QuickBooks Essentials Professional Certificate Course
About This Course
The QuickBooks Essentials Beginner Course is designed to introduce participants to the basics of QuickBooks, a powerful accounting software for managing business finances. This course equips learners with the foundational skills to set up accounts, track income and expenses, and generate reports. By the end of the course, participants will be confident in using QuickBooks to organize and monitor financial data for small businesses or personal use.
Learning Objectives
Understand the fundamentals of QuickBooks and its interface.
Set up company files, charts of accounts, and bank accounts.
Track income, expenses, and reconcile accounts.
Manage invoices, bills, and payments.
Generate and interpret financial reports.
Target Audience
- Small business owners and entrepreneurs looking to manage finances independently.
- Bookkeepers and administrative staff seeking foundational knowledge in QuickBooks.
- Professionals transitioning into accounting or finance roles.
- Students or individuals interested in developing basic financial management skills.
- Anyone new to QuickBooks who wants to learn the software’s core features.
Curriculum
30h
Module 1: Introduction to QuickBooks
This module introduces the QuickBooks interface, key features, and navigation tools. Participants will learn about the different QuickBooks versions and how to select the right one for their needs.
Module 2: Setting Up Your Company
Participants will learn how to set up a company file, customize the chart of accounts, and add business details to QuickBooks.
Module 3: Tracking Income and Expenses
This module teaches participants how to manage day-to-day transactions such as sales, purchases, and expense tracking.
Module 4: Managing Accounts Receivable and Payable
Participants will explore how to effectively manage customer payments and vendor relationships using QuickBooks.
Module 5: Financial Reporting and Analysis
This module focuses on generating and interpreting financial reports to make informed decisions.