QuickBooks 2014 Intermediate

Quick Facts

Delivery Method Online
Professional Certificate
24hrs Suggested Study Time
3 Months Access
Tutor Support
Study On Any Device
279 Students

Master the advanced features of QuickBooks and learn to manage multiple company files, create customer statements, enter price levels for inventory, and much more.

Learning how to use QuickBooks to its full potential goes far beyond learning the basic features of the program. Even many experienced users struggle when applying certain business situations to QuickBooks. In this course, we'll go beyond the basic introductory concepts, and you'll master many of the more advanced features and applications.

You'll learn how to manage multiple company files and how to export and import list data from one file to the next. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to enter and track mileage for any vehicles that you use in your business.

This course also covers many other common topics that small business owners encounter. You'll learn how to create customer statements and assess finance charges on overdue balances, and write-off these past due balances when it appears that the customer is not going to pay.

Lastly, you'll learn how to enter common transactions that occur between the owner and the business, including when the owner takes money out of the business or invests new capital. You'll even learn how to make journal entries to deal with those difficult situations when you pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business.

This course is designed for those QuickBooks users who have a good grasp on the basics or have successfully completed the Introduction to QuickBooks course. Whether you are a small business owner, bookkeeper, or accountant needing a QuickBooks refresher, after taking this course, you'll feel more confident and secure in accounting for your business.

Courses are delivered to you through expertly executed lessons, online instruction and interaction with like-minded students. Our courses are designed to deliver all of the benefits of studying in a classroom whilst giving you the flexibility to study at a time and place to suit your needs. You can access your classroom 24/7 from any device with an internet connection.

This course has a 3 month duration. You'll complete comprehensive lessons, quizzes and assignments before submitting your final exam at the end of the course to achieve your certificate. Courses must be completed within the 3 month access period.

One of the more challenging aspects of QuickBooks is learning how to manage company files. In this lesson, we'll explore some great features that will allow you to easily work with not just one, but multiple company files. You'll even learn how to export and import list information from other files into a brand new file. Once you have a new file created, you'll learn how to access the file from a remote location and how to move your file from one computer to another.

Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In today's lesson, you'll learn how to set a closing date in your file so that no one can enter a transaction in the wrong period. You'll also learn how to create new users and limit these users to only the areas in which they work. Finally, you'll learn how to use the Condense and Verify features in QuickBooks to streamline your file and check to see if it's corrupted.

Lists form the backbone of QuickBooks. In this lesson, you'll explore how to add and edit multiple list items. You'll also learn how to create class items to further categorize transactions. Finally, you'll discover how to enter inventory part items and how to combine these items to build inventory assemblies.

Tracking inventory in QuickBooks is a multistep process. In this lesson, you'll learn how to enter and use Sales Orders to keep track of customer orders. We'll go over how to create Purchase Orders that you can either print or email to your vendors to order more inventory when you need it. And to help you keep track of it all, we'll discuss how to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports.

If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you'll learn how to record these discounts. You'll also learn how to enter and manage vendor credits when they arise. Finally, you'll gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory.

Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you'll learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. This way, whenever you create an invoice for a customer, QuickBooks automatically remembers the price that you want to charge. You'll also learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you'll learn how to enter this mileage and the rate the IRS allows for a deduction. You'll also learn how to create some great reports that you can use as support for your tax return. Last, you'll find out how to bill a customer for the mileage you've incurred, even if it's at a different rate than the IRS allows.

Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you'll learn how to create a statement charge directly to a customer's account. You'll also learn how to easily change the price of multiple sales items using QuickBooks' Change Item Prices feature. Last, if a customer is late to pay on an invoice, you'll learn how to assess a finance charge and how to write the balance off the books if the customer ultimately fails to pay.

In this lesson, you'll learn how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers on your customer list. You'll also learn how to set up billing groups that you can use over and over again to send recurring invoices. In the second half of the lesson, you'll explore how to modify a letter template and then create a form letter that you can send to your customers or vendors. You'll even learn how to create and print envelopes and labels based on your customer or vendor information.

Most small businesses carry a small amount of cash on hand to pay for odds and ends. Over time, these small amounts can have a significant impact on your accounting records. In this lesson, you'll learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates. You'll also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.

In this lesson, you'll learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. In addition, you'll examine when and how to use the Make General Journal Entries window to record various entries that don't involve the business bank account, including the times when the owner might use personal funds to pay for a business expense.

In this lesson, you'll learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You'll then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment. We'll also dive into the planning and budgeting features built into QuickBooks. By the end of this lesson, you'll see just how easy it is to enter budget data so that you can later evaluate your company's performance using some of QuickBooks' reporting features.

Scott Paxton

Scott Paxton is a Certified Public Accountant, and his background includes experience as a public accountant, a manager in the banking industry, an entrepreneur, and a college business instructor. He is a Certified QuickBooks Professional Advisor ... Read more

Read Scott Paxton's Profile

Frequently Asked Questions

Once you've made the payment, we'll send you a confirmation email with a link to start your course. Feel free to get started whenever you're ready!

You'll have 3 months access to your course. In that time you are free to study at your own pace. The course duration is 24 hours.

Online learning is a flexible way to study that fits around your schedule, giving you the freedom to learn at your own pace from anywhere in the world. You'll have 3 months to complete the course and can take the multiple-choice questions and final exam whenever it suits you.

If you need help, you can contact us anytime. You can also join the discussion area where you can interact with other students. The discussion area for each lesson is open for the entire duration of the course.

Of course! We offer a 7-day money back guarantee. As long as you haven't completed the course, you can get a full refund within 7 days of enrolling.

We do not offer extensions or transfers for this self-paced course. However, you will have 3 months to complete the course, and if you need to cancel within the first 10 days of enrolment, we offer a money back guarantee.

The Learning Environment

From the moment that you enrol in the QuickBooks 2014 Intermediate you will become an integral part of our learning community. You'll find yourself with the freedom to learn at a speed that suits you, on any device, from anywhere in the world. Achieving your career goals no longer has to mean compromising family and work commitments.

Our Values

Learn At Your Own Pace

We believe in personalised learning. That's why we provide all the tools and support you need to succeed at your own pace. With flexible learning, you'll stay motivated and retain more information. Plus, you can balance your studies with work and family commitments to make your dreams a reality.

We Won't Break The Bank

Education should be accessible to anyone who wants to learn. That's why we offer some of the most competitive prices in the industry with payments plans for just $25 per week. Investing in your future is a smart choice and doesn’t have to break the bank.

Industry-Led Courses

There's no better way to learn than from experts with years of experience in your field. That's why each of our 200+ industry-led courses are designed to give you a real-life perspective on your industry. With our expert mentors, you'll learn from people who have a wealth of knowledge and experience, and who are passionate about sharing it with you.

Get The Personal Support You Deserve

At Vibe Learning, we're real people who are dedicated to providing you with personal support every step of the way. Our industry experts are not only professional and knowledgeable but also incredibly passionate about sharing their expertise with you. With their guidance, you'll gain invaluable insights and practical knowledge to help you succeed.

Still looking?

Check out the following courses related to QuickBooks 2014 Intermediate:

QuickBooks 2014 Fundamentals

QuickBooks 2013 Fundamentals

QuickBooks 2013 Intermediate

Completing Payroll in QuickBooks 2014

Microsoft Excel 2013 Fundamentals

Discover more online courses

QuickBooks 2014 Intermediate

$599

$389AUD

Save 35%

Six Sigma: Total Quality Applications

Now Only

$389

AUD

35% off

$599 AUD

Quick Facts

Delivery Method Online
Professional Certificate
24hrs Suggested Study Time
3 Months Access
Tutor Support
Study On Any Device
4370 Students

Learn to apply the elements and methods of Six Sigma to achieve the highest possible quality.

Learn how to effectively apply the elements and methods of Six Sigma. Understand how more than 25 tools and methods relate to the DMAIC (define, measure, analyse, improve, and control) model. Determine the relationship of basic statistics to Six Sigma and learn about the Six Sigma business case including strategic planning, the voice of the customer (VOC), quality function deployment (QFD), benchmarking, and financial investment methods. Discover how to use brainstorming, Pareto charts, and critical to quality help define processes, problems, and opportunities. Master the use of other key tools such as cause and effect diagrams, checksheets, scatter diagrams, failure mode and effects analysis (FMEA), and force field analysis.

In this self-paced online course, you will learn how to apply the DMAIC model each step of the way. You'll learn how to define, plan, implement, and close a Six Sigma project. You'll also know how to use process capability and how to apply lean thinking. And you'll understand the basics of advanced Six Sigma tools such as sampling, design of experiments (DOE), analysis of variance (ANOVA), hypothesis testing, control charts, and probability distributions.

In our first lesson, we'll start off by investigating DMAIC, the most popular acronym within the Six Sigma body of knowledge. It stands for define, measure, analyze, improve, and control. Then, to set the stage for the remaining lessons, we'll explore basic statistics. Since many of the Six Sigma methods and tools that we'll be discussing require that you have a basic knowledge of statistics, I want to make sure that you're well-prepared. I'll show you how to apply the measures of location—median, mode, mean—and the measures of dispersion—range, mean absolute deviation (MAD), variance, and standard deviation (SD).

In this lesson, we'll take a look at the business side of Six Sigma. We'll start off by discussing strategic planning—a concept that looks at internal strengths and weaknesses and external opportunities and threats. We'll move onto two methods of identifying customer requirements—the voice of the customer (VOC) and quality function deployment (QFD). Next, we'll explore benchmarking, a technique that helps you determine how your company matches up to the competition and industry standards. Finally, we'll look at a few financial methods to help you keep track of key objectives.

You can't improve something unless you first define it. To help us identify what we're dealing with, we'll begin this lesson by reviewing the first element of the DMAIC model: define. We'll move on and cover the basic Six Sigma metrics—defects per unit (DPU), defects per million opportunities (DPMO), yield, and rolled throughput yield (RTY). Next, we'll investigate a few team techniques to help define conditions and situations—brainstorming, brainwriting, nominal group technique (NGT), and affinity diagrams. We'll finish up by seeing how Pareto charts and critical to quality (CTQ) relate to process and problem definition.

In our next two lessons, we'll tackle the measuring aspect of DMAIC. Along with defining a process, problem, or opportunity, if you don't measure something, you can't improve it. You'll learn about different types of data and gain an understanding of sampling by seeing how it's used to analyze and observe populations. We'll conclude the lesson by examining three graphical methods to measure a population: histograms, stem and leaf diagrams, and box and whiskers plots.

As we continue our discussion on the measure component of DMAIC, we'll begin today by looking at probability distributions, failure methods and effects analysis (FMEA), and physical measurement. The probability distributions that we'll review (binomial, Poisson, and chi-square) are discrete. We'll study their formulas and see how their distributions compare to the normal curve. FMEA is one of the most popular and effective Six Sigma tools. I'll help you learn about FMEA's risk priority numbers (RPN) and also provide a form to help you use FMEA. We'll wrap-up the lesson by examining a few members of the physical measurement family—metrology, tensile strength, micrometers, and optical comparators.

In this lesson I'll present several tools that relate to the third component of DMAIC: analyze. Our first order of business today will be learning how to make sound decisions and assess risk. After that, we'll look at tools to help you investigate the processes, problems, and opportunities you defined and measured in the earlier lessons. I'll share how to use regression analysis and cause and effect diagrams. We'll also spend time on force field analysis, storyboards, decision trees, why-why diagrams, and finish up with checksheets and scatter diagrams.

Are you familiar with the old saying, "A picture is worth a thousand words?" Since we're going to be spending a large portion of the lesson discussing flowcharting, I believe this quotation is very relevant. Flowcharts are a fine tool to define processes and analyze what's taking place. We'll look at the ins and outs and the subtleties of creating and using flowcharts. After we discuss flowcharting, we'll jump back into the world of statistics and examine hypothesis testing and analysis of variance (ANOVA).

In this lesson and the next one, we'll discuss project management as an essential vehicle to help you achieve your Six Sigma plans. We'll begin by discussing the different phases of the project life cycle. Then we'll move on and examine deliverables. Since they represent what customers expect, you need to know how to create and manage them. We'll also define stakeholders and talk about what they expect. I'll give special emphasis to the words "customers" and "stakeholders" to represent those inside and outside your organization.

Now that you have a good understanding of the different phases of a project and know all about deliverables, you're ready to learn how to "scope" and schedule a project. Scoping refers to making sure that you set the original boundaries for your project. When you understand all the variables of your project and define the scope properly, your plan and the results that follow have a much better chance of meeting stakeholder expectations. In this lesson, we'll talk about what is arguably the most valuable item in your project management toolbox—a work breakdown structure (WBS). We'll discuss two different versions of WBS and then we'll look at ways to schedule your project.

If you like playing games and solving puzzles, you'll enjoy today's lesson. I'll address the "I element" (improve) of DMAIC by introducing design of experiments (DOE). Although DOE has been around since the 1920s, it's taken a while for organizations to accept it. We'll begin with an overview and discuss what a design and an experiment are. You'll learn about the history of DOE and its nature. I'll identify the principles of sound experimental design and help you work on three DOE problems: one factor at a time (OFAT), full factorial, and fractional factorial DOE.

Today we'll finish our examination of DMAIC by featuring the final letter—C for control. I'll share three tools to help you control your operations: run charts, control charts, and process capability. We'll discuss how to create run charts, go through an overview of control charts, and create two different types of control charts. I'll wrap things up by showing you how to use process capability.

You've just about completed all course requirements except for learning how to think lean—our topic this lesson. Whenever I hear people talk about lean manufacturing or lean thinking, for some reason I think about going on a diet. When I give this notion some thought, it does make sense. Lean thinking means doing more with less. I guess this is how companies succeed: providing more satisfaction and more quality with less effort and less frustration. Our focus on lean thinking will consist of eliminating waste, reducing lead time, and minimizing the impact of constraints.

Tony Swaim

Tony Swaim has helped many clients, colleagues, and students reach their professional and personal goals. He has been an online instructor since 1998 and has taught at colleges and universities across the United States since 1981. His focus areas ... Read more

Read Tony Swaim's Profile

Frequently Asked Questions

Once you've made the payment, we'll send you a confirmation email with a link to start your course. Feel free to get started whenever you're ready!

You'll have 3 months access to your course. In that time you are free to study at your own pace. The course duration is 24 hours.

Of course! We offer a 7-day money back guarantee. As long as you haven't completed the course, you can get a full refund within 7 days of enrolling.

What people are saying about our courses

I thought the instructor did an amazing job in writing the lessons. They were up-beat, easy to understand and they kept my interest throughout the entire lesson. I would definitely take another course with this instructor in the future.

Verified Student

Great course! Instructor very knowledgeable on the subject.

Verified Student

I consider this an excellent resource to get familiar with all the concepts and techniques of the Six Sigma Body of Knowledge. The lessons are very clear and well presented. Absolutely great!

Verified Student

See More Reviews

The Learning Environment

From the moment that you enrol in the Six Sigma: Total Quality Applications you will become an integral part of our learning community. You'll find yourself with the freedom to learn at a speed that suits you, on any device, from anywhere in the world. Achieving your career goals no longer has to mean compromising family and work commitments.

Ready to get started?

Enrol Now