QuickBooks Online with Microsoft Excel 2019

This comprehensive course will teach you the basics of accounting with QuickBooks Online, and the skills you need to increase your financial awareness using Microsoft Excel.

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96 Course Hrs
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Blue Ridge CTC - West Virginia

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QuickBooks Online with Microsoft Excel 2019

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Course code: B14126

Introduction to Microsoft Excel 2019

If you want to learn the 2019 version of Microsoft Excel, this course will introduce you to the program's basic functions and uses. You will learn numerous shortcuts to quickly and efficiently set up worksheets.

Intermediate Microsoft Excel 2019

Learn how harness the power of Excel's data analysis tools and AutoFilter commands and how to create macros that eliminate repetitive tasks.

Introduction to QuickBooks Online

This QuickBooks course will teach you how to manage your business finances with QuickBooks Online. You will learn to use key features of QuickBooks Online and gain hands-on experience creating invoices, receipts, statements and more.

Intermediate QuickBooks Online

This course dives deeper into the software's intermediate features, such as tracking product and service items, managing inventory, and customizing sales forms.

Suite bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Suite bundles.

How the course is taught

  • Instructor-Moderated online course
  • 96 course hours
  1. Intermediate Microsoft Excel 2019/Office 365
    1. Excel Charts and Graphs
    2. More Excel Charts
    3. AutoFilter and Sorting
    4. Goal Seeking
    5. Pivot Tables
    6. Advanced PivotTables
    7. Solver
    8. Sparklines
    9. Macros
    10. Introduction to Functions
    11. Math/Trig Functions
    12. VLOOKUP, INDEX, and MATCH Functions
  2. Intermediate QuickBooks Online
    1. Managing Setting, Users, and Accountants
    2. Product and Service Items
    3. Managing Inventory
    4. Customizing Sales Forms and Tracking Classes and Locations
    5. Managing Projects and Sales
    6. Progress Invoicing and Bad Debts
    7. Payroll and Gift Cards
    8. Fixed Assets and Loans
    9. Business Entities and Owner Transactions
    10. Banking Rules and Budgets
    11. Multiple Currencies and Vehicle Mileage
    12. Adjusting and Reviewing the Books
  3. Introduction to Microsoft Excel 2019/Office 365
    1. Excel Basics
    2. Creating a Worksheet
    3. Time-Savers
    4. Relative, Absolute, Mixed, and Circular References
    5. Three-Dimensional Workbooks
    6. Sorting, Subtotaling, and Filtering
    7. Charting Basics
    8. Advanced Charting Techniques
    9. Intro to Excel's Statistical Functions
    10. Financial Functions
    11. Worksheet Automation
    12. Mastering Excel's IF Function
  4. Introduction to QuickBooks Online
    1. Getting Started
    2. Accounting Basics
    3. The Chart of Accounts
    4. Centers and Lists
    5. Bank Accounts
    6. Recording Expenses
    7. Paying Bills
    8. Credit Cards and Loans
    9. Recording Income
    10. Invoices and Estimates
    11. Billable Expenses and Customer Credits
    12. Sales Taxes and Reports

Scott Paxton

Scott Paxton is a Certified Public Accountant and holds master's degrees in business administration and accounting. His background includes experience as a public accountant, a manager in the banking industry, an entrepreneur and a college business instructor. Paxton has also spent much of his career helping small business owners successfully implement and troubleshoot QuickBooks.

Chad Wambolt

Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements:

  • This course must be taken on a PC. Macs are not compatible.

Software Requirements:

  • PC: Windows 10 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.
  • QuickBooks Online: When your course starts, you will be directed to access and utilize the free QuickBooks Online practice site to complete the lessons. No subscription or purchase is needed.
  • *Note: This course is only for the QuickBooks Online version. The desktop versions are not compatible and should not be used. If you have the desktop version, please consider the course specifically designed for your version.
  • Microsoft Excel 2019: Available to download with a subscription to Microsoft 365, or with Microsoft Office Home and Student 2019. (not included in enrollment)
  • *Note: The "Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

A new session of each course opens every month, allowing you to enroll whenever your busy schedule permits!

Once a session starts, two lessons will be released each week, for the six-week duration of your course. You will have access to all previously released lessons until the course ends.

The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you're encouraged to complete each lesson within two weeks of its release.

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.