In this course, the fundamentals of QuickBooks will be covered in detail. Utilizing the desktop edition of QuickBooks, students will learn how to set up and customize a QuickBooks file from the beginning stages using the easy step interview (detailed and express start), setting up customers, vendors, and items, entering basic transactions, performing banking activities, and generating and analyzing reports. Also, an appendix is included which discusses how to perform other related tasks in QuickBooks. This course is taught using a real-world perspective from the standpoint of customizing QuickBooks to meet the needs of a small business. Upon completion of this course, students will have a general understanding of how to setup a QuickBooks company file and enter basic business transactions.
Upon completion of this lecture, students will be able to set up a new QuickBooks company file using the express start.
This lecture is centered on setting up QuickBooks using the express start. See the appendix for the lecture on setting up QuickBooks using the detailed start.
See Lesson 3 resource materials for more details on setting up customers, vendors, and items.
These resources can be used in the next lectures in this section.
Known for my ability to get students to maximize their full potential, I have created fun and enriching learning environments throughout my education career. Using humor and “catchy” phrases, I can engage my students and get them to focus during lectures. My teaching style focuses on critical thinking, problem solving, effective decision making, and conflict resolution. I utilize my 15 years of corporate experience to provide my students with a real-world perspective. I have worked with students enrolled in Allied Health, Paralegal, and Business programs and prepared them to be key contributors in the modern work environment. In addition to teaching, I design and implements accounting and information management systems for small business owners. I founded my company, TLG Information Solutions, LLC, a firm dedicated to providing small business owners with efficient QuickBooks and Virtual Bookkeeping solutions, in January 2016.
I am looking forward to working with you as you achieve your education goals.,