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ed2go Computer Applications QuickBooks Introduction to QuickBooks 2018
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introduction-to-quickbooks-2018

Introduction to QuickBooks 2018

QuickBooks is designed for the small to midsized business owner who needs a fully functional accounting system that is also easy to use. Learn how this well-designed accounting program can make it a snap to set up a chart of accounts, reconcile your checking account, create and print invoices, receipts, and statements, track your payables, inventory, receivables, create estimates, and generate reports.

6 Weeks / 24 Course Hrs
Starting June 17, 2020

Offered in Partnership with your Preferred School

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Learning Method

Instructor-led

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Starting June 17 | July 15

Introduction to QuickBooks 2018

Details + Objectives

Course Code: q18

What You Will Learn
  • How to run QuickBooks in a small to mid-sized business
  • How to set up a chart of accounts, reconcile your checking account, and create estimates
  • Create and print invoices, receipts and statements
  • Understand how to track payables, inventory, and receivables
  • The knowledge needed 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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QuickBooks Interface

In the first lesson, you'll become familiar with the QuickBooks interface. You'll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you'll get to set up a QuickBooks Company of your very own, and you'll learn some QuickBooks terminology.

You'll practice many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin.

Chart of Accounts

The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you'll 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

In this lesson, you'll learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. By the time you finish this lesson, you'll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.

Bank Accounts

In this lesson, you'll become comfortable working with bank accounts in QuickBooks. You'll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You'll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You'll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.

Physical Assets

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. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson will provide you with plenty of opportunities to do just that.

Bill Management

Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. In this lesson, you'll 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.

Accounts Payable

This lesson will finish the discussion of QuickBooks' accounts payable tools. You'll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you'll learn how to create some useful accounts payable reports.

Invoices

You'll 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'll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

After Payment

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'll receive some form of payment for your troubles. Now what?

Customers

In this lesson, you'll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you'll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

Customizing Invoices

In this lesson, you'll 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.

Transactions

In the final lesson, 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 that you've painstakingly entered into QuickBooks.

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Instructors & Support

Scott Paxton

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

Requirements

Prerequisites:

There are no prerequisites to take this course.

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.
  • Desktop QuickBooks Pro 2018 or Desktop QuickBooks Premier Edition 2018 (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.
  • 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?

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.

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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