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54 courses for 'Accounting Software'
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QuickBooks Pro Online Beginner (2023) 2h 4m • 20 Lessons • Beginner Intuit QuickBooks is one of the most well-known consumer accounting applications. QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities, and the software is available in two formats: Desktop and Online. This course will demonstrate the basics of using QuickBooks Online (QBO), the cloud-based format.  
QuickBooks Pro Online Intermediate (2023) 2h 23m • 23 Lessons • Intermediate In this course, you will learn to create invoices, enter bills, and void and write off invoices. You will also learn to manually enter bank data, match bank data using bank integrations, and complete bank reconciliations. By the end of this course, you will be able to effectively manage transactions in a QBO file.
QuickBooks Pro 2022 Beginner 1h 44m • 18 Lessons • Beginner Intuit QuickBooks is one of the most well-known consumer accounting applications. QuickBooks is used by large and small businesses, schools, non-profit organizations, and government entities. This course will explain the basics needed to use QuickBooks for your accounting needs.
QuickBooks Pro 2022 Intermediate 2h 2m • 21 Lessons • Intermediate Companies use QuickBooks to manage and track daily financial operations. In this course, the user will learn to manage customer interactions, manually enter bank data (without bank integrations), complete bank reconciliations, set up and track investment activity, track and calculate inventory, manage and track billable employee activity and expenses, and create templates for efficiency.
QuickBooks Pro 2022 Advanced 2h 14m • 21 Lessons • Advanced In this course on QuickBooks Pro 2022 Advanced, you will learn to set up, track, and report sales tax. We will also discuss how to generate company reports, track time, and manually process payroll. We will also show you how to create estimates, use graphs, work with card payments, and use custom lists.
Beginner QuickBooks Online 2h 28m • 35 Lessons • Beginner Dive into QuickBooks Online 2020. In the course you will learn how to get started with the banking bar, navigation bar, working with lists, customers and vendors. This will give you the basics you need to start using QuickBooks for your Business.
Intermediate QuickBooks Online Series 2h 32m • 40 Lessons • Intermediate QuickBooks is a software program designed for business accounting. It allows businesses to keep track of many of the financial aspects of running a business including income and expenses to invoicing customers, paying bills, preparing tax documents, and generating reports. In this QuickBooks intermediate course, you will learn how to set up company files, work with customers, and job features. You will also work with different sales transactions as well as manage vendor lists and expenses.
Advanced QuickBooks Online Series 2h 45m • 38 Lessons • Advanced Learn the final subjects to master your knowledge of QuickBooks in this advanced course. You will create and work with forms, as well as understand how to adjust information relevant to banking. On top of that, you will also learn how to manage both an inventory and employees financially.
Using Excel for Accounting 2h 37m • 26 Lessons • Intermediate This course provides a detailed introduction to accounting with Excel. We will discuss the evolution and practical applications of automated accounting and explore predictive versus reactive accounting. You will learn the most popular functions and templates to use as well as internationally recognized forms. We will look at small business and corporate recordkeeping, analyze financial statements, and cover supplemental functions.
QuickBooks Pro Online Beginner (2023): Working with QuickBooks 20m • 3 Lessons • Beginner In this module, we will introduce you to the pricing options, subscription choices, types of reports available, options for different industries, and other features necessary to determine if the subscription level will meet the accounting requirements of the company and its future growth. You will assess the extensive integration options and add-ons for day-to-day operations and learn about the latest features added to QuickBooks Online.
QuickBooks Pro Online Beginner (2023): Getting Started 25m • 4 Lessons • Beginner Routine accounting tasks such as entering data, reconciling accounts, and collaborating to review monthly reports are all common and necessary functions for any business, big or small. In these lessons, we’ll introduce you to QuickBooks Online (QBO), a cloud-based accounting software application.
QuickBooks Pro Online Beginner (2023): Creating Company Files 28m • 4 Lessons • Beginner In Creating Company Files, you will learn the basics of creating an accounting file for your company. Additionally, you will learn some differences between product- and service-based business options and how to customize their Chart of Accounts. Finally, you will learn how to maximize efficiency and minimize errors by using QBO’s bank and credit card integration options.
QuickBooks Pro Online Beginner (2023): Adding Customers, Vendors, & Employees 15m • 3 Lessons • Beginner In this module, the user will learn the differences between vendors, customers, and employees; the user will also learn how to add each to their company file, including independent contractors as vendors. The user will also be able to identify duplicates and determine when duplicates are valid and should remain in their company’s file, as well as how to merge them when needed.
QuickBooks Pro Online Beginner (2023): Adding Inventory 30m • 4 Lessons • Beginner All inventory is categorized within QuickBooks Online’s (QBO) products and services list. QBO allows users to add, track, and adjust the quantity of inventory on hand in a company’s file. In this module, you will be able to define the different types of products and services in QBO, learn how to add them to the company’s file, understand the inventory workflow and how transactions affect inventory, and what reports are available to assist with all of the above.
QuickBooks Pro Online Intermediate (2023): Daily Operations 49m • 7 Lessons • Intermediate In this course, you will learn to create an invoice to generate income and track the bills received to pay expenses. You will also learn how to process invoice payments, generate statements of customer balances, print checks to vendors, and track company vehicle mileage. By the end of this course, users will be able to manage invoice and receipt organization.
QuickBooks Pro Online Intermediate (2023): Special Cases 31m • 5 Lessons • Intermediate In this course, you will learn how to manage certain situations that are common to all entities. You will learn to void or write off an invoice, enter bank activity manually without a bank integration, add finance charges to a customer’s invoice, and make the company’s products or services inactive. By the end of this course, you will be able to identify efficiencies within the QBO file to help business operations.
QuickBooks Pro Online Intermediate (2023): E-Commerce 20m • 3 Lessons • Intermediate In this course, you will learn how to locate and integrate your company’s e-commerce solution to your QuickBooks Online file automatically. By the end of this course, users will be able to reconcile e-commerce activity and understand trends in company financial data.
QuickBooks Pro Online Intermediate (2023): Banking 24m • 3 Lessons • Intermediate In this course, you will learn how to add, match, transfer, and exclude transactions using bank integrations. By the end of this course, you will be able to manage all financial activity in the QBO file.
QuickBooks Pro Online Intermediate (2023): Additional Features and Tips 14m • 3 Lessons • Intermediate In this course, you will learn how to add independent contractors to your QBO file. By the end of this course, you will know how to monitor independent contractor activity and run reports needed for IRS year-end tax reporting.
QuickBooks Pro 2022: Payment Processing and Refunds 19m • 3 Lessons • Intermediate QuickBooks allows you to create invoices for billing customers in advance for services. Learn the difference between invoices and sales receipts and how to process customer refunds in QuickBooks Pro 2022 Intermediate: Payment Processing and Refunds.
QuickBooks Pro 2022: Entering Data From Your Bank Statement 25m • 3 Lessons • Intermediate Bank statements are the official record of business activity for a designated timeframe. Accounting software applications can integrate with the company’s bank to incorporate the transactions into the accounting file. This course will teach users to complete the task manually in the event integrations are not available.
QuickBooks Pro 2022: Tracking Your Investments 30m • 4 Lessons • Intermediate Many companies invest a portion of their cash or may be in the business of investment trading. In Tracking Your Investments, users will learn to create accounts to track investment activity.
QuickBooks Pro 2022: Tracking and Calculating Inventory 22m • 3 Lessons • Intermediate In Tracking and Calculating Inventory, users will learn the different inventory types and how to customize their chart of accounts to manage and track inventory items. After completing this module, the user will understand how inventory transactions affect the Balance Sheet and Profit and Loss Statement, and which QuickBooks transactions affect the inventory’s quantity on hand.
QuickBooks Pro 2022: Employee Income and Paid Expenses 12m • 3 Lessons • Intermediate It is typical for companies within certain industries to invoice their customers for employees’ and contractors’ activities, and in some cases their expenses. This module will teach the user to track billable employee activities and reimbursable employee expenses and how to invoice their customers for those items using QuickBooks Pro 2022.
QuickBooks Pro 2022: Creating Templates 10m • 3 Lessons • Intermediate In QuickBooks Pro 2022 Intermediate: Templates, users will learn the basic features available for all forms within the software application. Upon completing this module, the user will know specific characteristics related to the vendor Purchase Order forms and customer Sales Receipt forms.
QuickBooks Pro 2022 Advanced: Sales Taxes and Reporting 42m • 6 Lessons • Advanced Sales tax requirements vary by area. QuickBooks can be used to collect sales tax from customers and generate reports for your companies to determine the liability due to government agencies. The assembling of all financial transactions is summarized in various reports; learn about the most used reports in this module.
QuickBooks Pro 2022 Advanced: Time Tracking and Payroll 33m • 4 Lessons • Advanced In this course, you will learn how to activate and set up the payroll functions for manual use in QuickBooks Pro 2022. You will learn about the QuickBooks tools you can use to track time and learn how to enter time through a daily or weekly timesheet. You will also learn how to generate payroll reports and manually enter data from third-party payroll providers. By the end of this course, you will be able to masterfully handle employee payroll, time tracking, and payroll reporting.
QuickBooks Pro 2022 Advanced: Estimating and Using Graphs 19m • 3 Lessons • Advanced In this course, you will learn how to develop customer estimates, as well as how to convert them to invoices. We will also demonstrate how to generate progress billing and create visual reports. By the end of this course, you will be able to develop better customer estimates and invoices, as well as understand how to create graphical reports in the QuickBooks Pro 2022 dashboard.
QuickBooks Pro 2022 Advanced: Using Credit Cards 14m • 3 Lessons • Advanced In this course on QuickBooks Pro 2022: Using Credit Cards, we will explain how to customize the chart of accounts for credit cards. We will also explain how to manually enter and reconcile credit card transactions, as well as how to accept credit card payments from customers and apply these payments to invoices.
QuickBooks Pro 2022 Advanced: Creating Custom Lists 22m • 3 Lessons • Advanced In this course on QuickBooks Pro 2022: Creating Custom Lists, you will learn how to use fixed asset lists, custom price lists, and class lists. By the end of this course, you will be able to customize prices and better manage your company’s financial data.
QuickBooks Pro 2022 Beginner: QB Pro and QB Online 22m • 3 Lessons • Beginner The primary difference between QuickBooks Desktop and QuickBooks Online is the installation method. Comparing and contrasting the features and options between each version of the software application helps business owners choose the right format for their company.
QuickBooks Pro 2022 Beginner: Installing and Navigating QuickBooks 21m • 3 Lessons • Beginner QuickBooks can be installed locally for individual use or on local and remote servers for team use. After watching Installing and Navigating QuickBooks, users will learn the benefits of each installation type along with the difference between portable, backup, and accountant copies of their QuickBooks file. After installation, users will learn the basic workflows of navigating their QuickBooks file.
QuickBooks Pro 2022 Beginner: Setting Up Company Files 18m • 3 Lessons • Beginner In Setting Up Company Files, the user will learn the basics of creating an accounting file for their company. The user will learn how to search for and select the proper template for their company. Finally, the user will learn how to create efficiencies and minimize errors by using QuickBooks bank integrations.
QuickBooks Pro 2022 Beginner: Adding Customers, Vendors, and Employees 21m • 4 Lessons • Beginner The QuickBooks Desktop Pro home page workflows are divided into sections based on the people affected. Those three sections are labeled Vendors, Customers, and Employees. In this module, the user will learn how to add each to their company file. The user will also be able to identify duplicates and determine when duplicates are valid and should remain in their company’s file.
QuickBooks Pro 2022 Beginner: Adding Inventory 17m • 3 Lessons • Beginner In Adding Inventory, users will be able to define the different types of Items in QuickBooks, including inventory. Users will learn how to add inventory items and understand the accounting workflow for inventory transactions.
Using Excel for Accounting: Introduction to Accounting 24m • 3 Lessons • Intermediate This course explores how accounting automation has evolved with the development of Microsoft Excel. It discusses how worksheets and workbooks can be automated for ease of use, and shows how to use Excel for financial predictions.
Using Excel for Accounting: Basic Accounting Functions 20m • 3 Lessons • Intermediate In this course, we will explore how Excel can help you to prepare and evaluate the Basic Accounting Functions of Income Statements, Balance Sheets, and Statements of Cash Flow. We’ll look at how these can help break down financial data and allow you to draw more accurate conclusions about your company’s finances.
Using Excel for Accounting: Business Valuation 20m • 3 Lessons • Intermediate In this course, we will explore which market valuation method is best for your business. There are multiple methods to valuate a business, depending on what the function of the business is. These include Market, Asset, and Income Approaches, each of which is valid for specific types of business valuation. This course will show you that understanding the proper methods for business categorization and valuation is vital to success.
Using Excel for Accounting: IF Function for Accounting 17m • 3 Lessons • Intermediate Analyzing financial data often requires filtering or giving a weighted average. In this course, you’ll learn how to use the IF Function to filter and provide averages when Accounting in Excel.
Using Excel for Accounting: Small Business Recordkeeping 25m • 3 Lessons • Intermediate This course will explore small business record keeping with Excel. We’ll learn about required accounting forms, visual representations of data, and how forecasting can empower small businesses when accounting with Excel.
Using Excel for Accounting: Corporate Recordkeeping 14m • 3 Lessons • Intermediate In the world of corporate recordkeeping, how can you be sure that you can trust the sources of your financial information? And how can you be sure that you are generating the proper reports? In this course, we will explore International Accounting Standards and trusted sources for learning more about these, as well as how to download and use templates to save time and increase accuracy.
Using Excel for Accounting: Financial Statement Analysis 17m • 3 Lessons • Intermediate This course will explore Financial Statement Analysis using Excel. We’ll look at visualization methods, importing and exporting, and how to create relational data sources. We’ll also discuss Quick Books, and how to link or transfer financial data between Quick Books and Excel.
Using Excel for Accounting: Supplemental Functions for Accounting 14m • 3 Lessons • Intermediate This course will explore some supplemental functions and formulas that are useful for accountants. These are often related to dates, as dates are a sensitive and quantitative unit in the accounting process. We’ll also discuss advanced two-dimensional functions and how these can be used to filter financial data.
QuickBooks: Working with Customers and Jobs 20m • 7 Lessons • Intermediate Dive deep into the customer and jobs functions QuickBooks has to offer. This course will cover using the customer list to add customers to a job, as well has how to manage customers within the job.
QuickBooks: Sales Transactions 27m • 6 Lessons • Intermediate Understand how to create and work with sales transactions within QuickBooks. This course will teach you how to create estimates and invoices for transactions, as well as payments and refunds to customers and sellers.
QuickBooks: Vendors and Expenses 41m • 10 Lessons • Intermediate Learn the role vendors and expenses play in QuickBooks. This course will cover how to work with the vendor list, which is similar to the customer list. You will learn how to add and edit vendors, as well as enter charges to pay vendors you work with, as well as how to pay bills, all within the software.
QuickBooks: Setting Up Company Files 13m • 4 Lessons • Intermediate Dive deep into company files and how they work within QuickBooks. This course will cover the different subscription options users have to choose from, as well as how to setup and manage company files and users.
QuickBooks: Products and Services 30m • 8 Lessons • Advanced This course covers the products and services feature in QuickBooks, examining the ins and outs of navigating this page. You’ll learn how to add services, inventory, products, and services bundles, as well as how to receive inventory, adjust it as necessary, or pay inventory bills. You’ll also look at purchase orders, important tools to track what you’ve ordered, what’s been received, and what’s on back order.
QuickBooks: Banking 31m • 7 Lessons • Advanced In this course, you’ll see how to set up your company's finances for banking by looking at your bank feed, creating transfers, and reconciling your feed. You’ll also learn how to download transactions, disconnect bank feeds when no longer needed, and work with different bank registers. You’ll also explore how to integrate payment platforms such as PayPal and Square. 
QuickBooks: Working with Loans and Forms 24m • 5 Lessons • Advanced QuickBooks can be used to set up business loans and make payments, including Paycheck Protection Program (PPP) loans. In this course, you’ll learn what forms to fill out and how you can customize them to meet your specific financial needs. You will also understand how to generate and edit email templates for invoices, estimates, and other forms, and how to insert information about your business, products, or services.
QuickBooks: Sales Tax and Payroll 34m • 6 Lessons • Advanced In this course, you’ll learn the functions to calculate sales tax, how to add sales tax manually, and how to pay any sales tax liabilities. You’ll also see how to manage payroll, manage payroll subscriptions, and set up new employees on payroll as your business grows. Finally, you’ll explore manual payroll set up when you want to bypass the automated functions. 
QuickBooks: Reports and Entries 48m • 10 Lessons • Advanced QuickBooks can generate a variety of useful business reports, including profit and loss, balance sheet, customer, vendor, and sales tax reports. In this course, you’ll learn how to run different reports and create custom reports when you need something beyond the standard formats. You’ll also examine creating journal entries, which is a way of moving money from one account to another. Finally, you’ll look at recurring transactions and how to add mileage as an expense.
QuickBooks 2010 Introduction 9h 21m • 135 Lessons • Beginner This introductory course will teach you how to set up and work with a service business using QuickBooks 2010. Begin by deciding what industry your business is in to define its accounting needs. Learn how to customize your accounts and set up your customers, vendors, and sale items. Discover the steps to completing common transactions by creating sales receipts, invoices, bills, and more. Finally, learn how to view reports and save your company data.
QuickBooks 2010 Advanced 8h 22m • 103 Lessons • Advanced This advanced course will teach you how to set up and work with a merchandising business using QuickBooks 2010. Learn the difference between a service business and a merchandising business. Work with customer information and payroll, add information to customer accounts, enter invoices, view the various reports, record customer payments, and create and print paychecks. Learn how to receive inventory items and work with purchase orders. Finally, discover how to make end-of-period entry adjustments and create end-of-period reports.
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