Small Business Owners Need Financial Tools

Learn to use QuickBooks Pro Desktop PC.

(no experience required)

Develop a professional record keeping system, while focusing on building your business.

 

 

Why does someone need a bookkeeping system like QuickBooks?

  • It’s the standard for most CPA firms 
  • The software can be installed on a PC, desktop, or laptop
  • It’s cost-effective at $399 – less than half of Online plans for one year
  • Only needs upgrade every 3 to 5 years
  • True double-entry accounting system
  • Offers powerful reporting options like Profit & Loss and Balance Sheet
  • Archives vendor invoice copies, which makes it great for eliminating all those receipt piles 
  • Added options for credit card processing and payroll features, including Direct Deposit
  • Accounting for multiple companies available

There’s so much more to QuickBooks Pro Desktop than I can possibly list here. 

Having software to handle the job is one thing, knowing how to use it is another!  New users often express frustration when trying to learn how it all works together.  The accounting processes happen behind the scenes and it helps to know someone, who can walk you through the entire setup.

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!!

Jill R.

Alabama

QuickBooks for Beginners Course

Young Entrepreneurs Use QuickBooksUnits 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.

Young Entrepreneurs Use QuickBooksUnit 3 – Chart of Accounts

Students will learn about the structure of the accounting system.  We call it the Chart of Accounts or the bones.

Young Entrepreneurs Use QuickBooksUnits 4 & 5 – Item Lists

Item Lists include Service Items, Inventory Parts and Sales Tax Items.  This module will focus on all item types.

Young Entrepreneurs Use QuickBooksUnit 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.

Young Entrepreneurs Use QuickBooksUnits 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.

Young Entrepreneurs Use QuickBooksUnit 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.

Young Entrepreneurs Use QuickBooksUnit 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.

Young Entrepreneurs Use QuickBooks

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.

Young Entrepreneurs Use QuickBooksUnit 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.

 

Young Entrepreneurs Use QuickBooks

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 1Small Business Big Dreams
Unit 1Open New Company File
Unit 2Backup Company File
Unit 3Chart of Accounts
Unit 4Service Items & Sales Tax Items
Unit 5Inventory Parts
Unit 6Customize Logo and Forms
Unit 7Lists
Unit 8Customers List
Unit 9Vendors Center & Employees
Unit 10Banking
Unit 11Billing Customers
Unit 12Buying Inventory & Paying Vendors
Unit 13Selling Inventory and Sales Tax Report
Unit 14Financial 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.