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ed2go Computer Applications QuickBooks Introduction to QuickBooks 2014
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Introduction to QuickBooks 2014

Learn to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program. 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 lessons, you'll gain hands-on experience as you master the tools you need 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. Whether you're new to QuickBooks or have already used earlier versions of this accounting software program, this course will empower you to take control of the financial accounting for your business.

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

Introduction to QuickBooks 2014

Details + Objectives

Course Code: q14

What You Will Learn
  • Learn everything you need to know about running QuickBooks in a small to mid-sized business
  • Discover how to set up a chart of accounts, reconcile your checking account, and create estimates
  • Learn to create and print invoices, receipts and statements
  • Understand how to track payables, inventory, and receivables
  • Gain the knowledge you need to generate reports
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
  • 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

Outline

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Week 1

Find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, set up a QuickBooks Company of your very own, and learn some QuickBooks terminology. Then, learn how to take fullest advantage of the chart of accounts to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.

Week 2

Learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. Then, learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts as you get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions.

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 right on time—not too early, and not too late.

Week 4

Learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month and learn how to create some useful accounts payable reports. Then, find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

Week 5

Begin learning about accounts receivable tools available to you in QuickBooks. Explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

Week 6

Learn how to customize your QuickBooks invoices to give them a more professional look. You'll also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating. Finally, you’ll 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've 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:

There are no prerequisites to take this 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.
  • QuickBooks Pro 2014 or QuickBooks Premier Edition 2014.
  • Note that 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.
  • 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?

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.

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