Prepare for a career in the high-demand field of bookkeeping as you master QuickBooks 2018—the leading financial software tool for small businesses. By the end of this course, you'll be an expert in everything from basic accounting to double-entry bookkeeping. Hands-on activities will help you learn skills including handling accounts receivable and accounts payable, accounting for fixed assets and recording and maintaining inventory accounts. In addition, you'll gain the knowledge you need to ensure that your accounting methods meet all legal standards.
I. QuickBooks Basics
- Welcome to QuickBooks: Demonstrate how to set up a QuickBooks company file for a business by creating an Ace Photography QuickBooks company file.
- Working with Company Files: Have a better understanding of how to work with company files in QuickBooks precisely and accurately.
- Securing Your Company Files: Demonstrate how to secure company files in QuickBooks by managing users and data.
II. Bookkeeping Building Blocks
- Bookkeeping Defined: Apply bookkeeping concepts to accounting problems.
- The Journal, the Ledger, and Special Journals: Run QuickBooks reports for the general journal and the general ledger, as well as reports for subsidiary journals.
III. Preparing the Company File
- The Chart of Accounts: Work with the Chart of Accounts in QuickBooks, including adding and changing accounts.
- Company Lists: Administer various company lists in QuickBooks by adding customers and vendor.
IV. Cash and Fixed Asset Transactions
- Bank Accounts and Cash Transactions in QuickBooks: Record bank account transactions in QuickBooks by entering cash account transactions and completing a bank reconciliation.
- Fixed Assets and Depreciation in QuickBooks: Record fixed assets and depreciation in QuickBooks.
V. Understanding Accounts Payable
- Accounts Payable I: Record bills in QuickBooks by entering various accounts payable transactions into the course.
- Accounts Payable II: Produce accounts payable history and reports in QuickBooks.
VI. Reviewing Accounts Receivable
- Accounts Receivable I: Demonstrate the invoice procedure by producing a customer invoice in QuickBooks.
- Accounts Receivable II: By the end of this lesson, you'll be able to manage payments, deposits, and returned checks in QuickBooks.
- Accounts Receivable III: Check for outstanding invoices and bill for the reimbursement of expenses in QuickBooks.
- Batch Invoicing and Creating Letters: Produce batches of invoices and customer letters in QuickBooks.
VII. Managing Inventory Transactions
- Introduction to Inventory and Customer Estimates: Create and revise customer estimates, and you'll practice recording and tracking inventory transactions.
- List Items and Inventory in QuickBooks: Assign classes, add and edit multiple list entries, and track inventory in QuickBooks.
- Ordering and Selling Inventory in QuickBooks: Order and sell inventory by creating sales and purchase orders and receiving inventory.
- Vendor Discounts and Credits and Adjusting Inventory in QuickBooks: Manage vendor discounts and credits and adjust inventory in QuickBooks.
- Tracking Price Levels and Customer Discounts in QuickBooks: Manage price levels and customer discounts in QuickBooks by creating price levels, discounted items, and customer discounts.
- Working with Customer Balances: Learn techniques for working with customer balances in QuickBooks.
VIII. Closing the Books and Reporting in QuickBooks
- Closing the Books and Reporting: How to close the books in QuickBooks and how to run and use important reports.
- Your Career Roadmap: The Job Search and Future Opportunities: How the job market works, and you'll obtain skills to help you navigate it.
- Communication: Learn basic concepts related to effective business communication.
Hardware Requirements:
- This course must be taken on a PC device. A Mac OS is not compatible.
Software Requirements:
- This course is preferred with the latest versions of Windows. Although the versions listed below are compatible, it's strongly recommended to have the latest operating system for an optimal experience.
- PC: Windows 7 or later operating systems.
- Browser: The latest version of Internet Explorer, Firefox, or Google Chrome browsers. (Although Firefox or Google Chrome is preferred).
- QuickBooks 2018 Desktop Pro Software (software not included)
- Microsoft Office or equivalent (not included)
- Adobe Flash Player. Click here to download the Flash Player.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
- All 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
There are no prerequisites to take this course.
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 at the University of California at San Diego for the Extension Course 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.
1. Can I register for
programs if I am an international student?
Yes, because ed2go programs are online you never
have to
travel to the school. Most schools offer
telephone or online registration.
2. How long does it
take to complete a program?
All of our programs are self-paced and open
enrollment, so
you can start them when you want and finish them at your own pace. When you register, you’ll receive six (6)
months to complete the program.
3. What if I don't
have enough time to complete my program within the time frame provided?
The time allotted to complete your program has
been
calculated based on the number of hours for each program, so don't
worry too
much about not completing in time. If, after a concerted effort, you
are still
unable to complete, your Student Advisor will help you work out a
suitable
completion date. Please note that a fee may be charged for an extension.
4. Do I have to buy
additional materials?
No
5. Can I get
financial assistance?
ed2go courses are non-credit courses, so they do
not qualify
for federal aid. In some states,
vocational rehab or workforce development boards will pay for qualified
students to take our courses. Additionally,
some students may qualify for financial assistance when they enroll, if
they
meet certain requirements.
6. What happens when
I complete the program?
Upon successful completion of the program, you
will be
awarded a certificate of completion.
7. Am I guaranteed a
job?
ed2go programs will provide you with the skills
you need to
obtain an entry-level position in most cases.
We don’t provide direct job placement services, but our
facilitators and
career counselors will help you build your resume and are available to
give advice
on finding your first job. Facilitators
will also be available to use as a professional reference upon
completion of
the program. Potential students should
always do research on the job market in their area before registering.
8. Who will be my
instructor?
Each student is paired with a facilitator for
one-on-one
interaction. The facilitator will be
available (via e-mail) to answer any questions you may have and to
provide
feedback on your performance. All of our
facilitators are successful working professionals in the fields in
which they
teach.
9. What software or
hardware do I need in order to take online programs and what are the
system
requirements?
In order to take our online programs, you must
have access
to a computer and the Internet. You can
access the program contents from any Web-enabled computer.
You don’t have to use the same computer to
log-in to the program every time. We
recommend that you have a word-processing program (Microsoft Word is
the best)
and the latest version of Internet Explorer.
10. Can I use a
Mac?
No
11. How can I get
more information about this program?
If you have questions that are not answered on our
website,
please feel free to contact us via LIVE chat (click the button above). If you are visiting us during non-business
hours, please feel free to send us a question using the “Contact Us”
form to
the right. You may also call us at
1-877-221-5151. We will answer your
questions promptly.
12. When can I start
the program?
Our programs are all open enrollment.
You can register and start the program as
soon as you are ready.
Please note: Once the
program curriculum is accessed online or through submission of a
material
shipment confirmation, refunds cannot be issued.
13. Does this program
prepare for a certification?
No