Business and Professional Certified Professional Bookkeeper with Quickbooks 485 Hours 3 Months Beginner English Overview Syllabus Objectives Requirement Certification Features This Professional Bookkeeping course will show you the essentials of record keeping for a small business and will show why it’s necessary to track information. The course, offered by our accredited school partners, will give you a greater understanding of the purpose and process of record keeping. Professional Bookkeeping teaches you how to sort through the masses of information and paperwork, how to record what is important for a business, and how to use that information to grow a business for success. This course helps prepare you to take the NACPB Bookkeeping Certification exam. Professional Bookkeeping also assists you in setting up and running a thriving home-based bookkeeping business. After completing this course, you should be able to: • Define the basics of beginning, intermediate, and advanced bookkeeping • Identify the steps involved in starting a bookkeeping business • Define methods for recruiting and maintaining clients • Distinguish between bookkeeping and accounting • Identify methods for tax planning and minimizing taxes • Identify the basics for getting started with QuickBooks • Define the steps for setting up bookkeeping and invoicing functions • Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll • Recall the various components of managing a business, such as budgeting and reporting • List steps for integrating and customizing features in QuickBooks Enroll through one of our accredited university or college partners today! Professional Bookkeeping Course 1-Bookkeeping Basics Lesson 1: The Basics of Bookkeeping • The Bookkeeper Position • Difference Between Accounting and Bookkeeping • Financial Accounting Basics • The Accounting Cycle • Accrual Basis of Accounting • Chart of Accounts • The Ledger Concept • Trial Balance • Closing the Books • Journal Entries Lesson 2: Financial Statements • Income Statement Overview • Balance Sheets • Cash Flows • Interpretation of Financial Statements • Accounts Payable and Receivable • Profit Ratios • Bookkeeping Controls • Sales and Collection • Invoices • Cash Processing Lesson 3: Inventory and Assets • Payables System • Expense Report Processing • Petty Cash System • Inventory Accounting • Inventory Cost Layering Overview • Fixed Assets and Depreciation • Fixed Asset Classifications • Debt Accounting Course 2-Payroll and Credit Lesson 1: Payroll • Payroll Cycle • Employee Time Tracking • Gross Pay Calculations • Benefits and Deductions • Accounting for Payroll Transactions • Payroll Taxes • Workers’ Compensation Insurance • Income Tax Filings • Small Business Tax Reduction Strategies Lesson 2: Credit and Collections • Credit and Collection Management • Credit Procedures • Sales Orders • Credit Examination Procedures • Credit Controls • Collection Procedure • Collection Controls • Credit Policy Lesson 3: Credit Application • Adjustments to a Credit Application • Customer Credit Ratings • Third Party Credit Ratings • Ongoing Credit Monitoring • Credit Documentation • Financial Statements • Ratios • Liquidity Index • Credit Risk Reduction • Credit Insurance Course 3-Collections Lesson 1: Customer Billings and Collection Tactics • Billing Processing • Efficient and Effective Billing • Statement of Accounts • Payment Handling • Check Receipt • Tactics: Calls, Letters and Holds • Credit Repayments • Payment Deductions • Product Returns Management • Skip Tracing Lesson 2: Collections, Litigation and Laws • Management of a Collection Agency • Litigation and Bankruptcy Tactics • Chapter 11 Bankruptcy • Allowance for Doubtful Accounts • Credit and Collection Technology • Document Imaging • Product and Service Improvements • Credit and Collection Measurements • Credit and Collection Laws Lesson 3: Overview of Payables • Transaction Cycles • Invoice Processing • Processing Procedures • Types of Payments • Checks, Drafts, Transfers • Expense Reimbursement • Procurement Cards • Sales and Use Tax Overview • Tax Audits Course 4-Payables Lesson 1: Accounting for Payables • Finance Issues • Payment Timing • Applicable Accounts to Charge • Closing Payables • Expense Reports • Department Management • Payables Manager Responsibilities • Payables Controls • Payables Policies Lesson 2: Payables Record Keeping • Payables Fraud • Personal Purchases • Payables Technology • Automated W-9 Forms • Vendor Master File • Payables Filing System • Government Reporting • Unclaimed Property • Cost Recovery • Payables Management Lesson 3: Payroll Management • Payroll Cycle Duration • Electronic Payments • Definition of an Employee • W-2 Contractor • Employee Withholding Liability • Employee Time Tracking • Employee Compensation • Difference Between Salaries and Wages Course 5-Taxes and Benefits Lesson 1: Employee Benefits and Payroll Taxes • The Provider and Recipient of Benefits • Flexible Spending Accounts • Time Off • Payroll Deductions • Income Tax Withholding • Social Security Tax • Medicare Tax • Earned Income Credit • Common Paymaster Rule Lesson 2: Taxes and Accounting for Payroll • Tax Remittances • Tax Deposit Schedules • Accuracy of Deposits Rule • Unemployment Taxes • Unemployment Benefit Claims • Payments to Employees • Accounting Journal Entry • Accrued Wages, Bonuses and Commissions • Tax Deposits Lesson 3: Payroll Reports, Recordkeeping and Procedures • Payroll Register • Employment Application • Employer Identification Number • Forms: Timecard • Payroll Controls • Payroll Measurements • Payroll Entries to Headcount Ratio • Outsourcing Option QuickBooks Pro Course 1-Introduction to QuickBooks Lesson 1- • The Home Page and Insights Tab • The Centers • The menu Bar and Keyboard Shortcuts • The Open Window List • The Icon Bar • Customizing the Icon Bar • The Chart of Accounts • Accounting Methods • Financial Reports • Using Express Start • Using the EasyStep Interview • Returning to the EasyStep Interview • Creating a Local Backup Copy • Restoring a Company File from a Local Backup Copy • Setting Up Users • Single Multiple User Modes • Closing Company Files • Opening a Company File • Using Lists • The Chart of Accounts • The Customers & Jobs List • The Employees List • The Vendors List • Using Custom Fields • Sorting Lists • Inactivating and Reactivating List Items • Printing Lists • Renaming and Merging List Items • Adding Multiple List Entries from Excel • The Sales Tax Process • Creating Tax Agencies • Creating Individual Sales Tax Items • Creating a Sales Tax Group • Setting Sales Tax Preferences • Indicating Taxable & Non-Taxable Customers & Items • Setting Up Inventory • Creating Inventory Items • Creating a Purchase Order • Receiving Items with a Bill • Entering Item Receipts • Matching Bills to Item Receipts • Adjusting Inventory • Service Items • Non-Inventory Items • Other Charges • Subtotals • Groups • Discounts • Payments • Changing Item Prices Lesson 2- • Selecting a Sales Form • Creating an Invoice • Creating Batch Invoices • Creating a Sales Receipt • Finding Transaction Forms • Previewing Sales Forms • Printing Sales Forms • Using Price Levels • Setting Finance Charge Defaults • Entering Statement Charges • Applying Finance Charges and Creating Statements • Recording Customer Payments • Entering a Partial Payment • Applying One Payment to Multiple Invoices • Entering Overpayments • Entering Down Payments or Prepayments • Applying Customer Credits • Making Deposits • Handling Bounced Checks • Automatically Transferring Credits Between Jobs • Manually Transferring Credits Between Jobs • Creating a Credit Memo and Refund Check • Refunding Customer Payments • Setting Billing Preferences • Entering Bills • Paying Bills • Early Bill Payment Discounts • Entering a Vendor Credit • Applying a Vendor Credit • Using Registers • Writing Checks • Writing a Check for Inventory Items • Printing Checks • Transferring Funds Between Accounts • Reconciling Accounts • Voiding Checks • Sales Tax Reports • Using the Sales Tax Payable Register • Paying Your Tax Agencies Lesson 3- • Graph and Report Preferences • Using QuickReports • Using QuickZoom • Preset Reports • Modifying a Report • Rearranging and Resizing Report Columns • Memorizing Reports • Memorized Report Groups • Printing Reports • Batch Printing Forms • Exporting Reports to Microsoft Excel • Saving Forms and Reports as PDF Files • Comment on Report • Process Multiple Reports • Scheduled Reports • Using Graphs • Company Snapshot Course 2-Payroll and Forms Lesson 1- • Creating New Form Templates • Performing Basic Customization • Performing Additional Customization • The Layout Designer • Changing the Grid and Margins in the Layout Designer • Selecting Objects in the Layout Designer • Moving and Resizing Objects in the Layout Designer • Formatting Objects in the Layout Designer • Copying Objects and Formatting in the Layout Designer • Adding and Removing Objects in the Layout Designer • Aligning and Stacking Objects in the Layout Designer • Resizing Columns in the Layout Designer • Creating a Job • Creating an Estimate • Duplicating Estimates • Invoicing from an Estimate • Updating Job Statuses • Inactivating Estimates • Making Purchases for a Job • Invoicing for Job Costs • Using Job Reports • Tracking Time and Printing a Blank Timesheet • Weekly Timesheets • Time/Enter Single Activity • Invoicing from Time Data • Using Time Reports • Tracking Vehicle Mileage • Charging Customers for Mileage Lesson 2- • The Payroll Process • Creating Payroll Items • Setting Employee Defaults • Setting Up Employee Payroll Information • Creating Payroll Schedules • Creating Scheduled Paychecks • Creating Unscheduled Paychecks • Creating Termination Paychecks • Voiding Paychecks • Tracking Your Tax Liabilities • Paying Payroll Tax Liabilities • Adjusting Payroll Liabilities • Entering Liability Refund Checks • Process Payroll Forms • Tracking Workers Compensation • Creating Credit Card Accounts • Entering Charges on Credit Cards • Reconciling and Paying Credit Cards Course 3-Company and Accounts Setup Lesson 1- • Assets and Liabilities • Creating and Using Other Current Asset Accounts • Removing Value from Other Current Asset Accounts • Creating Fixed Asset Accounts • Creating Liability Accounts • Setting the Original Cost of the Fixed Asset • Tracking Depreciation • The Loan Manager • The Fixed Asset Item List • Equity Accounts • Recording an Owner’s Draw • Recording a Capital Investment • Using the Letters and Envelopes Wizard • Editing Letter Templates • Viewing Your Company Information • Setting Up Budgets • Using the To Do List • Using Reminders and Setting Preferences • Making General Journal Entries • Using the Cash Flow Projector • Using Payment Reminders • Receipt Management Lesson 2- • Company File Cleanup • Exporting and Importing List Data Using IIF Files • Advanced Importing of Excel Data • Updating QuickBooks • Using the Calculator • Using Portable Company Files • Using the Calendar • The Income Tracker • The Bill Tracker • The Lead Center • Moving QuickBooks Desktop Using the Migrator Tool • Creating an Accountant’s Copy • Transferring an Accountant’s Copy • Importing Accountant’s Changes • Removing Restrictions • Using Help • QuickBooks Keyboard Shortcuts After completing this course, you should be able to: • Identify the daily tasks and procedures involved with bookkeeping • Define inventory systems and the steps needed to issue financial statements • Recall the methods for managing credits and collections • List the steps involved in accounts payable and recordkeeping • Identify the basics of payroll management • Identify the basics for getting started with QuickBooks • Define the steps for setting up bookkeeping and invoicing functions • Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll • Recall the various components of managing a business, such as budgeting and reporting • List steps for integrating and customizing features in QuickBooks All required reference materials are provided with this program. Technical requirements: Internet Connection • Broadband or High-Speed (DSL, Cable, Wireless) Hardware Requirements • Processor – 2GHz Processor or Higher • Memory – 1 GB RAM Minimum Recommended Software Requirements • Operating Systems – Windows 7, 8 or 10; Mac OS x 10 or higher • Microsoft Office 2007, 2010 or 2013 or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx) • Internet Browsers – Google Chrome is highly recommended • Cookies MUST be enabled • Pop-ups MUST be allowed (Pop-up Blocker disabled) • Adobe PDF Reader Upon successful completion of our Professional Bookkeeping course, students will be prepared for an entry-level position as a bookkeeper in an office setting and will be prepared to sit for the NACPB national certification exam. NACPB’s Bookkeeper Certification assures employers you have bookkeeping knowledge and skill. Upon successful completion of this course, students will also be prepared to sit for the Intuit QuickBooks certification exam. Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board. 6 Reasons to Complete Your Training With Us Flexibility With our programs, you can learn and study at your own pace with access 24/7/365 for the duration of your program. This means you can learn on your own terms and work around your own schedule. Support Our online training comes with access to real, live support personnel that will help you through every step from our admissions adviser who will assist you with selecting the right training for you, to our student adviser who will be there with you during your entire training journey. Relevancy We have tailored our programs to provide comprehensive training in the technical and soft skills employers are looking for. With direct input and feedback from industry leaders and hiring managers, our program aligns with exactly what you need to successfully enter the workforce. Certification Our career training not only gives you the knowledge you need but preparation for the certification exams relevant to your desired career path. If you are pursuing an exciting new career in a field with a national certification, our program will both prepare you to sit for the exam but will often include a voucher for the exam cost. Simulations and Case Studies Our training programs have been developed with real learners and professionals in mind, so our programs incorporate real-world case studies and virtual simulations that will provide examples and interactions with real-life situations you may encounter during your career. These allow you to learn by experience with circumstances similar to what will be your daily responsibilities on the job. Engaging and Interactive Our training curriculum was developed with you in mind, looking at modern day learners and their needs. Our curriculum contains a mix of formats including reading, listening, watching, and interacting that will immerse you into a fun and engaging learning experience you will not only enjoy but not want to end. Program Description Description Audience Learning Objectives Support Description Completion Time This Professional Bookkeeping course will show you the essentials of record keeping for a small business and will show why it’s necessary to track information. The course, offered by our accredited school partners, will give you a greater understanding of the purpose and process of record keeping. Professional Bookkeeping teaches you how to sort through the masses of information and paperwork, how to record what is important for a business, and how to use that information to grow a business for success. This course helps prepare you to take the NACPB Bookkeeping Certification exam. Professional Bookkeeping also assists you in setting up and running a thriving home-based bookkeeping business. After completing this course, you should be able to: • Define the basics of beginning, intermediate, and advanced bookkeeping • Identify the steps involved in starting a bookkeeping business • Define methods for recruiting and maintaining clients • Distinguish between bookkeeping and accounting • Identify methods for tax planning and minimizing taxes • Identify the basics for getting started with QuickBooks • Define the steps for setting up bookkeeping and invoicing functions • Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll • Recall the various components of managing a business, such as budgeting and reporting • List steps for integrating and customizing features in QuickBooks Enroll through one of our accredited university or college partners today! The intended audience for this program is individuals that are seeking to gain employment in the field of Bookkeeping or wishing to enhance their skills in the field. After completing this course, you should be able to: • Identify the daily tasks and procedures involved with bookkeeping • Define inventory systems and the steps needed to issue financial statements • Recall the methods for managing credits and collections • List the steps involved in accounts payable and recordkeeping • Identify the basics of payroll management • Identify the basics for getting started with QuickBooks • Define the steps for setting up bookkeeping and invoicing functions • Recognize ways to track expenses, monitor accounts receivables, credit cards and payroll • Recall the various components of managing a business, such as budgeting and reporting • List steps for integrating and customizing features in QuickBooks This course provides students with qualified support professionals to guide them through their learning experience. The student support team is available to answer any questions a learner may have including questions on course content, course material, certifications, and registration or enrollment questions. Support advisers also monitor the progress of learners to ensure training retention and program advancement. Though you are provided a full 6 months access to your program, the average completion time is only 3 months! FAQ How do I request more information about a course? To request more information, you can contact us via online chat, our website contact form, or toll free at 1-855-201-6910. What is the difference between online courses and classroom courses? Online courses are accessible 24/7/365 and self-paced, allowing you to progress at your own pace on your own schedule. They can be taken from anywhere in the world from the comfort of your own home. Classroom courses have a set schedule of the days and times the courses will be held, and you must attend during those specific times. I’m not sure if I will be able to successfully take on online course, what should I do? Find out if online learning is right for you by contacting our team of registration advisers. Our team is available to answer any of your questions about taking an online course before you commit to enrolling. We will walk you through what to expect to ensure you are making the right decision. You can contact a registration adviser today via online chat, our website contact form, or toll free at 1-855-201-6910. Do I need a degree or high school diploma to take an online course? No, you are not required to have a diploma or higher education degree to enroll in an online course. However, some occupations may require minimum educational thresholds for employment or certification. For more information on your desired career requirements, please contact us via online chat, our website contact form, or toll free at 1-855-201-6910. What do I need to take an online course? To take an online course, you will need to have access to an internet connection and an internet ready device such as a laptop, PC, or tablet. For course specific requirements, please visit the course page or contact a registration adviser today. What format will my online course be in? Our courses are developed with multiple formats including text, audio, video, and interactivity. Our courses also include multiple resources and tools which can include flashcards, games, activities, and more. Do I have to be local to take a course? No, you can take the online courses from anywhere in the world. Do you offer or accept any financial assistance options? We participate in several financial assistance options including third party funding, both military and non-military. To request more information on the financial assistance options available and check your eligibility, contact us via online chat, our website contact form, or toll free at 1-855-201-6910. What does the course duration mean? Duration is the amount of time you will receive access to your course. Durations vary by course and range between 1 month and 12 months. If you complete your course before your duration ends you will continue to have access to your course until the duration period ends. What does “Certification Voucher Included” mean? Many of our career training programs include certification vouchers. This means that at the successful completion of your course, at no additional charge, you will receive an exam voucher for the corresponding industry certification. This voucher will allow you to register and sit for the appropriate certification exam to obtain your industry credential. When will I start my course? Our online courses are open enrollment, so you can start immediately. If you are using any third-party funding to cover your course tuition, your start date may be a future date determined by your funding program. What type of support will I receive during my course? Once enrolled, you will be assigned a client adviser who will provide you with customer and technical support. Your client adviser will supply you with your course access information, any needed materials, and be available to answer any questions you have during your training experience. They will regularly check-in with you to monitor your progress and assist you with staying on track. You will also be assigned to a course mentor who will provide curriculum support throughout your training. Your mentor is available to answer any questions you have on your course curriculum, will monitor your progress and understanding of the curriculum, and may give assignments or quizzes. Who do I contact if I cannot access my course? If you experience any trouble accessing your course including technical issues or lost login credentials, please contact your client adviser at College of the Siskiyous. Who do I contact if I need an extension? Our goal for students is to successfully complete their training course and achieve their career goals. We understand that extenuating circumstances can interfere with your ability to complete your course in the duration given. Because of this we have free or low-cost extensions available for our courses upon request. To discuss or request an extension please contact your client adviser at College of the Siskiyous. What do I receive when I complete my course? Upon successful completion of your course and fulfillment of any outstanding financial obligations, you will receive your certificate of completion. Certificates are provided to you within 30 days of completion. Your certificate will validate the training course you completed with a stamp of completion. Will I receive any job search assistance or externship opportunity after I finish my course? Students that successfully complete our career training programs are assigned a career development adviser who will coordinate placement at a local externship or hands on opportunity. These opportunities are optional and may vary based on availability and occupation. Your career development adviser will also provide job search services such as: resume building, mock interviews, job opportunity resources, and more. Our professional enrichment courses do not come with a career adviser or career services. $3,595.00 Enroll Now Overview Ready to dive in? Program Description FAQ Training Plan Any Questions? Start a Live Chat Call Us 1-855-201-6910
