1. have gained hands-on experience as you learn all the ways this well-designed accounting program makes it a snap to manage your business' finances—from recording income and expenses, to entering checks and bank transfer entries, to setting up a chart of accounts.
2. have learned how to reconcile your checking account and manage credit card and loan payments; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; generate reports.
3. have learned to manage the financial aspects of your small business quickly and efficiently using QuickBooks Online.

1. Wednesday - Lesson 01
   
   In our first lesson, you'll get familiar with the QuickBooks Online interface and explore the pros and cons of working with your accounting information online. We'll discuss the various subscription packages available, and you'll get to practice using some of the navigation and interactive features that allow you to quickly get around in the program
2. Friday - Lesson 02
   
   The Chart of Accounts is the heart and soul of QuickBooks. In today's lesson, you'll learn how to take full advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.
3. Wednesday - Lesson 03
   
   Today, you'll learn how to use centers and lists in QuickBooks to gather and organize all of the information you'll need to properly conduct business with customers and vendors. By the time you finish this lesson, you'll know how to store and edit various types of information, such as addresses and payment terms, for your customers and vendors. You'll also learn how to process Form 1099 to give to your vendors at the end of the year.
4. Friday - Lesson 04
   
   Today, you'll get comfortable working with bank accounts in QuickBooks Online. You'll learn how to create a new bank account, connect it online, and download, match, and add transactions. Then you'll learn how to reconcile your checking account with your monthly bank statement to make sure that neither you nor the bank made any errors.
5. Wednesday - Lesson 05
   
   Keeping track of the checks and other expense transactions your business incurs is one of the most critical aspects of your daily operations. In this lesson, you'll learn how to utilize QuickBooks' built-in features to enter check transactions and bank transfers like a pro. You'll also learn how to record expense transactions where you may have utilized your debit card as payment or paid the amount online. You'll even learn how to label an expense as billable so that you can later request reimbursement from a customer. Finally, you'll practice with creating a recurring transaction template that may help save you some valuable data entry time!
6. Friday - Lesson 06
   
   Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you'll learn how to enter, edit, and pay all of your bills right on time. You'll also learn how to enter and apply vendor credits to an existing or future bill.
7. Wednesday - Lesson 07
   
   In this lesson, you'll learn how to effectively manage Credit Card accounts in QuickBooks Online. We'll explore how to create a new Credit Card account and enter charges to that account as they occur. You'll also learn how to enter a full or partial payment of the credit card balance when it comes time for payment. Finally, you'll get the chance to create and enter a new loan balance resulting from the purchase of a long-term asset such as a vehicle or piece of equipment.
8. Friday - Lesson 08
   
   You'll find today's lesson useful if your business ever sells a product or service and collects payment on the sale immediately. Today is the day you'll get some hands-on experience with creating products and services. Then you'll find out how to create multiple Sales Receipts and make the necessary deposit to your bank.
9. Wednesday - Lesson 09
   
   In order to evaluate just how well your company is performing, you'll need to learn how to enter estimates, invoices, and customer payments. You'll do just that in this lesson. You'll also learn how to group multiple customer payments and record those deposits to the bank
10. Friday - Lesson 10
    
    Today, you're going to explore how to bill a customer for an expense incurred on a project or job. You'll even see how you can add a markup percentage to the amount you include on the customer invoice. Also, you'll examine the steps needed to enter credit memos, delayed credits, and refunds.
11. Wednesday - Lesson 11
    
    Today, you're going to learn how to customize your QuickBooks sales forms to give them a more professional look. You'll also learn how to record long-term fixed assets and record depreciation on those assets.
12. Friday - Lesson 12
    
    In our final lesson, you'll learn how to work with the sales tax features in the program to collect and remit taxes you collect from customers. You'll also find out how to create, use, and customize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you've painstakingly entered into QuickBooks Online

24

2.4

No

No

Internet access
• Email
• One of the following browsers:
o Mozilla Firefox
o Microsoft Internet Explorer (9.0 or above)
o Google Chrome
o Safari
• Adobe PDF plug-in (a free download obtained at Adobe.com .)

When you course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lesson and assignment steps. This site requires that you have access to the internet and that you have a common web browser installed, such as Explorer, Firefox or Chrome. You do not need to purchase a subscription or additional software to complete this course.

However, please note that this course is suitable only for the QuickBooks Online version. The desktop versions of QuickBooks are not compatible with this course and should not be used. If you have the desktop version, you should consider registering for the course specifically designed for your version.

1. Attendance 80% or above
2. Participation
3. • Students must successfully pass 10 quizzes with a minimum grade of 70% by the second quiz attempt.
   • If all quizzes are not passed with 70 or better by the second attempt, the final exam score must be 70% or higher on the first attempt for successful completion.
   • The Final Exam must be taken by the Wake Tech course end date
   

This course is for anyone interested in learning more about Quickbooks Online.