laura urquieta march 11, 2012 edtc 3332.60 instructional technology practicum

Using QuickBooks to Create a more Robust Financial

Tracking System in a BusinessLaura Urquieta

March 11, 2012EDTC 3332.60

Instructional Technology Practicum

Working in an accounting department can be very stressful and challenging. More so, when the turnover rate of a company is very high and new people are basically left on their own to understand the process. As many people know, keeping up with the daily sales, journal entries and posting to ledgers are some of the key factors for the accounting books but are not the only ones.

Needs Assessment

As an employee for an accounting department you would need to be train in accounting software. Here we are going to instruct the current and future employees on a software that will help you understand the accounting process.

Needs Assessment

At the end of the training program, employees will have the confidence to navigate and understand the major functionalities of Ms QuickBooks.

The employee will gain the knowledge to create invoices and keep better track of the company’s records.

This financial tool program will help provide more efficient and suitable reports that will allow them to see the comparison between executive year and even months.

Instructional Goal:

Objective #1:◦ Using MS QuickBooks 2007 (CN), the learner will start

their business books (B), with no problem (CR).

Objective #2:◦ Using MS QuickBooks 2007 (CN), the learner will enter

company’s information (B), with no problem (CR).

Objective #3:◦ Using MS QuickBooks 2007 (CN), the learner will enter

customers information (B), with no problem (CR).

Performance Obectives:

Objective #4:◦ Using MS

QuickBooks 2007 (CN), the learner will enter employees information (B), with no problem (CR).

Objective #5:◦ Using MS

QuickBooks 2007 (CN), the learner will enter venders information (B), with no problem (CR).

Performance Objective:

Objective #6:◦ Using MS QuickBooks 2007 (CN), the learner will

enter supplies (B), with no problems (CR).


merchandise (B), with no problems (CR).


Objective #8◦ Using MS

QuickBooks 2007 (CN), the learner will enter invoices (B) with no problem (CR).


QuickBooks 2007 (CN), the learner will enter any sales (B) with no problem (CR).



make employees paychecks (B), with no problem (CR).


be able to close the month (B), with no problem (CR).



QuickBooks 2007 (CN), the learner will be able to do the reconciliation of the accounting books (B), with no problem (CR).


QuickBooks 2007 (CN), the learner will be able to access reports (B), with no problem (CR).


Assessment of Learning Outcomes:

Objective #2:Using MS QuickBooks

2007 (CN), the learner will enter company’s information (B), with no problem (CR).

Rubric Criteria:How well did learner enter company’s information? Excellent, Good or Poor

Objective #1:◦ Using MS QuickBooks

2007 (CN), the learner will start their business books (B), with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner start their business books?Excellent, Good or Poor



2007 (CN), the learner will enter employees information (B), with no problem (CR).

Rubric Criteria:How well did learner enter employees information? Excellent, Good or Poor


2007 (CN), the learner will enter customers information (B), with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner enter customers information?Excellent, Good or Poor



2007 (CN), the learner will enter supplies (B), with no problems (CR).

Rubric Criteria:How well did learner enter supplies information? Excellent, Good or Poor


2007 (CN), the learner will enter venders information (B), with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner enter venders information?Excellent, Good or Poor


Objective #8Using MS QuickBooks

2007 (CN), the learner will enter invoices (B) with no problem (CR).

Rubric Criteria:How well did learner enter invoices? Excellent, Good or Poor


2007 (CN), the learner will enter merchandise (B), with no problems (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner enter merchandise information?Excellent, Good or Poor



2007 (CN), the learner will make employees paychecks (B), with no problem (CR).

Rubric Criteria:How well did learner do paychecks? Excellent, Good or Poor

Objective #9◦ Using MS QuickBooks

2007 (CN), the learner will enter any sales (B) with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner enter sales invoices?Excellent, Good or Poor


Objective #12Using MS QuickBooks

2007 (CN), the learner will be able to do the reconciliation of the accounting books (B), with no problem (CR).

Rubric Criteria:How well did learner reconcile the books? Excellent, Good or Poor


2007 (CN), the learner will be able to close the month (B), with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner closed the month?Excellent, Good or Poor


Objective #13◦ Using MS QuickBooks

2007 (CN), the learner will be able to access reports (B), with no problem (CR).

Performed Objective


Assessment

Rubric Criteria: How well did learner access the ending reports?Excellent, Good or Poor

The target audience for this web-based training will be current and future employees in the accounting department.

The learners will possess the basic skills for the software QuickBooks to access the accounting information for the company.

Learner Characteristics

The intended instructional setting will be primarily in the workplace setting, specifically in the accounting department.

In a campus for the accounting majors.

Learning Context

Introduction:

(a) Overview of Training:

Welcome to this online training where you will learn how to access an accounting software; where you are going to learn how to enter data, get data, and evaluate the data.

Training Module Outline

Introduction:

(b) Statement of Goal and Objectives

After completing this online tutorial you will be able to:• Enter customers, vender, employees and

company’s information.• Do the payroll and pay income taxes.• Reconcile the books for the month.• Close the Month• Access monthly reports and evaluate them.


Introduction:

(c) What does the Online Training Include?

The online tutorial consists of five lessons.

At the end of each lessons you will have a practice quiz to see if you understand the lesson.

Each quiz will consist of an issue of a company.


Lesson 1: MS QuickBooks 2007

◦ The learner will learn to input customers, vendors, employees, and company’s information in QuickBooks.

◦ The lesson will be introduce in presentations and in clip art to show how to do it.


Lesson 2: Payroll

◦ The learner will have step by step information and clip art on how to enter the information that the employee worked.

◦ It will have a video on how to enter the information and how to print it

◦ It will also explain how to get the payroll reports in order to pay 941 taxes.


Lesson 3: Reconciliation Process

◦ The learner will have practice bank statements to accomplish the reconciliation process. Its will take you step by step information on how to accomplish it.

◦ The learner will have clip art pictures of the QuickBooks page to show you how to do it.


Lesson 4: Closing of the Month

◦ The learner will have step by step information on how to end the month and how to close it.

Lesson 5: Process Monthly Reports◦ The learner will be able to access monthly

reports to evaluate how the company is doing. The training will come with some module of how the reports should be.


Training Module Outline: Summary: The learner will be able to establish

well knowledge in QuickBooks and will be able to have web site in order to get more information about QuickBooks and other software.

Assessment: The final assessment will be to do the final exam which will be a problem with all 5 lessons to see if the learner accomplish his training.

Training Module Outline:Criteria Excellent Good Poor

Obj. #1: Set up company’s books

Learner set up the Company’s Workbook in QuickBooks.

Learner set up a Workbook.

Learner did not set up any workbook.

Obj. #2: Company’s Information

Learner entered all company’s information.

Learner entered some of the company’s information.

Learner did not enter any information.

Obj. #3: Customers Information

Learner entered customers information right.

Learner only entered some of customer info right.


Obj. #4: Employees Information

Learner entered employees information right.

Learner entered some of employees info right.


Obj. #5: Vendors Information

Learner entered vendors information right.

Learner entered some of vendors info right.



Obj. #6: Supplies

Learner entered supplies in the right place.

Learner entered some supplies in the right place.

Learner did not enter any supplies.

Obj. #7: Merchandise

Learner entered merchandise correctly.

Learner entered only some of the merchandise correctly.

Learner did not enter any merchandise.

Obj. #8: Invoices

Learner entered Invoices correctly.

Learner only entered some of the invoice correctly.

Learner did not enter any invoices.

Obj. #9: Sales

Learner entered sales correctly.

Learner only entered some of the sales correctly.

Learner did not enter any sales.

Obj. #10: Paychecks

Learner entered and printed checks correctly.

Learner entered or printed checks correctly.

Learner did not entered nor printed checks.


Obj. #11: Reconciliation

Learner flagged all credits and debits correctly.

Learner only flagged some credits and debits correctly.

Learner did not flag any credits nor debits.

Obj. #12: Close Month

Learner followed all step in the closing process correctly.

Learner only followed some step in the closing process.

Learner did not follow any step in the closing process.

Obj. #13: Reports

Learner access all ending reports.

Learner only access some reports.

Learner did not access any reports..

Instructional Resources: The Learner will need a computer and internet in

order to accomplish the training. The Learner will need accounting software

(QuickBooks 2007). The learner will need printer to print out lessons

for information. The learner will need a computer that has

speakers in order to hear the videos and access videos.

Training Module Blueprint:Introduction Page•Introduction of QuickBooks•Goals and Objectives

Lesson 1 PageOverview of opening a workbook in QuickBooks

Lesson 2 Page Overview of Payroll

Lesson 3 Page Overview of reconciliation process

Lesson 4 Page Overview of closing of the Month

Lesson 5 Page Overview of accessing monthly reports

Summary Page•Lessons Overview •Test record

Formative Evaluation: My sister that is a accounting teacher is going to

implemented in the classroom to see how it can help the students understand the accounting process.

I am going to provide my sister a survey on how it help her in her classroom.

Summary The proposed online instructional tutorial will allow the

company and its employees to be more successful in the financial tracking end of their business through the use of the Microsoft QuickBooks program. This will also help any students in the accounting department to learn more hands on the accounting process.

laura urquieta march 11, 2012 edtc 3332.60 instructional technology practicum

Documents

employees information

invoices b

sales b

reports b

companys information

poor objective

accounting books b

supplies b