Bookkeeping Basics #3: QuickBooks™ Fundamentals is designed to equip learners with the essential skills needed to efficiently utilise QuickBooks™, a leading accounting software used by businesses of all sizes. This module covers the core features of QuickBooks™, including setting up a company file, managing chart of accounts, processing invoices, tracking expenses, and generating financial reports. By mastering these functionalities, users can streamline their bookkeeping processes, ensure accurate record-keeping, and gain real-time insights into their financial health. This course is particularly beneficial for small business owners, accountants, and anyone responsible for maintaining financial records, providing them with the tools to simplify their bookkeeping tasks and improve their financial management capabilities.

You will have the following skills after completing this course:

• Understand what QuickBooks™ actually is and how it records transactions
• Demonstrate the different methods of navigating the QuickBooks™ Desktop (QBD) program
• Operate the QBD program to record and print checks and other payment forms
• Describe the methods of recording different types of sales activities in the QBD program
• Use the QBD program to record deposits of customer payments and other funds received
• Operate the QBD program to record and process bills and vendor payments
• Examine differences and similarities in reconciling various account types in the QBD program
• Examine the differences in customising content and formatting on QBD reports
• Examine the advantages and disadvantages of QB Desktop versus QB Online
• Demonstrate the process of creating a new company file in the QBD program.

Who will benefit from this course?

The "Bookkeeping Basics #3: QuickBooks™ Fundamentals" course is designed to benefit a diverse group of individuals, particularly those involved in finance and accounting or those who manage financial tasks within an organisation. Specific groups who would benefit include:

1. Small Business Owners: Those who use or plan to use QuickBooks™ to manage their business finances. Individuals are looking to streamline their financial processes and gain better insights into their business operations.
2. Aspiring Bookkeepers and Accountants: People seeking a career in bookkeeping or accounting and needing practical knowledge of QuickBooks™. Individuals are looking to add a widely-used software skill to their resume.
3. Current Bookkeepers and Accountants: Professionals who want to enhance their skills and efficiency by learning to use QuickBooks™. Those looking to stay current with popular accounting software to serve their clients or employers better.
4. Entrepreneurs: Individuals starting their own businesses who need to manage their own financial records using QuickBooks™. Entrepreneurs who want to ensure accurate and efficient financial tracking from the outset.
5. Office Managers and Administrative Assistants: Staff responsible for handling financial transactions, invoicing, payroll, and other bookkeeping tasks. Professionals are seeking to improve their proficiency with QuickBooks™ to manage company finances more effectively.
6. Freelancers and Independent Contractors: Self-employed individuals who need to keep track of their income, expenses, and tax obligations using QuickBooks™. Those looking to maintain organised financial records for personal business use.
7. Non-Profit Organisation Staff: Individuals managing finances for non-profits who need to use QuickBooks™ for tracking donations, grants, and expenditures. Staff seeking to ensure compliance and transparency in financial reporting.
8. Students and Recent Graduates: Students in accounting or business programs who want to gain practical skills in QuickBooks™ before entering the job market. Recent graduates are looking to enhance their employability with knowledge of a commonly used accounting tool.
9. Anyone Interested in Personal Finance Management: Individuals who wish to use QuickBooks™ for managing their personal finances, budgeting, and investment tracking.

The course provides practical skills in using QuickBooks™, which is essential for efficient financial management in many professional and personal contexts. It helps participants to streamline their accounting processes, ensure accuracy in financial reporting, and make informed financial decisions.

Why Should You Take This Online Course?

• Expertly Designed and Delivered by Industry Experts: Developed and delivered by RON TRUCKS -Small Business Coach and College Instructor.
• Immediate Recognition with an Instant E-Certificate: After finishing our online course, you will receive an instant E-certificate. This certification acknowledges your dedication and successful course completion, allowing you to demonstrate your newly gained knowledge and skills to potential employers, colleagues, or clients. The E-certificate validates your accomplishments immediately, raising your professional standing.
• Convenient Online Learning Experience: Because our course is entirely online, you may learn at your own pace and convenience. The course materials are accessible from anywhere and anytime, making it ideal for people with hectic schedules. The curriculum is delivered via captivating videos and extensive reading materials, creating a dynamic and interactive learning experience.
• Self-paced Learning for Maximum Progress: We recognise that everyone has various learning styles and time commitments. As a result, our online course provides self-paced study. You can work through the course materials independently, allowing for a more personalised learning experience. Our course supports your individual learning preferences, whether you like to immerse yourself in the information or take it step by step.
• Laptop, tablet, and smartphone compatibility: Our online course is device-compatible to improve accessibility. Whether you choose a laptop, tablet, or smartphone, you may easily access and interact with the course contents. This adaptability allows you to learn on the go, incorporating your studies into your everyday routine and maximising your learning possibilities.

Career prospects after completing this course:

Completing the "Bookkeeping Basics #3: QuickBooks™ Fundamentals" course can significantly enhance career prospects, particularly for those interested in finance, accounting, and business management. Here are some potential career paths and opportunities that may arise from gaining proficiency in QuickBooks™:

1. Bookkeeper:Entry-level to experienced positions in various industries. Responsibilities include recording financial transactions, maintaining financial records, and preparing reports using QuickBooks™. Opportunities for career advancement to senior bookkeeping or accounting roles.
2. Accounting Clerk:Roles in larger organisations assisting with accounting tasks such as data entry, reconciliations, and financial record maintenance. Potential to move into specialised accounting roles or pursue further qualifications.
3. Freelance Bookkeeper:Offering bookkeeping services to multiple clients as an independent contractor. Flexibility to work with a variety of businesses and industries, with potential to grow a client base and business.
4. Small Business Owner:Improved ability to manage personal business finances using QuickBooks™, leading to better financial decisions and business growth. Potential to provide QuickBooks™ setup and training services to other small business owners.
5. Office Manager:Roles in small to medium-sized businesses where bookkeeping and financial management are part of broader administrative responsibilities. Opportunities to develop skills in other areas of business management.
6. Accounts Payable/Receivable Specialist:Focused roles in managing incoming and outgoing payments, ensuring accurate and timely processing using QuickBooks™. Pathway to other finance roles within an organisation.
7. Financial Assistant:Supporting roles in financial departments, assisting with various financial tasks, reporting, and analysis using QuickBooks™. Foundation for growth into more advanced accounting and finance positions.
8. Tax Preparation Assistant:Assisting tax professionals in preparing and filing tax returns using QuickBooks™. Opportunity to develop tax-related expertise and possibly pursue certification as a tax preparer.
9. Payroll Clerk/Administrator:Managing payroll processes using QuickBooks™, ensuring accurate and timely payment to employees. Potential for advancement to payroll management roles.
10. Non-Profit Organisation Financial Manager:Managing finances for non-profits using QuickBooks™, including tracking donations, grants, and expenditures. Ensuring compliance and transparency in financial reporting.
11. Consultant/Trainer:Providing QuickBooks™ consulting and training services to businesses and individuals. Helping organisations set up and optimise their QuickBooks™ systems for better financial management.

Additionally, mastering QuickBooks™ can be a stepping stone to further education and certifications in accounting and finance, such as: