Intermediate QuickBooks 2019

Confidently use of QuickBooks 2019 for all your business accounting needs. This hands-on course allows for mastery of more advanced skills such as setting up a chart of accounts, creating and printing invoices and statements, tracking inventory, creating estimates, and generating reports.

6 Weeks Access / 24 Course Hrs

Details
Syllabus
Requirements
Instructor

Enrollment Options

Details

Millions of small businesses use QuickBooks for their accounting needs, but only a fraction know how to use all its features. This online course will help you build on previous skills to gain an intermediate-level proficiency of the QuickBooks 2019 software.

The Intermediate QuickBooks 2019 course is ideal if you understand the basics of accounting software or previously completed an introductory-level QuickBooks training, and want to advance your QuickBooks skills. You will also learn how to use QuickBooks in many common scenarios that small business owners encounter, such as creating customer statements and assessing finance charges.

By the time you complete the course, you will know how to 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.

Enrollment Options:

Instructor-Led

6 Weeks Access Course Code: qi9

Start Dates*Jun 14 | Jul 12 | Aug 16 | Sep 13

*Choose start date in cart

$129.00 USD

Add to Cart

Self-Paced

3 Months Access Course Code: T9452

No Instructor, Start Anytime

$129.00 USD

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Syllabus

Lesson 1 - Working With Company Files

One of the more challenging aspects of QuickBooks is learning how to manage company files. Your first lesson introduces some great features that allow you to easily work with not just one, but multiple company files.

Lesson 2 - Securing Your Company Files

Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.

Lesson 3 - List Items and Inventory

Lists form the backbone of QuickBooks. This lesson introduces the ways you add and edit multiple list items.

Lesson 4 - Ordering and Selling Inventory

Tracking inventory in QuickBooks is a multi-step process. In this lesson, you will learn how to enter and use Sales Orders to keep track of customer orders.

Lesson 5 - Vendor Discounts and Credits and Adjusting Inventory

If you work with the same vendors repeatedly, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts.

Lesson 6 - Tracking Price Levels and Customer Discounts

Many businesses charge different prices to different customers for several reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a customer.

Lesson 7 - Tracking Vehicle Mileage

If you ever have to travel by car for work, you may want to track the vehicle mileage to later deduct on your tax return. This lesson will teach you how to enter this mileage and the rate the IRS allows for a deduction.

Lesson 8 - Working With Customer Balances

Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you will learn how to create a statement charge directly to a customer's account.

Lesson 9 - Batch Invoicing and Creating Letters

This lesson will teach you how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of the customers on your customer list.

Lesson 10 - Petty Cash and Gift Cards

Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts.

Lesson 11 - Owner Transactions and Journal Entries

In this lesson, you will learn how to record an owner's infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company's bank account.

Lesson 12 - Loans and Budgets

Your final lesson will teach you how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business.

Requirements

Prerequisites:

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

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 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.
Adobe Acrobat Reader.

Other:

Email capabilities and access to a personal email account.

Instructional Material Requirements:

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

Instructor

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.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.