QuickBooks eLearning Bundle Course

QuickBooks®: Online – Beginner – 4:34 hours

Whether you need to learn QuickBooks® Online to manage your accounts or the accounts of a client, we have you covered.

In this course, we’ll introduce you to this essential cloud accounting software. QuickBooks® Online has a very different look to the traditional QuickBooks® desktop software. If you have access to QuickBooks® Online rather than QuickBooks® desktop version, this is the course for you.

This course will give you a solid grounding in how to use QuickBooks® Online effectively and efficiently. We’ll start at the very beginning and cover everything that’s required to get set up in QuickBooks® Online before moving onto more advanced features.

Course Features

• Video

• Audio NarrationInline

• Inline Activities

• Post-Assessment

• Supplemental Resources

Course Outline

Section 1: Getting Started With QuickBooks Online

• Welcome and Overview

• QuickBooks Online Subscriptions

• QuickBooks Online & Mobile Devices

Section 2: QuickBooks Company Files

• Accessing QuickBooks Online Sample Files

• Setting Up A New Company File

• Uploading QuickBooks Desktop Files to the Online Version

• Overview of the User Interface

Section 3: Customizing Company Files

• The Gear Menu

• Customizing Your Company File

• Customizing Your Company File – part 2

• Managing Users

• Chart of Accounts Part-1

• Chart of Accounts Part-2

Section 4: Customers

• Customer List

• Adding Customers

• Adding Sub-Customers

• Editing Customer

• Making Customers Inactive

• Importing Customers

Section 5: Sales Transactions

• Sales Overview

• Sales Receipts

• Invoicing Customers

• Recording Customer Payments

• Credit Memos

• Refunds

• Statements

• Tags

• Customer & Sales Reports

Section 6: Products & Services

• Overview of Products & Services

• Adding New Products & Services

• Adding Inventory Products

• Purchase Orders

• Receiving Products Into Inventory

• Product & Service Reports

Section 7: Vendors & Expenses

• Overview of Vendors

• Adding Vendors

• Entering Purchases and Expenses

• Entering Checks

• Credit Card Charges

• Making Credit Cards Payments

• Entering bills

• Paying bills

• Credit Memos

• Vendor Reports

Section 8: Banking

• Bank Registers

• Bank Transfers

• Bank Feeds

• Downloading Transactions

• Disconnecting Bank Feeds

• Reconciling

• PayPal, Square, & Other Bank Accounts

Section 9: Loans

• Setting up loans

• Making Loan Payments

Section 10: Recurring Transactions, Mileage & Journal Entries

• Recurring Transactions

• Mileage

• Creating Journal Entries

Section 11: Wrap up

•Wrap Up

QuickBooks®: Online – Advanced – 3:43 hours

QuickBooks® is available as desktop software and now in a cloud-based online format. This course has more depth about some of the advanced functions within the cloud-based version, QuickBooks® Online.

This course will introduce you to more advanced topics available in this impressive accountancy software. This course is suitable for Bookkeepers, Accountants/CPAs, or small business owners handling their books.

Course Features

• Video

• Audio NarrationInline

• Inline Activities

• Post-Assessment

• Supplemental Resources

Course Outline

Section 1: Forms and Customizing Forms

• Welcome and Overview

• Introduction to Forms

• Locating Forms

• Edit the Form Design

• Related Default Text

• Importing a Word Invoice

• Selecting the Desired Template

Section 2: Reporting

• Introduction to Reports

• Creating Standard Reports

• Customizing Reports

• Saving Customized Reports

• Audit Trail

• Bonus Reports

Section 3: Sales Tax

• Introduction to Sales Tax

• Sales Tax Settings

• Taxable Products/Services

• Create an Invoice with Sales Tax

• Adjusting the Tax Rate on the Invoice

• Sales Tax Liability Report

• Review Sales Tax Return

• Wrapping Up

Section 4: Payroll

• Introduction to Payroll

• Set Up Checklist

• Add Employees

• Company Setup

• Run Payroll

• Adjust Payroll Settings

• Payroll Taxes

Section 5: Mail Merges

• Introduction to Mail Merge

• Noting the Record

Section 6: Creating Budgets

• Introduction to Budgeting

• Creating a Basic Budget

• Budget Options

• Budget Reports

Section 7: Reminders and Alerts, Automated Reminders

• Introduction to Reminders

• Set Up Reminders

• Locate, Edit, and Add Recurring Transactions

• Creating a Recurring Entry from an Existing Entry

Section 8: Projects

• Introduction to Projects

• Create a New Project

• How to Assign Income and Expenses to Projects

• Viewing Project Financial Data

Section 9: Customers

• Introduction to Customer Deposits

• Prepaid Customer Deposits

• Applying Prepaid Deposits

• Transferring Customer Payments

• Finding and Correcting Accounts Receivable Errors

• Issue Customer Credits and Refunds

• Recording NSF Checks

• How to Write Off Bad Debts

• Recording Payment Less Bank Fees

• Create Monthly Statements

Section 10: Vendors

• Introduction to Vendor Situations

• Correcting Bill Payments Recorded as Expenses Prepaid Vendor Expenses

• Recording Trades

Section 11: Wrap Up

• Wrap Up

QuickBooks®: Pro – 2021 – 8:33 hours

In this course, your expert instructor, Cindy, will start at the very beginning and shows you how to put QuickBooks® Pro to work for your business.

This course covers essential QuickBooks® Pro functionalities, like setting up a Company File and Chart of Accounts, processing payroll, reporting, and so much more. It also includes guidance on the features new to QuickBooks® Pro 2021: Advanced Mode in Bank Feeds, scanning receipts with the QuickBooks® Pro Desktop app, and sending automatic statement and invoice reminders to customers.

Whether you’re a bookkeeper, accountant, CPA, or business owner, this QuickBooks® Pro 2021 course will teach you how to make the most of this complex accounting software.

Get on top of your books (or those of your clients!) by learning QuickBooks® Pro with this course.

Course Features

• Video

• Audio NarrationInline

• Inline Activities

• Post-Assessment

• Supplemental Resources

Course Outline

Section 1: Introduction

• Introduction

• QB Desktop vs. Online Version

• QB Desktop Versions Explained

• QB 2021 New Features Overview – PC Version

• QB 2021 New Features Overview – PC Part 2

Section 2: Getting Started

• Setting Up Your Company File

• Using the Easy Step Interview Part 1

• Using the Easy Step Interview Part 2

• My Company Overview

• Identifying the Components of the QuickBooks Environment

• Converting QB Desktop Data to the Online Version

Section 3: Customizing the QB Environment

• Preferences Part 1

• Preferences Part 2

• Working with Users

• Chart of Accounts Part 1

• Chart of Accounts Part 2

• QB Sample Files

• Company File Search – NEW!

Section 4: Customers & Jobs

• Customers and Jobs Part 1

• Customers and Jobs Part 2

• Customer Groups NEW!

• Estimates Part 1

• Estimates Part 2

• Invoicing from Estimates Part 1

• Invoicing from Estimates Part 2

• Invoicing Customers for Products and Services

• Receiving Customer Payments

• Making Deposits

• Creating Credit Memos

• Creating Customer Statements

• Income Tracker

Section 5: Vendors

• Working with Vendors

• Entering Bills

• Paying Bills

• Credit Memos

Section 6: Items & Inventory

• Items and Inventory Part 1

• Items and Inventory Part 2

• Purchase Orders

• Receiving Items Into Inventory

• Handling Bills for Items

• Paying for Items

• Manually adjusting Inventory

Section 7: Banking

• QuickBooks Registers

• Bank Feeds

• Downloading Transactions

• Entering Checks

• Entering Expenses

• Bank Transfers

• Reconciling Accounts

Section 8: Loans

• Setting up Loans

• Creating Loan Payments

• Using the Loan Manager

Section 9: Credit Cards

• Setting up Credit Card Accounts

• Entering Credit Card Transactions

• Reconciling Credit Cards & Making Payments

Section 10: Forms

• Overview of Forms Templates

• Customizing Forms Part 1

• Customizing Forms Part 2

• Layout Designer Part 1

• Layout Designer Part 2

Section 11: Reports

• Quick Reports

• Report Center

• Creating Reports Part 1

• Creating Reports Part 2

• Collapsing Columns/Rows in Job or Class Reports – NEW!

• Customizing Reports

• Memorizing Reports

Section 12: Sales Tax

• Working with Sales Tax Part 1

• Working with Sales Tax Part 2

Section 13: Payroll

• Overview of Using the QB Payroll Service

• Payroll Setup

• Payroll Items

• Setting up Employees

• Paying Employees

• Paying Payroll Taxes

Section 14: The Lead Center

• Working with Leads

Section 15: Mail Merges

• Creating a Mail Merge

• Mail Merge Main Documents

Section 16: Budgets

• Creating a Budget

• Budget Reports

Section 17: Other QuickBooks Features

• Receipt Management App NEW!

• Automated Payment Reminders

• Searching in QuickBooks

• Reminders and Alerts

• Using the QuickBooks Calendar

• Memorizing Transactions

• Importing Lists into New Company Files

• Vehicle Mileage

• Combining Emails

• Backing up Company Files

• PC to MAC Conversion

• Canadian vs. US Version of QuickBooks

Section 18: Wrap up

• Conclusion