QuickBooks Training & Certification

QuickBooks is one of the biggest assets for small and medium companies in the current market scenario. But with the increased usage of the software, there is an increased need for individuals well-versed in the software to ensure that businesses can use it for the intended purposes as well. For this purpose, getting a certification in QuickBooks can be a great asset for accountancy professionals.

In this way, not only can you enhance your professional value through upskilling, but you can become an even greater asset for your company. Here, we have covered all the topics that are covered in the QuickBooks training course and the 25 lessons across which the topics have been divided for the greatest efficiency. Keep reading to get to know more about the topics and the lessons included in this QuickBooks Training Certification course.

QuickBooks Certification

QuickBooks certification is a great tool that proves your capabilities with regard to using the QuickBooks program. While many are well-versed in the system, the lack of documented proof, such as a certificate, undermines their actual capabilities. However, with the certification, you can get recognition for being professionally capable of handling all organizational accounts matters through using the program. However, the certification can be provided only after you go through due training and assessment.

Certified Quickbooks-Pro-Advisor

QuickBooks Training

Learning any new skill implies the need for you to undergo training in the relevant areas. The QuickBooks training course does exactly that, familiarizing you with the various functions and tasks that you can achieve with the help of QuickBooks. You can learn from the basic, right to the more professional and complex tasks that an organization may need to manage its accounts and bills. Apart from this, there are many benefits of enrolling in the course as well!

Benefits of QuickBooks Course

Upskilling yourself is always a good thing! And one of the areas in which professional or amateur accountants need to upskill themselves is staying updated on the newest tools of accountancy. This is also the case for entrepreneurs single-handedly managing all business operations. In light of this, some crucial benefits of the QuickBooks Course include:

  • Equal learning for all – regardless of whether you are an amateur or experienced in matters of accounts.
  • No need for having a working QuickBooks software
  • Video-based lessons
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What will you Learn ?

After enrolling in the course, you will be able to learn all things that any organization or individual can do using the software. Among these, the following 12 tasks are the most often used in QuickBooks, and thus, these will be the focus of the course as well.

  • Create a company file –  Company files are the basis of any and every task in QuickBooks. So, the first thing you will learn is how to create a company file so that you can manage all your company accounts and bills through this file itself.
  • Navigate QuickBooks – QuickBooks has tons of features and services, and it is easy to get lost. So, the course will familiarize you with the software as a whole and teach you how to navigate the program efficiently.
  • Create a chart of accounts – A chart of accounts in QuickBooks is a compiled list of all the accounts associated with your company and the balance against each account. This allows you to have a look at the balance of all accounts in one place, rather than looking for them individually.
  • Add the accounts you need to your chart of accounts – After learning how to create a chart of accounts, you will also learn how to add new accounts to that chart. This will enable you to successfully add new accounts to your chart when you start using it professionally.
  • Set up customers, vendors, and the products you sell in QuickBooks – Another useful feature of QuickBooks that you will learn is how to add products, services, vendors, and customers to lists. Since these are crucial for managing inventory, clients, bills, and expenses, this is a crucial feature to learn.
  • Create and send invoices and sales receipts – Invoices and sales receipts are crucial to initiate and track payments. This is a crucial feature of QuickBooks that you will learn and that will help you manage and track all your payments when using the program professionally.
  • Enter and pay bills – Apart from creating bills and tracking unpaid bills, you also need to pay bills due to vendors. So, we will teach you how to enter bills into your company file and pay bills on time.
  • Make journal entries – Journal entries are a method of entering and recording transactions. Since keeping a track of all your transactions is crucial, you will be able to make correct journal entries successfully after completing this course.
  • Track expenses and income – Tracking expenses and income is a crucial task when managing organizational accounts. Through this course, you will become well-versed in how to track organizational expenses and incomes to evaluate profit and loss.
  • Manage your Account Receivable and Accounts Payable – Accounts receivable refers to the accounts from which you are to receive payment, while Accounts Payable are those to which you need to make payments. Through this course, you will learn to manage and track both to keep your payments and receipts updated.
  • Connect to your bank through QuickBooks – QuickBooks allows businesses to connect their company files directly with their bank accounts to keep track of transactions. This makes tasks much more efficient and you will get to learn how to do it.
  • Create budgets and run reports – Creating budgets is an efficient way of ensuring that financial management is done properly for the next year. This course will teach you how to create budgets from scratch and run a variety of reports to get a clear picture of the financial position of the company.

Advantage of QuickBooks Course

The course is definitely beneficial for those who wish to use the program to manage their small businesses or want to get formal training to become more proficient in it. However, there are many other advantages of enrolling in the course as well. Some of these advantages include:

  • You get first-hand experience in using QuickBooks and get well-acclimated with the features so that you do not get lost when using it in real professional situations.
  • The video-based lessons will give you ample time to revise all lessons by repeating them at your convenience and whenever you have time.
  • You can get familiar with the new features in case of the launch of new versions so that you can use them perfectly when using QuickBooks professionally.

Lessons in the Training

In order for you to make the most out of the course, the following lesson plan forms the crux of the course. This will ensure that the lessons are delivered efficiently and in an organized manner.

Lesson 1: Introduction to QuickBooks

Lesson 1 will introduce you to QuickBooks by teaching you the basics of the program. You will learn about the different QuickBooks products and the many tasks that you can complete using the software.

Lesson 2: Setting Up QuickBooks

Properly installing and setting up QuickBooks is a basic requirement, but it is one that can lead to many errors if not done properly. So, in this lesson, you will learn to install the program properly in your system so those errors do not pop up.

Lesson 3: Navigating QuickBooks

Maybe you have never used QuickBooks before, or found yourself lost when using the newest version after using an old version for years. Whatever the reason, you will learn to properly navigate through all the features of QuickBooks in this lesson.

Lesson 4: The Chart of Accounts

The chart of accounts helps you see all your accounts in one place and their respective balances against them. So, learn how to create, set up, and print a chart of accounts in this lesson.

Lesson 5: Setting up Customers, Jobs, and Vendors

Adding and setting up customers, vendors, jobs, and employees help you manage your accounts even more efficiently. This lesson will teach you all about setting up new customers, jobs, employees, and vendors in your company file.

Lesson 6: Working with Items

Items are collectively referred to as anything that is or can be added to your invoice, and all these items need to be added to an item list. So, learn how to add items to your item list in this lesson.

Lesson 7: Creating More Lists

There are many kinds of lists in QuickBooks that make it increasingly more efficient to use the program. So, learn about the different kinds of lists you can create and how to create them.

Lesson 8: Paying Expenses and Bills

Bills and expenses need to be entered into QuickBooks to keep all your transactions in one place and keep you updated on the progress of different bills. This lesson addresses all about paying and entering expenses and bills.

Lesson 9: Working with Bills, Deposits, and Credits

This lesson will teach you all about recording deposits, adding different discounts to invoices, creating and deleting bills, making deposits, tracking credits, and everything else that can be done with bills, deposits, and credits on QuickBooks!

Lesson 10: Creating Invoices

Learn to create bills to send to your customers for any unpaid dues. This invoice will also help you track when they have made payment against the invoice and track unpaid invoices as well.

Lesson 11: Recording Payments and Sales

Different kinds of payments require different invoices, and this is exactly what you will learn in this lesson. Learn how to create the many kinds of invoices and record all sales made through QuickBooks.

Lesson 12: Tracking Time and Mileage

Learning the methods of tracking time and mileage through QuickBooks is essential since your operations may not just be limited to products and services. So, learn how to track time and mileage and bill your customers for the same.

Lesson 13: Producing Statements

Statements are just a summary of all the transactions between you and a specific customer within a specific time. So, learn how to produce statements that you can keep to record yourself or send to your customer.

Lesson 14: Collecting and Tracking Money from Customers

QuickBooks allows you to track payments from customers and collect money from them against invoices through a single platform. Learn how to become proficient in collecting and tracking money.

Lesson 15: Managing Bank Accounts and Credit Cards

We have emphasized how this course will teach you about connecting your bank account to your QuickBooks account. So, learn how to manage your bank account and credit cards in this lesson.

Lesson 16: Managing Loans

Manage all loans taken against your business in a single place and make sure all installments are paid on time. In this lesson, learn to track your loans as well as the purchases made through those loans.

Lesson 17: Payroll

Managing employee payroll is another essential task in businesses that needs to consider and include multiple aspects. In this lesson, you will learn how to use QuickBooks to manage employee payroll.

Lesson 18: Making Journal Entries

Making journal entries is crucial in accounts to record all transactions, both in debit and credit. This lesson will address the topic of creating journal entries for both debit and credit transactions.

Lesson 19: End of Year Tasks

One of the biggest advantages of QuickBooks is that it carries out many end-of-year tasks on your behalf. However, you do need to prepare for it to be done efficiently, and that is what you will learn in this lesson.

Lesson 20: Taking Care of Your QuickBooks Files

Maintaining and protecting the data in your company file is very important to maintain efficiency and productivity. You will learn how to do so in this lesson.

Lesson 21: Purchasing and Entering Inventory

Inventory management is another feature of QuickBooks that makes it worthy of use in organizations. So, in this lesson, you will learn how to enter details of inventory and track it using QuickBooks.

Lesson 21: Purchasing and Entering Inventory

Inventory management is another feature of QuickBooks that makes it worthy of use in organizations. So, in this lesson, you will learn how to enter details of inventory and track it using QuickBooks.

Lesson 22: Sales Tax

Taxation is crucial for any legitimate business, and we will teach you how to set up your organization to be compliant with all sales tax activities through QuickBooks.

Lesson 23: Setting Up a Budget in QuickBooks

Financial management is crucial for maintaining and managing the financial health of any business. In this lesson, you will learn how to set up a budget so that you can manage your finances accordingly.

Lesson 24: Reports

Reporting of different kinds is one of the many features available in QuickBooks. And in this lesson, we will talk about the different kinds of reports and how to run them.

Lesson 25: Online Banking with QuickBooks

QuickBooks allows you to connect your bank account to not only manage and track transactions but also carry out transactions directly from your bank account. So, learn how to connect your bank account and carry out transactions through online banking directly from QuickBooks in this lesson.

Benefits of QuickBooks Training Course

The 25 lessons listed above cover everything there is to know about the software, compiled in 25 easy lessons. However, apart from knowing how to use QuickBooks efficiently, there are many other benefits of the training course as well. Some of these are:

  • Easy upskilling: Technical skills are always in demand nowadays and can make or break a new employment opportunity. By enrolling in this training course, you have another certification in your belt that can help you get better employment and promotion opportunities.
  • Stay up-to-date on new features of QuickBooks: Since the training course is given only using the latest version of QuickBooks, you can get to know about the newest features under our guidance. In this way, you will be able to use the different features more confidently and effectively when using them within your organization.
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Conclusion

Training courses are always a great option when you want to upskill yourself or want to learn updated on new software and technologies. With the immense scope of usage of QuickBooks, learning how to use QuickBooks and its various features can only be beneficial for you in the future! Whether you want to learn it to manage your newest entrepreneurial venture or you want to become more well-versed to use it in the management of accounts of the company you are employed. In  this training course can be great to make you more competent in using the system. In this way, the way you manage organizational tasks and operations can change drastically, making you as well as the organization as a whole more productive. So, enroll in this QuickBooks training course and set foot towards your own upskilling and professional journey! Although you will have to pay a small sum for the lessons, the ultimate benefits are more than worth it and will help in increasing your value exponentially!