Introduction to QuickBooks 2019

Take control of accounting for your business. This course provides hands-on experience in QuickBooks 2019 as you set up a chart of accounts; reconcile your bank accounts; create and print invoices, receipts, and statements; track payables, inventory, and receivables; create estimates; and generate reports.
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6 Weeks / 24 Course Hrs
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Course code: q19

From business owners to independent bookkeepers, millions use QuickBooks for payroll, inventory, reports, and other accounting needs. Now you can learn to manage your finances with QuickBooks in this introductory online course.

Introduction to QuickBooks 2019 is designed for those new to QuickBooks or those wanting a refresher with the latest version. You will learn how QuickBooks makes it easy to set up a chart of accounts; create and print invoices, receipts, and statements; track your payables, inventory, and receivables, and generate reports.

What you will learn

  • How to use QuickBooks in a small business
  • Fundamental accounting and bookkeeping practices
  • To use QuickBooks to track payables, inventory, and receivables
  • To generate and print financial statements and reports

How you will benefit

  • Get hands-on experience as you master the tools you will need to successfully use QuickBooks
  • Gain the confidence to take control of the financial accounting for your business

How the course is taught

  • Instructor-led or self-paced online course
  • 6 Weeks or 3 Months access
  • 24 course hours

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

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.

This lesson will teach you how to use company lists in QuickBooks to gather and organize all of the information you will need to properly conduct your business. You will learn how to store and retrieve all manner of useful facts such data on customers, vendors, products, and more.

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.

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. This lesson will show you how to keep an accurate tally of everything your business owns.

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.

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 paying over and over again, month after month.

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.

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 their "to-do" list and, eventually, you will receive some form of payment for your troubles. Now what? You will find out in this lesson.

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.

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.

In the final lesson, you will find out how to use a wide variety of reports that can help you locate, organize, sort, total, and summarize all of the transactions that you've painstakingly entered into QuickBooks.

Scott Paxton is 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. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.

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.
  • Adobe Acrobat Reader.
  • 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.
    • 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.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

There are no prerequisites to take this course.

Instructional Material Requirements:

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

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.

Instructor-Led: Once a course 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 3 month access to the course. After enrolling, you can learn and complete the course at your own pace, within the allotted access period.

Instructor-Led: 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.
Self-Paced: There is no time limit to complete each lesson, other than completing all lessons within the allotted access period.

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

QuickBooks is the 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.