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QuickBooks 2017 Online Bundle, 2 Courses

Learn to manage the financial aspects of your small business


Learn to manage the financial aspects of your small business

Introduction to QuickBooks 2017

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.

In 12 lessons, you'll gain hands-on experience as you master the tools you need set up a chart of accounts; reconcile your checking account; create and print invoices, receipts, and statements; track your payables, inventory, and receivables; create estimates; and generate reports.

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.

Intermediate QuickBooks 2017

Learning how to use QuickBooks to its full potential goes beyond learning the program's basic features. Even experienced QuickBooks users struggle when applying certain business situations to QuickBooks. In this course, we'll go beyond the basics as you master QuickBooks' more advanced features and applications.

You'll learn to manage multiple company files, export and import list data from one file to another, and make journal entries. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to track mileage on vehicles you use in your business.

This course also covers many other common topics that small business owners encounter, including creating customer statements, assessing finance charges on overdue balances, using QuickBooks' batch invoicing features to create multiple invoices, and writing off past due balances when the customer won't pay.

Finally, you'll learn how to enter common owner transactions, including when the owner takes money out of the business or invests new capital. You'll even learn how to deal with those difficult situations where you may pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and use the budgeting feature to better plan and control your business.

This course is designed for those who already have a good grasp on the basics of this program or have successfully completed the Introduction to QuickBooks course. Whether you're a small-business owner, or bookkeeper or accountant needing a QuickBooks refresher, this course will make you more confident and secure in accounting for your business.

Course Fast Facts:

  • Learn Certificate in QuickBooks 2017 Series Online Courses in only 12 weeks
  • Approximately only 2 to 4 hours per week of study is required
  • This course is delivered 100% on-line and is accessible 24/7 from any computer or smartphone
  • Instructors lead each course and you will be able to interact with them and ask questions
  • You can study from home or at work at your own pace in your own time
  • You can download printer friendly course material or save for viewing off line
  • You will be awarded a certificate at completion of this course

How to study online course?

Upon enrolment an automated welcome email will be sent to you (please check your junk email inbox if not received as this is an automated email), in order for you to access your online course, which is Available 24/7 on any computer or smart mobile device. New courses start every month to ensure that we have the correct ratio of students to tutors available, please ensure you select a starting date when you go through our shopping cart, at checkout. The course is easy to follow and understand.

Recognition & Accreditation

All students who complete the course receive a certificate of completion with a passing score (for the online assessment) and will be issued a certificate via email.

Course I : Certificate in Introduction to QuickBooks 2017 Online Course

Lesson 01 - Getting Started
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.

Lesson 02 - The Chart of Accounts
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.

Lesson 03 - Company Lists
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.

Lesson 04 - Bank Accounts
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.

Lesson 05 - Fixed Assets and Depreciation
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.

Lesson 06 - Accounts Payable I
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.

Lesson 07 - Accounts Payable II
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.

Lesson 08 - Accounts Receivable I
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.

Lesson 09 - Accounts Receivable II
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.

Lesson 10 - Accounts Receivable III
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.

Lesson 11 - Inventory and Estimating
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.

Lesson 12 - Reporting
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

 

Course II : Certificate in Intermediate QuickBooks 2017 Online Course

Lesson 01 - Working With Company Files
One of the more challenging aspects of QuickBooks is learning how to manage company files. In this lesson, we'll explore some great features that will allow you to easily work with not just one, but multiple company files. You'll even learn how to export and import list information from other files into a brand new file. Once you have a new file created, you'll learn how to move your file from one computer to another and send your file to your accountant.

Lesson 02 - Securing Your Company Files
Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In today's lesson, you'll learn how to set a closing date in your file so that no one can enter a transaction in the wrong period. You'll also learn how to create new users and limit these users to only the areas in which they work. Finally, you'll learn how to use the Condense and Verify features in QuickBooks to streamline your file and check to see if it's corrupted.

Lesson 03 - List Items and Inventory
Lists form the backbone of QuickBooks. In this lesson, you'll explore how to add and edit multiple list items. You'll also learn how to create class items to further categorize transactions. Finally, you'll discover how to enter inventory part items and how to combine these items to build inventory assemblies.

Lesson 04 - Ordering and Selling Inventory
Tracking inventory in QuickBooks is a multi-step process. In this lesson, you'll learn how to enter and use Sales Orders to keep track of customer orders. We'll go over how to create Purchase Orders that you can either print or email to your vendors to order more inventory when you need it. And to help you keep track of it all, we'll discuss how to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.

Lesson 05 - Vendor Discounts and Credits and Adjusting Inventory
If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you'll learn how to record these discounts. You'll also learn how to enter and manage vendor credits when they arise. Finally, you'll gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory.

Lesson 06 - Tracking Price Levels and Customer Discounts
Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you'll learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. This way, whenever you create an invoice for a customer, QuickBooks automatically remembers the price that you want to charge. You'll also learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

Lesson 07 - Tracking Vehicle Mileage
If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you'll learn how to enter this mileage and the rate the IRS allows for a deduction. You'll also learn how to create some great reports that you can use as support for your tax return. Last, you'll find out how to bill a customer for the mileage you've incurred, even if it's at a different rate than the IRS allows.

Lesson 08 - Working With Customer Balances
Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you'll learn how to create a statement charge directly to a customer's account. You'll also learn how to easily change the price of multiple sales items using QuickBooks' Change Item Prices feature. Last, if a customer is late to pay on an invoice, you'll learn how to assess a finance charge and how to write the balance off the books if the customer ultimately fails to pay.

Lesson 09 - Batch Invoicing and Creating Letters
In this lesson, you'll learn how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers on your customer list. You'll also learn how to set up billing groups that you can use over and over again to send recurring invoices. In the second half of the lesson, you'll explore how to modify a letter template and then create a form letter that you can send to your customers or vendors. You'll even learn how to create and print envelopes and labels based on your customer or vendor information.

Lesson 10 - Petty Cash and Gift Cards
Most small businesses carry a small amount of cash on hand to pay for odds and ends. Over time, these small amounts can have a significant impact on your accounting records. In this lesson, you'll learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates. You'll also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.

Lesson 11 - Owner Transactions and Journal Entries
In this lesson, you'll learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. In addition, you'll examine when and how to use the Make General Journal Entries window to record various entries that don't involve the business bank account, including the times when the owner might use personal funds to pay for a business expense.

Lesson 12 - Loans and Budgets
In this lesson, you'll learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You'll then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment. We'll also dive into the planning and budgeting features built into QuickBooks. By the end of this lesson, you'll see just how easy it is to enter budget data so that you can later evaluate your company's performance using some of QuickBooks' reporting features.

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Through well-crafted lessons, expert online instruction and interaction with your tutor, participants in these courses gain valuable knowledge at their convenience. They have the flexibility to study at their own pace combined with enough structure and support to complete the course. And they can access the classroom 24/7 from anywhere with an Internet connection.

New sessions of each course run every month. They last six weeks, with two new lessons being released weekly. The courses are entirely Web-based with comprehensive lessons, quizzes, and assignments. A dedicated professional instructor facilitates every course; pacing learners, answering questions, giving feedback, and facilitating discussions.

Scott Paxton is recognized as a Certified Public Accountant and holds master's degrees in business administration and accounting.  His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor.  In addition, Scott has spent much of his career working closely with small business owners to help them successfully implement and troubleshoot the QuickBooks accounting program.

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Delivery Method Online

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Course Summary

Course ID No.: 007QB17S
Delivery Mode: Online
Course Access: 12 weeks
Tutor Support: Yes
Time required: 48 hours
Assessments: Yes
Qualification: Certificate of Completion

Start Dates

This course is available to begin on the following dates

  • 13 December
  • 17 January
  • 14 February