In this course, students are introduced to QuickBooks and its features. As students progress through the course, they will become familiar with the QuickBooks interface and learn how to perform common tasks using QuickBooks.
The course consists of seventeen modules, quizzes, and a Final Exam. Students are given frequent opportunities to practice, apply, and develop the skills presented.
Working knowledge of Windows.
The purpose of this course is to provide a basic understanding of computerized accounting and the skills needed to manage accounting records for a small company using QuickBooks Premier 2019.
Of Interest to
Those who wish to manage the finances of a small company using QuickBooks.
A QuickBooks student guide is provided for reference. The course consists of seventeen graded, end-of-module quizzes and a final exam. Participants who are taking this as an individual course (not part of a program) and receive 75% or higher on their final grade will receive a certificate.
Method of Delivery
Integrated Learning™ System training facilitated by Academy of Learning Career College learning coaches.
Module 1 – Course Introduction
Welcome and Overview, QuickBooks Versions,Course Structure
Module 2 – Getting Started
How QuickBooks Files Work, Setting Up Your Company File, Using the Easy Step Interview, Getting Around in QuickBooks, Starting and Exiting QuickBooks, Opening a Second Company File
Module 3 – Customizing the QuickBooks 2019 Environment
Preferences, Working with Users, Chart of Accounts
Module 4 – Working with Customers and Jobs
Walkthrough of the Customer Centre, Creating Customers and Jobs, Creating Estimates, Invoicing from Estimates, Invoicing Customers for Product and Services, Receiving Payments, Creating Deposits, Creating Credit Memos, Entering an Overpayment, Handling Customer Down Payments, Memorizing a Sale, Using Price Levels, Creating Statements, Using the Income Tracker
Module 5 – Working with Vendors
Walkthrough of the Vendor Centre, Entering Bills,Paying Bills, Handling Vendor Credit Memos
Module 6 – Working with Items and Inventory
Working with Items, Creating Purchase Orders, Receiving Items, Creating Bills for Items, Manually Adjusting Items
Module 7 – Working with QuickBooks Registers and Bank Accounts
Working with Registers, Creating Entries and Writing Cheques, Recording Bank Transfers, Reconciling
Module 8 – Working with Loans
Setting Up Loans, Creating Loan Payments, Using the Loan Manager
Module 9 – Working with Credit Cards
Setting Up Credit Card Accounts, Entering Credit Card Transactions, Reconciling Credit Cards and Making Payments
Module 10 – Customizing Forms
Form Customization, Using the Layout Designer
Module 11 – Reports
QuickReports, Creating Reports, Customizing Reports, Memorizing Reports
Module 12 – Working with Sales Task
Setting Up and Applying Sales Taxes, Running Sales Tax Reports and Filing Sales Tax Returns
Module 13 – Payroll
Working with Payroll Items, Working with Employees, Paying Employees, Paying Payroll Taxes, Running Payroll Reports
Module 14 – The Lead Centre
Working with Leads
Module 15 – Mail Merges
Creating a Mail Merge, Mail Merge Using Custom Templates
Module 16 – Budgets
Creating a Budget, Running Budget Reports
Module 17 – Other QuickBooks Features
Using Bank Feeds, Searching in QuickBooks, Using the QuickBooks Calendar, Backing Up Company Files