Accounting and Bookkeeping Training Bundle
Learn essential bookkeeping and accounting skills using Sage 50 and QuickBooks Pro to manage finances confidently, ideal for small business owners and aspiring accountants.
Mastering bookkeeping and accounting software is essential for anyone involved in managing finances, whether you’re a small business owner, an aspiring accountant, or a bookkeeping professional. If you want to handle your business’s financials confidently or expand your services to clients, this bookkeeping training provides the practical skills you need to succeed.
This comprehensive online course bundle covers the two most popular accounting programs: Sage 50 (formerly Peachtree) and QuickBooks Pro. These tools are vital in today’s finance and accounting landscape, empowering you to process transactions, generate reports, and manage accounts efficiently. This course is designed to help you become proficient in both, giving you the flexibility to choose the right software for your needs. It’s a complete, practical guide that prepares you to navigate real-world financial tasks with confidence.
What sets this training apart is its focus on applied skills. You won’t just learn theory—you’ll gain hands-on experience with step-by-step tutorials, practice questions, and real business scenarios. Whether you’re looking to upgrade your existing bookkeeping skills or start from scratch, this course offers clear instructions and practical insights to get you there.
What You Will Learn
After completing this bookkeeping training, you will be equipped with the skills to manage business finances using Sage 50 and QuickBooks Pro. You’ll be able to perform essential accounting functions, generate reports, and make informed financial decisions. Here are some specific skills you will develop:
- Set up and customize new company files in Sage 50 and QuickBooks Pro to match specific business needs.
- Record sales, expenses, and payments accurately to maintain clean and compliant books.
- Reconcile bank accounts and credit card statements to ensure financial accuracy.
- Create and interpret financial reports such as profit and loss statements and balance sheets.
- Manage accounts payable and receivable to keep cash flow healthy.
- Process payroll and track employee expenses within each software platform.
- Utilize automation features to streamline repetitive bookkeeping tasks.
- Identify and correct common bookkeeping errors to maintain accurate records.
- Decide which software best suits your business or clients based on features and usability.
Who This Course Is For
This course is ideal for small business owners, aspiring accountants, bookkeeping professionals, and anyone interested in gaining practical accounting skills. It suits beginners with no prior experience as well as those looking to update or deepen their knowledge of Sage 50 and QuickBooks Pro. Prerequisites are minimal; a basic understanding of business finances is helpful but not required.
Why These Skills Matter
Proficiency in Sage 50 and QuickBooks Pro enhances your ability to manage financial data accurately and efficiently. For small business owners, this means better control over your finances and more informed decision-making. For bookkeeping and accounting professionals, it opens doors to new clients and job opportunities, as these are the most widely used accounting tools in the industry. Mastering these programs makes you more versatile, increases your marketability, and can significantly boost your career prospects. Whether you’re running your own business or supporting others, strong software skills ensure you stay ahead in a competitive job market.
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
- 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
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
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
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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Frequently Asked Questions.
What is covered in the QuickBooks Pro and Sage 50 certification exam scope?
The QuickBooks Pro and Sage 50 certification exams assess proficiency in fundamental accounting and bookkeeping functions within their respective software environments. The scope includes setting up company files, recording transactions, managing accounts receivable and payable, reconciling bank statements, and generating financial reports. Both exams evaluate your ability to utilize automation features, process payroll, and correct common data entry errors.
Specifically, the exams test your understanding of software-specific features such as QuickBooks’ invoicing, expense tracking, and report customization, as well as Sage 50’s job costing, inventory management, and tax filing functionalities. Candidates are also expected to demonstrate best practices in data security and compliance, ensuring accurate and reliable financial records. A thorough comprehension of these core areas prepares you for real-world bookkeeping tasks and enhances your certification credibility.
How can earning the QuickBooks Pro Certification benefit my accounting career?
Obtaining the QuickBooks Pro Certification validates your expertise in one of the most widely used accounting software platforms among small to medium-sized businesses. This credential demonstrates your ability to efficiently manage financial data, streamline bookkeeping processes, and generate insightful reports, making you more attractive to employers or clients.
Career benefits include increased job opportunities, higher earning potential, and the ability to offer specialized bookkeeping services. Many organizations seek certified professionals to ensure accuracy and efficiency in their financial operations. Additionally, the certification can serve as a stepping stone toward advanced certifications in accounting or finance, broadening your professional scope and increasing your marketability in a competitive job market.
What are the key topics covered in the Sage 50 certification course, and how do they prepare me for real-world accounting tasks?
The Sage 50 certification course covers essential topics such as setting up and customizing company files, recording sales and expenses, bank reconciliations, payroll processing, and financial reporting. It emphasizes practical skills like managing accounts payable and receivable, automating repetitive tasks, and correcting common bookkeeping errors.
This comprehensive coverage ensures that you can handle daily accounting operations confidently. The course’s focus on real business scenarios prepares you to implement Sage 50 in a variety of settings, from small retail stores to service providers. By mastering these areas, you gain the skills necessary to maintain accurate financial records, generate compliant reports, and support strategic financial decision-making.
What preparation strategies are recommended for passing the QuickBooks Pro Certification exam?
Effective preparation for the QuickBooks Pro Certification exam involves a combination of hands-on practice, review of core concepts, and familiarization with exam objectives. It is advisable to complete the training course thoroughly, engaging in practical exercises that mimic real-world bookkeeping scenarios.
Additionally, utilizing practice tests and quizzes can help identify areas of weakness and boost confidence. Focus on mastering key functionalities such as invoicing, bank reconciliations, report customization, and payroll processing. Staying updated with the latest QuickBooks Pro software features and industry best practices will also give you an edge. Consistent study, combined with practical application, is the most effective strategy to pass the certification exam successfully.
Is this bookkeeping training suitable for beginners with no prior accounting experience?
Yes, this bookkeeping training bundle is designed to accommodate beginners and individuals with little to no prior accounting experience. The course starts with foundational concepts, gradually progressing to more advanced functions within Sage 50 and QuickBooks Pro.
The course emphasizes practical, step-by-step tutorials and real-world scenarios, making complex topics accessible for newcomers. Whether you are a small business owner or someone aspiring to work as a professional bookkeeper or accountant, the training provides the essential skills needed to confidently manage financial data. Minimal prerequisites ensure that even those new to accounting can benefit and build a solid understanding of core bookkeeping principles.