This course is developed for owners of small businesses, all of which may have different needs. The topics are more advanced then the QuickBooks Introduction course. You will learn step-by-step, how to set-up QuickBooks Pro, track customer information that is important to you and handle all of the day-to-day accounting needs of a business. With this software you will have options to create estimates, track job costs and progress, track inventory, invoice customers, track receivables, pay bills including sales tax, handle payroll, track employees' time worked, write form letters in Microsoft Word, create reports in Microsoft Excel, and create financial statements. Students will need to have a copy of QuickBooks.
Intuit QuickBooks 2010 Intuit QuickBooks 2009 Intuit QuickBooks 2008 | Click on the link below to order the appropriate book for your version of QuickBooks Pro: (2008 version). |
Read the introduction section of the textbook paying particular attention to the section titled "First time set up instructions." Please note that the instructions have you change your system date to February 15th, of the current year (year of your book and software!) for the purpose of exercises given in the book. You will also need to do this each day that you access the course.
Read Unit 1 in your book titled "Getting Started" and be sure to work through the Independent practice activity and review questions at the end of the unit to be sure you can demonstrate your knowledge of what was covered. If you have any questions or need to check your answers, please post a question to the classroom.
In this first lesson you will also get an introduction to accounting terminology that you should be familiar with as a small business owner. You will be shown some financial statments so that you can start to get an idea of the accounts listed on each. You will also be given the opportunity to learn the difference between the cash and accrual basis of accounting.
Before you begin any given lesson, you may want to print the quiz for that lesson and keep it next to you as you work through the course. When you are ready, you can go in and complete the quiz online. The questions are meant to help you learn some of the material and to make you think about things important to business owners.
Read and work through unit 2 in your book including the independent practice exercise and review questions at the end of the unit.
Read and work through Unit 3 in your book including the independent practice exercise and review questions. Please note that you may want to review the classroom assignment due for this unit prior to completing the book exercise. The book exercise (normally not graded) for unit 3 is part of your assignment due.
Read and work through Unit 4 in your book including the independent practice exercise and review questions. Please note that you may want to review the classroom assignment due for this unit prior to completing the book exercise. The book exercise (normally not graded) for unit 4 is part of your assignment due.
Read and work through Unit 5 in your book including the independent practice exercise and review questions. Please note that you may want to review the classroom assignment due for this unit prior to completing the book exercise. The book exercise (normally not graded) for unit 5 is part of your assignment due.
Read and work through Units 6 and 7 in your book including the independent practice exercises and review questions. Please note that you may want to review the classroom assignments due for these units prior to completing the book exercises. The book exercise (normally not graded) for unit 6 is part of your assignment due.
Also note that the content areas for various previous lessons demonstrated how to create a number of reports. Feel free to browse back through previous lessons if needed.
All content of this document is copyrighted by IDEA Solutions and the author. All rights reserved. Content may not be used without permission.