A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits!
How does it work? 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.
Week One
Lesson 01 - Getting Started
Wednesday
Your first lesson will introduce the QuickBooks Online interface and the pros and cons of working with your accounting information online. You will learn about the various subscription packages and practice using some of the interactive navigation features within the program.
Lesson 02 - Accounting Basics
Friday
To truly unlock the power of QuickBooks Online, it's helpful to have some basic accounting knowledge under your belt. In this lesson, you'll learn some introductory accounting terminology. In addition, you'll learn the basics of double entry accounting principles as well as the components of the Financial Statement.
Week Two
Lesson 03 - The Chart of Accounts
Wednesday
The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take full 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.
Lesson 04 - Centers and Lists
Friday
This lesson introduces best practices for using centers and lists in QuickBooks to gather and organize information needed to properly conduct business. You will also learn how to process Form 1099 to give to your vendors at the end of the year.
Week Three
Lesson 05 - Bank Accounts
Wednesday
In this lesson, you will learn how to work with bank accounts in QuickBooks Online. You will learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you will learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.
Lesson 06 - Recording Expenses
Friday
Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you will learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro.
Week Four
Lesson 07 - Paying Bills
Wednesday
Without an organized system for managing all the bills your business receives, they can really start to stack up. When bills pile up, it becomes easy to start missing payment deadlines, which 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.
Lesson 08 - Credit Cards and Loans
Friday
In this lesson, you will learn how to effectively manage Credit Card accounts in QuickBooks Online. You will also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you will 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.
Week Five
Lesson 09 - Recording Income
Wednesday
You will find this lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Then you will learn how to create multiple Sales Receipts and make the necessary deposit to your bank.
Lesson 10 - Invoices and Estimates
Friday
In order to evaluate just how well your company is performing, you will need to learn how to enter estimates, invoices, and customer payments. You will do just that in this lesson. You will also learn how to group multiple customer payments and record those deposits to the bank.
Week Six
Lesson 11 - Billable Expenses and Customer Credits
Wednesday
This lesson focuses on billing customers for an expense incurred on a project or job. You will even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you will examine the steps needed to enter credit memos, delayed credits, and refunds.
Lesson 12 - Sales Taxes and Reports
Friday
In your final lesson, you will learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You will also find out how to create, use, and customize a wide variety of useful reports.