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Payroll, Expense Management, and QuickBooks Accounting

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Payroll, Expense Management, and QuickBooks Accounting

This course is part of Accounting Assistant Professional Certificate

Instructor: Professionals from the Industry

Included with

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10 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

10 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Process payroll data with federal withholding compliance and create systematic checklists for accurate employee payment verification procedures.
Audit expense reports against company policies, identify non-compliant items, and calculate approved reimbursement amounts effectively.
Navigate QuickBooks Chart of Accounts, record business transactions with proper classification, and generate vendor spending reports.
Establish vendor communication protocols, diagram escalation workflows, and maintain comprehensive interaction logs for payment disputes.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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Build your Finance expertise

This course is part of the Accounting Assistant Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Coursera

There are 10 modules in this course

Build essential accounting skills by integrating payroll processing, expense management, QuickBooks operations, and vendor communications into real workplace scenarios. You'll develop proficiency in federal payroll withholdings, expense report auditing, chart of accounts navigation, and professional vendor correspondence. This hands-on course combines fundamental accounting principles with practical software skills, preparing you for entry-level accounting assistant roles.

Through realistic projects, you'll process employee payroll data, audit expense reports for policy compliance, record and classify business transactions in QuickBooks, and establish standardized communication procedures for vendor interactions. The integrated approach mirrors actual accounting department workflows where these skills work together daily. What sets this course apart is its focus on creating documentation and procedures that ensure compliance and consistency - exactly what employers seek in accounting support roles. You'll build portfolio-ready deliverables including process checklists, audit reports, and communication templates that demonstrate your ability to handle multiple accounting responsibilities efficiently and accurately. Perfect for those seeking accounting assistant, bookkeeping, or accounts payable positions in small to medium-sized businesses.

Module details

You will establish comprehensive understanding of federal tax compliance requirements and develop skills to identify mandatory withholdings in payroll processing.

What's included

2 videos2 readings1 assignment

2 videosTotal 11 minutes

Federal Withholding Compliance Protects Your Business3 minutes
Understanding Mandatory Federal Payroll Withholdings8 minutes

2 readingsTotal 17 minutes

Federal Withholding Requirements and Compliance Guidelines7 minutes
Identifying Federal Withholdings in Payroll Systems10 minutes

1 assignmentTotal 3 minutes

Federal Withholding Recognition Assessment3 minutes

You will develop systematic operational skills for accurate payroll processing, including data entry procedures and verification methods that ensure calculation accuracy and compliance.

What's included

2 videos1 reading3 assignments

2 videosTotal 10 minutes

Data Accuracy Drives Payroll Success3 minutes
Essential Data Entry and Verification Procedures7 minutes

1 readingTotal 10 minutes

Systematic Data Entry and Verification Framework10 minutes

3 assignmentsTotal 25 minutes

Employee Timesheet Data Processing with Verification15 minutes
Data Entry and Verification Procedures Assessment3 minutes
Payroll Processing Mastery Assessment7 minutes

You will understand and articulate the essential documentation components required for compliant travel expense submissions in professional accounting environments.

What's included

2 videos1 reading1 assignment

You will demonstrate systematic policy application skills through methodical expense report review, verification processes, and compliance decision-making that mirrors real accounting workflow scenarios.

What's included

2 videos1 reading3 assignments

2 videosTotal 11 minutes

Systematic Processing Prevents Costly Oversights3 minutes
Methodical Line-Item Review Techniques9 minutes

1 readingTotal 10 minutes

Policy Application Framework for Expense Review 10 minutes

3 assignmentsTotal 38 minutes

Comprehensive Expense Report Review Challenge15 minutes
Policy Application and Processing Knowledge Check3 minutes
Professional Expense Compliance Assessment 20 minutes

You will learn the foundational framework that organizes all financial data in QuickBooks by understanding Chart of Accounts hierarchy and navigation principles.

What's included

2 videos2 readings1 assignment

2 videosTotal 10 minutes

Why Chart of Accounts Mastery Transforms Your Accounting Career3 minutes
Understanding Chart of Accounts Structure and Components7 minutes

2 readingsTotal 12 minutes

Chart of Accounts Best Practices for Professional Implementation7 minutes
Navigating the Chart of Accounts in QuickBooks5 minutes

1 assignmentTotal 3 minutes

Chart of Accounts Structure and Hierarchy Knowledge Check3 minutes

You will learn the systematic procedures for processing business expenses from initial documentation through final reporting, ensuring accuracy and compliance with professional standards.

What's included

2 videos2 readings3 assignments

2 videosTotal 9 minutes

Why Systematic Expense Procedures Drive Business Success3 minutes
Standard Expense Recording Procedures in QuickBooks5 minutes

2 readingsTotal 15 minutes

Expense Classification Standards and Professional Judgment9 minutes
Recording and Analyzing Expenses in QuickBooks6 minutes

3 assignmentsTotal 46 minutes

Complete Expense Processing Workflow - Real Business Scenario18 minutes
Expense Recording Procedures Knowledge Check3 minutes
QuickBooks Expense Management Mastery Assessment25 minutes

You will learn the fundamentals of vendor payment terms and establish comprehensive documentation practices for accurate invoice processing.

What's included

2 videos2 readings2 assignments

2 videosTotal 9 minutes

Why Accurate Payment Terms Drive Accounting Success4 minutes
Understanding Vendor Payment Terms and Discount Structures5 minutes

2 readingsTotal 17 minutes

Essential Documentation Requirements for Invoice Processing8 minutes
Step-by-Step Guide to Mastering Vendor Payment Terms and Documentation Systems9 minutes

2 assignmentsTotal 10 minutes

Creating Comprehensive Vendor Payment Term Reference Guides7 minutes
Payment Terms and Documentation Knowledge Check3 minutes

You will analyze complex escalation procedures and create visual workflow diagrams that ensure consistent issue resolution processes.

What's included

1 video2 readings2 assignments

1 videoTotal 6 minutes

Escalation Workflow Fundamentals and Decision Framework Design6 minutes

2 readingsTotal 13 minutes

Components of Effective Escalation Workflows in Accounting Operations8 minutes
Decision Points and Stakeholder Roles in Payment Dispute Resolution5 minutes

2 assignmentsTotal 13 minutes

Developing Visual Escalation Workflow Diagrams for Complex Payment Scenarios10 minutes
Escalation Workflow Interpretation Knowledge Check3 minutes

You will execute professional communication protocols and documentation standards for effective payment discrepancy resolution

What's included

2 videos2 readings3 assignments

2 videosTotal 8 minutes

Why Standardized Communication Matters in Vendor Relationships3 minutes
Professional Communication Templates and Best Practices for Payment Disputes6 minutes

2 readingsTotal 20 minutes

Standard Operating Procedures for Professional Vendor Communication8 minutes
Professional Vendor Communication: A How-To Guide12 minutes

3 assignmentsTotal 33 minutes

Executing Standardized Communication Procedures for Payment Discrepancy Resolution15 minutes
Communication Procedures Knowledge Check3 minutes
Comprehensive Vendor Communication Scenario Assessment15 minutes

You will create a comprehensive payroll and expense management system by integrating federal tax compliance knowledge, expense auditing procedures, QuickBooks transaction processing, and vendor communication protocols into a complete accounting workflow.