Intermediate QuickBooks 2017 (Self-Paced Tutorial)
Go beyond the introductory concepts of QuickBooks and learn how to gain more control and improve productivity with this powerful accounting software.
This comprehensive online course introduces additional features that will help you get the most out of your QuickBooks 2017 software. You will learn how to manage multiple company files, export and import list data from one file to another, and make journal entries. If your business handles inventory, you will learn how to enter price levels and track discounts and credits. You will even learn how to track mileage on vehicles you use in your business.
This course also covers many other common topics that small business owners encounter, including creating customer statements, assessing finance charges on overdue balances, using QuickBooks’ batch invoicing features to create multiple invoices, and writing off past due balances when the customer won’t pay.
This course is designed for those who already have a good grasp on the basics of this program or have successfully completed the Introduction to QuickBooks course. Whether you’re a small-business owner, or bookkeeper or accountant needing a QuickBooks refresher, this course will make you more confident and secure in accounting for your business.
- This course must be taken on a PC. It is not suitable for Mac users.
- Windows 8 or newer.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge is also compatible.
- The desktop version of QuickBooks Premier Edition 2017 is recommended for this course (not included in enrollment). QuickBooks Pro 2017 can be used, but please be aware that there are some features discussed in the course that are not available in the Pro edition. However, the course lessons have been modified to accommodate Pro version users. The Enterprise version of the software can also be used.
- Note: This course is based on the U.S. version of QuickBooks. Other locations are not supported.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
- Email capabilities and access to a personal email account.
1 Working With Company Files
One of the more challenging aspects of QuickBooks is learning how to manage company files. This lesson introduces some great features that allow you to easily work with not just one, but multiple company files. You will even learn how to export and import list information from other files into a brand-new file.
2 Securing Your Company Files
Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.
3 List Items and Inventory
Lists form the backbone of QuickBooks. In this lesson, you will learn how to add and edit multiple list items. You will also learn how to create class items to further categorize transactions. Finally, you will discover how to enter inventory part items and how to combine these items into inventory assemblies.
4 Ordering and Selling Inventory
Tracking inventory in QuickBooks is a multi-step process. This lesson introduces entering and using Sales Orders to keep track of customer orders. And to help you keep track of it all, you will learn how to use the Inventory Center in QuickBooks to view transactions, edit items, and produce reports.
5 Vendor Discounts and Credits and Adjusting Inventory
If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts. You will also learn how to enter and manage vendor credits when they arise.
6 Tracking Price Levels and Customer Discounts
Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer.
7 Tracking Vehicle Mileage
If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you will learn how to enter this mileage and the rate the IRS allows for a deduction.
8 Working With Customer Balances
Sometimes you may need to bill a customer without needing to create a full-blown invoice. In this lesson, you will learn how to create a statement and charge directly to a customer's account. You will also learn how to change the price of multiple sales items using QuickBooks' Change Item Prices feature.
9 Batch Invoicing and Creating Letters
This lesson introduces QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers. You will also learn how to modify a letter template and then create a form letter that you can send to your customers or vendors.
10 Petty Cash and Gift Cards
Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts. You will also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.
11 Owner Transactions and Journal Entries
In this lesson, you will learn how to record an owner's infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company's bank account.
12 Loans and Budgets
In this lesson, you will learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You will then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment.