This Course Was Designed For Beginners With Little To No Experience
Included are video lessons, downloads and worksheets to help entrepreneurs use QuickBooks and take advantage of all the resources available to them. There are even graded quizzes to evaluate your understanding.
The videos are short and to the point, while not missing a beat on the basics. No matter your experience level, you’ll get what you need to build confidence in your accounting abilities.
With QuickBooks Pro Desktop, you’ll pay no monthly fees.
This course was extremely helpful to me. The videos were very user friendly and showed me ways to really improve the methods that will help me advance my business. The quizzes taught me better means to discuss my plans and goals. Thank you for making this a pleasure to learn more about QuickBooks. Highly recommended!!
QuickBooks for Beginners Course
Units 1 & 2 – The Beginning
In this module, students will learn how to open a new company file in QuickBooks Pro. Students will also learn the importance of a backup and how to ensure a good recovery should a loss occur. Multiple company files can be created in the software by following the instructions for the original company.
Unit 3 – Chart of Accounts
Students will learn about the structure of the accounting system. We call it the Chart of Accounts or the bones.
Units 4 & 5 – Item Lists
Item Lists include Service Items, Inventory Parts and Sales Tax Items. This module will focus on all item types.
Unit 6 – Customize Forms
Students will learn to use Canva.com to create a custom logo and edit QuickBooks forms to create custom invoices, sales receipts and statements. We will be demonstrating the free version of Canva.com in this module.
Units 7, 8 & 9 – Name File
In this module, students will learn to manage the Name File in QuickBooks. We will work with Customers, Vendors, Employees and Others.
Unit 10 – Banking
Students will learn options available for Bank type accounts and what they should look for when choosing a bank or credit card for their business, as it applies to QuickBooks downloads.
Unit 11 – Billing Customers
Learning how to create Invoices, bill Accounts Receivable customers, accept cash, make deposits and run reports associated with AR are the subjects in this module.
Unit 12 – Buying Inventory and Paying Vendors
In this module, students will learn how to prepare documents when they buy inventory and how to pay vendors for inventory purchases and expenses.
Unit 13 – Selling Inventory and Sales Tax Payable Report
Posting inventory sales invoices plus where to find and how to run Sales Tax Payable Report is so important to any business. We cover it all here.
Unit 14 – Financial Reports
Finally, students will learn how to run and read the business financial reports – P&L and Balance Sheet. This module also contains the Final Quiz. It’s a good one.
QuickBooks for Beginners
|Module 1||Small Business Big Dreams|
|Unit 1||Open New Company File|
|Unit 2||Backup Company File|
|Unit 3||Chart of Accounts|
|Unit 4||Service Items & Sales Tax Items|
|Unit 5||Inventory Parts|
|Unit 6||Customize Logo and Forms|
|Unit 8||Customers List|
|Unit 9||Vendors Center & Employees|
|Unit 11||Billing Customers|
|Unit 12||Buying Inventory & Paying Vendors|
|Unit 13||Selling Inventory and Sales Tax Report|
|Unit 14||Financial Reports|
My name is Vicki McCay. I’m a wife and homeschooling mother, who has an Amazon FBA business and does accounting for other local small businesses. With many years in automotive (double-entry) accounting under my belt, QuickBooks was a logical solution when we started a 401(c)3 mission organization almost twenty years ago. Learning it was hard, but with perseverance, I succeeded in setting up the accounting system for the non-profit.
I left the automotive business to be a full-time mommy to our son. Once he started school (public school at the time), I accidentally got a part-time job as a personal assistant and bookkeeper! It’s a long story how that happened. Just saying, volunteering for Meals on Wheels can be dangerous to your unemployment plans. Anyway, with the part-time job, I was still able to be home with our son when he was out of school.
I started investigating options for what we’d do when my husband retired. We’ll be debt free, except for living expenses – utilities and food. We won’t need much, but we will need some. So, one day I stumbled upon another business opportunity, Amazon FBA. It intrigued me because I liked the fact that it was something I could do without being tied to the house or inventory. We want to be able to travel on the spur of the moment, you know. Homeschooling fits our lifestyle too.
Being an entrepreneur and teacher at heart, it is only natural to share what we learn with others. Hope you enjoy the ride with us.
Important: Information in this document does not constitute tax or legal advice and must not be used as such. If you have tax or legal questions, please contact your professional adviser. This course is simply to demonstrate how to use the accounting software.