, where you may pay for a business transaction using personal cash.  The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business. 

6 Weeks / 24 Course Hrs
Starting December 12, 2018

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Learning Method

Instructor-led

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Starting December 12 | January 16

Intermediate QuickBooks 2018

Details + Objectives

Course Code: qi8

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 course
  • 6 weeks in duration
  • Courses begin each month
  • 2 lessons released each week
  • 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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WEEK 1

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.

WEEK 2

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.

WEEK 3

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.

WEEK 4

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.

WEEK 5

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.

WEEK 6

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.

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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:

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

Requirements:

Hardware Requirements: 

  • This course must be taken on a PC device. A Mac OS is not compatible.

Software Requirements: 

  • PC: Windows 7 or later operating systems.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Desktop QuickBooks Premier Edition 2018 is recommended for this course. Desktop QuickBooks Pro 2018 can be used for this course, 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.  This course is not suitable for users of QuickBooks Online or QuickBooks SimpleStart.
    • 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.
  • Software must be installed and fully operational before the course begins.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.

Other:

  • Email capabilities and access to a personal email account.
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?

A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits.

How does it work?

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.

How long do I have to complete each lesson?

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.

What if I need an extension?

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.

What can I do with quickbooks?

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.

Will quickbooks help me manage my business?

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.     

Is knowledge of bookkeeping in demand?

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.

Is bookkeeping the same as accounting?

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.

How can knowing quickbooks help me personally?

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.

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