Course Code: qol
Explore the pros and cons of working with your accounting information online. Learn the various subscription packages available and practice using some of the navigation and interactive features that allow you to quickly get around in the program. 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.
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 create a new bank account, connect it online, and download, match, and add transactions.
Learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro. You'll even learn how to label an expense as billable so that you can later request reimbursement from a customer. 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.
Explore how to create a new Credit Card account and enter charges as they occur and how to enter a full or partial payment of the credit card balance when it comes time for payment. You’ll also get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment. Then, get hands-on experience with creating products and services, creating multiple Sales Receipts and making the necessary deposit to your bank.
Learn how to enter estimates, invoices, and customer payments. Then, explore how to bill a customer for an expense incurred on a project or job, and you’ll even see how you can add a markup percentage to the amount you include on the customer invoice.
Learn how to customize your QuickBooks sales forms to give them a more professional look as well as how to record long-term fixed assets and depreciation on those assets. 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.
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. 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.
There are no prerequisites for this course.
When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. This site requires that you have access to the internet and that you have a common web browser installed, such as Explorer, Firefox or Chrome. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits!
Once a 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.
Keep in mind that the interactive discussion area for each lesson automatically closes 2 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 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.