Course Description and Competencies

What to Expect

In this course, you will work through five modules of material. These will provide you with bookkeeping basics and best practices. You will learn to migrate a company to QuickBooks Online and manage the settings, accounts, and journal entries. You will explore receiving and recording payments, as well as tracking expense transactions. You will also discover the reasoning behind required reports and how to create them. Throughout the course, you will find videos, readings, and a variety of interactive elements. These include knowledge checks to help deepen your understanding of the content. Engaging with these activities reinforces new learning. It also complements the knowledge you bring to this area of study. 

Course Competencies

This course covers the following competencies:

  • The student interprets analytical insights to recommend action.
  • The student presents an analysis of a complex business problem.
  • The student evaluates the impact of data-driven recommendations.

Assessment

This course will prepare you to take the QuickBooks Online Certification Level 1 exam. Passing the exam to earn the Intuit QuickBooks Online Certification Level 1 credential is a requirement of this program.

1 Certification Exam
1 Competency Unit

Course Outline

ModuleUpon completion of this module, you will be able to:
Getting Started
  • Describe how data flows through QuickBooks Online.
  • Explain the value that the Intuit QuickBooks platform offers clients.
  • Outline navigation, key features, and tools of QuickBooks Online Accountant.
Sales and Customers
  • Describe how to manage the products and services list and the customers list.
  • Explain how to customize sales forms.
  • Use estimates, invoices, and sales receipts.
  • Apply the appropriate method to record customer payments.
  • Explain when to use customer statements, credit memos, and customer refunds.
  • Implement recurring transactions.
  • Identify relevant reports for the sales and customers’ workflow.
Expenses and Vendors
  • Describe how to manage the vendor list.
  • Use purchase orders.
  • Apply the appropriate method to record expenses.
  • Explain how to enter and pay bills.
  • Outline how to upload receipts.
  • Explain how to receive vendor credits and vendor refunds.
  • Outline the process for paying down credit cards.
  • Implement recurring transactions
  • Identify relevant reports for the expenses and vendors’ workflow.
Banking
  • Demonstrate how to connect bank and credit card accounts to QuickBooks Online.
  • Implement bank rules.
  • Describe how to manage the bank feed.
  • Explain how to reconcile accounts.
  • Recognize issues and fix them.
  • Identify relevant reports for the banking workflow.
Period End
  • Implement report settings for period end.
  • Describe the period-specific information that needs collecting.
  •  Use the Books review feature to review transactions and account reconciliation.
  • Use the Books review feature to conduct a final review and wrap up period end.

Technology Requirements

We want you to have the tools to succeed! Since this course includes at least one proctored test, please be sure to have a working microphone, speakers, and an external webcam. Unfortunately, an internal webcam (built into many laptops) is not acceptable. (Note: The external webcam is required only for exams that have proctors. You do not need one for practice tests and other non-proctored assessments.) If you haven't already, be sure to download the Meazure Learning Guardian browser, which you will need for the proctoring system.

You will need Adobe Acrobat Reader DC. If you haven't already, download this free software. You may encounter an interactive form that contains fields that you can select or fill in. Review how to fill in a PDF form.

You are allowed to use a hand-held calculator on every assessment. Be sure to follow these calculator requirements.

For other details about the technology you'll need, review the Computer System and Technology Requirements. If you have questions about your setup, contact support@academy.wgu.edu.

Key Contacts

Certificate Connect
Check out this online community to take advantage of course resources, including videos and tips from your educators. You can ask and answer questions, provide feedback on your progress, and interact with fellow students. You will find this platform in the Student Resources section of the course. Log on and do some exploring!

Technical Support
If you encounter technical issues, be sure to contact the Help Desk. Just submit a Support Request for assistance.

Program Support
Do you have questions about your account? Student Support has answers. They can help with billing, switching courses, and other requests. You can contact them at (888) 320-0540 or support@academy.wgu.edu.

Accommodations

WGU provides compliant and accessible learning experiences. If you require accommodation, please contact us at the start of the course. You can email disability@academy.wgu.edu.

We are committed to ensuring that all students with disabilities have equal access to WGU's services and materials. We strive to use best practices for accessibility. Our goal is to conform to existing U.S. laws, including the Americans with Disabilities Act and Section 504 and Section 508 of the Rehabilitation Act.

Our learning management system (LMS) platform is Open edX. Open edX’s commitment to accessible content is published in their Website Accessibility Policy.