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Laura Urquieta March 11, 2012 EDTC 3332.60 Instructional Technology Practicum.

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Presentation on theme: "Laura Urquieta March 11, 2012 EDTC 3332.60 Instructional Technology Practicum."— Presentation transcript:

1 Laura Urquieta March 11, 2012 EDTC Instructional Technology Practicum

2  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.

3  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.

4  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.

5  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).

6  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).

7  Objective #6: ◦ Using MS QuickBooks 2007 (CN), the learner will enter supplies (B), with no problems (CR).  Objective #7: ◦ Using MS QuickBooks 2007 (CN), the learner will merchandise (B), with no problems (CR).

8  Objective #8 ◦ Using MS QuickBooks 2007 (CN), the learner will enter invoices (B) with no problem (CR).  Objective #9 ◦ Using MS QuickBooks 2007 (CN), the learner will enter any sales (B) with no problem (CR).

9  Objective #10: ◦ Using MS QuickBooks 2007 (CN), the learner will make employees paychecks (B), with no problem (CR).  Objective #11: ◦ Using MS QuickBooks 2007 (CN), the learner will be able to close the month (B), with no problem (CR).

10  Objective #12 ◦ Using MS QuickBooks 2007 (CN), the learner will be able to do the reconciliation of the accounting books (B), with no problem (CR).  Objective #13 ◦ Using MS QuickBooks 2007 (CN), the learner will be able to access reports (B), with no problem (CR).

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

12 Objective #4: Using MS QuickBooks 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  Objective #3: ◦ Using MS QuickBooks 2007 (CN), the learner will enter customers information (B), with no problem (CR). Performed ObjectiveAssessment Rubric Criteria: How well did learner enter customers information? Excellent, Good or Poor

13 Objective #6: Using MS QuickBooks 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  Objective #5: ◦ Using MS QuickBooks 2007 (CN), the learner will enter venders information (B), with no problem (CR). Performed ObjectiveAssessment Rubric Criteria: How well did learner enter venders information? Excellent, Good or Poor

14 Objective #8 Using 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  Objective #7: ◦ Using MS QuickBooks 2007 (CN), the learner will enter merchandise (B), with no problems (CR). Performed ObjectiveAssessment Rubric Criteria: How well did learner enter merchandise information? Excellent, Good or Poor

15 Objective #10: Using MS QuickBooks 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 ObjectiveAssessment Rubric Criteria: How well did learner enter sales invoices? Excellent, Good or Poor

16 Objective #12 Using 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  Objective #11: ◦ Using MS QuickBooks 2007 (CN), the learner will be able to close the month (B), with no problem (CR). Performed ObjectiveAssessment Rubric Criteria: How well did learner closed the month? Excellent, Good or Poor

17  Objective #13 ◦ Using MS QuickBooks 2007 (CN), the learner will be able to access reports (B), with no problem (CR). Performed ObjectiveAssessment Rubric Criteria: How well did learner access the ending reports? Excellent, Good or Poor

18  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.

19  The intended instructional setting will be primarily in the workplace setting, specifically in the accounting department.  In a campus for the accounting majors.

20  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.

21  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.

22  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.

23  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.

24  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.

25  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.

26  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.

27  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.

28 CriteriaExcellentGoodPoor 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. Learner did not enter any information. Obj. #4: Employees Information Learner entered employees information right. Learner entered some of employees info right. Learner did not enter any information. Obj. #5: Vendors Information Learner entered vendors information right. Learner entered some of vendors info right. Learner did not enter any information.

29 CriteriaExcellentGoodPoor 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.

30 CriteriaExcellentGoodPoor 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..

31  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.

32 Introduction Page Introduction of QuickBooksIntroduction of QuickBooks Goals and ObjectivesGoals and Objectives Lesson 1 Page Overview of opening a workbook in QuickBooks Lesson 2 Page Overview of Payroll Overview of Payroll Lesson 3 Page Overview of reconciliation process Overview of reconciliation process Lesson 4 Page Overview of closing of the Month Overview of closing of the Month Lesson 5 Page Overview of accessing monthly reports Summary Page Lessons OverviewLessons Overview Test recordTest record

33  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.

34  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.


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