This course will provide an introduction to the concepts and uses of accounting in a business environment. The primary areas of study in this course include analysis of business transactions, recording procedures and the use of ledgers and journals, accounting for sales and purchases, managing cash, payroll, accruals and deferrals, and preparation and analysis of basic financial statements. After completing this course, students will have solid understanding of business and financial accounting and its role in bookkeeping administration.

The Microsoft Office 365 – Suite 2019 course covers Word 2019, Excel 2019, PowerPoint 2019, and Outlook 2019.   Students will receive a free one year license from the date of their enrollment to use to complete these courses. ($69.99 value)

In this course, you will learn how to use QuickBooks Online plus by completing two monthly accounting cycles. In the first lessons, accounting for selling service items will be covered. In later lessons, both service items and inventory items that are sold will be covered. Preparing payroll and creating a new company will also be included. Prior to taking this course, you should be familiar with the accounting cycle and how it is related to a business. While no prior knowledge of QuickBooks Online is required, it will be beneficial to have an understanding of accounting principles.

The majority of this course will be conducted through drill exercises and related practice activities and quizzes based on the knowledge you have gained through completing each chapter. Be prepared for a thorough, and extensive hands-on experience throughout the journey of completing this QuickBooks course. While the reading requirements are light, each chapter contains a number of drills that you must complete, as well as the practice activities assigned and lesson quiz.

Students are eligible for a free 365 day copy of Intuit QuickBooks Online Plus ($1020.00 value) from the
Intuit Education Program in order to follow along with the course content.

Upon successful completion of this course bundle, participants will be able to:

• Recognize accounting transactions and record them in journals using proper formats.
• Use accounting software and spreadsheets to input, manage, and interpret information.
• Apply the concepts of accrual accounting to transactions that span fiscal periods.
• Record accounting transactions for merchandising operations and understand how to cost inventories using a variety of methods.
• Journalize transactions specific to managing cash and accounts receivable.
• Record transactions for uncollectible accounts.
• Prepare financial statements including income statements, statements of retained earnings, balance sheets and statements of cash flow.
• Create professional and accurate financial documents.
• Navigate QuickBooks Online Plus program
• Create and use a company
• Analyze and record transactions for service and inventory businesses
• Conduct transactions for both customer and vendor requests
• Complete transactions and account for two full monthly business cycles
• Prepare Payroll using QuickBooks Online Payroll
• Create and print business forms and reports

The Bookkeeping Administration Expert course bundle includes the following courses:

• Fundamentals of Accounting
• Intuit QuickBooks Online Plus
• Microsoft Office Suite 2019

This course can help you prepare to take the Intuit QuickBooks Certified User Online and Microsoft Office Suite (MOS) Specialist certification exams.

Course Outline:

Fundamentals of Accounting Curriculum:

Lesson 1: Introduction to Basic Accounting Systems

This lesson focuses on an introduction to the role of accounting in business. Basic accounting, an overview of financial accounting, and elements of an accounting system are covered. We will also learn the differences between cash and accrual accounting. 

Lesson 2: Accounting for Retail Businesses and Internal Controls

In this lesson, we will explore the application of financial accounting in retail businesses. We will also learn about internal cash controls. Purchase and sales transactions, bank reconciliations, and important laws that govern financial accounting will be covered. 

Lesson 3: Receivables and Inventories

The focus of this lesson is on receivables and inventory. Types of receivables and inventories will be covered, along with write-offs, balance sheet reporting, and inventory costing methods and reporting.  

Lesson 4: Long-Term Assets and Liabilities

In this lesson, we will focus on fixed assets and financial liabilities. Topics in this lesson include the disposal of assets, financial reporting, bonds, and the reporting of liabilities. 

Lesson 5: Equity and Financial Statements

In this final lesson, we will learn about stockholders, cash flow statements, and metric-based analysis of financial statements. Dividends, stock splits, various cash flows, and global analysis will all be covered. 

Intuit QuickBooks Online Plus Curriculum:

Lesson 1: An Introduction to QuickBooks Online

In this first lesson, we will learn about QuickBooks Online, how it differs from other versions of QuickBooks, and basic navigation. We will also explore QuickBooks Online by looking at a sample company and how they use it. Lastly, we will practice setting up our own company and learn how to modify starting balances and adjust company settings. 

Lesson 2: Operating Activities

In this lesson, we will learn operating activities, such as sales and cash receipts and purchases and cash payments. Topics will include sales receipts and invoices, transaction details, purchase orders, and payments of bills. 

Lesson 3: Investing and Payroll

In this lesson, we will explore the accounting side of investing as well as how to conduct payroll in QuickBooks Online. This lesson also includes fixed assets, long-term investing and debt, and the operational side of paying employees. 

Lesson 4: Budgeting and Financial Reporting

In this final lesson, we will look at how QuickBooks Online can help with budgeting, how to make adjustments to previously entered information, and the various reports you can create. We will also explore bank reconciliation, aging summaries, and balance sheets.

Microsoft Office 365 – Word 2019 Curriculum:

Lesson 1: Creating and Modifying a Flyer

In this lesson, we will start by opening a Microsoft Word document, entering text, and inserting images into Word. This lesson culminates in the creation of a business flyer. 

Lesson 2: Creating a Research Paper and a Multi-Page Document

In this lesson, we will learn the skills needed to successfully create a research paper in Microsoft Word. Changing line spacing, using shortcuts, creating a bibliography, and working with comments in a document will all be covered. We will also learn to work with multi-page documents, including creating a cover page and editing lists and tables.

Lesson 3: Creating a Business Letter and Using Mail Merge

In this lesson, we will learn how to create a business letter, including creating a letterhead and printing envelopes. We will learn the mail merge function to customize form letters and address envelopes. 

Lesson 4: Creating a Resume and a Newsletter

In this lesson, we will work with a template to create a resume and create and format a newsletter. 

Lesson 5: Using Collaboration and Creating a Reference Document

In this lesson, we will explore how to create charts in Microsoft Word. We will explore collaboration techniques, including blogging, and how to link a Microsoft Excel spreadsheet to a Word document. We will also work on creating a reference document, with proper navigation.

Lesson 6: Creating an Online Form and Using Macros

In this lesson, we will learn how to create a template and create an online form for electronic distribution. We will then learn more advanced features of online forms, using Macros.

Microsoft Office 365 – Excel 2019 Curriculum:

Lesson 1: Creating a Worksheet

In this lesson, we will start by opening a Microsoft Excel spreadsheet and learn how to navigate the document. We will enter text, format the cells, and save a project.

Lesson 2: Working with Formulas and Large Worksheets

In this lesson, we will learn how to enter formulas in the spreadsheet and verify the formulas using Range Finder. We will also use the IF function to perform a logical test and freeze and unfreeze rows and columns.

Lesson 3: Financial Functions and Working in Multiple Spreadsheets

In this lesson, we will learn how to use the financial functions of Microsoft Excel, such as Amortization schedules and the mortgage payment calculator. We will also create a consolidated worksheet and learn to work across several spreadsheets.

Lesson 4: Creating Tables and Templates

In this lesson, we will learn how to create, format, and sort tables. We will also work with templates, import data, and work with SmartArt.

Lesson 5: Using PivotTables and Complex Problem Solving

In this lesson, we will learn some more advanced features, such as PivotTables and other Excel charts. We will also learn how to perform complex problem-solving and customize Excel add-ins.

Lesson 6: Data Analysis and User Interfaces

In this lesson, we will learn how to use Macros in Microsoft Excel and perform other data analysis. We will also learn how to collaborate in Microsoft Excel and create a custom theme.

Microsoft Office 365 – PowerPoint 2019 Curriculum:

Lesson 1: Creating and Editing Presentations with Pictures

In this lesson, we will start by opening Microsoft PowerPoint, creating a title slide, and adding additional slides. We will also start working with images by inserting them, and resizing pictures. This lesson concludes with learning how to save and print a PowerPoint file.

Lesson 2: Enhancing Presentations with Shapes, SmartArt, WordArt, Charts, and Tables

In this lesson, we will learn how to build onto and enhance presentations with a variety of tools in Microsoft PowerPoint. We will learn about themes in PowerPoint, as well as adding elements such as SmartArt, WordArt, charts, and tables.

Lesson 3: Customizing Slide Masters and Collaborating

In this lesson, we will learn how to create a master slide and presentation and customize slide elements. We will also learn how to collaborate in Microsoft PowerPoint and animate content on the slides. 

Lesson 4: Tables and Charts

In this lesson, we will work on inserting graphics from a file, and drawing and formatting tables. We will also insert a linked spreadsheet from Excel, and learn to modify and format a linked Excel chart.

Lesson 5: Adding Media to a Presentation

In this lesson, we will explore how to enhance presentations by adding a variety of media. We will also learn how to create graphics and add action buttons to make a professional presentation.

Lesson 6: Delivering the Presentation

In this lesson, we will learn best practices in delivering the presentation. Topics will include printing and saving the presentation and creating a customized slide show.

Microsoft Office 365 – Outlook 2019 Curriculum:

Lesson 1: Managing Email Messages

In this lesson, we will start by adding a Microsoft account to Outlook and work on composing an email message.  We will also reply to a message, and learn how to attach a file to a message, create and move messages into folders, and check spelling as you type in Outlook.

Lesson 2: Managing Calendars

In this lesson, we will learn how to work with calendars in Outlook. Topics include creating and scheduling appointments, meetings, and events, and sharing your calendar. 

Lesson 3: Managing Contacts

In this lesson, we will learn how to work with contacts in Microsoft Outlook. We will view and sort a contact list, edit a contact, and learn about creating contacts in various ways.  

Lesson 4: Tasks

In this lesson, we will work on the task function in Microsoft Outlook.  Topics will include categorizing and managing tasks, categorizing email messages, and working with display and print views.

Lesson 5: Customizing Outlook

In this lesson, we will explore how to customize Outlook. We will customize email messages, create signatures and stationery, and customizing the calendar.

All necessary materials are included.

Certification(s):

This course can help you prepare to take the Intuit QuickBooks Certified User Online and Microsoft Office Suite (MOS) Specialist certification exams.