Professional Bookkeeping with QuickBooks Online

Learn Bookkeeping with QuickBooks Online

Regardless of the industry, all businesses can benefit from using QuickBooks to organizee their finances, stay on top of invoices, pay bills on time and track expenses efficiently. This 100% online course will teach you how to use QuickBooks Online for basic accounting, recording income and expenses, and entering checks and bank transfers. Once you complete this course, you will understand how to get your finances in order and be prepared for the QuickBooks Certified User Exam. 

Job Outlook for Professional Bookkeeping with QuickBooks

Technology is highly relevant to the bookkeeper's role. Mastering QuickBooks Online is the key to matching bookkeeping skills with expanding requirements for analysis, visual data presentation and reporting that provides value-added to the traditional bookkeeper's duties. 

According to PayScale.com, bookkeepers earn on average $17.37 per hour. Experienced bookkeepers can earn over $56,000 annually. 

According to CareerBuilder.com, bookkeeping is a highly transferable skill set for accounting professionals who want to advance into financial analysis or management roles. 

Technology is highly relevant to the bookkeeper's role. Mastering QuickBooks Online is the key to matching bookkeeping skills with expanding requirements for analysis, visual data presentation and reporting that provides value-added to the traditional bookkeeper's duties. 

Bookkeeping FAQs

HOW DO I BECOME A BOOKKEEPER?

To become a bookkeeper, you need a background in accounting and specialized knowledge in payroll and taxation. You can gain this knowledge through a course or on-the-job training in an accounting department or working underneath an experienced bookkeeper. You will also need to gain experience with bookkeeping software.

WHAT DOES THE BOOKKEEPER ROLE INVOLVE?

According to the Bureau of Labor Statistics, you will need to have your high school diploma or equivalent to pursue a career as a professional bookkeeper. Many bookkeepers get started with an online course like this Professional Bookkeeping course.

WHY DO BOOKKEEPERS NEED QUICKBOOKS? 

QuickBooks® has replaced the manual entry functions of traditional bookkeeping. However, the organization, reporting and use of financial data still rely heavily on human input and processing. Knowing how to automate your bookkeeping practice with QuickBooks is an important aspect to staying competitive in today’s job market. 

IS A BOOKKEEPER THE SAME AS AN ACCOUNTANT?

Not exactly. There are five major parts to the accounting process and they include: recording, interpreting, classifying, analyzing, and reporting financial information. Bookkeeping is the first, foundational part of the accounting process — recording financial transactions. However, bookkeeping is a great first step into an accounting career and with additional education, you use this as a way to gain experience and become an accountant in the future.

DO COMPANIES WANT BOOKKEEPERS WHO ALREADY KNOW QUICKBOOKS? 

Yes, if you're an expert in the latest version of QuickBooks, you can walk into any small business and immediately organize their finances. QuickBooks is the top-rated accounting software for small businesses, you likely know a company that already uses it. 

DO BOOKKEEPERS DO THE TAXES FOR A COMPANY?

No, bookkeepers do not do company taxes. Taxes are done by an accountant. However, bookkeepers play an important role in making sure that financial transactions are recorded in a timely and accurate manner. This ensures that the financial information for a company is easy to read and use once it is time for an accountant to take over and do the taxes.

Course Objectives

  • Prepare to sit for the QuickBooks Certified User Exam (QBCU).

     

  • 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.

     

Prerequisites

There are no prerequisites to take this course.

Requirements

Hardware Requirements:  This course can be taken on either a PC or Mac.

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.

Curriculum

  • 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 
  • 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)

     

  • Communication and Organization (optional)

     

  • FINAL

     

Instructors

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, 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 and 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 business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University. 

Registration / Enrollment

This course is 100% online. Start anytime.