Intermediate QuickBooks 2019

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 / 24 Course Hrs
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  • Details
  • Syllabus
  • Requirements
  • Instructor

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*Dec 11 | Jan 15 | Feb 12 | Mar 18
*Choose start date in cart
$129.00
Self-Paced
3 Months Access Course Code: T9452
No Instructor, Start Anytime
$129.00

Syllabus

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.

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.

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

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.

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.

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.

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.

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.

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 your customers on your customer list.

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.

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.

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

Requirements:

Hardware Requirements: This course must be taken on a PC device. A Mac OS is not compatible.

Software Requirements:

  • PC: Windows 7 or later operating systems.
  • 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 Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

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

Instructional Material Requirements:

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

Instructor

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.