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Accounting and Bookkeeping Training Bundle
For Accounting professionals, the two most utilized programs are Sage 50 (formerly Peachtree) and QuickBooks Pro. Our online training for Accounting and Bookkeeping Training Bundle will get any business owner, Accounting professional, or bookkeeping up to speed and understand both of these applications inside-out.
Included In This Course
Included In This Course
25 Hrs 9 Min
376 On-demand Videos
Closed Captions
79 Topics
379 Prep Questions
Certificate of Completion
Course Description
Bookkeeping profession online course
In the Accounting profession, the two most popular programs out there are Sage 50 (formerly Peachtree) and QuickBooks Pro. Each program has its strengths and it is definitely a benefit for the any business owner or Accounting professional to know the ins and outs of both programs.
Accounting & Bookkeeping Courses
The ITU Online Accounting bundle gives you the best, in-depth learning available. This bundle is perfect for the Accountant, Accountant-in-training, bookkeeping professional, and the small business owner. No matter if you are just starting, in need of a refresher on accounting principles, want to make yourself more marketable to more clients, are looking for work in the field, or need to gain more knowledge business accounting or business finances in order to run your business better – The ITU Online Accounting Bundle will ensure that you are completely up-to-speed with the latest capabilities. Plus, each course teaches you everything you need to know so you can run an entire business within either program. It’s the easiest and most affordable way to dive into each program and decide which one is right for you!
Frequently Asked Questions About Accounting and Bookkeeping Training Bundle
What software does the Accounting and Bookkeeping Training Bundle cover?
The training bundle covers Sage 50 (formerly Peachtree) and QuickBooks Pro. These are two of the most commonly used programs in the accounting profession, and the course aims to get you up to speed on both of these applications.
How is the course content delivered?
The course is online and comprises of 374 videos over 25 training hours. There are 79 topics covered and 379 practice questions to test your understanding and application of the course material​.
Who is this course suitable for?
The ITU Online Accounting bundle is perfect for accountants, accountants-in-training, bookkeeping professionals, and small business owners. Whether you’re just starting out, in need of a refresher on accounting principles, looking to make yourself more marketable to more clients, looking for work in the field, or needing to gain more knowledge about business accounting or finances to better run your business, this course is designed to bring you up to speed with the latest capabilities​.
Who is the instructor for this course?
The course is taught by Mary Rutan. She has been an Adjunct Instructor at Florida State College at Jacksonville and has developed content for the mortuary science program online curriculum. She is known for her clear directions and is regarded as a fantastic professor by her students.
How can I access this course?
You can access the course with an All Access Monthly Subscription, which not only gives you access to this course but also over 2,500 hours of on-demand content. You can start today with a 7-day free trial, and there’s no obligation to continue after this period. You can cancel anytime​.
What benefits will I get from this course?
The course will ensure that you are completely up-to-date with the latest capabilities of Sage 50 and QuickBooks Pro. It provides in-depth learning and is an affordable way to understand each program thoroughly. By the end of the course, you should be able to decide which program is right for you and run an entire business within either program.
Proudly DisplayYour Achievement
Upon completion of your training, you’ll receive a personalized certificate of completion to help validate to others your new skills.
Course Outline
Quickbooks Online Course Content
Module 1: Setup and Maintenance
Module 1 Notes
Course Introduction
Knowing Which Account is Right for You
Getting Started
User Setup
Access Rights
User Setup Completion
Adding Employees to Payroll
Inviting Your Accountant
Dashboard and 3 Ways to Navigate QBO
Commonly Used Forms
Module 1 Summary
Module 2: List Management
Module 2 Notes
Defining Lists
Importing Lists
Employees vs 1099
Adding and Removing Entries
Updating Entries
Editing and Managing List Elements Demo
Merging Items (entries)
Form Requirements
Module 2 Summary
Module 3: Sales (Money-In)
Module 3 Notes
Product and Service Setup
Customer Setup Demo
Invoicing Workflows
Recording Sales
Customer Statements
Tracking Audit History Demo
Sales Reciept Workflow
Undeposited Funds Account
Accounts Receivable Impact
Impact of Connecting Your Bank Account to QBO
Billable Expense Invoicing
Recording a Customer Credit
Delayed Charges
Estimates
Module 3 Summary
Module 4: Purchased (Money-Out)
Module 4 Notes
Product and Service Setup on Purchase Forms
Vendor Setup
Purchase Order Transactions
Entering and Paying Bills
Recording Checks
Recording Credit and Debit Card Transactions
Recording EFTs, Online Payments, and Wire Transfers
Recording Vendor Credits
Voiding vs Deleting Checks
Vendor Page and Report Insights
Module 4 Summary
Module 5: Accounting
Module 5 Notes
Basic financial statements (Balance sheet, income statement, and statement of cash flows)
Financial Statements Expanded
Cash and Accrual Accounting Differences
Difference Between Cash and Accrual Reporting
Setting a Closing Date
Balancing Your Books aka Reconciling Demo
Journal Entries
Audit Log Insights
Project Profitability Demo
Module 5 Summary
Module 6: Reports
Module 6 Notes
Customized Reports
Commonly Used Reports Demo
Setup Automatic Report Emails
Collapse and Expand Report Function
Exporting and Importing Reports
Module 6 Summary
Module 7: Customizations and Time Savers
Module 7 Notes
Tracking Income and Expenses for Multiple Locations
Organizing your Chart of Accounts
Custom Fields on Invoices
Recurring Transactions
Customizing a Sales Form
Keyboard Shortcuts
QBO Mobile App Preview
Connecting Third Party Apps to QBO
Module 7 Summary
Module 8: Extra
Module 8 Notes
Common Mistakes QBO Users Make
Final Note on Bookkeeping Best Practices
Why QBO is Awesome
Course Outro
Defining Terms and Sample Quiz Questions
Accounting and Business Basics Course Content
Accounting and Business Basics
Introduction
Business Entities
Beginning Your Business
Financial Basics Part 1
Financial Basics Part 2
Employees Payroll
Getting Your Business Out There
SEO
Other Topics
Closing
Quickbooks Point of Sale (POS) Course Content
Module 1: Creating and Setting Up Your Point of Sale Company File
Intro To Point Of Sale
Creating And Setting Up Point Of Sale
Module 2: Installing your System
Determining Your Point Of Sale Additions
Module 3: Navigating and Customizing the Home Page
Navigating And Customizing The Homepage
Module 4: Company Preferences
Company Preferences
Module 5: Financial- Setting up QuickBooks Connection
Setting Up Quickbooks Connection
Module 6: Setting up Sales Tax
Setting Up Sales Tax
Module 7: Workstation Preferences
Workstation Preferences
Module 8: Additional Features
Additional Features
Module 9: Employees and Security
Employees And Security
Module 10: Customers
Customers
Module 11: Rewards Program
Reward Programs
Module 12: Vendors
Vendors
Module 13: Setting Up Your Inventory
Setting Up Inventory
Module 14: Item Styles, Assemblies, and Group
Adding Styles Assemblies And Groups
Module 15: Working with Inventory
Working With Inventory
Module 16: Sales
Sales
Module 17: Working with Price Levels and Discounts
Working With Price Level And Discounts
Module 18: Collecting Sales Tax
Collecting Sales Tax
Module 19: Adding Shipping Information (Pro/MS)
Adding Shipping Info
Module 20: Tracking Sales Commissions
Tracking Sales And Commission
Module 21: Taking Payment and Giving Change
Taking Payments And Giving Change
Module 22: Recording Tips
Recording Tip
Module 23: Handling Tricky Sales Returns
Handling Tricky Sales And Returns
Module 24: Working with Sales Orders, Work Orders, and Layaways
Working With Sales And Work Orders
Module 25: Purchasing Merchandise
Purchasing Merchandise
Module 26: Receiving from a PO
Receiving Purchase Orders
Module 27: Managing Inventory
Managing Inventory
Module 28: Reporting
Reporting Point Of Sales
Module 29: QuickBooks Financial
Quickbooks Financial
Module 30: Multi-Store
Multi-Store
Module 31: Protect your data
Protecting Your Data
Module 32: Adding Third Party Applications
Adding 3rd Party Apps
Summary of Point of Sale
Sage 50 Course Content
Module 1: Sage 50 2013
Course Overview-Part1
Course Overview-Part2
Course Overview-Part3
Course Overview-Part4
New Features-Part1
New Features-Part2
New Features-Part3
Quick Tab Menu Overview
Business Status-Part1
Business Status-Part2
Customer And Sales
Vendors And Purchases
Inventory And Services
Employees And Services
Banking
System-Part 1
System-Part2
Quick Tab Menu Review
Sage 50 Menu Overview-Part1
Sage 50 Menu Overview-Part 2
Sage 50 Menu Overview-Part3
Sage 50 Menu Overview-Part 4
Sage 50 Menu Overview-Part5
Sage 50 Menu Overview-Part6
Sage 50 Menu Overview-Part7
Module 2: Sage 50 Basics
Sage 50 Available Products
Accounts Payable Features
Vendors And Purchases-Part 1
Vendors And Purchases-Part 2
Vendors And Purchases-Part 3
Vendors And Purchases-Part 4
Vendors And Purchases-Part 5
Vendors And Purchases-Part 6
Accounts Payable Review
Accounts Receivable Review
Customer And Sales Menu
Customers
Jobs
Sales Taxes
Quotes And Proposals
Sales Orders
Invoices
Finance Charges Basics
Receive Money
Bank Accounts
Printing Statements
Credits And Returns
Accounts Receivable Report
Basics Review
Module 3: Inventory
Inventory And Services Overview
Inventory Items-Part 1
Inventory Items-Part 2
Company Services
Assemblies and Prices
Purchase Orders
Receiving Inventory Shipping And Tracking
Inventory Count And Adjustments
Inventory Reports
Inventory Review
Module 4: Employee
Employees And Payroll Overview
Employees And Users-Part 1
Employees And Users-Part 2
1099's
Payroll Setup
Time And Expense Tickets
Direct Deposit And Printing Payroll Checks
Forms And Void Checks
Employees Module Review
Module 5: Banking
Banking Features Overview
Write Checks
Account Register
Analysis Tools-Part 1
Analysis Tools-Part 2
Chart Of Accounts
Receive Money And Bank Deposits-Part 1
Receive Money And Bank Deposits-Part 2
Enter Bills Pay Bills And Electronic Bill Pay
Reconcile Accounts
General Journal Entries
Void Checks And Reports
Banking Module Review
Module 6: Maintenance
Automatic Backup
BackUp Data-Part 1
BackUp Data-Part 2
Automatic Backup
Restore Data
Data Maintenance
System Checks
Company Maintenance
Data Integrity
Maintenance Review
Module 7: File Handling
Attaching Documents
Attaching And Managing Documents
File Handling Review
Module 8: Manager
Analysis Managers
Cash Flow Manager-Part 1
Cash Flow Manager-Part 2
Cash Flow Manager-Part 3
Collection Manager
Payment Manager
Financial Manager
Manager Review
Module 9: Jobs
MaintainingJobs
CreatingJobs-Part 1
Creating Jobs-Part 2
Managing Jobs
Jobs Review
Module 10: Budgets
Maintain Budgets
Creating And Managing Budgets-Part 1
Creating And Managing Budgets-Part 2
Budgets Module Review
Module 11: Charts of Accounts
Maintain Chart Of Accounts
Creating Accounts
Accounts List-Part 1
Accounts List-Part 2
Chart Of Accounts Review
Module 12: Accounts Management
Maintain Customers And Prospects
Adding Customers And Prospects
Accounts Aging
Payment Methods
Managing A Customer Account
Accounts Management Review
Module 13: Customer Setup
Customer Setup Guide
Customer Setup-Part 1
Customer Setup-Part 2
Customer Setup-Part 3
Customer Beginning Balance
Customer Account Defaults
Sales Tax
Statement And Invoice Defaults
Customer Setup Review
Module 14: Jobs Setup
Jobs Setup Guide
Jobs Setup
Jobs Change Order
Job Ledger
Job Profitability Report-Part 1
Job Profitability Report-Part 2
Job Defaults
Jobs Beginning Balances
Jobs Setup Review
Module 15: Vendor Setup
Vendors Setup Guide
Vendor Setup-Part 1
Vendor Setup-Part 2
Vendor Setup-Part 3
Vendor Setup-Part 4
Vendor Beginning Balances
Vendor Default
Vendor Setup Review
Module 16: Inventory Setup
Inventory And Services Items Setup
Adding And Managing Inventory And Service Items-Part 1
Adding And Managing Inventory And Service Items-Part 2
Adding And Managing Inventory And Service Items-Part 3
Adding And Managing Inventory And Service Items-Part 4
Quantities On Hand
Inventory And Service Items Default Setup
Inventory Setup Review
Module 17: Employee Setup
Employees Setup Guide
Employee Payroll Settings
Payroll Options Settings
Company Information Setting
Benefits Settings-Part 1
Benefits Settings-Part 2
Payroll Taxes And Place Order Settings
Employee Setup
Salary History Setup
Employees Default Setup
Employee Setup Review
Module 18: Security Setup
Security Setup Guide
Setup Security
Set Up Users
User Security Setup
User List Rights And Permissions
Setup Guide Next Steps
Security Review
Module 19: ACTI Link
Sage 50 ACT
Sage ACT Link
ACT Accounting Link Setup
Creating And Editing Contact Links-Part 1
Creating And Editing Contact Links-Part 2
Creating And Editing Contact Links-Part 3
Contact Link Updates Options
ACT! Link Review
Module 20: Task Overview
Tasks Menu
Quotes Sales Orders And Proposals-Part 1
Quotes Sales Orders And Proposals-Part 2
Quotes Sales Orders And Proposals-Part 3
Sales Invoicing And Time Expenses
Shipments
Receipts
Finance Charges
Select For Deposit
Credit Memos
Select For Purchase Orders-Part 1
Select For Purchase Orders-Part 2
Bills And Payments-Part 1
Bills And Payments-Part 2
Account Register
Time And Expense
Select For Payroll Entry
General Journal Entry
Asemblies
Account Reconciliation And Void Checks
Write Letters And Action Items
System Tasks
Tasks Overview Review
Module 21: Forms, Reports, and Recap
Reports And Forms
Form Types And Sample Forms-Part 1
Form Types And Sample Forms-Part 2
Form Types And Sample Forms-Part 3
Reports-Part 1
Reports-Part 2
Reports-Part 3
Reports-Part 4
Reports-Part 5
Services
Program Review
Quickbooks Premier 2014 Course Content
Module 1: Intro and Setup
Intro To Quickbooks
Setup Quickbooks
Module 2: Tools
Tools-Part 1
Tools-Part 2
Tools-Part 3
Module 3: Preferences
Preferences
Email Preferences
Module 4: Security & Users
Security And Users
Module 5: Estimates
Estimates
Module 6: Sales Orders
Sales And Orders
Module 7: Receiving Money
Account Receivable
Batch Invoicing
Customer Deposits
Module 8: Bounced Checks
Bounced Checks
Module 9: Specific Tracking
Vehicle Mileage
Class Tracking Transactions
Module 10: Receiving and Depositing
Receiving Payments
Making Deposits
Module 11: Credit Cards and Bank Accounts
Credit Cards
Bank Accounts
Module 12: Payroll
Payroll Preferences
Employee Setup
Processing Payroll
Payroll Tax Forms
Job Costing With Payroll
Payroll Setup Advance
Workers Compensation
Module 13: Transactions
Special Transactions
Memorized Transactions
Module 14: Accounts and Reports
Other Account Types
Quickbooks Reporting
Advance Reporting
Budgets And Forecast
Module 15: Integrating with Word
Writing Letters In Microsoft Word
Module 16: Data Types
Converting Importing And Exporting
Quickooks Backup Data Integrity
Multi-Currencies
Module 17: Conclusion
Advance Features
Update Or Upgrade
Summary Of Quickbooks
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Accounting and Bookkeeping Training Bundle
Accounting and Bookkeeping Training Bundle
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