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QuickBooks Pro (Voucher included) (BPQB-PRO01)

$1,695.00

Course Description

To succeed in small business, you need great ideas, an entrepreneurial spirit, and competitive products or services. And one other thing: a good accounting system like QuickBooks. With our program you will learn how to track your sales and expenses all in one place and get reliable records for tax time. This QuickBooks course shows you how to use this popular business finance program to gain a clear view of your finances and keep your business in the black. Our course will help you make your bookkeeping workflow smoother and faster. Students will receive step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process of QuickBooks 2016.

After completing this course, you should be able to:
• Identify the basics for getting started with QuickBooks
• Define the steps for completing daily entry tasks
• Identify the steps to print checks, process taxes, process payroll and track expenses
• Identify the steps for creating and printing reports, invoicing, file management, and backing up information
• Comprehend and examine budgets and actual spending, income, inventory, assets, and liabilities

NOTE: This course does NOT include the QuickBooks program itself. Students will need to have QuickBooks 2016 already installed on their computers.

Outline

QuickBooks Pro Module 1
Setting Up QuickBooks Part 1

• Creating a Company File
• Opening QuickBooks
• Converting from Another Program to QuickBooks
• Getting Around In QuickBooks
• Menus and the Icon Bars
• The Home Page
• Setting Up a Chart of Accounts
• Working with Accounts and Subaccounts
• Setting Up Customers, Jobs, and Vendors
• Managing Leads

QuickBooks Pro Module 2
Setting Up QuickBooks Part 2

• Setting Up Items
• When You Don’t Need Items
• Creating and Servicing Items
• Product and Other Types of Items
• Data Entry Shortcuts for Lists
• Adding and Editing Multiple Records
• Importing Customer, Vendor and Item Information
• Setting Up Other QuickBooks Lists
• Categorizing with Classes
• Customer and Vendor Profile Lists

QuickBooks Pro Module 3
Bookkeeping

• Setting Up Time Tracking
• Entering Time in QuickBooks
• Running Time Reports
• Tracking Mileage
• Generating Mileage Reports
• Paying for Expenses
• Entering Billings Paying Your Bills
• Writing Checks Without Entering Bills
• Paying Using Other Payment Methods
• Running Expense-Related Reports

QuickBooks Pro Module 4
Invoicing

• Choosing the Right Type of Form
• Sales Forms and Accounts
• Creating Invoices
• Creating Batch Invoices
• Deposits, Down Payments, and Retainers
• Invoicing for Billable Time and Costs
• Invoicing for Backordered Products
• Estimating Jobs
• Creating Progress Invoices
• Handling Customer Refunds and Credits

QuickBooks Pro Module 5
Statements, Timesavers and Accounts Receivable

• Producing Statements
• Generating Statements
• Transaction Timesavers
• Printing and Emailing Forms
• Memorizing and Finding Transactions
• Receivables Aging
• Applying Credits to Invoices
• Correcting Misapplied Customer Payments
• Applying Finance Charges
• Making Deposits

QuickBooks Pro Module 6
Bank Accounts, Credit Cards and Payroll

• Entering Transactions in an Account Register
• Transferring Funds
• Reconciling Accounts
• Managing Loans
• Getting Started with QuickBooks Payroll
• Intuit Payroll Services
• Signing Up for an Intuit Payroll Service
• Running Payroll
• Preparing Payroll Tax Forms
• Paying Yourself

QuickBooks Pro Module 7
Making Journal Entries and Year-End Tasks

• Balancing Debit and Credit Amounts
• Creating and Checking Journal Entries
• Reclassifications and Corrections
• Recording Owner’s Contributions
• Checking for Problems
• Viewing Your Trial Balance
• Generating Financial Reports and Tax Reports
• Sharing a Company File with Your Accountant
• 1099s
• Closing the Books for the Year

QuickBooks Pro Module 8
Managing Your Business Part 1

• Tracking To-Dos
• Adding Notes and Reminders
• Your Financial Calendar
• Managing QuickBooks Files
• Backing Up Files and Restoring Backups
• Sending Company Files to Others
• Cleaning Up after Deleting Files
• Following the Inventory Money Trail
• Purchasing and Selling Inventory
• Adjusting Inventory in QuickBooks

QuickBooks Pro Module 9
Managing Your Business Part 2

• Working with Sales Tax
• Setting Up Sales Tax and Paying Sales Tax
• Types of Budgets
• Creating Budgets in QuickBooks
• Filling in Budget Values
• Running Budget Reports
• Finding and Running Reports
• Printing and Saving Reports
• Customizing and Memorizing Reports
• Running Budget Reports

QuickBooks Pro Module 10
QuickBooks Power

• Banking Online with QuickBooks
• Banking Online Using Express and Classic Mode
• Configuring Preferences to Fit Your Company
• Accounting, Bills, and the Calendar
• Desktop View and General
• Integrated Applications, Items, and Inventory
• Multiple Currencies, Payments, and Payroll
• Service Connection
• Spelling and Tax: 1099
• Time and Expenses

QuickBooks Pro Module 11
QuickBooks Integration and Customization

• Mail Merge to a Word Document
• Synchronizing Contacts
• Working with Other Apps
• Exporting and Importing QuickBooks Data
• Customizing the Home Page
• Fast Access to Favorite Features
• Customizing Forms
• Setting Up the Administrator
• Creating QuickBooks Users
• Restricting Access to Features and Data

Duration

12 months

Hours

195

Audience

There are no specific prerequisites for our QuickBooks certification course. Students will need access to both a computer and the internet. Students should have basic keyboarding and computer skills, and be comfortable navigating the internet.

The intended audience for this program is individuals that are seeking to enhance their skills in QuickBooks.

Certification

The Uniform QuickBooks Online Certification Examination (Exam) is the exam administered to candidates who want to obtain QuickBooks Online Certification.

Candidates who pass the Exam may communicate to employers they possess QuickBooks Online Certification and distinguish themselves and build credibility by having authorized use of the QuickBooks Online Certification certificate and logo.

Language

English

Instructor

This class supported by an Educational Mentor. Our educational mentors have worked or are working in the subject they mentor. Educational Mentors reviews student work, student progress, and interacts with students as needed. They respond to any questions or concerns you might have, as well as encouraging and motivating you to succeed.

Requirements

Students must have QuickBooks Pro 2016 already installed on their computers to take this course.
Internet Access
The following textbooks will be provided to each student upon registration:
• QuickBooks 2016: The Missing Manual: The Official Intuit Guide to QuickBooks 2016 by Bonnie Biafore
• Mastering QuickBooks Pro Made Easy v. 2016 Video Training Tutorial Course DVD–ROM by TeachUcomp, Inc.

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