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[DATE] - QuickBooks® Self-Employed


Course template
Jef Black
Contact us for the course schedule.
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In this QuickBooks Self-Employed tutorial for entrepreneurs who work from home, learn how to record income and track tax deductions from your freelance jobs.

Class Description

In this QuickBooks Self-Employed tutorial for entrepreneurs who work from home, you’ll learn how to record the income and expenses from your freelance jobs. Track tax deductions including health insurance, view the tax calculator for quarterly estimated payments, and even use the auto mileage tracker. Subcontractors in today’s gig economy use QBSE to generate a Schedule C, whether you’re self-employed, a driver for Uber and Lyft, or you run an AirBnB.

 

Is your hobby becoming an important part of your income? Do you file a Schedule C with your taxes? If you’re an entrepreneur who passionate about your product or service, but you have no need for elaborate bookkeeping, this class is for you.

 

QuickBooks Self-Employed allows you to keep track of your income, separate out your personal expenses, track auto mileage, see your upcoming quarterly estimated taxes, and run a Schedule C at tax time.

Instructional Level

Beginner

Course Length

2 hours 

Course Credits

2 CPE, Certificate of Completion

Prerequisites 

No prerequisite knowledge needed.

Who should take this class?

  • Hobbyists or small businesses who file a Schedule C
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Bookkeepers and Accountants who need to know all the options to best advise their clients.

What should you bring?

We will provide you with a QuickBooks® Online handout where you can take notes. 

What You’ll Learn 

  • The importance of good record keeping
  • Setting up QuickBooks® Self-Employed
  • QBSE® Preferences
  • Adding your bank accounts
  • Writing Invoices and taking Payments
  • Entering Expenses
  • Creating Rules
  • Tracking Auto Mileage
  • Running Reports
  • Sharing data with your accountant

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

 

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. QuickBooks® Self-Employed

Is your hobby becoming an important part of your income? Do you file a Schedule C with your taxes? If you’re an entrepreneur who passionate about your product or service, but you have no need for elaborate bookkeeping, this class is for you. QuickBooks® Self-Employed allows you to keep track of your income, separate out your personal expenses, track auto mileage, and see your upcoming quarterly estimated taxes.

Should you use QB Self-Employed or QB Online?
The QuickBooks Self-Employed Interface
Setting Up Your Company
Entering Transactions
Invoicing Clients
Tracking Auto Mileage
The Tax Center
Viewing Reports
The QuickBooks Mobile App

3. Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

QuickBooks Self-Employed Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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