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QuickBooks® Course Introduction
QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business’ solution when it comes to bookkeeping and accounting.
This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program.
You will learn how to:
· Create a company file
· Navigate QuickBooks
· Create a chart of accounts
· Add the accounts you need to your chart of accounts
· Set up customers, vendors, and the products you sell in QuickBooks
· Create and send invoices and sales receipts
· Enter and pay bills
· Make journal entries
· Track expenses and income
· Manage your Account Receivable and Accounts Payable
· Connect to your bank through QuickBooks
· Create budgets and run reports
· And much more
This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don’t leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities. Again, having the QuickBooks software installed and ready for use on your computer is not a requirement, but it is recommended. If you don’t have the software, you can review the lessons and the accompanying HD videos to still learn what QuickBooks can do and how you can go about doing it!
You’re just 25 lessons away from learning the skills it takes to manage the transactions and finances for your business – or your employer’s business – with QuickBooks.
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
Who will benefit from taking this course?
This course is beneficial for anyone who works for or is planning to work for a company that uses QuickBooks accounting software to handle the company’s finances. Knowing how to use QuickBooks should not be limited to just accountants, but also managers, business decision makers, anyone involved with reporting and accountability, as well as employees involved in inventory management, accounts payable, accounts receivable, payroll or any other department directly involved with improving the company’s bottom line.
What kind of prior experience or knowledge should I have before taking this class?
This class is open to anyone, regardless of computer skill level. As QuickBooks is an accounting software, it is beneficial to understand accounting terms and processes, although it’s not necessarily a requirement. We will define and briefly describe accounting terms and processes throughout the course as they relate to QuickBooks software. If you have absolutely no accounting experience or knowledge, we strongly recommend you take our accounting course as well.
Does this course cover QuickBooks Desktop software or QuickBooks Online?
This course specifically covers the QuickBooks Desktop version of the software. If you are using the QuickBooks Desktop version of the software–or you don’t know which version of the QuickBooks software you will be using–this is probably the course you want to take. If your small business is currently using QuickBooks Online (cloud version), then you’ll want to take our QuickBooks Online course instead. Both courses are comprehensive and cover all the features you need to know to use QuickBooks.
What exactly am I going to learn in this class?
This course covers everything about QuickBooks–from initial setup to managing inventory and reconciling company bank statements. This course assumes you have no prior knowledge or experience using QuickBooks and explains every process in detail with screenshots and video demonstrations. Assignment exercises and lesson exams will help you master all lesson learning outcomes before you move on to the next lesson.
Can you really learn how to use QuickBooks in a virtual class?
Yes! Not only can you learn QuickBooks in this online class, it’s probably the preferred method as you will have direct access to step-by-step directions, screenshots and video demonstrations on how to use the software. Because this is a self-paced course, you work on the lessons on your own time. This means you learn when you are ready to learn, on your own timetable, when it best fits your schedule, rather than going somewhere else physically and trying to learn during a date and time that’s inconvenient.
Is it true that QuickBooks is very difficult to learn?
QuickBooks software has been in existence for nearly 40 years. Intuit has done a fantastic job updating the software. It is now more powerful and easier to use than it ever has been in the past. It really is a great, nearly one-size-fits-all accounting software. That said, there are many ways you can setup your company and use QB to process its accounting functions. It can get complicated really fast, and without proper training, you may not be using the software correctly, as intended, or use the correct features for your business type. You know what they say: “you don’t know what you don’t know” — and this course can really help you make the most of the software and show you all its wonderful features.
Is this QuickBooks course accredited?
Universal Class, Inc. is accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). This means that this course offers accredited CEUs for QuickBooks training. When taking any course online for professional development or continuing education reasons, it’s important that the training offers accredited CEUs as they are the industry standard for measuring non-credit, professional development contact hours.