Name: QuickBooks Chart of Accounts
SKU: FL-CRS-BGN-1
Price: 15 USD
Availability: InStock

Description
Common Questions
Policies
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This course is Chart of Accounts – Set up your Accounts for Successful Financial Reporting. This course is performed in QuickBooks Enterprise – a desktop product, however the concepts can be carried into QuickBooks Online as well. This course is not only about how to set up QuickBooks, but also how to set up your financials overall for success. Here at Fourlane we focus the chart of accounts set up around providing material financials that are simple and consistent. We have found that if the Balance Sheet or the Profit and Loss are more than a page long when condensed, that business owners and leadership tends not to really look at the data. To be a successful business, you need to know your numbers. This course will help set you up with successful financials.

Curriculum

Learning Objectives

Identify the types of accounts you can set up in QuickBooks
Organize a chart of accounts using header and sub accounts

Prerequisites

Basic QuickBooks Desktop knowledge.

Course Content

Lessons Status

Course Introduction – QuickBooks Chart of Accounts

Account Types in Chart of Accounts

Create a New Account

Header and Sub Accounts

Account Numbers

How To Sort Your Chart of Accounts List

Clean Up Chart of Accounts

Chart of Accounts Flow

QuizzesStatus

Course Quiz - QuickBooks Chart of Accounts

Instructor Biography

Marjorie-Adams Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.

Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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Common Questions

What editions of QuickBooks does your online training cover?
Our online training applies to all Windows-based Desktop editions of QuickBooks, including QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

Do I need QuickBooks on my computer?
No, it is not required.

Do you offer any online quizzes or testing tools?
Yes, most courses include a course assessment (quiz) at the end.

Do you offer any Certificates of Completion?
Yes, our courses offer Certificates of Completion. To earn a certificate, you must earn a passing grade for the course quiz. Some courses require a higher passing grade due to CPE requirements.

Are the training courses hands-on?
Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on with your company file or with a sample company file.

Which version of QuickBooks do you teach? Do I need to have the most current edition?
Our training applies to QuickBooks Desktop software (Pro, Premier, Enterprise, etc.). Don’t worry if you have a different version. Older versions work basically the same way.

Do you offer closed captioning?
Currently, we do not offer closed captioning. Closed captioning is an assistive technology that presents spoken words and sounds as a text track, or “captions”. The term “closed” means that not all viewers see the captions automatically; closed captions must be activated or enabled. If you’ve ever watched a foreign film with subtitles, closed captions are quite similar – the main difference being that the text shown on screen is the same language that is being spoken.

Do I receive CPE or Intuit ACE credit(s) for your online QuickBooks training?
Fourlane is both NASBA (CPE) and Intuit Advanced Continuing Education (ACE) approved. For a list of accredited courses, please visit our Courses page and sort by CPE / ACE.

I have questions about an online training video? Do you offer free help?
No. Your subscription fee is for self-paced access to our online training videos only and does not include additional 1-on-1 training from an instructor. If you require additional 1-on-1 training, we offer hourly training packages for a fee. Please contact us for a quote.

Do you offer discounts for non-profits or educational institutions?
Yes. Please contact us to find out what pricing your organization is eligible for.

Can I get my money back if I’m not satisfied?
Yes. We offer a 14 Day money back guarantee.

What are the system requirements to view your online courses?
To watch our training videos, you must be connected to the Internet. We recommend a 3G, 4G or Wi-Fi connection for optimal mobile viewing. To test if your system is capable of viewing our videos, please visit Vimeo or YouTube and watch any video.

Minimum Requirements
Safari 6 or later, Google Chrome 11 or later, Firefox 30 or later, Internet Explorer 9 or later
Mac OS 10.8 or later, Windows 7 SP1 or later
Broadband connection of 1 Mbps or greater

Recommended settings for full site
Safari 8 or later, Google Chrome 41 or later, Firefox 35 or later, Internet Explorer 11 or later
Mac OS 10.10 or later, Windows 8.1 or later
Broadband connection of 3 mbps or greater

Recommended settings for mobile browsing
Default Android browser or Mobile Safari
Android 2.3+ or iOS 7.0+

Policies

Refund policy:
You can request a full refund within 14 days of purchase of course.

Program Cancellation Policy:
If the CPE training is cancelled, all participants will receive an email with information for choosing another course or refund of training fees.

Complaint Resolution Policy:
For any complaints about our CPE training, please email info@fourlane.com and we will respond within 48 hours.

For more information regarding refund, complaint and program cancellation policies, please email us at info@fourlane.com.

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QuickBooks Chart of Accounts