This course is designed for those interested to learn the basics of Bookkeeping: QuickBooks™ Fundamentals of setting up, creating, and operating the bookkeeping software.
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15+ years teaching college and 25+ years coaching business owners brings Ron to the forefront helping students learn using using simple, easy language
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About This Course
Who this course is for:
- Small business owners, employees or students wanting to understand the fundamentals of the QuickBooks program.
What you’ll learn:Â
- What is QuickBooks and How Do You Navigate It?
- Setting Up and Customizing the Chart of Accounts
- Writing Checks
- Working with Check and other Account Registers
- Printing Checks
- Editing, Voiding and Deleting Checks
- Recording Sales through Sales Receipts and Invoices
- Issuing Customer Credits
- Receiving, Posting and Depositing Payments
- Entering and Paying Bills
- Receiving Credit from Vendors
- Reconciling Bank Statements and Credit Card Statements
- All You Want To Know About QB Reports
- Which Version of QB Is Right For You?
- Setting Up Users, Access and Other Preferences
- Backing Up QuickBooks™
- Recording Journal Entries
- Setting Up Your Own Company File
Requirements:Â
- Access to QuickBooks
Software version used in the course:
- QuickBooks Pro 2015
Last update – November 2021
Along with examining how to navigate and understand how QuickBooks works, learn to use the program for all aspects of small business bookkeeping to complete everything from writing checks, entering and paying bills, through reconciling accounts and more.
Successful students will master the QB program where they can competently manage the day-to-day bookkeeping for their own company or those of others.
Our Promise to You
By the end of this course, you will have learned how to use QuickBooks.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about QuickBooks.
Course Curriculum
| Section 1 - Introduction | |||
| Course Overview | 00:00:00 | ||
| Downloadable Materials | 00:00:00 | ||
| Instructor And Resources | 00:00:00 | ||
| What The Course Is And Isn’t | 00:00:00 | ||
| Section 2 - Working With QuickBooks | |||
| What Is Quickbooks™? | 00:00:00 | ||
| Recording A Transaction | 00:00:00 | ||
| Sample Companies | 00:00:00 | ||
| Navigating QuickBooks | 00:00:00 | ||
| Navigating QuickBooks – Some More | 00:00:00 | ||
| Navigating Lists | 00:00:00 | ||
| Section 3 - Banking | |||
| Chart Of Accounts – The Master List | 00:00:00 | ||
| Writing Checks | 00:00:00 | ||
| Writing Checks – The Rest Of The Story | 00:00:00 | ||
| Working With The Register | 00:00:00 | ||
| Printing Checks | 00:00:00 | ||
| Now What? | 00:00:00 | ||
| Section 4 - Sales | |||
| Sales Cycle And Lists | 00:00:00 | ||
| Customer List | 00:00:00 | ||
| Have To Have Something To Sell | 00:00:00 | ||
| Sales Receipts – Here And Now | 00:00:00 | ||
| Selling On Account | 00:00:00 | ||
| Receiving Payments On Account | 00:00:00 | ||
| Making Deposits | 00:00:00 | ||
| Customers’ Credits | 00:00:00 | ||
| Section 5 - Expenses | |||
| Purchases And Vendor List | 00:00:00 | ||
| Entering Bills And Your Credits | 00:00:00 | ||
| Paying Your Bills | 00:00:00 | ||
| Buying With Credit Cards | 00:00:00 | ||
| Section 6: Reconciling | |||
| What Is Reconciling? | 00:00:00 | ||
| Reconciling Bank Accounts | 00:00:00 | ||
| Reconciling Bank Accounts – Still More | 00:00:00 | ||
| Starting Balance Is Wrong? | 00:00:00 | ||
| Reconciling Credit Card Accounts | 00:00:00 | ||
| Section 7: Reports | |||
| Report Center And Menu | 00:00:00 | ||
| Reports – An Overview | 00:00:00 | ||
| Modifying Content | 00:00:00 | ||
| Modifying Format | 00:00:00 | ||
| Section 8: Additional Stuff | |||
| Section Introduction | 00:00:00 | ||
| Online, Versions, Etc. | 00:00:00 | ||
| Setting Up Users And Passwords | 00:00:00 | ||
| Preferences – An Introduction | 00:00:00 | ||
| Backing Up QuickBooks Files | 00:00:00 | ||
| Merging List Items | 00:00:00 | ||
| Recording A Journal Entry | 00:00:00 | ||
| Creating A New Company | 00:00:00 | ||
| Section 9: Wrap Up | |||
| Wrap Up | 00:00:00 | ||
Course Review
5.0
2 RatingsRelated Courses
Excellent class
Love the bite sized videos, really kept me from getting overwhelmed. Great instructor!
Great Overview
Thanks Ron! I am looking for work at the moment and some of the positions I’m looking at are requiring QuickBooks. This is a great thorough overview. It’s also similar enough to other accounting software to which I’ve previously been exposed, that I feel like I could catch on quickly.