Intermediate QuickBooks 2019 – 6 weeks / 24 Course Hrs
Distance Learning Course of 12 Lessons
Course Description
Millions of small businesses use QuickBooks for their accounting needs, but only a fraction know how to use all its features. This online course will help you build on previous skills to gain an intermediate-level proficiency of the QuickBooks 2019 software.
The Intermediate QuickBooks 2019 course is ideal if you understand the basics of accounting software or previously completed an introductory-level QuickBooks training, and want to advance your QuickBooks skills. You will also learn how to use QuickBooks in many common scenarios that small business owners encounter, such as creating customer statements and assessing finance charges.
By the time you complete the course, you will know how to 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.
Tuition & Fees
180.00 CAD
Week One
Wednesday – Lesson 01
One of the more challenging aspects of QuickBooks is learning how to manage company files. Your first lesson introduces some great features that allow you to easily work with not just one, but multiple company files.
Friday – 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 this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.
Week Two
Wednesday – Lesson 03
Lists form the backbone of QuickBooks. This lesson introduces the ways you add and edit multiple list items.
Friday – Lesson 04
Tracking inventory in QuickBooks is a multi-step process. In this lesson, you will learn how to enter and use Sales Orders to keep track of customer orders.
Week Three
Wednesday – Lesson 05
If you work with the same vendors repeatedly, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts.
Friday – Lesson 06
Many businesses charge different prices to different customers for several reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a customer.
Week Four
Wednesday – Lesson 07
If you ever have to travel by car for work, you may want to track the vehicle mileage to later deduct on your tax return. This lesson will teach you how to enter this mileage and the rate the IRS allows for a deduction.
Friday – Lesson 08
Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you will learn how to create a statement charge directly to a customer’s account.
Week Five
Wednesday – Lesson 09
This lesson will teach you 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.
Friday – Lesson 10
Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts.
Week Six
Wednesday – Lesson 11
In this lesson, you will learn how to record an owner’s infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company’s bank account.
Friday – Lesson 12
Your final lesson will teach you how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business.
On completion of this course, you will receive one qualification:
Intermediate QuickBooks 2019 Certificate of Completion
A 65% or better must be achieved in order to receive a Certificate of Completion.
About The Instructor
Scott Paxton is 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. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.
This course is an online course.
A new session of this course opens each month, allowing you to enroll whenever your busy schedule permits!
How does it work? Once a session starts, two lessons will be released each week, for the six-week duration of your course. You will have access to all previously released lessons until the course ends.
Keep in mind that the interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to 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 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.
Requirements
Hardware Requirements: This course must be taken on a PC device. A Mac OS is not compatible.
Software Requirements:
- PC: Windows 7 or later operating systems.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- Desktop QuickBooks Pro 2019 or Desktop QuickBooks Premier Edition 2019 (not included in enrollment). The Enterprise version of the software can also be used for this course; however this course is not suitable for users of QuickBooks Online or QuickBooks Simple Start.
- 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.
- Software must be installed and fully operational before the course begins.
- Adobe Flash Player. Click here to download the Flash Player.
- Adobe Acrobat Reader. Click here to download the Acrobat Reader.
Other:
- Email capabilities and access to a personal email account.
Prerequisites:
Prior to enrolling in this course, you must have successfully completed the Introduction to QuickBooks course or possess equivalent knowledge of QuickBooks basics.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Introduction to QuickBooks 2019
QuickBooks 2019 Series
Understanding QuickBooks is one of the top skills a small business owner needs to successfully run their business. If you are a busy professional that wants to oversee your bookkeeping and accounting, the QuickBooks 2019 Series will teach you how to use this popular accounting software.