Introduction to QuickBooks 2018

A new section of each course starts monthly. If enrolling in a series of two or more courses, please be sure to space the start date for each course at least two months apart.

All courses run for six weeks, with a two-week grace period at the end. Two lessons are released each week for the six-week duration of the course. You do not have to be present when lessons are released. You will have access to all lessons until the course ends. However, the interactive discussion area that accompanies each lesson will automatically close two weeks after the lesson is released. As such, we strongly recommend that you complete each lesson within two weeks of its release.

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks to complete all of your course work, including the final exam.

Lesson 1

QuickBooks Interface

In the 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.

You'll practice many new skills in this class, so it's important that you have a copy of QuickBooks installed on your computer before you begin.

Chart of Accounts

The Chart of Accounts is the heart and soul of QuickBooks. In this 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.

Company Lists

In this lesson, you'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.

Bank Accounts

In this lesson, 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.

Physical Assets

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. This lesson will provide you with plenty of opportunities to do just that.

Bill Management

Without an organized system for managing all the bills your business receives, they can really start to stack up. When bills pile up, it becomes easy to start missing payment deadlines, which can result in late fees and credit difficulties. In this lesson, 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.

Accounts Payable

This lesson will finish the 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.

Invoices

You'll find this lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. 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.

After Payment

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 their "to-do" list and, eventually, you'll receive some form of payment for your troubles. Now what?

Customers

In this lesson, you'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.

Customizing Invoices

In this lesson, you'll 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.

Transactions

In the 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 that you've painstakingly entered into QuickBooks.