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QuickBooks Pro 2012 & 2013

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Overview Total Training for Mastering QuickBooks 2012 will teach you how the experts use QuickBooks. Business owners must have accurate …

Overview

Total Training for Mastering QuickBooks 2012 will teach you how the experts use QuickBooks. Business owners must have accurate financial information in order to make educated business decisions. QuickBooks financial software makes it easy to track the income, expense, assets and liabilities easily. It is important that the individual using the software understand the basics on how to setup the file, post transactions properly, create and read reports, as well as manage the data they are entering. The use of the Home Page, Centres, and drop down menus will make it easy for you to customise your navigation with QuickBooks.

Learn to use QuickBooks efficiently. This course will help you setup the accounts, customers, vendors, and create the reports to verify accuracy. Proper setup of the data file is critical. Learn the basics and master them to efficiently and effectively manage your company with QuickBooks financial software.

By the time you have finished this course, you will understand how to properly setup a QuickBooks company file, work with the chart of accounts and various lists, as well as properly account for transactions such as customer invoices, bill payments, payroll, inventory, sales tax, and more. The setup is so important and by taking this course you will learn and understand the important areas of QuickBooks. In addition, you will understand how important the period end process is and how to manage it including file maintenance, account review, and reconciliation.

Learning with Study 365 has many advantages. The course material is delivered straight to you and can be adapted to fit in with your lifestyle. It is created by experts within the industry, meaning you are receiving accurate information, which is up-to-date and easy to understand. This course is comprised of professional learning material, all delivered through a system that you will have access to 24 hours a day, 7 days a week for 365 days (12 months).

Please Note: This course materials are in US Standards
  • Who is it for?
  • Course outline:
  • Course Duration:
  • Method of Assessment:
  • Certification:
  • Entry Requirement:
  • Career Path:
  • Presenter Information:
  • Accountancy
  • Administrators
  • PAs
  • Office workers
  • Office executives
  • Bookkeeping
  • Business ownership
  • Entrepreneurship 

This course consists of the following:

  • Module 1: What's new in Quickbook Pro 2013
  • Module 2: Quickbook Overview
  • Module 3: The Company file
  • Module 4: Setting up for Multiple users
  • Module 5: Navigation in Quickbook
  • Module 6: Adjusting preferences
  • Module 7:  The Chart of Account
  • Module 8: Company lists
  • Module 9: Importing data
  • Module 10: Working ith the Bank Account
  • Module 11: Creating items
  • Module 12: The Basic of working with Inventory
  • Module 13: Working with Vendors & paying bills
  • Module 14: Customers, Jobs & Recording sales
  • Module 15: Sales Adjustments & Statements
  • Module 16: Customizing templates & forms
  • Module 17: Accounts Receivable & Deposits
  • Module 18: Sales tax
  • Module 19: Report & The Report center
  • Module 20: Managing Employees
  • Module 21: Working with Credit cards
  • Module 22: Loans & Liabilities
  • Module 23: Reconciling Accounts
  • Module 24: Online Banking
  • Module 25: What's new in Quickbook 2012
  • Module 26: Finalizing your Accounting

From the day you purchase the course, you will have 12 months access to the online study platform. As the course is self-paced you can decide how fast or slow the training goes, and are able to complete the course in stages, revisiting the training at any time.

At the end of the course, you will have one assignment to be submitted (you need a mark of 65% to pass) and you can submit the assignment at any time. You will only need to pay £19 for assessment and certification when you submit the assignment. You will receive the results within 72 hours of submittal, and will be sent a certificate in 7-14 days if you have successfully passed the course.

Successful candidates will be awarded a certificate in QuickBooks Pro 2012 & 2013.

Learners must be age 16 or over and should have a basic understanding of the English Language, numeracy, literacy, and ICT.

Once you successfully complete the course in QuickBooks Pro 2012 & 2013, you will gain a recognised certification that will prove your expertise in QuickBooks. You can use this certification to demonstrate your understanding of QuickBooks Pro to potential organisations and gain the desired job role. You will be eligible for a raise or incentives put forth by the organisation. Given below are job titles you can land, along with the average UK salary per annum according to https://www.payscale.com/

This course could help you pursue a career in any of the following industries:

  • Bookkeeper - £21,274 per annum
  • Accounts Assistant - £19,474 per annum
  • Personal Assistant - £25,558 per annum
  • Office Administrator - £18,172 per annum
  • Business Owner - £29,479 per annum

Dawn W. Brolin, CPA, MSA, is the member/operator of Professional Accounting Solutions, LLC in Windham, CT. This firm’s client base includes not-for-profit agencies, contractors, government, retailers, and other service providers.

With more than twelve years in the field, Dawn has in-depth accounting expertise, coupled with a personal understanding of the challenges of running a business. Through her experiences as a business owner, she has discovered the importance of the relationship between good accounting records, good business processes, and running a successful business. She has been supporting QuickBooks software for those 12 years including working directly with Intuit (the makers of QuickBooks) on their Intuit Advisory Council as well as the Intuit Trainer Writer Network where she continues to teach accountants and end-users how to user QuickBooks software.

Course Curriculum

1: WHAT’S NEW IN QUICKBOOKS PRO 2013
1. Overview of What’s New in QuickBooks 2013
2. Exploring the New & Enhanced Features
2: QUICKBOOKS OVERVIEW
1. The Purpose of Using QuickBooks
2. The Many Different Versions of QuickBooks
3. Making the Right Choice
3: THE COMPANY FILE
1. Setting Up a New Company File
2. Opening an Existing Company File
4: SETTING UP FOR MULTIPLE USERS
1. Setting Up User Permissions
2. Working with an External Accountant
5: NAVIGATION IN QUICKBOOKS
1. Using the Drop-Down Menus
2. Using the Home Page, Customer Center, Vendor Center & Icon Bar
3. Using the Control Key Functions
6: ADJUSTING PREFERENCES
1. Accounting Preferences
2. Checking Preferences
3. Desktop View Preferences
4. General Preferences
5. Payments Preferences
6. Payroll & Employees Preferences
7. Reports & Graphs Preferences
8. Sales Tax Preferences
9. Send Forms Preferences
10. Tax 1099 Preferences
11. Time & Expenses Preferences
7: THE CHART OF ACCOUNTS
1. Accounting 101
2. Adding New Accounts & Choosing the Right Type
3. Editing & Merging Accounts
8: COMPANY LISTS
1. Working with Lists
2. Adding & Editing Multiple List Entries
9: IMPORTING DATA
1. General Importing Strategies & Methods
2. Importing & Copying/Pasting Data from Microsoft® Excel®
3. Exporting & Importing .IFF Files
10: WORKING WITH BANK ACCOUNTS
1. Creating & Using Accounts
2. Writing Checks
3. Memorizing Recurring Checks
4. Transferring Funds between Accounts
11: CREATING ITEMS
1. Creating Service Items
2. Creating Non-Inventory Items
3. Creating Inventory Items
4. Creating Other Charge Items
5. Creating Sales Tax Items
6. Creating Discount Items
7. Creating Subtotal Items
8. Creating Group Items
12: THE BASICS OF WORKING WITH INVENTORY
1. Working with Purchase Orders
2. Receiving Items without a Bill
3. Receiving Items with a Bill
4. Handling Prepaid Inventory
13: WORKING WITH VENDORS & PAYING BILLS
1. Creating & Editing Vendors
2. Entering Vendor Bills
3. Entering Vendor Credits
4. Paying Bills
5. Adding Custom Fields
6. Adding Notes
14: CUSTOMERS, JOBS & RECORDING SALES
1. Creating & Editing Customers
2. Entering Customer Payment & Job Info
3. Creating Jobs
4. Creating Estimates
5. Creating Invoices
6. Memorizing Recurring Invoices
15: SALES ADJUSTMENTS & STATEMENTS
1. Creating Credit Memos for Refunds & Returns
2. Working with Finance Charges
3. Creating Statements
16: CUSTOMIZING TEMPLATES & FORMS
1. Working with Intuit Standard Templates
2. Duplicating Templates
3. Working with Layout Designer
4. Naming Templates
5. Importing & Exporting Templates
17: ACCOUNTS RECEIVABLE & DEPOSITS
1. Changing the Undeposited Funds Preference
2. Receiving Payments
3. Making Deposits
18: SALES TAX
1. Setting Up Sales Tax
2. Setting Up Customers with Sales Tax Codes
3. Creating Sales Tax Reports
4. Adjusting Sales Tax
5. Paying Sales Tax
19: REPORTS & THE REPORT CENTER
1. Working with the Report Center View
2. Working with Company Reports
3. Working with Customer Reports
4. Working with Vendor Reports
5. Working with Memorized Reports
6. Working with Accountant & Taxes Reports
20: MANAGING EMPLOYEES
1. Payroll Subscription Options
2. Setting Up Payroll
3. Adding Employees
4. Creating & Using Timesheets
5. Preparing Paychecks
6. Paying Payroll Liabilities
21: WORKING WITH CREDIT CARDS
1. Creating a Credit Card Account
2. Entering Credit Card Charges & Credits
22: LOANS & LIABILITIES
1. Entering a Loan Liability
2. Paying a Loan Liability
23: RECONCILING ACCOUNTS
1. Beginning Reconciliation
2. Reconciling Bank Accounts, Credit Cards & Loans
24: ONLINE BANKING
1. Setting Up Online Banking
2. Downloading Transactions
3. Working with the Two Views
25: WHAT’S NEW IN QUICKBOOKS 2012
1. The New Calendar Feature
2. Formatting Reports with Microsoft® Excel Worksheets
3. Memorizing Transactions
4. Attaching & Storing Documents in the Documents Center
5. Entering Batched Timesheets for Multiple Employees or Vendors
26: FINALIZING YOUR ACCOUNTING
1. Understanding Account Finalization
2. Verifying Account Reconciliation & Account Classification
3. Verify Class Tracking Reports & Making Journal Entries
4. Setting a Closing Date Password
5. Closing Credits

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