Overview

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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This comprehensive course offers hands-on training in QuickBooks Desktop, providing you with the essential skills to manage your bookkeeping and accounting tasks efficiently. You'll gain proficiency in everything from basic transactions to complex reports, enabling you to confidently handle your financial data. Learn the ins and outs of QuickBooks™ through structured lessons and interactive quizzes to reinforce your understanding. The course takes you through essential topics such as setting up your QuickBooks™ account, managing sales, expenses, and reconciling accounts. As you progress, you’ll navigate QuickBooks™ features like writing checks, handling deposits, and working with customer credits. With a solid foundation, you’ll move into advanced areas such as managing inventory, customizing reports, and working with multiple users and preferences. Each lesson builds on the previous, ensuring you understand each function before moving to the next. This course is designed for both beginners and those who want to deepen their understanding of QuickBooks™. By the end of the course, you’ll have a strong grasp of the software’s tools and processes, enabling you to complete tasks accurately and efficiently. There are no specific prerequisites, but familiarity with basic accounting concepts will help. The course is suitable for small business owners, accountants, and anyone looking to manage financial records using QuickBooks™. By the end of the course, you will be able to confidently set up a new company in QuickBooks™, manage accounts, generate reports, reconcile financial data, and customize preferences to suit your business needs.

Syllabus

Introductions

In this module, we will introduce you to the structure of the course, the instructor, and the tools available to support your learning. We will also set the stage for what to expect from the course, outlining both the scope and the boundaries of the material covered.

Working With QB

In this module, we will guide you through the essential functions of QuickBooks™, including recording transactions, navigating the software, and working with sample companies. We will also introduce you to tools like quizzes and assignments to help reinforce your learning along the way.

Banking

In this module, we will explore the essential banking features in QuickBooks™, including managing the Chart of Accounts, writing and printing checks, and reconciling your bank register. You will also learn how to handle common banking mistakes effectively.

Sales

In this module, we will guide you through managing sales in QuickBooks™, including setting up your sales cycle, processing customer payments, and handling credits. You will learn how to keep your sales transactions organized and efficient.

Expenses

In this module, we will show you how to manage expenses in QuickBooks™, from entering bills to paying them and tracking purchases made with credit cards. You will master the tools to keep your accounts payable organized and up-to-date.

Reconciling

In this module, we will cover the critical process of reconciliation, ensuring that your QuickBooks™ data matches your bank and credit card statements. You will also learn how to troubleshoot and handle discrepancies effectively.

Reports

In this module, we will introduce you to QuickBooks™ reporting features, guiding you through how to generate, modify, and format reports. You’ll learn to create custom reports that help you analyze your business’s financial performance.

The "Additional Stuff"

In this module, we will cover important, yet often overlooked, aspects of QuickBooks™. These include setting preferences, managing users, backing up data, and other advanced features designed to improve your QuickBooks™ experience.