In the QuickBooks Premier course, students are introduced to QuickBooks and its features. As students progress through the course, they become familiar with the QuickBooks interface and learn how to perform common tasks using QuickBooks. Students learn how to use the Easy Step Interview to create a company file, how to customize the Chart of Accounts for the company, manage lists (customer, vendor, item, employee and payroll), create business forms (invoices, cheques, cash sales receipts, credit memos and refunds), use registers, pay bills (using cheques, credit cards and petty cash), create reports (balance sheet, profit and loss, customer and vendor balance detail), and manage a payroll (add/edit employees, process pay cheques, run payroll reports, and manage the payroll liabilities). Students also perform several account reconciliations (chequing, credit card, and petty cash).
The course is presented using a combination of conceptual material, how-to procedures, and practical tasks, and emphasizes hands-on use and exploration of QuickBooks. It consists of 15 lessons, a lab exercise, and a final exam. As students work through the lessons in this course, they are given ample opportunity to practice, apply, and develop the skills learned.
Working knowledge of Windows.
METHOD OF DELIVERY
Integrated Learning™ System training facilitated by Academy of Learning Career College facilitators.
Course manual provided for on-going reference. Upon completion of the course, there is a final exam. Participants who receive 75% or higher on their exam will receive a certificate.
Introducing QuickBooks; All the Accounting You Need to Know; Starting and Exiting QuickBooks
Creating a QuickBooks Company; Customizing QuickBooks for Your Business; Setting Up Your Business Accounting; Getting Help While Using QuickBooks
Using QuickBooks Lists; Adding Custom Fields; Managing Lists
Writing a QuickBooks Cheque; Using Bank Account Registers; Entering a Handwritten Cheque; Transferring Money Between Accounts; Reconciling Chequing Accounts
Using Other Account Types in QuickBooks; Working with Asset and Liability Accounts; Tracking Fixed Assets; Recording a Payment on a Loan; Understanding Equity Accounts
Using Sales Forms in QuickBooks; Generating Reminder Statement;
Recording Customer Payments; Making Deposits
Handling Bills in QuickBooks
Reports and Graphs; Creating and Customizing Preset Reports; Exporting Reports to Microsoft Excel; Creating QuickInsight Graphs
The Inventory Feature; Ordering Products
Overview of Sales Tax in QuickBooks; Determining What You Owe
Overview of Payroll Tracking; Setting Up Employee Payroll Information and Schedules; Tracking Your Tax Liabilities; Paying Payroll Taxes; Preparing PD7A, T4 and T4 Summary Forms
Creating Jobs and Estimates; Creating an Invoice from an Estimate; Displaying Report for Estimates; Updating Job Status
Tracking Time; Displaying Project Reports for Time Tracking
About QuickBooks Forms; Customizing Invoices; Designing Custom Layouts for Forms; Using QuickBooks Letters