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
Course Outline
| 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 7 | Lists |
| Unit 8 | Customers List |
| Unit 9 | Vendors Center & Employees |
| Unit 10 | Banking |
| 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 eCommerce business and does accounting for local small businesses. With many years of experience in automotive (double-entry) accounting under my belt, QuickBooks was the logical choice when I started my eCommerce journey.
Having run an Amazon business for a few years, I’ve gained valuable experience and empathy for my fellow Amazon sellers. I spend a lot of time these days helping others find their way as they try to navigate the eCommerce world.
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. Any course offered here is simply to demonstrate how to use the accounting software or spreadsheets.
© Southern Mom Flair - All template designs and courses are for your personal business use only and may not be resold or redistributed under any circumstances.