Intermediate QuickBooks 2015

Intermediate QuickBooks 2015

Confidently use QuickBooks 2015 for all your business accounting practices. This hands-on course will help you master 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

This comprehensive online course will teach you how to manage the financial aspects of your small business quickly and efficiently using the QuickBooks 2015 accounting software. QuickBooks is designed especially for the small- to midsized-business owner who needs a fully functional accounting system that's also easy to use.

In 12 hands-on lessons, you will practice the skills needed to master QuickBooks 2015. 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: qi5
Start Dates*Dec 11 | Jan 15 | Feb 12 | Mar 18
*Choose start date in cart
$99.00

Syllabus

Your first lesson introduces the QuickBooks 2015 interface. You will find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you will get to set up a QuickBooks Company of your very own, and you will learn some QuickBooks terminology.

The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take fullest 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.

This lesson focuses on using the company lists feature in QuickBooks to gather and organize all of the information you need to conduct your business. By the time you finish this lesson, you will know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.

This lesson will teach you how to work with bank accounts in QuickBooks. You will learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You will get firsthand experience with adding, finding, editing, and voiding checking and savings account transactions.

The physical objects you rely on to help you run your business all have significant value. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson provides plenty of opportunities to practice creating a tally.

Without an organized system for managing all the bills your business receives, they can really start to stack up. This lesson will teach you how to use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.

This lesson concludes the unit on the accounts payable tools. You will learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you will learn how to create some useful accounts payable reports.

You will find this lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. You will find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

Okay, so you created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on their "to-do" list and, eventually, you will receive some form of payment for your troubles. Now what? You will find out in this lesson.

This lesson explores useful customer-related reports that help you keep track of exactly who owes you what. Then, you will learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

This lesson will teach you how to customize your QuickBooks invoices to give them a more professional look. You will also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.

In your final lesson, you will 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 painstakingly entered into QuickBooks.

Requirements

Requirements:

Hardware Requirements:

  • This course must be taken on a PC. It is not suitable for Mac users.

Software Requirements:

  • Windows XP or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • The desktop version of QuickBooks Premier Edition 2015 is recommended for this course (not included in enrollment). QuickBooks Pro Edition 2015 can be used, 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.
  • 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.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

This course is designed for those QuickBooks users that already feel that they have a good grasp on the basics or have successfully completed the Introduction to QuickBooks course.

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.