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Prepare to sit for the QuickBooks Certified User Exam (QBCU).
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Successfully set up a company file in QuickBooks Online.
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Perform fundamental analysis of accounts, financial documents, and reports.
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Perform essential bookkeeping duties and tasks.
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Apply basic accounting principles (accrual method, depreciation, and so on) to bookkeeping practices.
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Understand fundamental accounting concepts and how QuickBooks works to support these concepts.
Prerequisites
There are no prerequisites to take this course.
Curriculum
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Introduction to Bookkeeping
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Accounting Basics
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Getting Started with QuickBooks Online
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The Chart of Accounts
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Centers and Lists
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Bank Accounts
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Recording Expenses and Paying Bills
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Credit Cards and Loans
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Sales Receipts
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Invoices, Estimates, and Customizing Sales Forms
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Billable Expenses and Customer Credits
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Sales Taxes and Reports
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MIDTERM
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Product and Service Items
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Managing Inventory
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Managing Projects and Sales
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Progress Invoicing, Late Fees, and Bad Debts
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Payroll
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Fixed Assets and Loans
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Business Entities and Owner Transactions
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Banking Rules, Receipts, and Budgets
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Adjusting and Reviewing the Books
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Starting a Bookkeeping Business
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Your Career Roadmap: The Job Search and Future Opportunities (optional)
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Communication and Organization (optional)
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FINAL
Instructors
Wade Lindenberger is a CPA with over 20 years of financial accounting and management experience in public accounting and private industry. He is currently Director of Finance and Administration for New Children's Museum. Before his current position, he worked as the National Finance and Accounting Service Line Leader for Premier Alliance Group, a national professional services firm. Wade was also Director of the Finance and Accounting service line for the San Diego office of a global, publicly held professional services firm. Before becoming a consultant, Wade was Divisional Controller for one of the leading health and fitness club chains in the world. He has also been Internal Audit Manager and Divisional Controller for a division of a Fortune 500 global energy project management company. He began his career with Coopers & Lybrand, predecessor to PricewaterhouseCoopers, one of the "Big Four" CPA firms. He has previously served as an instructor for courses at Coopers & Lybrand and UC San Diego and is currently an adjunct professor at the University of San Diego School of Business. He is a member of the American Institute of Certified Bookkeepers' Advisory Board.
Helene K. Liatsos is business advisor and QuickBooks Certified Advisor with more than 25 years of experience. She consults for a range of companies, from travel agencies to startups. Her company Home Office Management Experts was awarded the 2004 Home-Based Business of the Year by the U.S. Small Business Administration. Helene holds a Bachelor of Arts from Fairleigh Dickinson University.
Registration and Enrollment
This course is 100% online. Start any time.