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

Students will:

• Identify features of QuickBooks Online.
• Create, print, and export reports in QuickBooks Online.
• Record sales and cash receipts.
• Record purchases and cash payments.
• Record investments and debt.
• Create a budget.

This course prepares students to take the Intuit QuickBooks Certified User Online certification exam.

Course Outline:

Lesson 1: An Introduction to QuickBooks Online Using a Sample Company

This course will use scenarios to help you learn the ins and outs of QuickBooks Online. This is done through the use of a sample company, and the data that belongs to that company. This first lesson introduces you to the sample company and how to navigate the data given to you.

Lesson 2: An Overview of QuickBooks Online

In this lesson, you will create a QuickBooks Online account and start using the basic features. You will navigate the dashboard and enter information about the sample company you will be using.

Lesson 3: Setting up a New Company

In this lesson, you will delve deeper into QuickBooks Online by changing company settings, modifying the chart of accounts, and creating new customers. You will also begin exploring reports that QuickBooks can create.

Lesson 4: Recording Operating Activities: Sales and Cash Receipts

In this lesson, you will add operating activities like sales receipts, invoices, and cash receipts. You will also record operating activities, such as  new services, products, customers, invoices, and receipts.

Lesson 5: Recording Operating Activities: Purchases and Cash Payments

Lesson 5 is a follow-up to lesson 4. In the previous lesson you recorded money coming in. In this lesson, you will record money that goes out. This includes purchase orders and payment of bills.

Lesson 6: Recording Investing and Financial Activities

In lesson 6, you will continue entering data with your sample company by including fixed assets, investments, and stocks. This lesson also serves as a refresher for these financial topics.

Lesson 7: Recording Payroll

Lesson 7 is an essential topic for companies. You will be recording payroll activities in this lesson, including adding employees, payroll accounts, and payroll expenses.

Lesson 8: Establishing Budgets and Preparing Bank Reconciliations

In lesson 8 you will explore more features of QuickBooks Online, namely budgeting and bank reconciliation. You will also learn how to create budgeting reports, such as a profit and loss statement.

Lesson 9: Analysis and Recording of Adjusting Entries

This lesson focuses heavily on the accounting features of QuickBooks Online, as well as serves as a review of basic accounting procedures. In Lesson 9, you will learn about adjusting journal entries.

Lesson 10: Preparing Financial Statements and Reports

This final lesson brings it all together with the creation and analysis of financial reports. A/R, A/P, and Inventory summary reports are all included.

All necessary course materials are included.

Certification(s):

This course prepares students to take the Intuit QuickBooks Certified User Online certification exam.

Instructional Strategies:

• Lecture
• Skills Demonstration
• Individual Activities

Methods of Evaluation:

• Quizzes & Exams
• Skills Demonstration

Instructor Biography:

Coming soon!

Grading System:

Student must complete the course with a final average grade of 70% to be eligible for a Certificate of Completion.

Attendance:

Students are expected to arrive on time and participate in course discussions. Successful completion of the course of study recommends 100% attendance. If during the course period the student’s attendance level drops below 80%, they will be encouraged and given the opportunity to attend the next scheduled class for the course they enrolled in. Should materials change, student is responsible for all additional cost.

Refund Policy: 

There can be no refund for the course, once the first class has been concluded; or if any course material, including the eBook, is accessed. If extenuating circumstances exist, case by case situations will be reviewed by ProTrain. If a refund is issued, the refunded amount (- a $25 processing fee) will be dependent upon books being returned in excellent condition (i.e. no writing, missing pages; ripped or damage to pages and/or binding).

Payment Plan Policy:

Students may withdraw from the program for any reason up to 1 week prior to the start of program. In this case, the student’s payment plan agreement shall be rescinded. If the payment plan has begun a non-refundable administrative fee of $25.00 will be assessed and remaining funds will be returned to payer in check form by mail. 

Re-Admission Policy:

Any student who has dropped out of the program, or has been suspended from the program for nonattendance may be readmitted within one year by completing a personal interview with the director of education and paying any applicable fees at the time of readmission. Students who were terminated due to conduct issues are not eligible to be readmitted.

Policy on Student Conduct:

All students are expected to conduct themselves in an orderly and professional manner. Any student not conducting themselves in an orderly and professional manner, which includes use of drugs and alcohol during school hours, dishonesty, disrupting classes, use of profanity, excessive tardiness, insubordination, violation of safety rules, improper usage of lab or classroom computers, or not abiding by the school rules will lead to either probation or dismissal from classes.