Acquire the skills you need to make the most of QuickBooks Online. This course will help you understand how to get your business finances in order and save time with this powerful and useful tool. This course also serves as preparation for the QuickBooks Certified User exam.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements:
- PC: Windows 10 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
- QuickBooks Online (Free 1-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. However, please note that this course is only suitable for the QuickBooks Online version.
- Adobe Acrobat Reader.
- Microsoft Word or equivalent.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. The following textbooks will be shipped to you approximately 7-10 business days after enrollment:
- Bookkeeping for Dummies, 2nd Edition, by Lita Epstein, MBA
- QuickBooks online software
- Your enrollment in this course includes a free 1-year full subscription to QuickBooks Online. You will learn how to access and activate this subscription in one of your assignments.
Please note: You will receive a digital book if the physical book is on backorder.
Master QuickBooks Online to prepare for a rewarding career in the bookkeeping field. You will learn basic bookkeeping and accounting principles, including the types of accounting information you, the business owner, manager, bookkeeper, or accountant, need to monitor. You'll then put all those principles into practice using QuickBooks Online to enter and track your finances with ease. With this online version, you get all the advantages of computing in the cloud so that your files will be available to you virtually anytime, anywhere.
This course will give you hands-on experience using QuickBooks Online to manage your business' finances—from recording income and expenses to entering checks and bank transfers to setting up a chart of accounts. You'll see how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports; and much more. Once you complete this course, you will understand how to get your finances in order and be prepared for the QuickBooks Certified User Exam.
- Introduction to Bookkeeping
- Accounting Basics
- Getting Started With QuickBooks Online
- The Chart of Accounts
- Centers and Lists
- Bank Accounts
- Recording Expenses and Paying Bills
- Credit Cards and Loans
- Sales Receipts
- Invoices, Estimates, and Customizing Sales Forms
- Billable Expenses and Customer Credits
- Sales Taxes and Reports
- Midterm Exam
- Product and Service Items
- Managing Inventory
- Managing Projects and Sales
- Progress Invoicing, Late Fees, and Bad Debts
- Payroll
- Fixed Assets and Loans
- Business Entities and Owner Transactions
- Banking Rules, Receipts, and Budgets
- Adjusting and Reviewing the Books
- Starting a Bookkeeping Business
- Your Career Roadmap: The Job Search and Future Opportunities (Optional Lesson)
- Communication and Organization (Optional Lesson)
- Final Exam
What you will learn
- Successfully set up a company file in QuickBooks Online.
- Perform fundamental analysis of accounts, financial documents, and reports.
- Perform essential bookkeeping duties and tasks.
- Apply basic accounting principles (accrual method, depreciation, and so on) to bookkeeping practices.
- Understand fundamental accounting concepts and how QuickBooks works to support these concepts.
How you will benefit
- Gain confidence in your ability to use QuickBooks to perform bookkeeping tasks for any company
- Use basic, intermediate, and advanced features of QuickBooks Online proficiently
- Prepare for the QBCU Exam
Scott Paxton
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 optimize their business operations, budgets and strategic plans.
Wade Lindenberger
Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, a predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and UC San Diego. He is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.
Helene K. Liatsos
Helene K. Liatsos is a consultant for small businesses, travel agencies, and home-based business startups with more than 25 years of experience. Along with a successful career in the travel industry, working with airlines, hotels, and travel agencies, Helene established her own business management company, Home Office Management Experts, and was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. As a QuickBooks Certified Advisor, she provides bookkeeping, payroll and QuickBooks training services. She holds a Bachelor of Arts from Fairleigh Dickinson University.
Sherida Habersham
Sherida Habersham is an accomplished professional from Georgia at the intersection of technology, education, and service. She started her career as a software developer specializing in human resource management (HRM), payroll, and quality systems. Over her extensive career in education, Sherida has held several roles, including program lead, college professor, and division dean for business and information systems.
Sherida holds a Doctor of Philosophy (Ph.D.) in educational psychology, a Master of Science in computer science, and a Master of Business Administration in business. With expertise in curriculum development, business systems, and instructional leadership, she is dedicated to promoting learning and development. Additionally, she has over a decade of experience as a bookkeeping and tax expert, assisting small and medium-sized businesses (SMBs) in streamlining their operations with comprehensive bookkeeping and tax support.