Course Description

Quickbooks Computerised Accounts course is about how to use Quickbooks based on the most popular functions which you as a Quickbooks operator needs to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You’ll learn how to set up a quickbooks system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Quickbooks for yourself.

You will need to have access to a copy of quickbooks 2006 edition – the version which this teaching is based on. Versions 2003, 2008, 2010, 2012, 2014 aren’t too dis-similar from the edition which this is based on. If you have a newer version, and get stuck, the instructor is usually online to answer student queries for 2 hours each day.

The course materials includes the handout of the assignment task.

Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.

The course will take about 3-4 hours to complete.

Serial author and entrepreneur

Lisa Newton

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible. Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals. In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.

Course curriculum

  • 1

    New Chapter

    • qb0 - Desktop intro to the course

    • qb1 - Course paper - download and print

    • qb2 - Systems set up

    • qb3 - Enter opening balances

    • qb4 - Enter opening balances task 1.1

    • qb5 - Report opening trial balance

    • qb6 - Reverse the opening accrual and prepayment

    • qb7 - Amend the nominal ledger

    • qb8 - Report listing the nominal ledger accounts

    • qb9 - Add customers

    • qb10 - REPORT customers

    • qb11 - Suppliers adding

    • qb12 - REPORT suppliers

    • qb13 - Post customer invoices

    • qb14 - Post customer invoices batch

    • qb15 - Post customer credit notes

    • qb16 - Customer account activity report

    • qb17 - Aged debtors info report

    • qb18 - Enter supplier bills

    • qb19 - Enter credit notes

    • qb20 - Supplier activity

    • qb21 - Aged creditors info

    • qb22 - Cheques to suppliers

    • qb23 - Supplier pymts report

    • qb24 - Receipts from customers

    • qb25 - Report of Receipts from customers

    • qb26 - Post petty cash

    • qb27 - Post petty cash - REPORT

    • qb28 - Petty cash payments

    • qb29 - Petty cash payments report

    • qb30 - Post sundry payments

    • qb31 - Report - sundry payments

    • qb32 - VAT return

    • qb33 - VAT return reporting

    • qb34 - Reconcile the bank

    • qb35 - Wages journal

    • qb36 - Wages journal report

    • qb37 - Month end journals

    • qb38 - Reporting

    • qb39 - Reporting Balance Sheet

    • qb41 - What you can do next, after this course

    • qb40 - Reporting Trial Balance

    • Downloadable answers