Introduction to QuickBooks 2019

Details

From business owners to independent bookkeepers, millions use QuickBooks for payroll, inventory, reports, and other accounting needs. Now you can learn to manage your finances with QuickBooks in this introductory online course.

Introduction to QuickBooks 2019 is designed for those new to QuickBooks or those wanting a refresher with the latest version. You will learn how QuickBooks makes it easy to set up a chart of accounts; create and print invoices, receipts, and statements; track your payables, inventory, and receivables, and generate reports.

Enrollment Options:

Instructor-Led
6 Weeks Access Course Code: q19
Start Dates* Nov 13 | Dec 18 | Jan 10 | Feb 07
*Choose start date in cart

$NA

USD
Self-Paced
3 Months Access Course Code: T9450
No Instructor, Start Anytime

$NA

USD

Enroll before 31th May and get high quality lamination on your hardcopy certificate absolutely free! Use your certificate to your advantage by showing your certified credentials to prospective employers and recruiters.

Syllabus

Getting Started

In your first lesson, you will become familiar with the QuickBooks interface. You will set up a QuickBooks Company of your very own and learn some QuickBooks terminology.

The Chart of Accounts

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.

Company Lists

This lesson will teach you how to use company lists in QuickBooks to gather and organize all of the information you will need to properly conduct your business. You will learn how to store and retrieve all manner of useful facts such data on customers, vendors, products, and more.

Bank Accounts

In this lesson, you will become comfortable working with bank accounts in QuickBooks. You will learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts.

Fixed Assets and Depreciation

The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. This lesson will show you how to keep an accurate tally of everything your business owns.

Accounts Payable I

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

Accounts Payable II

This lesson wraps up the discussion on QuickBooks' 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.

Accounts Receivable I

In this lesson, you will get hands-on experience with invoicing. 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.

Accounts Receivable II

Okay, so you've 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.

Accounts Receivable III

This lesson explores some useful customer-related reports that can help you keep track of exactly who owes you what. 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.

Inventory and Estimating

This lesson focuses on learning 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.

Reporting

In the final lesson, you will find out how to use a wide variety of reports that can help you locate, organize, sort, total, and summarize all of the transactions that you've painstakingly entered into QuickBooks.

Requirements

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or newer.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites

There are no prerequisites to take this course.

Instructor

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 implement and troubleshoot QuickBooks.

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