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QuickBooks® Training Library: The KnOWLedge Base

QuickBooks® Self-Employed Course


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $74 or enter access code

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.

You’ll Learn About:

  • 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

 

After completing this course, you will be able to: 

  • Identify if QuickBooks Self-employed is the right version for you
  • Set up your QBSE account
  • Connect your bank accounts and credit cards to import transactions
  • Create customer transactions to record income
  • Create expenses to record costs
  • Use the mileage tracker
  • Run reports for estimated taxes and Schedule C
  • Separate personal and business expenses

 

Instructional Level

Basic

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Computer Software and Applications

Delivery Method

QAS/Self Study

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

Advance Preparation

None

QuickBooks Self-Employed Course 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. Separate out your personal expenses. 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.

 

Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.

 

Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"

 


Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 





Course Credits: 2 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated:
December 2021
Course Page Updated: November 2023

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?
Biz View vs Accountant View
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. Take the Quiz

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!

Complete this survey for CPE Credit
QuickBooks Self-Employed

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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