QuickBooks Pro

Learn QuickBooks Desktop 2019 & 2018 in a comprehensive online course taught by a practicing CPA, CGMA, CPI, with BS tax

What's Inside

This course will provide a comprehensive understanding of QuickBooks in a format that can be understood by beginners, but which also covers more than just data input.

Accounting professionals can also learn a lot from the course as we take theory concepts and apply them to the processes of accounting software.

How will we be Taught?

We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks is something best learned by doing, by applying skills to the QuickBooks application.

In addition to video instructions we will provide PDF files that can be downloaded and printed. The PDF files allow us a supplemental resource and can be used offline. The PDF files provide us with a hard copy reference to refer back to and something we can use to help explain concepts to others.

A partial list of topics covered is below. The number series may change, however.

Getting Started & QuickBooks 2018 overview

  • 1.10 Restore Backup File QuickBooks 2018

Business Transactions Involving Cash

  • 1.15 Home Page Vendors Section
  • 1.20 Home Page – Customer Section
  • 1.28 Home Page Employee Section
  • 1.30 Reports
  • 1.35 Forms
  • 1.37 Lists
  • 1.40 Help Options
  • 1.45 Print & Export
  • 1.50 Backup file

Balance Sheet and Balance Sheet Options

  • 2.10 Balance Sheet
  • 2.15 Balance Sheet Display Options
  • 2.20 Remove Date Time From Reports
  • 2.25 Balance Sheet Fonts & Numbers
  • 2.30 Balance Sheet Header & Footer
  • 2.35 Comparative Balance Sheet
  • 2.40 Summary Balance Sheet
  • 2.45 Memorize Reports Group
  • 2.50 Memorize Report

Profit & Loss / Income Statement

  • 3.10 Profit and Loss
  • 3.15 Income Statement Custom
  • 3.20 Comparative Profit & Loss
  • 3.25 Vertical Analysis Profit & Loss
  • 3.30 Percent of Expense Profit & Loss

Other Reports & Graphs

  • 4.10 Sales Graph
  • 4.15 Income & Expense Graph
  • 4.20 Sales by Customer Report
  • 4.25 Sales by Item Report
  • 4.30 Accounts Receivable Aging Report
  • 4.35 Accounts Payable Aging Report
  • 4.40 Accounts Payable Graph
  • 4.50 Accounts Receivable Graph
  • 4.55 Custom Comparative Profit & Loss
  • 4.60 Export Balance Sheet to Excel

New Features QuickBooks 2018

  • 10 Multi Monitor Support PowerPoint
  • 20 Cash Accrual Toggle PowerPoint
  • 30 Past due stamp invoice PowerPoint
  • 40 Search Chart of Accounts PowerPoint

Start a New Company File

  • 6.05 Set up new company & Preferences
  • 6.10 Set up Item
  • 6.15 Customers Set up
  • 6.20 Set up Vendors and beginning balance
  • 6.25 Set up new accounts & Opening Balance
  • 6.30 Adjust New Accounts
  • 6.35 Payroll Set up
  • 6.40 New Employees
  • 6.45 Transaction List

Enter Data for the first month of operations

  • 7.05 Record Deposits from Owner and Loan
  • 7.10 Record Transaction in Register Invest & Purchase Furniture
  • 7.17 Purchase Order
  • 7.20 Create Invoice
  • 7.25 Receive Payment PowerPoint – Copy
  • 7.30 Record Cash Sale PowerPoint – Copy
  • 7.35 Record Deposit PowerPoint – Copy
  • 7.40 Write check for inventory purchase order
  • 7.45 Invoice Preordered Inventory PowerPoint – Copy
  • 7.50 Receive Payment Make Deposit PowerPoint – Copy
  • 7.55 Write Check for expenses PowerPoint – Copy
  • 7.60 Pay Bill PowerPoint – Copy
  • 7.65 Set up custom Jobs PowerPoint – Copy
  • 7.70 Payroll PowerPoint – Copy
  • 7.75 Job Sales Receipt For job PowerPoint – Copy
  • 7.80 Review Reports & Export to Excel

Enter Data for the second month of operation

  • 8.5 Loan Payments
  • 8.10 Deposit Short Term Investment Payment
  • 8.15 Purchase order New Item Payment
  • 8.20 Receive inventory with bill
  • 8.25 Sales Receipt & Deposit
  • 8.30 Advanced Payment from Customer
  • 8.35 Apply Credit to Invoice
  • 8.40 Record Sale on Account
  • 8.45 Advance Customer Payment
  • 8.50 Bills Track and Pay
  • 8.55 Customer Payment on Account
  • 8.60 Pay sales tax
  • 8.65 Pay Payroll Taxes tax
  • 8.70 Enter Bills & Pay Bills
  • 8.75 Enter Service Item & Invoice
  • 8.77 Purchase music equipment with debt
  • 8.80 Enter Payroll
  • 8.85 Payroll
  • 8.90 Rental Income
  • 8.95 Comparative financial Statements

Bank Reconciliations

  • 9.10 Bank Rec Jan
  • 9.15 Bank Rec Feb

Adjusting Entries and Reversing Entries

  • 10.10 Short term loan
  • 10.15 Short term portion
  • 10.20 Accrued Interest
  • 10.25 Invoice Adjusting Entry
  • 10.30 Reversing Entry Accrued Interest
  • 10.35 Reversing Entry Accounts Receivable
  • 10.40 Prepaid Insurance Adjusting Entry
  • 10.45 Depreciation Adjusting Entry
  • 10.50 Unearned Revenue
  • 10.55 Reverse Unearned Revenue
  • 10.60 Journal & Financial Statements

Budgeting

  • 11.10 Budgeted Profit and Loss
  • 11.15 Budgeted Balance Sheet

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Course Curriculum

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1057+ Students
220 Lectures
28+ Hours of Video
Lifetime Access
24/7 Support
Instructor Rating
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.

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