QuickBooks Foundamentals
4.5 (1 rating)
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7 students enrolled
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QuickBooks Foundamentals

Making QuickBooks Work For You
4.5 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
7 students enrolled
Created by Tymone Green
Last updated 3/2017
English
Curiosity Sale
Current price: $10 Original price: $100 Discount: 90% off
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Includes:
  • 5 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Set Up a new QuickBooks company
  • Learn common business terms used by QuickBooks
  • Opening and saving a QuickBooks file
  • Set QuickBooks preferences in the Interview
  • Record opening balance for a checking account
  • Enter Basic Bookkeeping Transactions
  • Run QuickBooks Reports
View Curriculum
Requirements
  • The students will need to have QuickBooks Desktop downloaded onto their desktops or laptops to engage in hands on activities.
  • The Students will need to access the practice materials from the resources
Description

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.

Who is the target audience?
  • Students who are seeking to learn about the basics of QuickBooks.
  • Students who are seeking employment and need to know QuickBooks for their employer.
  • Students seeking to start their own bookkeeping businesses and would like a lesson in QuickBooks
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Curriculum For This Course
19 Lectures
05:10:46
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Introduction to QuickBooks and Setting Up a new QuickBooks company
4 Lectures 01:06:16

Upon completion of this lecture, students will be able to set up a new QuickBooks company file using the express start.

Preview 11:55

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.

Setting Up a New QuickBooks Company-Express Setup
16:57

Customizing the Chart of Accounts
19:05

See Lesson 3 resource materials for more details on setting up customers, vendors, and items.

Adding and Customizing Customers, Vendors, and Items
18:19
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Entering Transactions
4 Lectures 01:19:20
Entering Sales Transactions-Part 1
20:02

Entering Sales Transactions-Part 2
18:46

Entering Bills
20:50

Paying Bills
19:42
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Banking
3 Lectures 51:50

These resources can be used in the next lectures in this section.

Making Deposits
18:59

Writing Checks
15:39

Bank Reconciliation
17:12
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Reporting
4 Lectures 01:02:44
Reporting Overview
19:46

Generating an Income Statement
19:31

Generating a Balance Sheet
10:37

Generating a Statement of Cash Flows
12:50
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Appendix
4 Lectures 50:36
QuickBooks Setup Using Detailed Start
19:52

Backing Up QuickBooks Files
07:25

Creating a QuickBooks Portable File
05:44

The Chart of Accounts and Tax Mapping
17:35
About the Instructor
Tymone Green
4.6 Average rating
11 Reviews
65 Students
3 Courses
Dedicated QuickBooks Instructor

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.,