Introduction to QuickBooks 2012

Overview

Use the power of QuickBooks 2012 software to take control of your business accounting!

In these lessons, you'll learn how to set up a chart of accounts, pay bills, invoice customers, create receipts, and reconcile your checking account. In addition, you'll discover how to track your accounts payable and receivable, manage your assets, control inventory, and generate estimates and reports.

 

Cost: $95

Questions about the course? Send email to ed2go.support@cengage.com

QuickBooks is designed for small to midsized businesses that want to incorporate powerful, effective software with a traditional approach to accounting. Whether you're new to Quickbooks or have already used earlier versions of this accounting software program, this course will equip you to quickly and efficiently gain control over the financial aspects of your business.

Course Structure and Schedule

A new section of each course starts monthly. If enrolling in a series of two or more courses, please be sure to space the start date for each course at least two months apart.

All courses run for six weeks, with a two-week grace period at the end. Two lessons are released each week for the six-week duration of the course. You do not have to be present when lessons are released. You will have access to all lessons until the course ends. However, the interactive discussion area that accompanies each lesson will automatically close two weeks after the lesson is released. As such, we strongly recommend that you complete each lesson within two weeks of its release.

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks to complete all of your course work, including the final exam.

Week One

Wednesday - Lesson 01

In our first lesson, you'll become familiar with the QuickBooks interface. You'll find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you'll get to set up a QuickBooks Company of your very own, and you'll learn some QuickBooks terminology.

Friday - Lesson 02

The Chart of Accounts is the heart and soul of QuickBooks. In today's lesson, you'll learn how to take fullest advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.

Week Two

Wednesday - Lesson 03

Today, we'll learn how to use company lists in QuickBooks to gather and organize all of the information you'll need to properly conduct your business. By the time you finish this lesson, you'll know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.

Friday - Lesson 04

Today, you'll become comfortable working with bank accounts in QuickBooks. You'll learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You'll get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You'll even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.

Week Three

Wednesday - Lesson 05

The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. Today's lesson will provide you with plenty of opportunities to do just that.

Friday - Lesson 06

Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. Today, you'll learn how to use QuickBooks to make sure you are paying all of your bills right on time—not too early, and not too late.

Week Four

Wednesday - Lesson 07

Today, we're going to finish our discussion of QuickBooks' accounts payable tools. You'll learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you'll learn how to create some useful accounts payable reports.

Friday - Lesson 08

You'll find today's lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. Today is the day you'll get some hands-on experience with invoicing. You'll find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.

Week Five

Wednesday - Lesson 09

Okay, so you've created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on his or her "to do" list and, eventually, you'll receive some form of payment for your troubles. Now what? You'll find out in today's lesson.

Friday - Lesson 10

Today, we'll explore some useful customer-related reports that can help you keep track of exactly who owes you what. Then, you'll learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.

Week Six

Wednesday - Lesson 11

Today, you're going to learn how to customize your QuickBooks invoices to give them a more professional look. You'll also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.

Friday - Lesson 12

In our final lesson, you'll find out how to create, use, and memorize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you've painstakingly entered into QuickBooks.

Computer Requirements

QuickBooks Pro 2012 or QuickBooks Premier Edition 2012; (please be sure to install this software on your computer before the course begins); Microsoft Windows 7, Vista, or XP; Internet access, email, the Microsoft Internet Explorer or Mozilla Firefox Web browser, and the Adobe Flash and PDF plug-ins (two free and simple downloads you obtain at http://www.adobe.com/downloads by clicking Get Adobe Flash Player and Get Adobe Reader). 

The Enterprise version of the software can also be used for this course; however this course is not suitable for Macintosh users, nor for users of QuickBooks Online or QuickBooks SimpleStart.

Note: While this course is based on the U.S. version of QuickBooks, users of the Canadian and Australian versions will be supported in the Discussion Areas.

Instructor Information

This course includes a knowledgeable and caring instructor who will guide you through your lessons, facilitate discussions, and answer your questions. The instructor for this course will be Scott Paxton.

Scott Paxton is a Certified Public Accountant, and his background includes experience as a public accountant, a manager in the banking industry, an entrepreneur, and a college business instructor. He is a Certified QuickBooks Professional Advisor and he has authored a QuickBooks workbook that focuses on implementing and troubleshooting the program.

Registration Information 

Register Online by adding your course to cart through our secure server. Or fill out this form and fax or mail it to Extended Learning. You will be receiving email with your online course access information within five working days. Please check your spam or junk folder in case the confirmation email was misplaced there. Call 1-800-253-2762, or email WVUEnrich@mail.wvu.edu if you have any questions. Major credit cards are accepted.

Check our FAQ page for refund policy and class access information.