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