Online Class: QuickBooks 101

This comprehensive course will teach you everything you need to know to become an expert user of the most popular accounting software for small and large businesses: QuickBooks.

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  • 25
    Lessons
  • 51
    Exams &
    Assignments
  • 10,005
    Students
    have taken this course
  • 14
    Hours
    average time
  • 1.4
    CEUs
 
 

Course Description

QuickBooks® Course Introduction

QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals.  It can be used for almost all financial business processes.   You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances.  QuickBooks is your business' solution when it comes to bookkeeping and accounting.

This course was created for anyone who wants to learn QuickBooks.  Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter.   We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program. 

You will learn how to:

·    Create a company file

·    Navigate QuickBooks

·    Create a chart of accounts

·    Add the accounts you need to your chart of accounts

·    Set up customers, vendors, and the products you sell in QuickBooks

·    Create and send invoices and sales receipts

·    Enter and pay bills

·    Make journal entries

·    Track expenses and income

·    Manage your Account Receivable and Accounts Payable

·    Connect to your bank through QuickBooks

·    Create budgets and run reports

·    And much more

 

This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter.   We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. Since QuickBooks can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities. Again, having the QuickBooks software installed and ready for use on your computer is not a requirement, but it is recommended. If you don't have the software, you can review the lessons and the accompanying HD videos to still learn what QuickBooks can do and how you can go about doing it!
 
You're just 25 lessons away from learning the skills it takes to manage the transactions and finances for your business – or your employer's business – with QuickBooks.
 

 
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries. 

Who will benefit from taking this course?

This course is beneficial for anyone who works for or is planning to work for a company that uses QuickBooks accounting software to handle the company's finances. Knowing how to use QuickBooks should not be limited to just accountants, but also managers, business decision makers, anyone involved with reporting and accountability, as well as employees involved in inventory management, accounts payable, accounts receivable, payroll or any other department directly involved with improving the company's bottom line.

What kind of prior experience or knowledge should I have before taking this class?

This class is open to anyone, regardless of computer skill level. As QuickBooks is an accounting software, it is beneficial to understand accounting terms and processes, although it's not necessarily a requirement. We will define and briefly describe accounting terms and processes throughout the course as they relate to QuickBooks software. If you have absolutely no accounting experience or knowledge, we strongly recommend you take our accounting course as well.

Does this course cover QuickBooks Desktop software or QuickBooks Online?

This course specifically covers the QuickBooks Desktop version of the software. If you are using the QuickBooks Desktop version of the software--or you don't know which version of the QuickBooks software you will be using--this is probably the course you want to take. If your small business is currently using QuickBooks Online (cloud version), then you'll want to take our QuickBooks Online course instead. Both courses are comprehensive and cover all the features you need to know to use QuickBooks.

What exactly am I going to learn in this class?

This course covers everything about QuickBooks--from initial setup to managing inventory and reconciling company bank statements. This course assumes you have no prior knowledge or experience using QuickBooks and explains every process in detail with screenshots and video demonstrations. Assignment exercises and lesson exams will help you master all lesson learning outcomes before you move on to the next lesson.

Can you really learn how to use QuickBooks in a virtual class?

Yes! Not only can you learn QuickBooks in this online class, it's probably the preferred method as you will have direct access to step-by-step directions, screenshots and video demonstrations on how to use the software. Because this is a self-paced course, you work on the lessons on your own time. This means you learn when you are ready to learn, on your own timetable, when it best fits your schedule, rather than going somewhere else physically and trying to learn during a date and time that's inconvenient.

Is it true that QuickBooks is very difficult to learn?

QuickBooks software has been in existence for nearly 40 years. Intuit has done a fantastic job updating the software. It is now more powerful and easier to use than it ever has been in the past. It really is a great, nearly one-size-fits-all accounting software. That said, there are many ways you can setup your company and use QB to process its accounting functions. It can get complicated really fast, and without proper training, you may not be using the software correctly, as intended, or use the correct features for your business type. You know what they say: "you don't know what you don't know" -- and this course can really help you make the most of the software and show you all its wonderful features.

Is this QuickBooks course accredited?

Universal Class, Inc. is accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). This means that this course offers accredited CEUs for QuickBooks training. When taking any course online for professional development or continuing education reasons, it's important that the training offers accredited CEUs as they are the industry standard for measuring non-credit, professional development contact hours.
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Course Lessons

Average Lesson Rating:
4.4 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(11,448 votes)

Lesson 1: Introduction to QuickBooks

The purpose of QuickBooks is to give businesses the power to do all of their own accounting, including invoicing, payroll, and paying bills, right from the convenience of their desktop computer, possibly eliminating the costly expense of a full time accountant. Additional lesson topics: QuickBooks Desktop Pro; QuickBooks for Dummies; QuickBooks 36 Total Points
  • Lesson 1 Video
  • Lesson discussions: Reasons for Taking this Course
  • Complete: Lesson 1 Assignment
  • Assessment: Quiz 1

Lesson 2: Setting Up QuickBooks

You will install your QuickBooks software like you would any other software program. Additional lesson topics: What is the Trial Balance Report? 51 Total Points
  • Lesson 2 Video
  • Review 5 Practice Worksheets
  • Complete: Lesson 2 Assignment
  • Assessment: Quiz 2

Lesson 3: Navigating QuickBooks

If you’ve never used QuickBooks before or have been using a much older version, this tour will help you to become familiar with the organizational structure of the program. 41 Total Points
  • Lesson 3 Video
  • Complete: Lesson 3 Assignment
  • Assessment: Quiz 3

Lesson 4: The Chart of Accounts

You use it to organize your company’s finances so you can easily see expenses, revenue, assets, and liabilities all right there in front of you. Additional lesson topics: Part 1; Part Several How to set up the chart of accounts in QuickBooks Online; Printing a Chart of Accounts in Quickbooks 51 Total Points
  • Lesson 4 Video
  • Complete: Lesson 4 Assignment
  • Assessment: Quiz 4

Lesson 5: Setting up Customers, Jobs, and Vendors

QuickBooks makes it easy to add customers, vendors, employees, and jobs to the company you created in the program by utilizing lists. Additional lesson topics: Using the Home Page, Customer Center, Vendor Center and Icon Bar in Quickbooks Pro; How to Make Your QuickBooks Customer:Job List More Meaningful; Several Ways to Tailor, Tag, and Track Specialized Information 51 Total Points
  • Lesson 5 Video
  • Complete: Lesson 5 Assignment
  • Assessment: Quiz 5

Lesson 6: Working with Items

Remember that everything that you could possibly add to an invoice or purchasing order is an item that you need to add to your Item List. Additional lesson topics: Import an Excel Item List into QuickBooks; QuickBooks Desktop Premier Pro; Quickbooks Add Edit Multiple Lists 51 Total Points
  • Lesson 6 Video
  • Complete: Lesson 6 Assignment
  • Assessment: Quiz 6

Lesson 7: Creating More Lists

In this lesson, we’re going to explore other types of lists in QuickBooks, plus show you to create them. Additional lesson topics: The Sales Tax Code List, Class List, and Other Names List; The Customer Message List, Payment Method List, and Shop Via List 51 Total Points
  • Lesson 7 Video
  • Complete: Lesson 7 Assignment
  • Assessment: Quiz 7

Lesson 8: Paying Expenses and Bills

You will want to enter all the bills and expenses you receive into QuickBooks so your accounts stay up-to-date. Additional lesson topics: QuickBooks Enter a Bill 51 Total Points
  • Lesson 8 Video
  • Complete: Lesson 8 Assignment
  • Assessment: Quiz 8

Lesson 9: Working with Bills, Deposits, and Credits

This lesson is a continuation of what you’ve already learned about bills. By the end of it, you should feel comfortable enough with this part of QuickBooks to get started recording bills for your business. Additional lesson topics: QuickBooks Paying a Bill; Quickbooks Forum- How to delete a bill and other questions; QuickBooks Training Tutorial; QuickBooks Pro Recording Deposit; How to Add a Discount to an Invoice in QuickBooks Pro 51 Total Points
  • Lesson 9 Video
  • Complete: Lesson 9 Assignment
  • Assessment: Quiz 9

Lesson 10: Creating Invoices

Invoices are bills that you send customers for money they owe your company. When a customer buys something from you and doesn’t pay upon receipt, you bill them by sending an invoice. Additional lesson topics: QuickBooks Pro How to Create Invoices; Quickbooks 46 Total Points
  • Lesson 10 Video
  • Complete: Lesson 10 Assignment
  • Assessment: Quiz 10

Lesson 11: Recording Payments and Sales

In this lesson, we are going to continue to learn how to create different types of invoices, including invoices for backorders and consigned products. Additional lesson topics: Sleeter Consignment Goods Part Several Consignor 51 Total Points
  • Lesson 11 Video
  • Complete: Lesson 11 Assignment
  • Assessment: Quiz 11

Lesson 12: Tracking Time and Mileage

Products and services may not be the only things for which your company charges customers. Additional lesson topics: Time, expense and mileage tracking with QuickBooks; How to Track Mileage in QuickBooks 51 Total Points
  • Lesson 12 Video
  • Complete: Lesson 12 Assignment
  • Assessment: Quiz 12

Lesson 13: Producing Statements

A statement is a type of report that you can send your customers. It shows all the charges and payments made to that customer during the statement period. Additional lesson topics: How to Create a Customer Statement in QuickBooks; Emailing Statements and Invoices from QuickBooks 51 Total Points
  • Lesson 13 Video
  • Complete: Lesson 13 Assignment
  • Assessment: Quiz 13

Lesson 14: Collecting and Tracking Money from Customers

There are different ways to enter payments into QuickBooks, depending on how your customers pay you. We’re going to learn those methods in this lesson. Additional lesson topics: QuickBooks Desktop Tutorial Part 4: Invoice and Accounts Receivable 51 Total Points
  • Lesson 14 Video
  • Review Practice Worksheet: SmartSearch.docx
  • Complete: Lesson 14 Assignment
  • Assessment: Quiz 14

Lesson 15: Managing Bank Accounts and Credit Cards

In this lesson, we are going to focus on managing your bank accounts using QuickBooks. 51 Total Points
  • Lesson 15 Video
  • Complete: Lesson 15 Assignment
  • Assessment: Quiz 15

Lesson 16: Managing Loans

Chances are, your business will have to borrow money at some point or other. You will want to track the loan, along with the asset purchased with the loan, just as you track your income and expenses. Additional lesson topics: Quickbooks Amortization and Loan Manager; How to Enter a Loan in Quickbooks 51 Total Points
  • Lesson 16 Video
  • Complete: Lesson 16 Assignment
  • Assessment: Quiz 16

Lesson 17: Payroll

If you don't want to pay for payroll services, and you insist on doing it yourself, we'll show you how to use QuickBooks to do your payroll. Additional lesson topics: QuickBooks Pro Tutorial: Setup Employees for Payroll 46 Total Points
  • Lesson 17 Video
  • Complete: Lesson 17 Assignment
  • Assessment: Quiz 17

Lesson 18: Making Journal Entries

A journal entry is a logging of transactions into an accounting journal. Each of the transactions recorded is either a debit or credit. Additional lesson topics: How to Make Quickbooks Journal Entries 51 Total Points
  • Lesson 18 Video
  • Complete: Lesson 18 Assignment
  • Assessment: Quiz 18

Lesson 19: End of Year Tasks

QuickBooks will do most of your year-end tasks for you. All that you have to do is prepare it. Additional lesson topics: QuickBooks Bank Reconciliations; How to Create a Sales Tax Report in QuickBooks 51 Total Points
  • Lesson 19 Video
  • Complete: Lesson 19 Assignment
  • Assessment: Quiz 19

Lesson 20: Taking Care of Your QuickBooks Files

In this lesson, we are going to focus on ways to protect and maintain the data you’ve entered into QuickBooks, as well as your company file. Additional lesson topics: How to Restore QuickBooks Backup File QBB ; QuickBooks Tip Verify Data 51 Total Points
  • Lesson 20 Video
  • Complete: Lesson 20 Assignment
  • Assessment: Quiz 20

Lesson 21: Purchasing and Entering Inventory

QuickBooks allows you to enter and track your inventory using the program. Additional lesson topics: QuickBooks Desktop Part 10: Inventory; Setting Up QuickBooks Inventory for the First Time – Part I; QuickBooks Inventory Counting 51 Total Points
  • Lesson 21 Video
  • Complete: Lesson 21 Assignment
  • Assessment: Quiz 21

Lesson 22: Sales Tax

In this lesson, we’re going to walk you through the steps of setting up your business to collect and pay sales tax using QuickBooks. Additional lesson topics: Setting Up Sales Tax in QuickBooks 51 Total Points
  • Lesson 22 Video
  • Complete: Lesson 22 Assignment
  • Assessment: Quiz 22

Lesson 23: Setting Up a Budget in QuickBooks

If you have so much cash rolling in that you don't have to worry about spending, then great. You will probably never need a budget, but if you are like most of us, this is a lesson you won't want to miss. Additional lesson topics: Using QuickBooks Budgets and Forecast Reports 51 Total Points
  • Lesson 23 Video
  • Complete: Lesson 23 Assignment
  • Assessment: Quiz 23

Lesson 24: Reports

QuickBooks gives you the ability to run several different types of reports. We are going to talk about these in this lesson, as well as teach you how to run them. 51 Total Points
  • Lesson 24 Video
  • Complete: Lesson 24 Assignment
  • Assessment: Quiz 24

Lesson 25: Online Banking with QuickBooks

QuickBooks gives you the ability to connect your bank accounts in QuickBooks to your actual bank accounts online. 336 Total Points
  • Lesson 25 Video
  • Lesson discussions: End of Course Poll; Course Comments; Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 25 Assignment
  • Assessment: Quiz 25
  • Assessment: The Final Exam
1525
Total Course Points
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe what QuickBooks is and why it is an effective tool for managing your company's finances.
  • Demonstrate installing the software and using QuickBooks Setup.
  • Demonstrate navigating QuickBooks, creating and managing lists, and setting up your customers.
  • Demonstrate setting up vendors, creating invoices, and collecting and tracking money from your customers.
  • Summarize paying bills, purchasing and managing inventory.
  • Summarize managing bank accounts, credit cards, printing checks, and processing payroll.
  • Demonstrate creating and managing your budget and balancing your accounts.
  • Demonstrate creating, managing, running and printing reports in QuickBooks.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: QuickBooks 101
Course Number: 9770482
Lessons Rating: 4.4 / 5 Stars (11,448 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.
Last Updated: September 2021
Course Type: Self-Paced, Online Class
CEU Value: 1.4 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Syllabus: View Syllabus
Course Fee: $55.00 (no CEU Certification) || with Online CEU Certification: $80.00

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Student Testimonials

  • "Fantastic course! Great presentation, easy to understand. This is the third QuickBooks course I've taken -- the other 2 were in person. They were boring and I just couldn't follow them and retain anything. I left those classes without understanding anything useful. This class truly made me an expert in QB, I can now setup, deploy, transact, and run any report with QuickBooks -- it's now as easy as using MS Word for me! Thank you!" -- Margarite W.
  • "The course was helpful in terms of learning QuickBooks when you have experience with it. The topics were written in short, clear form including useful screenshoots and videos. All the topics were useful and applicable to practice." -- Shawnee W.
  • "I liked this course very much. It was really interesting. Also, I like that there are a lot of useful reaources like articles, videos etc., because it also help me to study deeply this material." -- Daisy M.
  • "I learned alot with this course. I took the course because I have been using QB since August 2019 and knew I had a lot to learn. We do not do sales but we do have different jobs and I have been doing payroll without purchasing. As the company grows, I will purchase the PR module. Enjoyed the course very much." -- Peggy G.
  • "This course was extremely helpful. I did not have a lot of experience with QuickBooks, but now I feel comfortable using the software." -- Catharina V.
  • "My employer purchased QB even though neither one of us had any experience with it. I started to set it up, but I ran into a lot of problems and questions. I told him that a course would be beneficial, and we chose the Universal Class course. I feel much more confident using QB, and I have information at my fingertips when I run into an unfamiliar task." -- Carole V.
  • "This course was extremely helpful and I will be recommending this course to my friends who are entering the business world." -- Michala D.
  • "I really enjoyed this course I learned a lot me and my husband are self employed we own a landscaping business and I have been working with quickbooks for about a year but I never felt comfortable with the program which is why I signed up for this course it has helped me feel more comfortable and I definitely understand it more and feel much better using it it's been an awesome class!" -- Leslie F.
  • "This course was very detailed and helpful. It was helpful because of the images, examples and detailed steps given." -- Lauren S.
  • "I've always been the kind of individual who likes a challenge. This was the perfect course for me. Thank you!" -- Kevya M.
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