QuickBooks - Online Course

This series is designed for users who want to use QuickBooks 6.0 as a business accounting system. An overview of the application is presented, including using the EasyStep Interview process to enter basic company information and set up accounts. Tasks covered including setting up company records, entering historical data, managing accounts, and creating lists, reports, and graphs. Managing invoices, sales tax information, bills, and assets is also covered. Additional topics covered include managing payroll and employee data, managing taxes, online banking, and creating budgets. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries.

This series is for anyone who requires a business accounting program and wants to get the most out of using QuickBooks. This online course contains 10 lessons and should take approximately 30 hours to complete.

Lesson 1: The First Time in QuickBooks (2.0) hours

The First Time in QuickBooks teaches you how to start QuickBooks for the first time, describe the periodic activities that QuickBooks will help users perform, begin the EasyStep Interview that QuickBooks uses to find out about a company, enter basic company information that QuickBooks needs, and set up the standard list of accounts that QuickBooks provides. This course explains how to get started with QuickBooks and how to begin the EasyStep Interview process. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Using QuickBooks for the First Time, Preparing Information for QuickBooks, Beginning the Interview, Entering Basic Company Information, and Entering Accounts and Inventory.

Lesson 2: Setting Up Accounting (3.0) hours

Setting Up Accounting teaches you how to choose preferences and features for use in QuickBooks, set up income and expense accounts, create billable items, establish inventory and opening balances, and set up payroll. This course shows users how to complete the EasyStep Interview to set up company records in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Establishing Preferences, Enabling QuickBooks Features, Starting Accounts and Items, Setting Up Inventory, Entering Opening Balances, and Setting Up Payroll.

Lesson 3: Entering Historical Data (3.0) hours

Entering Historical Data teaches you how to enter bills and deposits made in the past, enter received bills and invoices, show money received, enter payroll and other payments, and find more help in QuickBooks. This course shows users how to enter current or past information about their companies to establish QuickBooks information. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Entering Bills and Invoices, Entering Money Received, Entering Bills and Deposits, Entering Other Transactions, and Getting Help in QuickBooks.

Lesson 4: Managing Accounts and Lists (3.0) hours

Managing Accounts and Lists teaches you how to add and delete accounts, use the standard account list, print a chart of accounts list and graphs, find and add items to lists, view items in lists, manage invoices prices receipts and bills for items in lists, create customer vendor and employee lists, and generate item reports and graphs. This course shows users how to use QuickBooks to track accounts and manage items in their companies. This includes how to create and manage lists for viewing and how to generate reports and graphs for visually assessing a company's accounting status. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Understanding Accounts and Accounting, Adding and Deleting Accounts, Understanding Items, Viewing Finding and Adding Items in Lists, Managing Items, Creating Item Reports and Graphs, and Customer Vendor and Employee Lists.

Lesson 5: Invoices and Sales Tax (3.0) hours

Invoices and Sales Tax teaches you how to create an invoice, track invoices, record payments, collect sales tax, and manage sales tax. This course shows users how to manage invoices and record sales tax information in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Creating an Invoice, Tracking Invoices, Recording Income, Collecting Sales Tax, and Managing Sales Tax.

Lesson 6: Paying Bills (3.0) hours

Paying Bills teaches you how to receive goods, write and print checks, reconcile bank accounts with QuickBooks records, and record cash transactions. This course shows how to pay bills through check writing and cash transactions in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Receiving Goods and Paying Bills, Writing and Printing Checks, Tracking Checks, and Entering Cash Transactions.

Lesson 7: Managing Assets and Reports (3.0) hours

Managing Assets and Reports teaches you how to operate QuickBooks' income tracking system, manage inventory, create inventory reports, calculate the worth of fixed assets, produce standard QuickBooks reports, and customize reports. This course shows how to track inventory and other assets and how to create QuickBooks reports on a business. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Using the Inventory Tracking System, Managing Inventory, Inventory Reports, Managing Fixed Assets, Standard Reports, and Customizing Reports.

Lesson 8: Paying Employees (3.0) hours

Paying Employees teaches you how to manage payroll, set up employees, update employee records, create payroll checks, and make payments to independent contractors. This course shows how to manage payroll track employee information and disburse payments to employees and contractors. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Managing Payroll in QuickBooks, Setting Up Employees, Updating Year-to-Date Amounts, Payday, and Paying Independent Contractors.

Lesson 9: Managing Taxes (3.0) hours

Managing Taxes teaches you how to manage W-2s, manage employee taxes, pay withheld taxes, print tax forms, and create tax reports. This course shows how to withhold and pay employee taxes create tax reports and account for income taxes in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Working with W-2s and the Payroll Tax Table, Setting Up Employee Taxes, Withholding Taxes, Creating Tax Payroll Items and Tax Forms, Tax Reports, and Accounting for Income Taxes.

Lesson 10: Online Banking and Budgets (4.0) hours

Online Banking and Budgets teaches you how to choose an online bank and open an account, manage online transactions, create a budget, view budget reports, and create a forecast. This course shows how to manage online banking create and track budgets and use existing information to create forecast reports in QuickBooks. QuickBooks is a registered trademark or registered service mark of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Topics include Investigating Online Banking, Setting Up an Online Account, Using the Online Banking Center, Managing Online Transactions, Budgeting, Forecasting, and Creating Forecasts.