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Accounting and Bookkeeping Training Bundle

$99.00

SKU accounting-bookkeeping-365 Categories ,
 

Course overview

25  HOURS OF TRAINING
374 VIDEOS
79  SKILLS
379 PRACTICE QUESTIONS

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. The ITU Online Accounting bundle gives you the best, in-depth learning available.

This bundle is perfect for the Accountant, the Accountant-in-training and the small business owner. No matter if you are just starting, in need of a refresher, want to make yourself more marketable to more clients, are looking for work in the field, or need to gain more knowledge 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!

Quickbooks Online 2020 Course Outline

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 Outline

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 Outline

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 Outline

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 Outline

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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