KEY FEATURES
This course will cover the fundamentals of QuickBooks Desktop and the things you need to know to get up and running. Using the sample company file provided by QuickBooks, we will practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions. This course will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.
- Access 146 lectures & 26 hours of content 24/7
- Know how to enter data related for a full accounting cycle in to QuickBooks Desktop
- Learn how to navigate through QuickBooks
- Learn data input relate to invoices, bills, checks, deposits, purchase orders
- Generate reports, read reports, format reports, and export reports to Excel
- Create budgets in QuickBooks
- Understand accounting cycles related to revenue, purchases, and payroll
- Know how to backup files and restore backup data files
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
In this comprehensive course, you will be taught how to create a new company file and populate it with 2 months of data input. The data input will cover every major form in each operating cycle, the revenue cycle, the payables cycle, and the payroll cycle. The major operating cycles may also be grouped as the customer cycle, the vendor cycle, and the employee cycle. As you enter the financial transactions, and populating forms, you learn how to analyze the financial statement’s impact and related reports.
- Access 123 lectures & 22 hours of content 24/7
- Create new company file & populate it with 2 months’ worth of data input
- Learn about data inputs & their importance in your company file
- Analyze the impact of the financial statement & related reports you have
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This comprehensive course on bank reconciliations will introduce you to a two-month worth of data input. Here, you will observe each step of the bank reconciliation process down into digestible components. The first part of the course talks about the first month of bank reconciliation, where unique problems will be emphasized. This includes reconciling the beginning balance. In the second part, the second month will be discussed. This is where bank reconciliation will demonstrate what can be expected in the process for months after the initial reconciliation.
- Access 18 lectures & 3 hours of content 24/7
- Observe each step of bank reconciliation process down to digestible components
- Know about the unique problems that happen during the initial reconciliation
- Demonstrate what can be expected in the process months after the initial reconciliation
- Understand how outstanding checks & deposits from a prior month impact the following month’s reconciliation process
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
In this comprehensive QuickBooks 2022 course, you will understand the process of adjusting entries as well as how and why adjusting entries is a separate process from the general data input process. You will also learn how to transition from the accounting data input to the adjusting process and back to data input for the following month as smoothly as possible. The course will cover the generation of reports, using the filtering options to show the adjusting and reversing entries.
- Access 12 lectures & 3 hours of content 24/7
- Understand the process of adjusting entries
- Know how & why adjusting entries are a separate process from the general data input process
- Make the transition from the accounting data input, adjusting process & back as smooth as possible
- Understand generation reports, the use of filtering options & more
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course is designed specifically to discuss the budget process in general, how QuickBooks fit into it, and how to enter a budget into QuickBooks. The course will also discuss how prior period reports can be exported to Excel to help format future projections. You will know how to enter budgeted data into QuickBooks to generate both a budgeted balance sheet and budgeted income statements. Lastly, this course will demonstrate how to generate budget reports, including reports that compare budgeted data to actual data.
- Access 8 lectures & 1 hour of content 24/7
- Understand the budget process in general
- Know how QuickBooks fit into it
- Learn how to enter a budget into QuickBooks
- Gain insights on how prior period reports can be exported to Excel to help format future projections
- Know how to enter a budgeted balance sheet & budgeted income statements
- Demonstrate how to generate budget reports
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will discuss how bank feeds can fit into the accounting system, how to set up bank feeds, and how to construct financial statements using bank feed data. The course will also teach you how to add bank feed data to the financial statement, breaking the process out into cash increase transactions and case decrease transactions. You will understand how to generate bank rules to make the data input process faster as time passes. Lastly, the course will cover how bank feed data can be matched to transactions such as invoices, sales receipt forms, receive payment forms, deposit forms, bills, and checks.
- Access 35 lectures & 8 hours of content 24/7
- Know how bank feeds can fit into the accounting system
- Set up bank feeds & how to construct financial statements using bank feed data
- Learn how to add bank feed data to the financial statement
- Break the process into cash increase transactions & cash decrease transactions
- Understand how to generate bank rules to make the data input process faster
NOTE: Software NOT included
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- QuickBooks Desktop
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will cover the QuickBooks Online Fundamentals. It will discuss options for getting access to the software including a trial version, often offered by Intuit (Owner of QuickBooks) for free. You will understand how to navigate through the major components of the QuickBooks Online software. The course will demonstrate how service items and inventory items are set up and used in the accounting process. You will be able to generate major reports including the financial statement reports of the balance sheet and profit and loss. You’ll be able to run many other reports and how they are related to these core financial reports.
- Access 86 lectures & 20 hours of content 24/7
- Navigate through the major components of the QuickBooks Online software
- List the steps in a typical vendor cycle & discuss the forms included in the accounting process
- Know the steps in a typical customer cycle & discuss the forms involved in the accounting process
- Know what a chart of accounts is, how it is formatted & its vital role in the accounting process
- Demonstrate how services items & inventory items are set up & used in the accounting process
- Generate major reports including the financial statement reports of the balance sheet & profit and loss
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will discuss the building of an accounting system and entering two months of data input into it. It will compare the process using an accounting system in QuickBooks Desktop, QuickBooks Online, and an accounting system using Excel. Because Excel is a much more transparent tool, it will provide you with a much better understanding of the workings of QuickBooks.
Entering two months of data will allow us to see the difference in complexity of entering data for the first month of operations, a time when we have no historical data to help us, and entering data in the following months, a time when we do have prior history and transactions to help simplify the process.
- Access 60 lectures & 19 hours of content 24/7
- Create a new company file & populate it with 2 months of data input
- Create an accounting system starting from a blank Excel worksheet
- Add begging balances to your accounts
- Navigate Microsoft Excel as well as how to create a well-designed accounting worksheet
- Add the beginning inventory balance to the chart of accounts
- Add the accounts receivable subsidiary ledger
- Add the accounts payable balance to the chart of accounts
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will compare the process of reconciling bank accounts using QuickBooks Online. You will enter bank reconciliations for two months of data input, breaking each step of the process down into digestible components. The first month’s bank reconciliation will emphasize problems unique to the first bank reconciliation, including reconciling the beginning balance. The second month’s bank reconciliation will demonstrate the process for months after the initial reconciliation, it generally being an easier one. As you construct bank reconciliation, you will learn how accounting software, like QuickBooks, lays out the bank reconciliation process.
- Access 9 lectures & 2 hours of content 24/7
- Enter bank reconciliations for 2 months of data input
- Learn how accounting software, like QuickBooks, lays outs the bank reconciliation process
- Know some of the problems often faced when entering the first bank reconciliation
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will cover the process of entering period-end adjusting entries using QuickBooks Online and provide you with a much better understanding of the workings of QuickBooks. You will enter period end, typically month or year-end, adjusting entries. It will discuss which entries should need reversing and why. Learners will understand how to enter reversing entries. The course will also cover the generation of reports, using filtering options, to show the adjusting and reversing entries.
- Access 12 lectures & 4 hours of content 24/7
- Understand the process of adjusting entries & how and why adjusting entries are separate from the general data input process
- Transition from the accounting data input to the adjusting process & back to data input for the following month as smoothly as possible
- Know which entries should need reversing & why
- Learn to generate reports using filter options to show the adjusting & reversing entries
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course is the fifth in a series of courses covering QuickBooks 2022; comprehensively. It will discuss the budgeting process generally, how QuickBooks fits into it, and how to enter a budget into QuickBooks. The course will discuss how prior period reports can be exported to Excel to help format future projections. It will consider future projections for both the income statement and the balance sheet. You will enter the budgeted data into QuickBooks to generate both a budgeted balance sheet and budgeted income statements.
- Access 5 lectures & 1 hour of content 24/7
- Understand the budgeting process generally, how QuickBooks fit into it, & how to enter a budget into QuickBooks
- Learn how prior period reports can be exported to Excel to help format future projections
- Enter budgeted data into QuickBooks to generate both a budgeted balance sheet & income statements
- Generate budget reports, including reports that compare budgeted data to actual data
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
KEY FEATURES
This course will discuss how bank feeds can fit into an accounting system, how to set up bank feeds, and how to construct financial statements using bank feed data. The course will add bank feed data to the financial statement, breaking the process into cash increase transactions and cash decrease transactions. Learners will understand how to generate bank rules to make the data input process faster as time passes, the first month of data input often being the most difficult due to not having prior transactions to refer back to.
- Access 38 lectures & 12 hours of content 24/7
- Learn how bank feeds can fit into an accounting system
- Set up bank feeds
- Construct financial statements using bank feed data
- Import bank feed data into the QuickBooks system
- Add bank feed data to the financial statement
- Generate bank rules to make the data input process faster as time passes
PRODUCT SPECS
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Redemption deadline: redeem your code within 30 days of purchase
- Experience level required: beginner
- Have questions on how digital purchases work? Learn more here
Requirements
- Access to QuickBooks Online
THE EXPERT
Robert Steele | CPA, CGMA, M.S. Tax, CPI
★ ★ ★ ★
★
Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. 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.
