Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
A~B
Similar Courses
A/B
Suggested Courses
Recent Searches
No recent searches found.
Similar Courses
Suggested Courses
Course Details

QuickBooks Pro 2014 (Course Id 668)

QAS / Registry
  Add to Cart 
Author : L. Keith Jordan, CPA
Course Length : Pages: 86 ||| Review Questions: 60 ||| Final Exam Questions: 60
CPE Credits : 12.0
IRS Credits : 0
Price : $103.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 668

Description :

This course covers the more basic aspects of QuickBooks Pro 2014, teaching the student how to

    • Set up a QuickBooks company file
    • Work with preferences, items, lists, and forms
    • Work with the Fixed Asset Item List and the Loan Manager
    • Create purchase orders, accounts payable transactions, and automated and manual checks
    • Create customer invoices, and receive payments and make deposits
    • Process payroll transactions and create payroll checks
    • Modify forms to create a customized appearance
    • Create journal entries and understand when they are needed
    • Reconcile bank accounts
    • Create, modify, and export reports
    • Maintain QuickBooks company data files.

Usage Rank : 12857
Release : 2014
Version : 1.0
Prerequisites : Some knowledge of QuickBooks is helpful but not required.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : The student should have access to a computer and a copy of QuickBooks, preferably Pro 2014. Use of other editions of QuickBooks (such as Premier) and versions (other than 2014) with this course may be possible, but the student should understand that there
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 668

Keywords : Specialized Knowledge and Applications, QuickBooks, Pro, 2014, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of QuickBooks Pro 2014, the student will be able to:
    • identify, compare, and evaluate QuickBooks editions and versions, determine if QuickBooks meets company needs, and recommend the correct setup in single and multi-user environments;
    • use QuickBooks to set up a new company file;
    • identify basic elements of the QuickBooks Home page, define the role of lists and forms, and determine preference settings;
    • identify features of the Chart of Accounts list, distinguish between accounts and subaccounts, locate non-posting accounts and contrast them to posting accounts;
    • demonstrate how to classify and organize the Items list;
    • describe QuickBooks payroll features and recommend from alternatives, employ user-defined fields to customize information, and demonstrate how to setup payroll information in QuickBooks;
    • identify the basic elements of modifiable QuickBooks forms, and demonstrate how to use form options to modify and design these forms so that they better meet the needs of the entity;
    • illustrate how to enter transactions in QuickBooks, use QuickBooks Fixed Asset and Loan control features, and demonstrate how to memorize and print transactions in QuickBooks;
    • explain how to use the QuickBooks bank reconciliation feature, describe the options available, and determine the best approach for entering credit card transactions into QuickBooks; and
    • utilize reports and graphs features available in QuickBooks, demonstrate how to export report data, and describe QuickBooks file maintenance utilities.

Chapter 1
An Overview

After studying Chapter 1 of QuickBooks Pro 2014, the student will be able to
    • identify the categories and versions of QuickBooks currently available and compare the features available in the Pro, Premier, and Enterprise Editions; and
    • evaluate for whom QuickBooks is best suited, determine if QuickBooks meets company needs, and recommend the correct setup in single and multi-user environments.

Chapter 2
Getting Started

After studying Chapter 2 of QuickBooks Pro 2014, the student will be able to
    • use QuickBooks to open a new company file and initialize the chart of accounts; and
    • explain how to add and edit company information in QuickBooks.

Chapter 3
The Basics

After studying Chapter 3 of QuickBooks Pro 2014, the student will be able to
    • identify the basic elements of the QuickBooks Home Page and define the role of lists and forms in QuickBooks, and
    • determine Preferences settings.

Chapter 4
The Chart of Accounts

After studying Chapter 4 of QuickBooks Pro 2014, the student will be able to
    • identify features of the Chart of Accounts list and explain how to access, add to, and edit the Chart of Accounts list,
    • distinguish between an account and a subaccount when viewing the Chart of Accounts list, locate non-posting accounts on the Chart of Accounts list and contrast non-posting accounts to posting accounts.

Chapter 5
The Item List

After studying Chapter 5 of QuickBooks Pro 2014, the student will be able to
    • explain the purpose for and uses of Items and the Item List, and name several Item Types; and
    • discuss the purpose of Group Items and contrast them to Assembly Items, and demonstrate how to set up and organize Items and Group Items.

Chapter 6
Payroll

After studying Chapter 6 of QuickBooks Pro 2014, the student will be able to
    • describe basic payroll features and recommend from the alternatives available, and
    • demonstrate how to set up payroll information in QuickBooks to use basic payroll features and employ user-defined fields to customize captured information.

Chapter 7
Forms

After studying Chapter 7 of QuickBooks Pro 2014, the student will be able to
    • identify the basic elements of modifiable QuickBooks forms and demonstrate how to modify forms to use classes in multiple distribution transactions, and
    • use available form options to design and modify QuickBooks forms to better meet the needs of the entity.

Chapter 8
Recording Transactions

After studying Chapter 8 of QuickBooks Pro 2014, the student will be able to
    • illustrate how to enter transactions via journal entries, payroll timesheets, and other QuickBooks forms, and utilize features available in QuickBooks Pro to control fixed assets and loans, and
    • demonstrate how to memorize and print or batch print transactions.

Chapter 9
Reconciliation

After studying Chapter 9 of QuickBooks Pro 2014, the student will be able to
    • explain how to use the bank reconciliation feature of QuickBooks and describe QuickBooks options available to help during reconciliation, and
    • determine the best approach for entering credit card transactions into QuickBooks.

Chapter 10
Analysis and Maintenance

After studying Chapter 10 of QuickBooks Pro 2014, the student will be able to
    • utilize reports and graphs features available in QuickBooks and demonstrate how to export QuickBooks report data for use with external applications, and
    • describe QuickBooks utilities related to file maintenance, such as making backups.
Course Contents :

Chapter 1 - An Overview

Learning Objectives

After studying Chapter 1 of QuickBooks Pro 2014, the student will be able to

Features Overview

Network or Standalone

Notes to the Student

General Comments & Display Issues

Finding the Answers to Course Questions

Your Feedback is Important

Is QuickBooks Pro for Everyone?

Practice Exercise 1-1

Chapter 1 Quiz

 

Chapter 2 - Getting Started

Learning Objectives

Opening QuickBooks

Chapter 2 Quiz

 

Chapter 3 - The Basics

Learning Objectives

Home Page

Basic Concepts

Practice Exercise 3-1

Practice Exercise 3-2

Chapter 3 Quiz

 

Chapter 4 - The Chart of Accounts

Learning Objectives

Viewing the Chart of Accounts

Adding or Editing Accounts

Practice Exercise 4-1

Chapter 4 Quiz

 

Chapter 5 - The Item List

Learning Objectives

What are Items?

Setting up Sales Tax

Multiple List Entries and Duplicating Items

Chapter 5(A) Case Study Exercise: Celebration Creations

Chapter 5(B) Case Study Exercise: Celebration Creations

Chapter 5 Quiz

 

Chapter 6 - Payroll

Learning Objectives

The Changing Face of Payroll

Setting Up Manual Payroll Processing in QuickBooks

Chapter 6 Case Study Exercise: Celebration Creations

Chapter 6 Quiz

 

Chapter 7 - Forms

Learning Objectives

Modifying Forms

Practice Exercise 7-1

Chapter 7 Case Study Exercise: Celebration Creations

Chapter 7 Quiz

 

Chapter 8 - Recording Transactions

Learning Objectives

The Next Step

Journal Entries

Fixed Asset List and Depreciation

Loan Manager

Time Tracking

Memorizing Transactions

Printing Transactions

A Word of Caution

Chapter 8 Case Study Exercise: Celebration Creations

Chapter 8 Quiz

 

Chapter 9 - Reconciliation

Learning Objectives

Bank Statements

Credit Cards

Chapter 9 Case Study Exercise: Celebration Creations

Chapter 9 Quiz

 

Chapter 10 - Analysis and Maintenance

Learning Objectives

Analysis

Graphs

Export

Maintenance

    Course Summary

Chapter 10 Quiz

 

Appendix A – Practice Exercise Feedback

 

Glossary

QuickBooks Course 668 Home: https://www.cpethink.com/quickbooks-cpe-for-cpas
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?