We are in the process of updating this course for 2022. The current community will have access to the updates.

Would we like to run our businessbetter using accounting software?

Would we to choose between an online accounting software and a desktop accounting software?

Would we like to advance our careerby increasing our skills with businesssoftware?

This comprehensive QuickBooks course can help to achieve these goals.

Why choose this course?

Current video content means all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.

This course also includes:

• QuickBooks backup files allowing us to jump forward in the course or to rework sections.

• PDF instruction files to support the entering of QuickBooks data and allowing us to do work offline.

Who will we be learning from?

You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum.

You will be learning from somebody who is a:

• CPA – Certified Public Accountant

• CGMA – Chartered Global Management Accountant

• Master of Science in Taxation

• CPS – Certifies Post-Secondary Instructor

• Curriculum Development Export

As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.

As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications.

The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also help in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.

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 presentation video we will include PDF files to allow the completion of part of the work offline with no internet access.

We also provide backup files so that we can jump to later points in the course or rework components of the course while having the data set exactly as it is shown in the presentation.

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

Getting Started – Getting Setup

• Desktop – Download and Install

• Desktop – Download Backup File

• QuickBooks Backup File

• Desktop – Restore Backup Files

• Online – Set Up

Navigating Through QuickBooks

• Desktop – 1.10 Restore Backup File

• Desktop – 1.15 Home Page – Vendors Section

• Online – 1.15 Vendor Section

• Desktop – 1.20 Home Page – Customer Section

• Online – 1.20 Customers Section

• Desktop – 1.25 Home Page – Banking Section

• Desktop – 1.27 Home Page – Company Section

• Online – 1.25 Other Section

• Desktop – 1.28 Home Page – Employees Section

• Online – 1.28 Employee Section

• Desktop – 1.35 Forms

• Online – 1.35 Forms

• Desktop – 1.37 Lists

• Online – 1.35 Lists

• Desktop – 1.40 Help Options

• Online – 1.40 Help Options

• Desktop – 1.45 Print & Export Reports

• Online – 1.45 Pint & Export Reports

• Desktop – 1.50 Backup Data

• Online – 1.50 Backup Files

Double entry accounting system

• Accounting Objectives

• Accounting Equation

Balance Sheet and Balance Sheet Options

• Desktop- 2.10 Balance Sheet

• Online – 2.10 Balance Sheet

• Desktop – 2.15 Balance Sheet Display Options

• Online – 2.15 Balance Sheet General Options

• Desktop – 2.20 Remove Date Time From Reports

• Desktop – 2.25 Balance Sheet Fonts & Numbers

• Online – 2.20 Balance Sheet Remove Date Time

• Desktop – 2.30 Balance Sheet Header & Footer

• Online – 2.30 Balance Sheet Header & Footer

• Desktop – 2.35 Comparative Balance Sheet

• Online – 2.30 Comparative Balance Sheet

• Desktop – 2.40 Summary Balance Sheet

• Online – 2.40 Summary Balance Sheet

• Desktop – 2.45 Memorize Report Group

• Desktop – 2.50 Memorize Report

• Online – 2.50 Memorize Report

Income Statement & Statement of Equity

• Income Statement

• Statement of Owner’s Equity

• Balance Sheet & Income Statement Relationship

Profit & Loss / Income Statement

• Desktop – 3.10 Profit and Loss

• Online – 3.10 Profit & Loss

• Desktop – 3.15 Income Statement Custom

• Online – 3.15 Income Statement Custom

• Desktop – 3.20 Comparative Profit & Loss

• Online – 3.20 Comparative Profit & Loss

• Desktop – 3.25 Vertical Analysis Profit & Loss

• Online – 3.25 Vertical Analysis Profit & Loss

• Desktop – 3.30 Percentage of Expense Profit & Loss

• Online – 3.30 Percent of Expense Profit & Loss

Other Reports & Graphs

• Desktop – 4.10 Sales Graph

• Desktop – 4.15 Income & Expense Graph

• Desktop – 4.20 Sales by Customer Report

• Online – 4.20 Sales by Customer Report

• Desktop – 4.25 Sales by Item Report

• Online – 4.25 Sales by Item Summary Report

• Desktop – 4.30 Accounts Receivable Aging Report

• Online – 4.30 AR Aging Summary

• Desktop – 4.35 Accounts Payable Aging Report

• Online – 4.35 Accounts Payable Aging Report

• Desktop – 4.40 Accounts Payable Graph

• Desktop – 4.50 Accounts Receivable Graph

• Desktop – 4.60 Export Balance Sheet to Excel

Start a New Company File

• Start a New Business Section Overview

• Desktop – 6.05 Set Up New Company & Preferences

• Online – 6.05 Set Up New Company & Preferences

• Desktop – 6.10 Setting Up Items

• Online – 6.10 Part 1 Item – Service Set Up

• Online – 6.10 Part 2 Items Inventory Set Up

• Desktop – 6.15 Customer Setup

• Online – 6.15 Customer Balance Setup

• Desktop – 6.20 Set up Vendors and Beginning Balances

• Online – 6.20 Vendor – New Vendor & Opening Balance

• Desktop – 6.25 Set up new account & Enter Opening Balances

• Online – 6.25 Set up New Accounts & Export Trial Balance to Excel

• Desktop – 6.30 Adjust New Account Balances

• Online – 6.50 Adjusted Beginning Account Balances

• Desktop – 6.35 Payroll Set Up

• Online – 6.35 Payroll Options

• Desktop – 6.40 New Employee Setup

• Online – 6.40 Set Up New Employees

• Desktop – 6.45 Export Transaction List By Date

• Online – 6.45 Transaction List by Date

Accounting Concepts

• Accounting Concepts Section Overview

• Cash Method Vs Accrual Method

• Revenue Recognition Principle

• Financial Transaction Rules

Enter Data for the First Month of Operations

• Enter Data for The Second Month of Operations Section Overview

• Desktop – 7.05 Record Deposit from Owner & Loan

• Online – 7.05 Record Owner & Loan Deposit

• Desktop – 7.10 Record Transactions In Register Investment & Furniture

• Online – 7.10 Part 1 Record Purchase Furniture

• Online – 7.10 Part 2 Record Short-Term Investment

• Online – 7.16 Sales Tax u

• Desktop – 7.17 Purchase Order

• Online – 7.17 Part 1 Purchase Order

• Online – 7.17 Part 2 Purchase Order Add Inventory Item

• Desktop – 7.20 Create an Invoice

• Online – 7.20 Part 1 Create Invoice with Inventory

• Online – 7.20 Part 2 Invoice with Inventory

• Online – 7.23 Undeposited Funds Set Up

• Desktop – 7.25 Record Receipt of Payment

• Online – 7.25 Part 1 Receive Payment f

• Online – 7.25 Part 2 Receive Payment

• Desktop – 7.30 Sales Receipts Cash Sales Transaction

• Online – 7.30 Part 1 Sales Receipt f

• Online – 7.30 Part 2 Sales Receipt

• Online – 7.32 Sales Receipt & Payment Correct

• Desktop – 7.35 Deposit

• Online – 7.35 Deposit Record

• Online – 7.37 Expense Billable Setting – Turn On

• Desktop – 7.40 Write Check for Inventory from Purchase Order

• Online – 7.40 Inventory Payment Tied to Purchase Order f

• Online – 7.40 Part 2 Inventory Payment Tied to Purchase order f

• Online – 7.42 Correct Check Add Billable Customer

• Desktop – 7.45 Invoice for Pre-Order Inventory P.O.

• Online – 7.45 Part 1 Invoice Created by Billable Expense

• Online – 7.45 Part 2 Invoice Populated By Billable Expense

• Desktop – 7.50 Receive Payment & Make Deposit

• Online – 7.50 Receive Payment & Make Deposit

• Desktop – 7.55 Write Check for Expenses

• Online – 7.55 Write Checks for Expenses

• Desktop – 7.60 Pay Bills

• Online – 7.60 Pay Bills

• Desktop – 7.65 Set Up Customer Jobs

• Online – 7.65 Customer Jobs or Sub Customers

• Desktop – 7.70 Payroll Process Check

• 7.70 Pay Employees

• Desktop – 7.75 Job Sales Receipt

• Online – 7.75 Job or Sub-Customer Sales Receipt

• Desktop – 7.80 Review Reports & Export to Excel

• Online – 7.80 Generate Report & Export to Excel

• Online – 7.45 Part 1 Invoice Created by Billable Expense

Enter Data for the Second Month of Operation

• Enter Data for The First Month of Operations Section Overview

• Desktop – 8.05 Loan Payments, Interest, Principle

• Online – 8.05 Make Loan Payments

• Desktop – 8.10 Deposit Investment & Interest

• Online – 8.10 Short Term Investment Deposit

• Desktop – 8.15 Purchase Order New Item & Customer

• Online – 8.15 Purchase Order New Item

• Desktop – 8.20 Receive Inventory with Bill

• Online – 8.20 Receive Inventory With Bill

• Desktop – 8.25 Sales Receipt & Deposit

• Online – 8.25 Sales Receipt & Deposit

• Desktop – 8.30 Advanced Payment From Customer

• Online – 8.30 Advanced Payment From Customer

• Desktop – 8.35 Apply Credit to Invoice

• Online – 8.35 Apply Credit to Invoice

• Desktop – 8.40 Record Sale on Account

• Online – 8.40 Record Sale on Account

• Desktop – 8.45 Advance Customer Payment

• Online – 8.45 Advance Customer Payment

• Desktop – 8.50 Bills Track & Pay

• Online – 8.45 Bills – Track & Pay

• Desktop – 8.55 Customer Payment on Account & Deposit

• Online – 8.55 Customer Payment On Account & Deposit

• Desktop – 8.60 Pay Sales Tax

• Online – 8.60 Sale Tax Payment

• Desktop – 8.65 Pay Payroll Taxes

• Online – 8.65 Payroll Tax Payments

• Desktop – 8.70 Enter Bills & Pay Bills

• Online – 8.70 Enter Bills & Pay Bills

• Desktop – 8.75 Enter Service Item & Invoices

• Online – 8.75 Enter Service Items & Invoice

• Desktop – 8.77 Purchase Equipment with Debt

• Online – 8.77 Purchase Equipment with Debt

• Desktop – 8.80 Enter Payroll

• Online – 8.80 Payroll

• Desktop – 8.90 Rental Income, New Account, New Item

• Online – 8.90 Rental Income Recorded

• Desktop – 8.95 Comparative Balance Sheet & Income Statement

• Online – 8.95 Comparative Financial Statements Feb

Bank Reconciliations

• Bank Reconciliation Section Overview

• Desktop – 9.10 Bank Reconciliation First Bank Reconciliation

• Online – 9.10 Bank Reconciliation First Month

• Desktop – 9.15 Bank Reconciliation Second Bank Reconciliation

• Online – 9.15 Bank Reconciliation Second Month

Adjusting Entries and Reversing Entries

• Adjusting Entries, Financial Statements, Closing Entries, & Reversing Entries

• Desktop – 10.10 Short term loan Adjusting Entry

• Online – 10.10 Loan Payable Adjusting Entry #2 Short Term Portion

• Desktop – 10.15 Short term portion of loan Adjusting Entry

• Online – 10.15 Short Term Loan Payable Adjusting Entry

• Desktop – 10.20 Accrued Interest Adjusting entry

• Online – 10.20 Accrued Interest Adjusting Entry

• Desktop – 10.25 Invoice Adjusting Entry

• Online – 10.25 Invoice AR Adjusting Entry

• Desktop – 10.30 Reversing Entry Accrued Interest

• Online – 10.30 Accrued Interest Reversing Entry

• Desktop – 10.35 Reversing Entry Accounts Receivable

• Online – 10.35 Accounts Receivable Reversing Entry

• Desktop – 10.40 Prepaid Insurance Adjusting Entry

• Online – 10.40 Prepaid Insurance Adjusting Entry

• Desktop – 10.45 Depreciation Adjusting Journal Entry

• Online – 10.45 Depreciation Adjusting Entry

• Desktop – 10.50 Unearned Revenue Adjusting Entry

• Online – 10.45 Unearned Revenue Adjusting Entry

• Desktop – 10.55 Reverse Unearned Revenue Adjusting Entry

• Online – 10.55 Unearned Revenue Reversing Entry

• Desktop – 10.60 Journal Report & Financial Statements

• Online – 10.55 Journal Report & Financial Statements

Budgeting

• Desktop – 11.10 Budgeted Profit and Loss

• Online – 11.10 Budgeted Profit & Loss

• Desktop – 11.15 Budgeted Balance Sheet

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