Course
Professional Bookkeeping with QuickBooks Online (Voucher Included)
Name
SEF-3001CHG
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
This course is intended for anyone interested in Professional Bookkeeping with Quickbooks Online.
Description
Master QuickBooks Online to prepare for a rewarding career in the booking field. You will learn basic bookkeeping and accounting principles, including the types of accounting information you, the business owner, manager, bookkeeper, or accountant, need to monitor. You'll then put all those principles into practice using QuickBooks Online to enter and track your finances with ease. With this online version, you get all the advantages of computing in the cloud so that your files will be available to you virtually anytime, anywhere. This course will give you hands-on experience using QuickBooks Online to manage your business' finances—from recording income and expenses to entering checks and bank transfers to setting up a chart of accounts. You'll see 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; and much more. Once you complete this course, you will understand how to get your finances in order and be prepared for the QuickBooks Certified User Exam. This course offers enrollment with or without a voucher. The voucher is prepaid access to sit for the QuickBooks Certified User Exam upon eligibility. Proctor fees may apply, which are not included. Disclaimer: To qualify for the externship applications process, students must successfully complete the online course content and have account balances up to date (at a minimum). Going through the externship application process does not guarantee an externship. COVID may be affecting the externship process or site availability in your area. Students can begin researching the steps of the application process 2 weeks prior to completing courses.
Course Objectives
  1. Gain confidence in your ability to use QuickBooks to perform bookkeeping tasks for any company.
  2. Use basic, intermediate, and advanced features of QuickBooks Online proficiently.
  3. Prepare for the QBCU Exam.
Outline of Instruction
  1. Introduction to Bookkeeping
  2. Accounting Basics
  3. Getting Started With QuickBooks Online
  4. The Chart of Accounts
  5. Centers and Lists
  6. Bank Accounts
  7. Recording Expenses and Paying Bills
  8. Credit Cards and Loans
  9. Sales Receipts
  10. Invoices, Estimates, and Customizing Sales Forms
  11. Billable Expenses and Customer Credits
  12. Sales Taxes and Reports
  13. Midterm Exam
  14. Product and Service Items
  15. Managing Inventory
  16. Managing Projects and Sales
  17. Progress Invoicing, Late Fees, and Bad Debts
  18. Payroll
  19. Fixed Assets and Loans
  20. Business Entities and Owner Transactions
  21. Banking Rules, Receipts, and Budgets
  22. Adjusting and Reviewing the Books
  23. Starting a Bookkeeping Business
  24. Your Career Roadmap: The Job Search and Future Opportunities (Optional Lesson)
  25. Communication and Organization (Optional Lesson)
  26. Final Exam
Contact Hours
100
CEU's
No
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
This program is designed to prepare you for an entry-level position as a full-charge bookkeeper. You do not need any prior experience or training in this field.
Text and Supplies Needed
Hardware Requirements:
This course can be taken on either a PC or Mac.

Software Requirements:
PC: Windows 10 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
QuickBooks Online (Free 1-year subscription and practice site included in enrollment.) An additional subscription or software purchase for QuickBooks Online is not required to complete this course. However, please note that this course is only suitable for the QuickBooks Online version.
Adobe Acrobat Reader.
Microsoft Word or equivalent.
Software must be installed and fully operational before the course begins.

Other:
Email capabilities and access to a personal email account.

Instructional Material Requirements:
The instructional materials required for this course are included in enrollment. The following textbooks will be shipped to you approximately 7-10 business days after enrollment:
Bookkeeping for Dummies, 2nd Edition
QuickBooks Online software
Your enrollment in this course includes a free 1-year full subscription to QuickBooks Online. You will learn how to access and activate this subscription in one of your assignments.
Please Note: You will receive a digital book if the physical book is on backorder.
Clinical Site/Special Facilities
Requirements for Successful Completion of this Course
  1. Attendance 90% or above
  2. Participation
Accreditation/Special Approval Requirements
Intended Audience
This course is intended for anyone interested in Professional Bookkeeping with Quickbooks Online.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
Course Contact Information
Courtney Boney
crboney@waketech.edu
919-532-5581