QuickBooks 2018 Series

QuickBooks 2018 Series

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  • Details
  • Syllabus
  • Requirements

Details

Quickbooks is a powerful tool designed to help small and medium-sized business owners quickly and effectively manage their financials. This course series includes Introduction to Quickbooks 2018 and Intermediate Quickbooks 2018 which is intended to teach you the ins and outs of this program. It introduces you to the basics, as well as helps you to learn it’s more advanced applications and functions. By completing Introduction to Quickbooks 2018 and Intermediate Quickbooks 2018, you will gain the knowledge necessary to use this well-designed program to its fullest potential, ultimately streamlining your operations and managing all financial aspects of your business on a single platform.

As we explore the fundamentals of Quickbooks and features unique to the 2018 Premier Edition, you will gain hands-on experience using the program to simplify your business’ finances—from managing common accounting tasks to creating customized invoices to tracking discounts, credits, and complex transactions. Whether you’re completely new to Quickbooks or merely need a refresher, these courses will empower you to take control of your business finances with a convenient, user-friendly accounting solution.

Series bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Series bundles.

Enrollment Options:
Instructor-Led
Course Code: B9173
Start Dates*Nov 13 | Dec 11 | Jan 15 | Feb 12
*Choose start date in cart
$229.00

Syllabus

Introduction to QuickBooks 2018

WEEK 1
Find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, set up a QuickBooks Company of your very own, and learn QuickBooks terminology. Then, learn how to take the 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.

WEEK 2
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 tell QuickBooks about checks, withdrawals, and transfers between accounts as you get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions.

WEEK 3
Learn to keep an accurate tally of everything your business owns in QuickBooks to help determine the overall worth of your business. Then, learn how to use QuickBooks to make sure you're paying all of your bills on time—not too early, and not too late.

WEEK 4
Learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month and learn how to create some user accounts and payable reports. Then, find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

WEEK 5
Begin learning about accounts receivable tools available to you in QuickBooks. Explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

WEEK 6
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. 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.

Intermediate QuickBooks 2018

WEEK 1
Explore some great features that will allow you to easily work with not just one, but multiple company files. You’ll also learn how to move your file from one computer to another and send your file to your accountant. Then, learn how to set a closing date in your file so that no one can enter a transaction in the wrong period as well as create new users and limit those users to only the areas in which they work.

WEEK 2
Explore how to add and edit multiple list items and how to create class items to further categorize transactions. You'll also discover how to enter inventory part items and how to combine these items to build inventory assemblies. Then, learn to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.

WEEK 3
Learn to keep an accurate tally of everything your business owns in QuickBooks to help determine the overall worth of your business. Then, learn how to use QuickBooks to make sure you're paying all of your bills on time—not too early, and not too late.

WEEK 4
Learn how to record and track discounts and credits you may earn from repeat vendors. You’ll also gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory. Then, learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. In addition, learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

WEEK 5
Learn 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. You'll also learn how to set up billing groups that you can re-use again to send recurring invoices. Then learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates.

WEEK 6
Learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. Finally, learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You’ll also dive into the planning and budgeting features built into QuickBooks.

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 Internet Explorer or Firefox browsers.
  • Desktop QuickBooks Premier Edition 2018 is recommended for this course. Desktop QuickBooks Pro 2018 can be used for this course, but please be aware that there are a few features discussed in the course that are not available in the Pro edition.  However, the course lessons have been modified to accommodate Pro version users.  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.

Instructional material requirements: 

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