Whether you’re looking to learn QuickBooks or hire a bookkeeper, proper training minimizes the learning curve and helps you get started confidently.
Know the Basics
This set of lessons breaks down the longer lessons into bite-sized tutorials. This makes it easier for beginners to digest and may help them decide whether QuickBooks is for them.
The first lesson covers managing expenses, which is essential for any business. It teaches users how to keep track of what they owe to vendors and how to create and email bills. It also teaches how to apply payments to outstanding invoices so that income is not recorded twice.
It teaches how to set up a company file, work with customers and jobs, create estimates and invoices, record deposits, and process payments.
Understand Accounting Principles
Understanding accounting principles can help you make more informed decisions about your business’s finances. Although it’s not a requirement for using QuickBooks, it will give you a better grasp of the information being reported so that you can spot errors and inaccuracies.
This online tutorial offers lessons on various topics, including accounts and banking, expenses and vendors, e-commerce, reports, and sales and customers. Lessons are broken down into short tutorials that are easy to digest.
Learn the Basics of the Chart of Accounts
The chart of accounts lists the different financial transactions recorded on a company’s general ledger. It organizes all the information a company records into categories like assets, liabilities, equity, revenue, and expenses. It also determines which data will show on important financial statements like the balance sheet and income statement.
A well-designed chart of accounts is vital for any business. It can provide a clear picture of a company’s financial health to investors and shareholders and make it easier for businesses to comply with financial reporting standards.
This course, quickbooks training for beginners, is an excellent option for beginners because it’s short and offers lessons that are easy to digest. Each lesson comes with instructions, examples, and a video demonstration. It also has a forum where students can interact with the instructor and other users to ask questions.
Learn the Basics of Chart of Accounts Reports
A basic understanding of accounting principles can make your transition into QuickBooks much easier. This doesn’t mean you need to learn how to do your accounting, but understanding the rules and guidelines for reporting financial data will set you up for success with the software.
Your company’s chart of accounts (COA) is a list of account names that help you track money coming in and out of your business. Typically, accounts are categorized as assets, liabilities, income, and expenses.
This course features a complete set of lessons covering how to set up your chart of accounts, bank reconciliation, invoicing, estimates, reports, sales tax, and more. The course also includes a quiz and the chance to earn a certificate of completion.
Learn the Basics of Financial Statements
Financial statements contribute a window into the health of a company that can be difficult to gauge without the right tools. Understanding these documents can help investors better identify opportunities while allowing professionals at all levels of an organization to make better business decisions.
This course offers a quick introduction to QuickBooks with a strong beginner focus. It teaches the basics of setting up and using the software, including creating sales invoices, recording purchase invoices, tracking expenses, reconciling bank accounts, and running payroll.
This tutorial breaks down longer lessons into bite-sized tutorials that are easier to digest. Each lesson also has a video demonstration of the process, making it easy for beginners to learn at their own pace and in the comfort of their homes.