QuickBooks Online with Microsoft Excel 2019

QuickBooks Online with Microsoft Excel 2019

96 Course Hrs
  • Details
  • Syllabus
  • Requirements

Details

This comprehensive course will teach you the basics of accounting with QuickBooks Online, and the skills you need to increase your financial awareness using Microsoft Excel.

Introduction to Microsoft Excel 2019

If you want to learn the 2019 version of Microsoft Excel, this course will introduce you to the program's basic functions and uses. You will learn numerous shortcuts to quickly and efficiently set up worksheets.

Intermediate Microsoft Excel 2019

Learn how harness the power of Excel's data analysis tools and AutoFilter commands and how to create macros that eliminate repetitive tasks.

Introduction to QuickBooks Online

This QuickBooks course will teach you how to manage your business finances with QuickBooks Online. You will learn to use key features of QuickBooks Online and gain hands-on experience creating invoices, receipts, statements and more.

Intermediate QuickBooks Online

This course dives deeper into the software's intermediate features, such as tracking product and service items, managing inventory, and customizing sales forms.

Suite 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 Suite bundles.

Enrollment Options:
Instructor-Led
Course Code: B14126
Start Dates*May 12 | Jun 16 | Jul 14 | Aug 18
*Choose start date in cart
$395.00 USD

Syllabus

Introduction to Microsoft Excel 2019/Office 365

  1. Excel Basics
  2. Creating a Worksheet
  3. Time-Savers
  4. Relative, Absolute, Mixed, and Circular References
  5. 3-Dimensional Workbooks
  6. Sorting, Subtotaling, and Filtering
  7. Charting Basics
  8. Advanced Charting Techniques
  9. Intro to Excel's Statistical Functions
  10. Financial Functions
  11. Worksheet Automation
  12. Mastering Excel's IF Function

Intermediate Microsoft Excel 2019/Office 365

  1. Excel Charts and Graphs
  2. More Excel Charts
  3. AutoFilter and Sorting
  4. Goal Seeking
  5. Pivot Tables
  6. Advanced PivotTables
  7. Solver
  8. Sparklines
  9. Macros
  10. Introduction to Functions
  11. Math/Trig Functions
  12. VLOOKUP, INDEX, and MATCH Functions

Introduction to QuickBooks Online

  1. Getting Started
  2. Accounting Basics
  3. The Chart of Accounts
  4. Centers and Lists
  5. Bank Accounts
  6. Recording Expenses
  7. Paying Bills
  8. Credit Cards and Loans
  9. Recording Income
  10. Invoices and Estimates
  11. Billable Expenses and Customer Credits
  12. Sales Taxes and Reports

Intermediate QuickBooks Online

  1. Managing Setting, Users, and Accountants
  2. Product and Service Items
  3. Managing Inventory
  4. Customizing Sales Forms and Tracking Classes and Locations.
  5. Managing Projects and Sales
  6. Progress Invoicing and Bad Debts
  7. Payroll and Gift Cards
  8. Fixed Assets and Loans
  9. Business Entities and Owner Transactions.
  10. Banking Rules and Budgets
  11. Multiple Currencies and Vehicle Mileage
  12. Adjusting and Reviewing the Books

Requirements

Hardware Requirements:

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

Software Requirements:

  • PC: Windows 10 or later operating systems.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
  • Microsoft Excel 2019: Available to download with a subscription to Microsoft 365, or with Microsoft Office Home and Student 2019. (not included in enrollment)
  • When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. You do not need to purchase a subscription or additional software to complete this course. However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.
  • Adobe Acrobat Reader. Download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.
  • Note: The "Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.

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.