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    Administrative Assistant & Professional Bookkeeping with QuickBooks

    The bigger the company, the more they need well-trained Administrative Assistants. Those assistants with Bookkeeping skills and practice with QuickBooks are at the top of that demand. This perfect triad of skills is in demand all over the US providing an even greater pool of opportunities. The median income in 2016 for an administrative assistant was $36,750. The median income for a bookkeeper was $39,750. You would have a distinct hiring advantage with both these skill sets and QuickBooks proficiency too! What’s in this Program? Three parts make up this well-balanced program. 1- Administrative Assistant: the person who keeps the wheels greased and turning so that a professional office functions well.

    Program Name

    Administrative Assistant & Professional Bookkeeping with QuickBooks

    Program Code


    Website Short Description

    The bigger the company, the more they need well-trained Administrative Assistants. Those assistants with Bookkeeping skills and practice with QuickBooks are at the top of that demand. This perfect triad of skills is in demand all over the US providing an even greater pool of opportunities. The median income in 2016 for an administrative assistant was $36,750. The median income for a bookkeeper was $39,750. You would have a distinct hiring advantage with both these skill sets and QuickBooks proficiency too!
    What’s in this Program? Three parts make up this well-balanced program.
    1- Administrative Assistant: the person who keeps the wheels greased and turning so that a professional office functions well. This program teaches you powerful tools to handle that position by utilizing the necessary skills of communication, organization, planning, and office technology.
    2- Professional Bookkeeping: teaches you to document and maintain financial records and transactions. Every business in the world requires an individual with these skill sets.
    3- QuickBooks Pro: once you understand bookkeeping concepts, you will find the QuickBooks software to be an invaluable resource. There is a good reason it is so popular, and mastering it makes your job easier and more accurate, allowing you to quickly produce data for company purchases, expenses, payroll or taxes. QuickBooks is essential for most modern businesses.

    NOTE: This program does NOT include the QuickBooks program itself. Students will need to have QuickBooks already installed on their computers.

    Certification preparation! Obtaining national certification in your desired field gives you an advantage by proving to potential employers you possess the necessary knowledge and skills to work in the field. This program prepares you to sit for three different certifications: the NCCB’s Administrative Assistant Certification (CAA) Exam, the NACPB’s Bookkeeper Certification Exam, and Intuit’s QuickBooks Certification Exam.
    Summary: These skills are in demand nationwide, great salary, and complete training in a short time!


    12 months






    There are specific prerequisites for this course.


    Administrative Assistant
    Course 1: Business Communication and Writing-
    Module 1: Effective Business Communication & Understanding your Audience
    Module 2: Effective Business Writing
    Module 3: Business Writing and Presentations
    Module 4: Verbal and Nonverbal Deliveries
    Module 5: Presentation to Inform and Persuade
    Module 6: Business Presentations and Types of Communication
    Module 7: Negative News and Crisis Communication
    Module 8: Intercultural and International Business Communication

    Course 2: Computer Fundamentals-
    Module 1: Computer Equipment
    Module 2: Operating System Fundamentals
    Module 3: Computer and Network Terminology
    Module 4: Working with Software and the OS
    Module 5: Troubleshooting

    Course 3: Keyboarding Made Easy-
    Module 1: Basic Keyboard Positions
    Module 2: Special Characters, Correcting and Improving Yourself
    Module 3: Alignment and Calculations
    Module 4: Putting the Strokes Together

    Course 4: Microsoft Office 365-Training Bundle Suite 2019-
    Module 1: Office 365
    Lesson 1: Common Office Tasks
    • All About Office 365
    • Office Interface
    • Saving Your Files
    • Manipulating the Text
    • Handling Case or Capitalization
    • Entering Symbols and Foreign Characters
    • Undoing and Repeating Commands
    • Correcting Typos
    • AutoCorrect Command
    Lesson 2: One Step Beyond
    • Customizing the Ribbon
    • Customizing the Quick Access Toolbar
    • Ways of Distributing Your Work
    • Working with Publisher
    • Printing a Publication
    • Filing Sharing and Collaborating
    • OneDrive
    • Sharing Files and Folders with Other
    Lesson 3: Working with Charts and Graphs
    • Creating a Chart
    • Saving a Chart as a Template
    • Chart Tricks
    • SmartArt Diagram
    • Handling Graphics and Photos
    • Touching Up a Picture
    • Drawing and Manipulating Lines, Shapes and Objects
    • WordArt
    Lesson 4: Working with Publisher
    • Introducing Frames
    • Creating a Publication
    • Redesigning a Publication
    • Formatting Text
    • Text Wraps
    • Placeholder Pictures
    • Frames
    • Decorating the Text
    • Design Checker
    Lesson 5: Working with Access
    • Tables and Queries
    • Forms
    • Creating a Database File
    • Designing a Database
    • Field Properties
    • Entering Data
    • Sorting
    • Querying
    • Filtering for Data
    Lesson 6: SharePoint for End Users
    • SharePoint Overview
    • Creating Your First Site
    • Adding Content to the Team Site
    Module 2: Word
    Lesson 1: Working with Word Part I
    • Getting Started with Word 2019
    • Formatting Text and Paragraphs
    • Working More Efficiently
    • Managing Lists
    • Adding Tables
    • Inserting Graphic Objects
    • Controlling Page Appearance
    • Preparing to Publish a Document
    Lesson 2: Working with Word Part II
    • Organizing Content Using Tables and Charts
    • Customizing Formats Using Styles and Themes
    • Inserting Content Using Quick Parts
    • Using Templates to Automate Document Formatting
    • Controlling the Flow of a Document
    • Simplifying and Managing Long Documents
    • Using Mail Merge to Create Letters, Envelopes, and Labels
    Lesson 3: Working with Word Part III
    • Manipulating Images
    • Using Custom Graphic Elements
    • Collaborating on Documents
    • Adding Document References and Links
    • Securing a Document
    • Using Forms to Manage Content
    • Automating Repetitive Tasks with Macros
    Module 3: Excel
    Lesson 1: Working With Excel Part I
    • Getting Started with Microsoft Office Excel 2019
    • Performing Calculations
    • Modifying a Worksheet
    • Formatting a Worksheet
    • Printing Workbooks
    • Managing Workbooks
    • Adding Borders and Colors to Worksheets
    • Basic Excel Customization
    Lesson 2: Working with Excel Part II
    • Working with Functions
    • Working with Lists
    • Analyzing Data
    • Visualizing Data with Charts
    • Using PivotTables and PivotCharts
    • Working with Graphical Objects
    • Using Array Formulas
    Lesson 3: Working with Excel Part III
    • Working with Multiple Worksheets and Workbooks
    • Sharing and Protecting Workbooks
    • Automating Workbook Functionality
    • Using Lookup Functions and Formula Auditing
    • Forecasting Data
    • Creating Sparklines and Mapping Data
    • Importing and Exporting Data
    • Internationalizing Workbooks
    • Working with Power Pivot
    • Advanced Customization Options
    • Working with Forms and Controls
    Module 4: PowerPoint
    Lesson 1: Working With PowerPoint Part I
    • Getting Started with PowerPoint 2019
    • Developing a PowerPoint Presentation
    • Performing Advanced Text Editing Operations
    • Adding and Arranging Graphical Elements
    • Modifying Graphical Elements
    • Preparing to Deliver Your Presentation
    Lesson 2: Working with PowerPoint Part II
    • Customizing Design Templates
    • Using Ink to Hand Draw Elements
    • Adding Tables
    • Adding Charts
    • Working with Media
    • Building Advanced Transitions and Animations
    • Finalizing a Presentation
    • Customizing Presentation Navigation
    • Securing and Distributing a Presentation
    Module 5: Outlook
    Lesson 1: Working With Outlook Part I
    • Getting Started With Outlook 2019
    • Formatting Messages
    • Working with Attachments and Illustrations
    • Customizing Message Options
    • Organizing Messages
    • Managing Your Contacts
    • Working with the Calendar
    • Working with Tasks and Notes
    Lesson 2: Working with Outlook Part II
    • Modifying Message Properties and Customizing Outlook
    • Organizing, Searching, and Managing Messages
    • Managing Your Mailbox
    • Automating Message Management
    • Working with Calendar Settings
    • Managing Contacts
    • Managing Activities Using Tasks
    • Sharing Outlook Items
    • Managing Outlook Data Files

    Professional Bookkeeping
    Course 1-Bookkeeping Basics
    Lesson 1: The Basics of Bookkeeping
    • The Bookkeeper Position
    • Difference Between Accounting and Bookkeeping
    • Financial Accounting Basics
    • The Accounting Cycle
    • Accrual Basis of Accounting
    • Chart of Accounts
    • The Ledger Concept
    • Trial Balance
    • Closing the Books
    • Journal Entries
    Lesson 2: Financial Statements
    • Income Statement Overview
    • Balance Sheets
    • Cash Flows
    • Interpretation of Financial Statements
    • Accounts Payable and Receivable
    • Profit Ratios
    • Bookkeeping Controls
    • Sales and Collection
    • Invoices
    • Cash Processing
    Lesson 3: Inventory and Assets
    • Payables System
    • Expense Report Processing
    • Petty Cash System
    • Inventory Accounting
    • Inventory Cost Layering Overview
    • Fixed Assets and Depreciation
    • Fixed Asset Classifications
    • Debt Accounting

    Course 2-Payroll and Credit
    Lesson 1: Payroll
    • Payroll Cycle
    • Employee Time Tracking
    • Gross Pay Calculations
    • Benefits and Deductions
    • Accounting for Payroll Transactions
    • Payroll Taxes
    • Workers’ Compensation Insurance
    • Income Tax Filings
    • Small Business Tax Reduction Strategies
    Lesson 2: Credit and Collections
    • Credit and Collection Management
    • Credit Procedures
    • Sales Orders
    • Credit Examination Procedures
    • Credit Controls
    • Collection Procedure
    • Collection Controls
    • Credit Policy
    Lesson 3: Credit Application
    • Adjustments to a Credit Application
    • Customer Credit Ratings
    • Third Party Credit Ratings
    • Ongoing Credit Monitoring
    • Credit Documentation
    • Financial Statements
    • Ratios
    • Liquidity Index
    • Credit Risk Reduction
    • Credit Insurance

    Course 3-Collections
    Lesson 1: Customer Billings and Collection Tactics
    • Billing Processing
    • Efficient and Effective Billing
    • Statement of Accounts
    • Payment Handling
    • Check Receipt
    • Tactics: Calls, Letters and Holds
    • Credit Repayments
    • Payment Deductions
    • Product Returns Management
    • Skip Tracing
    Lesson 2: Collections, Litigation and Laws
    • Management of a Collection Agency
    • Litigation and Bankruptcy Tactics
    • Chapter 11 Bankruptcy
    • Allowance for Doubtful Accounts
    • Credit and Collection Technology
    • Document Imaging
    • Product and Service Improvements
    • Credit and Collection Measurements
    • Credit and Collection Laws
    Lesson 3: Overview of Payables
    • Transaction Cycles
    • Invoice Processing
    • Processing Procedures
    • Types of Payments
    • Checks, Drafts, Transfers
    • Expense Reimbursement
    • Procurement Cards
    • Sales and Use Tax Overview
    • Tax Audits

    Course 4-Payables
    Lesson 1: Accounting for Payables
    • Finance Issues
    • Payment Timing
    • Applicable Accounts to Charge
    • Closing Payables
    • Expense Reports
    • Department Management
    • Payables Manager Responsibilities
    • Payables Controls
    • Payables Policies
    Lesson 2: Payables Record Keeping
    • Payables Fraud
    • Personal Purchases
    • Payables Technology
    • Automated W-9 Forms
    • Vendor Master File
    • Payables Filing System
    • Government Reporting
    • Unclaimed Property
    • Cost Recovery
    • Payables Management
    Lesson 3: Payroll Management
    • Payroll Cycle Duration
    • Electronic Payments
    • Definition of an Employee
    • W-2 Contractor
    • Employee Withholding Liability
    • Employee Time Tracking
    • Employee Compensation
    • Difference Between Salaries and Wages

    Course 5-Taxes and Benefits
    Lesson 1: Employee Benefits and Payroll Taxes
    • The Provider and Recipient of Benefits
    • Flexible Spending Accounts
    • Time Off
    • Payroll Deductions
    • Income Tax Withholding
    • Social Security Tax
    • Medicare Tax
    • Earned Income Credit
    • Common Paymaster Rule
    Lesson 2: Taxes and Accounting for Payroll
    • Tax Remittances
    • Tax Deposit Schedules
    • Accuracy of Deposits Rule
    • Unemployment Taxes
    • Unemployment Benefit Claims
    • Payments to Employees
    • Accounting Journal Entry
    • Accrued Wages, Bonuses and Commissions
    • Tax Deposits
    Lesson 3: Payroll Reports, Recordkeeping and Procedures
    • Payroll Register
    • Employment Application
    • Employer Identification Number
    • Forms: Timecard
    • Payroll Controls
    • Payroll Measurements
    • Payroll Entries to Headcount Ratio
    • Outsourcing Option

    QuickBooks Pro
    Course 1-Introduction to QuickBooks
    Lesson 1-
    • The Home Page and Insights Tab
    • The Centers
    • The menu Bar and Keyboard Shortcuts
    • The Open Window List
    • The Icon Bar
    • Customizing the Icon Bar
    • The Chart of Accounts
    • Accounting Methods
    • Financial Reports
    • Using Express Start
    • Using the EasyStep Interview
    • Returning to the EasyStep Interview
    • Creating a Local Backup Copy
    • Restoring a Company File from a Local Backup Copy
    • Setting Up Users
    • Single Multiple User Modes
    • Closing Company Files
    • Opening a Company File
    • Using Lists
    • The Chart of Accounts
    • The Customers & Jobs List
    • The Employees List
    • The Vendors List
    • Using Custom Fields
    • Sorting Lists
    • Inactivating and Reactivating List Items
    • Printing Lists
    • Renaming and Merging List Items
    • Adding Multiple List Entries from Excel
    • The Sales Tax Process
    • Creating Tax Agencies
    • Creating Individual Sales Tax Items
    • Creating a Sales Tax Group
    • Setting Sales Tax Preferences
    • Indicating Taxable & Non-Taxable Customers & Items
    • Setting Up Inventory
    • Creating Inventory Items
    • Creating a Purchase Order
    • Receiving Items with a Bill
    • Entering Item Receipts
    • Matching Bills to Item Receipts
    • Adjusting Inventory
    • Service Items
    • Non-Inventory Items
    • Other Charges
    • Subtotals
    • Groups
    • Discounts
    • Payments
    • Changing Item Prices
    Lesson 2-
    • Selecting a Sales Form
    • Creating an Invoice
    • Creating Batch Invoices
    • Creating a Sales Receipt
    • Finding Transaction Forms
    • Previewing Sales Forms
    • Printing Sales Forms
    • Using Price Levels
    • Setting Finance Charge Defaults
    • Entering Statement Charges
    • Applying Finance Charges and Creating Statements
    • Recording Customer Payments
    • Entering a Partial Payment
    • Applying One Payment to Multiple Invoices
    • Entering Overpayments
    • Entering Down Payments or Prepayments
    • Applying Customer Credits
    • Making Deposits
    • Handling Bounced Checks
    • Automatically Transferring Credits Between Jobs
    • Manually Transferring Credits Between Jobs
    • Creating a Credit Memo and Refund Check
    • Refunding Customer Payments
    • Setting Billing Preferences
    • Entering Bills
    • Paying Bills
    • Early Bill Payment Discounts
    • Entering a Vendor Credit
    • Applying a Vendor Credit
    • Using Registers
    • Writing Checks
    • Writing a Check for Inventory Items
    • Printing Checks
    • Transferring Funds Between Accounts
    • Reconciling Accounts
    • Voiding Checks
    • Sales Tax Reports
    • Using the Sales Tax Payable Register
    • Paying Your Tax Agencies
    Lesson 3-
    • Graph and Report Preferences
    • Using QuickReports
    • Using QuickZoom
    • Preset Reports
    • Modifying a Report
    • Rearranging and Resizing Report Columns
    • Memorizing Reports
    • Memorized Report Groups
    • Printing Reports
    • Batch Printing Forms
    • Exporting Reports to Microsoft Excel
    • Saving Forms and Reports as PDF Files
    • Comment on Report
    • Process Multiple Reports
    • Scheduled Reports
    • Using Graphs
    • Company Snapshot

    Course 2-Payroll and Forms
    Lesson 1-
    • Creating New Form Templates
    • Performing Basic Customization
    • Performing Additional Customization
    • The Layout Designer
    • Changing the Grid and Margins in the Layout Designer
    • Selecting Objects in the Layout Designer
    • Moving and Resizing Objects in the Layout Designer
    • Formatting Objects in the Layout Designer
    • Copying Objects and Formatting in the Layout Designer
    • Adding and Removing Objects in the Layout Designer
    • Aligning and Stacking Objects in the Layout Designer
    • Resizing Columns in the Layout Designer
    • Creating a Job
    • Creating an Estimate
    • Duplicating Estimates
    • Invoicing from an Estimate
    • Updating Job Statuses
    • Inactivating Estimates
    • Making Purchases for a Job
    • Invoicing for Job Costs
    • Using Job Reports
    • Tracking Time and Printing a Blank Timesheet
    • Weekly Timesheets
    • Time/Enter Single Activity
    • Invoicing from Time Data
    • Using Time Reports
    • Tracking Vehicle Mileage
    • Charging Customers for Mileage
    Lesson 2-
    • The Payroll Process
    • Creating Payroll Items
    • Setting Employee Defaults
    • Setting Up Employee Payroll Information
    • Creating Payroll Schedules
    • Creating Scheduled Paychecks
    • Creating Unscheduled Paychecks
    • Creating Termination Paychecks
    • Voiding Paychecks
    • Tracking Your Tax Liabilities
    • Paying Payroll Tax Liabilities
    • Adjusting Payroll Liabilities
    • Entering Liability Refund Checks
    • Process Payroll Forms
    • Tracking Workers Compensation
    • Creating Credit Card Accounts
    • Entering Charges on Credit Cards
    • Reconciling and Paying Credit Cards

    Course 3-Company and Accounts Setup
    Lesson 1-
    • Assets and Liabilities
    • Creating and Using Other Current Asset Accounts
    • Removing Value from Other Current Asset Accounts
    • Creating Fixed Asset Accounts
    • Creating Liability Accounts
    • Setting the Original Cost of the Fixed Asset
    • Tracking Depreciation
    • The Loan Manager
    • The Fixed Asset Item List
    • Equity Accounts
    • Recording an Owner’s Draw
    • Recording a Capital Investment
    • Using the Letters and Envelopes Wizard
    • Editing Letter Templates
    • Viewing Your Company Information
    • Setting Up Budgets
    • Using the To Do List
    • Using Reminders and Setting Preferences
    • Making General Journal Entries
    • Using the Cash Flow Projector
    • Using Payment Reminders
    • Receipt Management
    Lesson 2-
    • Company File Cleanup
    • Exporting and Importing List Data Using IIF Files
    • Advanced Importing of Excel Data
    • Updating QuickBooks
    • Using the Calculator
    • Using Portable Company Files
    • Using the Calendar
    • The Income Tracker
    • The Bill Tracker
    • The Lead Center
    • Moving QuickBooks Desktop Using the Migrator Tool
    • Creating an Accountant’s Copy
    • Transferring an Accountant’s Copy
    • Importing Accountant’s Changes
    • Removing Restrictions
    • Using Help
    • QuickBooks Keyboard Shortcuts


    This program is ideal for individuals with no previous administrative assistant experience as well as individuals working in the field who wish to further their knowledge, skills, and potentially advance their career.


    Upon successful completion of this program, students will be prepared to sit for the NCCB's Certified Administrative Assistant (CAA) Certification, the NACPB's Bookkeeper Certification, and Intuit's QuickBooks Certification.
    The CAA certification exam prepares individuals for a career as an Administrative Assistant/Secretary across a wide range of professional companies. Attaining national certification displays that individuals have studied and mastered the necessary skills to be a recognized professional in the field of Administrative Assistants. Certified Administrative Assistants performs organizational, administrative, and clerical duties in a multitude of settings. Nearly every industry employs Administrative Assistants to organize files, schedule appointments, serve as information and communication managers, and support other staff members, all necessary functions in a business or office that keep an organization running efficiently.
    The NACPB's Bookkeeper Certification is accredited by the National Bookkeepers Association (NBA). The Certification is recognized throughout the US and its properties.
    NBA's Bookkeeper Certification assures employers of your bookkeeping knowledge and skill.
    NBA's nationally recognized Bookkeeper Certification helps you:
    - Distinguish Yourself
    - Build Credibility
    - Validate Bookkeeping Knowledge
    - Demonstrate Bookkeeping Skill
    Each state may have additional licensing requirements, be sure to research your states requirements for employment by visiting your states occupation board.

    Instructor Description

    Though this program is a self-paced program it is supported by an educational mentor. Educational mentors are subject matter experts who have years of experience in their field as well as the necessary educational training and credentials to work as an expert. The mentor is available to answer any questions a learner may have including questions on course content, course material, certifications, and even industry questions. Mentors also monitor the progress of learners to ensure training retention and program advancement. In eLearning, motivation is a key tool to success. Because of this, mentors provide encouraging comments, feedback, and coaching to motivate learners throughout the duration of the program to support completion and success!

    Required Materials

    Internet Connection
    • Broadband or High-Speed (DSL, Cable, Wireless)
    Hardware Requirements
    • Processor - 2GHz Processor or Higher
    • Memory - 1 GB RAM Minimum Recommended

    Software Requirements
    • Operating Systems - Windows 7, 8 or 10; Mac OS x 10 or higher
    • Microsoft Office or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
    • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
    • Adobe PDF Reader
    NOTE: Students will need to already have the QuickBooks Software, as this software is NOT included in the tuition cost.


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