Comprehensive QuickBooks course that starts at the basics and moves forward in a well planned and understandable way
☑ How to enter data related for a full accounting cycle in to QuickBooks Desktop
☑ Basics to advanced topics – Comprehensive course is a great tool for beginners, advanced users or to use as a reference tool to fall back on
☑ Learn how to navigate through QuickBooks
☑ Understand accounting cycles related to revenue, purchases, and payroll
☑ Learn by working an example problem setting up a new company and entering two month of data input
☑ Be able to backup files and restore backup data files. Backup data files will be provided that can also be used to jump forward in the example problem or to rework components of it
☑ Learn data input relate to invoices, bills, checks, deposits, purchase orders. . .
☑ Understand much more then data input as a CPA demonstrates how QuickBooks uses the data to construct reports
☑ Generate reports, read reports, format reports, and export reports to Excel
☑ Learn to enter bank reconciliation by using practice bank statements, a format of learning not often provided but very useful
☑ Create budgets in QuickBooks
☑ Understand how bank feeds are set up and how the work
☑ Learn both accounting terminology and Quickbooks terminology so we can communicate with QuickBooks users and accountants who do not use QuickBooks
☑ Enter period end adjusting entries into QuickBooks
This comprehensive course will provide an understanding of QuickBooks Pro Desktop 2021, 2020, 2019 & 2018 in a format beneficial to both beginners & advanced users.
We will start at the basics & go far beyond simple data entry, explaining how the software works in a clear step by step format.
We continually update this course, making it a community and recourse you can regularly return to and learn from. Current students will have access to the updates as they are created.
How can I get access to the software?
If you do not have access to QuickBooks, Intuit, the owner of QuickBooks, often provides a free 30-day trial, perfect for our needs.
- Try typing into your favorite browser: Download a trial of QuickBooks Desktop
- Students at accredited educational institutions may be able to get access to a trial version that lasts a year rather than 30 days. Try typing into your favorite browser: QuickBooks Desktop for Students
QuickBooks updates the software each year and we updated the course content each year, so you have the latest look and feel of the software.
One benefit of QuickBooks Desktop is that you can use the same software for multiple years. Therefore, you may have an older version of the software or may work with a client using an older version of the software.
Along with the most current software, this course will also include demonstrations in older versions of the software so that users can refer them when needed. We will also provide backup files related to older versions of the software that can be used to work through practice problems.
Note that there are some drawbacks to updating the course each year we want to be upfront about. We think the benefits outweigh the problems.
The course can feel bloated with content as we work similar demonstrations in new versions of the software. We will add the new content to the top of the course so you can jump right into the newest version. Each version of the software will include at least 25 hours of content once completed which makes it one of the most comprehensive courses you will find.
Adding new counted each year also makes it a little more difficult to fulfill the requirements for Udemy to provide a certificate of completion. However, you do not need to watch each video to receive the certificate of completion. Once you have finished the portion of the course that relates to you, the rest of the videos can be marked as completed manually, allowing Udemy to issue the certificate of completion.
This course will start at the basics, assuming you know nothing about the software or accounting.
We will start by comparing the different versions of QuickBooks. We will then go through the purchasing process, the downloading process, and the installation process.
The first half of the course will be dedicated to navigating the software, getting a feel for the major components of the software, and the primary accounting cycles such as the customer section or revenue cycle, the vendor section or payments cycle, and the employee section or payroll cycle.
Once we learn the primary sections or accounting cycles we will analyze the forms and transactions within each section, considering the impact each has on the financial statements.
The second half of the course will be in the format of a comprehensive problem, working through two months of data impute.
We will enter every standard type of transaction as we work through the comprehensive problem. The comprehensive problem format will provide context to the data entry process, so we understand how the data impute fits into the accounting workflow.
A comprehensive problem also allows us to do more than simple data entry, data entry generally being the easiest part of the accounting process. We will be able to see how to set up the system to make the data entry as easy as possible.
We will also be able to see the impact on the financial statements of every transaction we make and be able to check our work after each transaction.
QuickBooks backup files will be provided. Backup files allow us to restore a data file and are very useful for learning. Backup files permit us to jump forward in a practice problem and have the data needed to work along with the step by step presentations, having the same data as is in the example presentation, in our system as we start the practice problem. Backup files also allow us to rework a problem or start over if we make an error.
If a course teaches in the form of a comprehensive problem, the best way to teach, and they do not provide backup files you will need to start the problem with no data and then follow the entire problem without any errors to line up with each step of the example problem being presented. Backup files allow you much more flexibility, being able to jump to future parts of the practice problem or rework any part of the problem.
English
Language
Introduction To QuickBooks
Course Overview
QuickBooks 2020
QuickBooks 2020 Updates
QuickBooks Pro 2020 Updates New Features – QuickBooks Desktop 2020
Accounting Comic Break
Getting Started – Getting Setup with QuickBooks Pro 2020
Getting Started Getting Setup – QuickBooks 2020
.10 QuickBooks Desktop Vs QuickBooks Online – QuickBooks 2020
.15 QuickBooks Desktop Options – QuickBooks 2020
.20 Purchase & Download QuickBooks Pro 2020
.30 Install QuickBooks Pro 2020
Accounting Comic Break
Navigating Through QuickBooks – QuickBooks Pro 2020
Navigating Through QuickBooks
Download Backup Files
Answer Key and Documents
1.10 Restore Backup File – QuickBooks 2020
1.15 Home Page Vendors Section – QuickBooks 2020
1.20 Home Page Customer Section – QuickBooks 2020
1.25 Home Page Banking Section – QuickBooks 2020
1.28 Home Page Employee Section – QuickBooks 2020
1.30 Reports Center – QuickBooks 2020
1.35 Forms – QuickBooks 2020
1.37 Lists – QuickBooks 2020
1.40 Help Options – QuickBooks 2020
1.45 Print & Export Reports – QuickBooks 2020
1.50 Create Backup File – QuickBooks 2020
Accounting Comic Break
Double Entry Accounting System Overview
5 Double Entry Accounting System Overview
Answer Key and Documents
102 Accounting Objectives U
115 Accounting Equation
Accounting Comic Break
Balance Sheet and Balance Sheet Options in QuickBooks Pro 2020
Balance Sheet and Balance Sheet Options
Answer Key and Documents
2.10 Balance Sheet – QuickBooks 2020
2.15 Balance Sheet Display Options – QuickBooks 2020
2.20 Header Footer Report Options – QuickBooks 2020
2.25 Fonts & Numbers Report Options – QuickBooks 2020
2.35 Comparative Balance Sheet – QuickBooks 2020
2.40 Summary Balance Sheet – QuickBooks 2020
2.45 Create a Memorize Report Group – QuickBooks 2020
2.50 Memorize Reports to a Custom Group – QuickBooks 2020
Accounting Comic Break
Income Statement & Statement of Equity Overview
7 Income Statement & Statement of Equity
130 Income Statement
131 Statement of Owner’s Equity
132 Balance Sheet & Income Statement Relationship
Accounting Comic Break
Profit & Loss / Income Statement QuickBooks Pro 2020
Profit & Loss Income Statement
Answer Key and Documents
3.10 Profit and Loss Report – QuickBooks 2020
3.15 Custom Income Statement – QuickBooks 2020
3.20 Comparative Profit & Loss – QuickBooks 2020
3.25 Vertical Analysis Profit & Loss – QuickBooks 2020
Accounting Comic Break
Other Reports & Graphs in QuickBooks 2020
Other Reports & Graphs
Answer Key and Documents
4.10 Sales Graph – QuickBooks 2020
4.15 Income & Expense Graph – QuickBooks 2020
4.20 Sales by Customer Report – QuickBooks 2020
4.25 Sales by Item Report – QuickBooks 2020
4.30 Accounts Receivable Aging Report – QuickBooks 2020
4.35 Accounts Payable Aging Report – QuickBooks 2020
4.40 Accounts Payable Graph – QuickBooks 2020
4.50 Accounts Receivable Graph – QuickBooks 2020
Accounting Comic Break
Start a New Company File in QuickBooks Pro 2020
Start a New Company File
Download Backup Files
Answer Key and Documents
6.002 New Company Set Up in QuickBooks Pro 2020
6.004 Company Preferences Accounting – QuickBooks 2020
6.006 Company Preferences Checking – QuickBooks 2020
6.007 Company Preferences General – QuickBooks 2020
6.008 Company Preferences Items & Inventory – QuickBooks 2020
6.0094 Company Preferences Reminders, Reports, & Graphs – QuickBooks 2020
6.009 Company Preferences Payroll – QuickBooks 2020
6.009 Import Items, Customers, & Vendors – QuickBooks 2020
6.10 Set up Service Items – QuickBooks 2020
6.11 Inventory Tracking Options – QuickBooks 2020
6.12 Set up Inventory Items – QuickBooks 2020
6.15 Set Up Customers – QuickBooks 2020
6.20 Set Up Vendors – QuickBooks 2020
6.25 Add New Accounts & Opening Balances – QuickBooks 2020
6.30 Adjust New Account Balances – QuickBooks 2020
6.40 Set Up New Employee – QuickBooks 2020
6.45 Generate Transaction Detail Report To Review New Company Setup
Accounting Comic Break
Accounting Methods
11 Accounting Methods
Download Backup Files
135 Cash Method vs Accrual Method – QuickBooks 2020
134 Revenue Recognition Principle – QuickBooks 2020
155 Financial Transaction Rules – QuickBooks 2020
160 Financial Transaction Thought Process – QuickBooks 2020
Accounting Comic Break
Enter Data for the first month of operations – QuickBooks 2020
Enter Data for the First Month of Operation
Download Backup Files
Answer Key and Documents
7.05 Record Owner & Loan Deposit – QuickBooks 2020
7.10 Record Purchase Purchase of Furniture & Investment – QuickBooks 2020
7.17 Purchase Order P.O. – QuickBooks 2020
7.20 Create an Invoice – QuickBooks 2020
7.25 Receive Payment – QuickBooks 2020
7.30 Create Sales Receipts – QuickBooks 2020
7.35 Create Sales Receipts – QuickBooks 2020
7.40 Make Payment for Inventory linked To Purchase Order – QuickBooks 2020
7.45 Invoice for Custom Order Linked To P.O. & Payment – QuickBooks 2020
7.50 Receive Payment & Make Deposit – QuickBooks 2020
7.55 Write Checks for Expenses & Prepaid Expenses – QuickBooks 2020
7.60 Pay Bill – QuickBooks 2020
7.65 Customer Jobs Add – QuickBooks 2020
7.70 Pay Employees – QuickBooks 2020
7.75 Job Sales Receipt – QuickBooks 2020
7.80 Review Reports After Month of Data – QuickBooks 2020
Accounting Comic Break
Enter Data for the second month of operation in QuickBooks 2020
Enter Data for the Second Month of Operations
Download Backup Files
Answer Key and Documents
8.05 Make Loan Payments – QuickBooks 2020
8.10 Short Term Investment Matures – QuickBooks 2020
8.15 Create Purchase Order With New Item – QuickBooks 2020
8.20 Receive Inventory With Bill – QuickBooks 2020
8.25 Sales Receipt & Deposit – QuickBooks 2020
8.30 Advanced Payment From Customer – QuickBooks 2020
8.35 Apply Credit To Invoice – QuickBooks 2020
8.40 Record Sales on Account – Invoice for Inventory Item – QuickBooks 2020
8.45 Advance Customer Deposit – QuickBooks 2020
8.50 Bills Track & Pay – QuickBooks 2020
8.55 Customer Payment on Account & Deposit – QuickBooks 2020
8.60 Pay Sales Tax – QuickBooks 2020
8.65 Pay Payroll Taxes – QuickBooks 2020
8.70 Pay Payroll Taxes – QuickBooks 2020
8.75 Enter Service Item & Invoices – QuickBooks 2020
8.77 Purchase Equipment with Debt or Financing – QuickBooks 2020
8.80 Enter Payroll For Second Month – QuickBooks 2020
8.90 Record Rental Income – QuickBooks 2020
8.95 Comparative Financial Statements – QuickBooks 2020
Accounting Comic Break
Bank Reconciliations in QuickBooks 2020
Bank Reconciliations
Download Backup Files
Answer Key and Documents
9.10 Bank Reconciliation First One – QuickBooks 2020
9.15 Bank Reconciliation Second Month – QuickBooks 2020
Accounting Comic Break
Adjusting Entries and Reversing Entries in QuickBook 2020
Adjusting Entries and Reversing Entries
Download Backup Files
Answer Key and Documents
10.10 Loan Payable Adjusting Entry Short Term Loan – QuickBooks 2020
10.15 Short Term Portion Installment Loan Adjusting Entry – QuickBooks 2020
10.20 Accrued Interest Adjusting Entry – QuickBooks 2020
10.25 Invoice or Accounts Receivable Adjusting Entry – QuickBooks 2020
10.30 Reversing Entry Accounts Receivable – QuickBooks 2020
10.35 Reversing Entry Accrued Interest – QuickBooks 2020
10.40 Prepaid Insurance Adjusting Entry – QuickBooks 2020
10.45 Depreciation Adjusting Entry – QuickBooks 2020
10.50 Unearned Revenue Adjusting Entry – QuickBooks 2020
10.55 Reverse Unearned Revenue Adj. Entry – QuickBooks 2020
10.60 Journal Report & Financial Statements – QuickBooks 2020
Accounting Comic Break
Budgeting in QuickBooks 2020
Budgeting
Download Backup Files
Answer Key and Documents
11.10 Budgeted Profit and Loss – QuickBooks 2020
11.15 Budgeted Balance Sheet – QuickBooks 2020
Accounting Comic Break
Bank Feeds
Introduction
12 Bank Feeds Introduction and Set up
1220 Bank Feeds Add Checks & Cash Outflows
1230 Bank Feeds Deposits and Inflows
1240 Bank Feeds Rules
Accounting Comic Break
Paid Payroll Using QuickBooks
Introduction
250 Paid Payroll Set Up
255 Run Payroll Setup Process
260 Process Payroll Plain Payroll
262 Payroll Forms After Plain Payroll W-2, 941
264 Add 401(K) Payroll Item
266 Process Payroll With 401(K) Plan
268 Payroll Forms After Payroll With 401(K) Plan
270 Process Payroll 401 K Employer Match
272 Payroll Forms After 401(K) With Employer Matching
274 Payroll Item Setup Dental Insurance Employee Paid After Tax
276 Process Payroll After Adding Dental Insurance Employee Paid After Tax
278 Reports After Payroll Item Setup Dental Insurance Employee Paid After Tax
280 Payroll Item Setup Vision Insurance Employee Paid Before Taxes
282 Process Payroll with Vision Insurance Employee Paid Before Taxes
284 Payroll Reports After Vision Insurance Employee Paid Before Taxes
286 Payroll Item Setup Health Insurance Employer paid
288 Process Payroll With Health Insurance Employer paid
290 Payroll Reports With Health Insurance Employer paid
292 Payroll Item Setup Group Life Insurance
294 Process Payroll With Group Life Insurance
296 Payroll Reports With Group Life Insurance
298 Payroll Item Setup Health Savings Account
300 Process Payroll With Health Savings Account Employer Contributed
302 Payroll Forms Health Savings Account Employer Contributed
304 Payroll Items Setup Garnishments & Union Dues
306 Process Payroll With Garnishments & Union Dues
308 Payroll Forms With Garnishments & Union Dues
310 Payroll Item Setup Paid Sick Time Off
312 Process Payroll With Paid Sick Time Off
314 S-Corp Owner Payroll & S Corp Medical Insurance Item Setup
316 Run Payroll WIth S Corp Medical Item
318 Payroll Forms With S Corp Medical Insurance Item Setup
320 Process Payroll With Year End Bonus
322 Process Payroll Forms With Year End Bonus
324 Add Payroll Benefits Expense Account
326 Add Payroll Taxes Expense Account
328 Payroll Summary Report Compared To Income Statement
330 Setup Owner Payroll Expense Account
Accounting Comic Break
QuickBooks 2019
QuickBooks 2019
Getting Started – Getting Setup with QuickBooks Pro 2019
3 Getting Started Getting Setup
.10 QuickBooks Desktop Vs QuickBooks Online
.15 QuickBooks Desktop Options
.20 Purchase & Download QuickBooks Pro 2019
.30 Install QuickBooks QuickBooks Pro 2019
Download Backup Files
Navigating Through QuickBooks – QuickBooks Pro 2019
4 Navigating Through QuickBooks
PDF Ch. 1.10 Restore – QuickBooks 2019
1.10 Restore Backup File in QuickBooks Pro 2019
PDF Ch. 1.15 Home Vendors in QuickBooks 2019
1.15 Home Page Vendors Section in QuickBooks Pro 2019
PDF Ch. 1.20 Home Customer in QuickBooks Pro 2019
1.20 Home Page Customer Section in QuickBooks Pro 2019
PDF Ch. 1.25 Banking in QuickBooks Pro 2019
1.25 Home Page Banking Section in QuickBooks Pro 2019
PDF – Ch. 1.28 Home Page Employee Section in QuickBooks Pro 2019
1.28 Home Page Employee Section in QuickBooks Pro 2019
PDF – Ch. 1.30 Reports in QuickBooks Pro 2019
1.30 Reports Center in QuickBooks Pro 2019
PDF – Ch. 1.35 Forms in QuickBooks Pro 2019
1.35 Forms in QuickBooks Pro 2019
PDF – Ch. 1.37 Lists in QuickBooks Pro 2019
1.37 Lists – QuickBooks Pro 2019
PDF – Ch. 1.40 Help Options in QuickBooks Pro 2019
1.40 Help Options in QuickBooks Pro 2019
PDF – Ch. 1.45 Print & Export in QuickBooks Pro 2019
1.45 Print & Export Reports in QuickBooks Pro 2019
PDF – Ch. 1.50 Backup file in QuickBooks Pro 2019
1.50 Create Backup File in QuickBooks Pro 2019
Balance Sheet and Balance Sheet Options in QuickBooks Pro 2019
6 Balance Sheet and Balance Sheet Options
PDF – Ch. 2.10 Balance Sheet in QuickBooks Pro 2019
2.10 Balance Sheet in QuickBooks Pro 2019
PDF – Ch. 2.15 Balance Sheet Display Options in QuickBooks Pro 2019
2.15 Balance Sheet Display Options in QuickBooks Pro 2019
PDF – Ch. 2.20 Remove Date Time From Reports in QuickBooks Pro 2019
2.20 Remove Date Time From Reports in QuickBooks Pro 2019
PDF – Ch. 2.25 Balance Sheet Fonts & Numbers in QuickBooks Pro 2019
2.25 Fonts & Numbers Report Options in QuickBooks Pro 2019
PDF – Ch. 2.30 Balance Sheet Header & Footer in QuickBooks Pro 2019
2.30 Header & Footer Report Options in QuickBooks Pro 2019
PDF – Ch. 2.35 Comparative Balance Sheet in QuickBooks Pro 2019
2.35 Comparative Balance Sheet in QuickBooks Pro 2019
PDF – Ch. 2.40 Summary Balance Sheet in QuickBooks Pro 2019
2.40 Summary Balance Sheet in QuickBooks Pro 2019
PDF – Ch. 2.45 Memorize Reports Group in QuickBooks Pro 2019
2.45 Memorize Report Group in QuickBooks Pro 2019
PDF – Ch. 2.50 Memorize Report in QuickBooks Pro 2019
2.50 Memorize Reports to a Custom Group in QuickBooks Pro 2019
Profit & Loss / Income Statement QuickBooks Pro 2019
8 Profit & Loss Income Statement
PDF – Ch. 3.10 Profit and Loss in QuickBooks Pro 2019
3.10 Profit and Loss Report QuickBooks Pro 2019
PDF Ch. 3.15 Income Statement Custom in QuickBooks Pro 2019
3.15 Custom Income Statement in QuickBooks Pro 2019
PDF – Ch. 3.20 Comparative Profit & Loss in QuickBooks Pro 2019
3.20 Comparative Profit & Loss in QuickBooks Pro 2019
PDF – Ch. 3.25 Vertical Analysis Profit & Loss in QuickBooks Pro 2019
3.25 Vertical Analysis Profit & Loss in QuickBooks Pro 2019
Other Reports & Graphs in QuickBooks 2019
9 Other Reports & Graphs
PDF – Ch. 4.10 Sales Graph in QuickBooks Pro 2019
4.10 Sales Graph in QuickBooks Pro 2019
PDF – Ch. 4.15 Income & Expense Graph in QuickBooks Pro 2019
4.15 Income & Expense Graph in QuickBooks Pro 2019
PDF – Ch. 4.20 Sales by Customer Report in QuickBooks Pro 2019
4.20 Sales by Customer Report in QuickBooks Pro 2019
PDF – Ch. 4.25 Sales by Item Report in QuickBooks Pro 2019
4.25 Sales by Item Report in QuickBooks Pro 2019
PDF – Ch. 4.30 Accounts Receivable Aging Report in QuickBooks Pro 2019
4.30 Accounts Receivable Aging Report in QuickBooks Pro 2019
PDF – Ch. 4.35 Accounts Payable Aging Report in QuickBooks Pro 2019
4.35 Accounts Payable Aging Report in QuickBooks Pro 2019
PDF – Ch. 4.40 Accounts Payable Graph in QuickBooks Pro 2019
4.40 Accounts Payable Graph in QuickBooks Pro 2019
4.50 Accounts Receivable Graph in QuickBooks Pro 2019
PDF – Ch. 4.50 Accounts Receivable Graph in QuickBooks Pro 2019
Start a New Company File in QuickBooks Pro 2019
10 Start a New Company File
PDF – Ch. 6.05 Set up new company & Preferences in QuickBooks Pro 2019
6.002 New Company File in QuickBooks Pro 2019
6.008 Company Preferences Items & Inventory – QuickBooks Pro 2019
6.004 Company Preferences Accounting – QuickBooks Pro 2019
6.006 Company Preferences Checking – QuickBooks Pro 2019
6.007 Company Preferences General – QuickBooks Pro 2019
6.009 Company Preferences Payroll Preferences – QuickBooks Pro 2019
6.0092 Company Preferences Reminders – QuickBooks Pro 2019
6.0094 Company Preferences Reports & Graphs – QuickBooks Pro 2019
6.0095 Company Preferences Sales Tax – QuickBooks Pro 2014
Download Backup Files
PDF – Ch. 6.10 Set up Service Item in QuickBooks Pro 2019
6.10 Set up Service Items – QuickBooks Pro 2019
PDF – Ch. 6.11 Inventory Tracking Options in QuickBooks Pro 2019
6.11 Inventory Tracking Options
PDF – Ch. 6.12 Set up Inventory Item in QuickBooks Pro 2019
6.12 Set up Inventory Items
PDF – Ch. 6.15 Customers Set up in QuickBooks Pro 2019
6.15 Set Up Customers
PDF – Ch. 6.20 Set up Vendors and beginning balance in QuickBooks Pro 2019
6.20 Set Up Vendors
PDF – Ch. 6.22 Import Items Customers Vendors in QuickBooks Pro 2019
6.22 Import Items Customers Vendors
PDF – Ch. 6.25 Set up new accounts & Opening Balance in QuickBooks Pro 2019
6.25 Add New Accounts & Opening Balances
PDF – Ch. 6.30 Adjust New Accounts in QuickBooks Pro 2019
6.30 Adjust New Account Balances
PDF – Ch. 6.35 Payroll Set up in QuickBooks Pro 2019
6.35 Set Up Manual Payroll
PDF – Ch. 6.40 New Employees in QuickBooks Pro 2019
6.40 Set Up New Employee
PDF – Ch. 6.45 Transaction List in QuickBooks Pro 2019
6.45 Generate Transaction Detail Report To Review New Company Setup
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