Course
Introduction to QuickBooks 2016
Name
ACC-3150ME
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
This course is intended for the general public.
Description
Whether you're new to QuickBooks or have already used earlier versions of this accounting software program, this course will empower you to take control of the financial accounting for your business. Learn to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program. QuickBooks is designed especially for the small- to midsized-business owner who needs a fully functional accounting system that's also easy to use.
Course Objectives
  1. have learned how to manage the financial aspects of your small business quickly and efficiently with this powerful accounting software program.
  2. have gained hands-on experience as you master the tools you need set up a chart of accounts.
  3. have gained experience in reconciling your checking account; creating and printing invoices, receipts, and statements; tracking your payables, inventory, and receivables; creating estimates; and generate reports.
Outline of Instruction
  1. Wednesday - Lesson 01


    In our first lesson, you'll become familiar with the QuickBooks interface. You'll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you'll get to set up a QuickBooks Company of your very own, and you'll learn some QuickBooks terminology.

    We'll be practicing many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin.
  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 fullest 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, we'll learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. By the time you finish this lesson, you'll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.
  4. Friday - Lesson 04

    Today, you'll become comfortable working with bank accounts in QuickBooks. You'll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You'll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You'll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.
  5. Wednesday - Lesson 05

    The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. Today's lesson will provide you with plenty of opportunities to do just that.
  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 use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.
  7. Wednesday - Lesson 07

    Today, we're going to finish our discussion of QuickBooks' accounts payable tools. You'll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you'll learn how to create some useful accounts payable reports.
  8. Friday - Lesson 08

    You'll find today's lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. Today is the day you'll get some hands-on experience with invoicing. You'll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.
  9. Wednesday - Lesson 09

    Okay, so you've created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on his or her "to-do" list and, eventually, you'll receive some form of payment for your troubles. Now what? You'll find out in today's lesson.
  10. Friday - Lesson 10

    Today, we'll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you'll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.
  11. Wednesday - Lesson 11

    Today, you're going to learn how to customize your QuickBooks invoices to give them a more professional look. You'll also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.
  12. Friday - Lesson 12

    In our final lesson, you'll find out how to create, use, and memorize 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
Contact Hours
24
CEU's
2.4
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
Text and Supplies Needed
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 .)


QuickBooks Pro 2016 or QuickBooks Premier Edition 2016 (please be sure to install this software on your computer before the course begins); Microsoft Windows 7, 8, 10 Vista or XP.

The Enterprise version of the software can also be used for this course; however this course is not suitable for Macintosh users, nor for users of QuickBooks Online or QuickBooks SimpleStart.

Note: While this course is based on the U.S. version of QuickBooks, users of the Canadian and Australian versions will be supported in the Discussion Areas to the extent possible.
Clinical Site/Special Facilities
Requirements for Successful Completion of this Course
  1. Attendance 80% or above
  2. Participation
  3. Students must score 70% or better on 10 quizzes or 70% or better on the final exam.
Accreditation/Special Approval Requirements
Intended Audience
This course is intended for the general public.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
Course Contact Information