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The 2022 All-in-One QuickBooks Desktop & Online Professional Bundle

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Courses
12
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552

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Product Details

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Lifetime
Content
26.0 hours
Lessons
146

QuickBooks Desktop 2022 #1 Navigations, Forms & Reports

Navigate QuickBooks Desktop from a Certified Public Accountant

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Your First Program
  • 2022 QuickBooks pro Desktop Overview
    • QuickBooks Pro Plus Desktop 2022 New Stuff - 28:29
  • Getting Started - QuickBooks Desktop 2022
    • 1009 QuickBooks Desktop Options - 11:21
    • 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website - 9:45
    • 1015 Install QuickBooks Pro Plus Desktop - 9:02
    • 1017 Increase Display Size - 4:50
  • OneNote Intro - Getting Started - QuickBooks Desktop 2022
    • 1009 QuickBooks Desktop Options - 5:27
    • 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website - 3:25
    • 1015 Install QuickBooks Pro Plus Desktop - 3:30
    • 1017 Increase Display Size - 2:54
  • OneNote Intro- Open Practice File- Home Page & Accounting Cycles 2022
    • 1020 Download & Open Sample File - 5:01
    • 1080 Home Page Overview - 2:15
    • 1100 Bank Feeds - 5:01
    • 1120 Preferences - 5:00
  • Open Practice File- Review Home Page & Accounting Cycles 2022
    • 1020 Download & Open Sample File - 12:46
    • 1080 Home Page Overview - 16:50
    • 1100 Bank Feeds - 14:13
    • 1120 Preferences - 6:45
  • OneNote Intro- Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022
    • 1140 Vendors Section - 3:02
    • 1160 Vendor Center - 5:13
    • 1180 Bill Form - 23:54
    • 1200 Pay Bills Form Check - 16:53
    • 1220 Purchase Order Form - P.O. - 3:34
    • 1240 Manage Sales Tax Form - 5:15
    • 1260 Check Form - 16:46
    • 1280 Void Check & Make Adjustment - 23:36
  • Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022
    • 1140 Vendors Section - 15:27
    • 1160 Vendor Center - 14:49
    • 1180 Bill Form - 18:54
    • 1200 Pay Bills Form Check - 18:03
    • 1220 Purchase Order Form - P.O. - 18:16
    • 1240 Manage Sales Tax Form - 10:38
    • 1260 Check Form - 16:52
    • 1280 Void Check Prior Period Adjustment - 16:18
  • OneNote- Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022
    • 1300 Customer Section Customer Cycle - 3:32
    • 1320 Customer Center - 6:39
    • 1340 Invoice Form - 21:12
    • 1360 Receive Payment Form - 20:48
    • 1380 Deposit Form - 27:16
    • 1400 Sales Receipts Form - 22:56
    • 1420 Credit Memo Refund Form & Bad Debt Expense - 21:11
    • 1422 Credit Memo Form With Inventory - 19:28
  • Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022
    • 1300 Customer Section Customer Cycle - 14:20
    • 1320 Customer Center - 10:21
    • 1340 Invoice Form - 25:27
    • 1360 Receive Payment Form - 18:05
    • 1380 Deposit Form - 13:40
    • 1400 Sales Receipts Form - 19:04
    • 1405 Barter Sale Transaction - 13:47
    • 1407 Barter Sale Transaction #2 Invoice & Bill - 18:22
    • 1420 Credit Memo Refund Form & Bad Debt Expense - 19:24
  • OneNote- Other Home Page Items, Shortcuts, & Customizing Shortcuts 2022
    • 1440 Banking Section, Company Section & Shortcuts - 3:35
    • 1460 Customize Shortcuts & Home Page Icons - 6:41
  • Other Home Page Items, Shortcuts, & Customizing Shortcuts 2022
    • 1440 Banking Section, Company Section & Shortcuts - 17:21
    • 1460 Customize Shortcuts & Home Page Icons - 13:15
  • OneNote-Employee Cycle-Payroll Cycle 2022
    • 1480 Employee Section Payroll Process - 1:57
    • 1500 Employee Center - 3:22
    • 1520 Pay Employees Form - 4:10
    • 1540 Pay Payroll Liabilities Form - 4:10
    • 1545 Process Payroll Forms - 2:57
  • Employee Cycle - Payroll Cycle 2022
    • 1480 Employee Section Payroll Process - 15:19
    • 1500 Employee Center - 11:30
    • 1520 Pay Employees Form - 24:03
    • 1540 Pay Payroll Liabilities Form - 12:15
    • 1545 Process Payroll Forms - 11:42
  • OneNote - List - Chart of Accounts & Items List 2022
    • 1560 Lists - 2:22
    • 1580 Chart of Accounts - 3:27
    • 1600 Item Lists - 4:14
  • List- Chat of Accounts & Items List 2022
    • 1560 Lists - 10:46
    • 1580 Chart of Accounts - 19:58
    • 1600 Item Lists - 13:22
  • OneNote- Help/Support, Reports Overview, & Backing Up Data File 2022
    • 1620 Help & Support Options - 6:17
    • 1640 Reports Overview - 8:04
    • 1660 Backup File - 2:52
  • Help/Support, Reports Overview, & Backing Up Data Files 2022
    • 1620 Help & Support Options - 13:56
    • 1640 Reports Overview - 22:35
    • 1660 Backup File - 15:08
  • OneNote Intro- Balance Sheet Reports 2022
    • 2020 Balance Sheet Report Overview - 5:00
    • 2040 Report Formatting Basics - 4:40
    • 2045 Report Filters - 2:49
    • 2060 Report Header & Footer Formatting - 2:45
    • 2080 Report Fonts & Numbers Formatting - 4:32
    • 2100 Comparative Balance Sheet Creation - 3:58
    • 2120 Balance Sheet Vertical Analyses - 3:08
    • 2140 Memorize Report Group Setup - 3:54
    • 2160 Memorize Reports - 5:18
    • 2180 Reports - Print, Save as PDF, Export to Excel Part 1 - 5:29
    • 2181 Export Balance Sheet to Excel - 6:43
  • Balance Sheet Reports 2022
    • 2020 Balance Sheet Report Overview - 26:12
    • 2040 Report Formatting Basics - 23:15
    • 2045 Report Filters - 9:42
    • 2060 Report Header & Footer Formatting - 13:46
    • 2080 Report Fonts & Numbers Formatting - 12:57
    • 2100 Comparative Balance Sheet Creation - 15:44
    • 2120 Balance Sheet Vertical Analysis - 12:40
    • 2140 Memorize Report Group Setup - 10:14
    • 2160 Memorize Reports - 22:11
    • 2180 Reports - Print, Save as PDF, Export to Excel Part 1 - 16:31
    • 2181 Export Balance Sheet to Excel - 18:38
  • OneNote Intro- Income Statement - Profit & Loss Reports 2022
    • 3020 Profit & Loss, P&L, Income Statement Overview - 3:31
    • 3040 Comparative Profit & Loss, P&L, Income Statement - 3:41
    • 3060 Vertical Analysis Profit Loss, P&L, Income Statement - 2:26
    • 3080 Memorize Profit & Loss, P&L, Income Statement Reports - 4:58
    • 3100 Print, Save as PDF, & Export to Excel Profit & Loss or Income Statement Reports Part 1 - 5:08
    • 3105 Export to Excel Profit & Loss or Income Statement Reports Part 2 - 5:27
  • Income Statement - Profit & Loss Reports 2022
    • 3020 Profit & Loss, P&L, Income Statement Overview - 23:03
    • 3040 Comparative Profit & Loss, P&L, Income Statement - 14:37
    • 3060 Vertical Analysis Profit Loss, P&L, Income Statement - 7:31
    • 3080 Memorize Profit & Loss, P&L, Income Statement Reports - 14:04
    • 3100 Print, Save as PDF, & Export to Excel Profit & Loss or Income Statement Reports Part 1 - 11:21
    • 3105 Export to Excel Profit & Loss or Income Statement Reports Part 2 - 18:06
  • OneNote Intro- Statement of Cash Flows & Supplemental Reports 2022
    • 4020 Statement of Cash Flows - 7:06
    • 4040 Accounts Receivable Aging Reports - 5:42
    • 4060 Accounts Payable Aging Reports - 4:58
    • 4080 Sales by Customer & Income by Customer Reports - 4:43
    • 4120 Form 1099 Report - 8:38
    • 4140 Inventory Reports - 4:23
    • 4160 Payroll & Employee Reports - 7:17
    • 4180 Banking Reports - 4:00
    • 4200 Transaction List by Date Report - 4:54
    • 4220 Journal Report - 4:04
    • 4240 Budget Reports - 4:32
    • 4260 Accounts Receivable Graphs - 3:11
    • 4280 Accounts Receivable Graphs Excel - 4:36
    • 4300 Accounts Payable Graphs - 2:46
    • 4305 Accounts Payable Graphs in Excel - 4:14
    • 4320 Sales by Customer, Account, & Item Graphs - 2:37
    • 4360 Income & Expense by Month Graph - 2:56
    • 4380 Internal or External Report - 5:29
  • Statement of Cash Flows & Supplemental Reports 2022
    • 4020 Statement of Cash Flows - 22:31
    • 4040 Accounts Receivable Aging Reports - 17:07
    • 4060 Accounts Payable Aging Reports - 17:07
    • 4080 Sales by Customer & Income by Customer Reports - 11:56
    • 4120 Form 1099 Report - 21:44
    • 4140 Inventory Reports - 13:28
    • 4160 Payroll & Employee Reports - 16:30
    • 4180 Banking Reports - 10:13
    • 4200 Transaction List by Date Report - 13:46
    • 4220 Journal Report - 11:50
    • 4240 Budget Reports - 8:15
    • 4260 Accounts Receivable Graphs - 12:23
    • 4280 Accounts Receivable Graphs Excel - 18:15
    • 4300 Accounts Payable Graphs - 8:21
    • 4305 Accounts Payable Graphs in Excel - 13:46
    • 4320 Sales by Customer, Account, & Item Graphs - 8:46
    • 4360 Income & Expense by Month Graph - 7:55
    • 4380 Internal or External Report - 14:13

View Full Curriculum


Access
Lifetime
Content
22.0 hours
Lessons
123

QuickBooks Desktop 2022 #2 Create New Company File & Enter Two Months of Data

The Impact of Creating New Company File & Entering Two Months of Data

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • OneNote Intro- Start a New Company File In QuickBooks Pro 2022
    • 6010 Restore & Backup Data Files - 5:02
    • 6040 Create a New Company File - 4:49
    • 6060 Increase Size of Icons - 2:21
  • Start a New Company File In QuickBooks Pro 2022
    • 6010 Restore & Backup Data Files - 10:48
    • 6040 Create a New Company File - 14:04
    • 6060 Increase Size of Icons - 4:37
  • OneNote Intro- Company Preferences
    • 6080 Company Preferences Accounting - 3:26
    • 6100 Company Preferences Bills, Calendar, & Checking - 4:32
    • 6120 Company Preferences Desktop View, Finance Charge, & General - 7:23
    • 6140 Company Preferences Integrated Application & Items & Inventory - 3:39
    • 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll - 8:37
    • 6180 Company Preferences Reminders & Reports & Graphs - 4:09
    • 6200 Company Preferences - Sales & Customers & Sales Tax - 6:59
    • 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens - 8:27
  • Company Preferences
    • 6080 Company Preferences Accounting - 10:28
    • 6100 Company Preferences Bills, Calendar, & Checking - 9:49
    • 6120 Company Preferences Desktop View, Finance Charge, & General - 12:16
    • 6140 Company Preferences Integrated Application & Items & Inventory - 8:22
    • 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll - 13:12
    • 6180 Company Preferences Reminders & Reports & Graphs - 9:21
    • 6200 Company Preferences Sales & Customers & Sales Tax - 12:43
    • 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens - 18:19
  • OneNote- Adding Service Items & Inventory Items
    • 6240 Options for Interring Items, Customers & Vendors - 5:26
    • 6260 Enter Service Items - 5:50
    • 6280 Inventory Tracking Options - 6:48
    • 6300 Set Up Inventory Items - 9:35
  • Adding Service Items & Inventory Items
    • 6240 Options for Interring Items, Customers & Vendors - 16:10
    • 6260 Enter Service Items - 13:48
    • 6280 Inventory Tracking Options - 13:23
    • 6300 Set Up Inventory Items - 18:50
  • OneNote- Sales Tax Setup, Add Customers, & Add Vendors
    • 6320 Sales Tax Set Up - 6:26
    • 6340 New Customers Setup & Accounts Receivable Beginning Balances - 10:14
    • 6360 New Vendors Setup & Accounts Payable Beginning Balances - 6:36
  • Sales Tax Setup, Add Customers, & Add Vendors
    • 6320 Sales Tax Set Up - 14:40
    • 6340 New Customers Setup & Accounts Receivable Beginning Balances - 17:39
    • 6360 New Vendors Setup & Accounts Payable Beginning Balances - 13:24
  • OneNote- Opening Balances, Adjustments to Equity, & Manual Payroll Setup
    • 6380 Add New Accounts & Opening Balances - 9:45
    • 6400 Adjust Opening Balances - 9:25
    • 6420 Set Up Manual Payroll - 9:25
    • 6440 Generate Reports After Entering Beginning Balances - 5:55
  • Opening Balances, Adjustments to Equity, & Manual Payroll Setup
    • 6380 Add New Accounts & Opening Balances - 23:46
    • 6400 Adjust Opening Balances - 13:10
    • 6420 Set Up Manual Payroll - 17:37
    • 6440 Generate Reports After Entering Beginning Balances - 22:13
  • OneNote- Month 1- Record Owner Investment, Purchase of Fixed Asset & Investment 2
    • 7020 Deposits Owner Investment & Loan - 6:28
    • 7040 Purchase of Furniture & Investment Transactions - 5:48
  • Month 1- Record Owner Investment, Purchase of Fixed Asset & Investment 2022
    • 7020 Deposits Owner Investment & Loan - 16:56
    • 7040 Purchase of Furniture & Investment Transactions - 19:33
  • OneNote- Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022
    • 7060 Enter Purchase Order P.O. - 6:05
    • 7080 Cash Payment for Inventory Linked to Purchase Order P.O. - 9:49
  • Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022
    • 7060 Enter Purchase Order P.O. - 13:48
    • 7080 Cash Payment for Inventory Linked to Purchase Order P.O. - 13:20
  • OneNote- Month 1- Enter Invoice, Sales Receipt & Deposits 2022
    • 7100 Invoice Selling Inventory - 12:47
    • 7120 Receive Payment Transaction & Form - 7:09
    • 7140 Sales Receipt Payment Received at Point of Sale - 9:50
  • Month 1- Enter Invoice, Sales Receipt & Deposits 2022
    • 7100 Invoice Selling Inventory - 15:52
    • 7120 Receive Payment Transaction & Form - 14:41
    • 7140 Sales Receipt Payment Received at Point of Sale - 17:06
    • 7160 Deposits From Undeposited Funds - 10:37
  • OneNote- Month 1- Enter Invoice, Receive Payment, Bill 2022
    • 7180 Invoice Created From Check Created From Purchase Order - 13:06
    • 7200 Receive Payment & Make Deposit - 8:47
    • 7220 Write Checks for Expenses & Prepaid Assets - 9:29
    • 7240 Bill Pay - 5:52
  • Month 1- Enter Invoice, Receive Payment, Bill 2022
    • 7180 Invoice Created From Check Created From Purchase Order - 16:18
    • 7200 Receive Payment & Make Deposit - 13:16
    • 7220 Write Checks for Expenses & Prepaid Assets - 20:43
    • 7240 Bill Pay - 10:49
  • OneNote- Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job
    • 7260 Customer Jobs - 4:34
    • 7280 Pay Employees - 13:17
    • 7282 Change Payroll Item for Payroll Taxes - 5:58
    • 7300 Enter Billable Time & Add to Invoice for Job - 14:06
  • Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job
    • 7260 Customer Jobs - 7:54
    • 7280 Pay Employees - 22:51
    • 7282 Change Payroll Item for Payroll Taxes - 11:07
    • 7300 Enter Billable Time & Add to Invoice for Job - 16:39
  • OneNote- Month One- Reports
    • 7320 Month One Report - 5:10
  • Month One- Reports
    • 7320 Month One Report - 18:38
  • OneNote- Month 2- Enter Loan Payments, Create Amortization Tables, & Investment 2022
    • 8020 Make Amortization Table - 5:01
    • 8022 Make Loan Payments - 8:34
    • 8040 Short Term Investment Sales & Gains - 7:42
    • 8060 Change Account Categorization to Other Expense - 4:44
  • Month 2- Enter Loan Payments, Create Amortization Tables, & Investment 2022
    • 8020 Make Amortization Table - 17:31
    • 8022 Make Loan Payments - 13:16
    • 8040 Short Term Investment Sales & Gains - 14:48
    • 8060 Change Account Categorization to Other Expense - 9:08
  • OneNote- Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory
    • 8080 Purchase Order Adding New Items - 3:34
    • 8120 Sales Receipt & Deposit - 15:17
    • 8122 Record Receipt of Inventory with Bill Linked to P.O. - 4:45
  • Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory
    • 8080 Purchase Order Adding New Items - 6:52
    • 8120 Sales Receipt & Deposit - 16:32
    • 8122 Record Receipt of Inventory with Bill Linked to P.O. - 8:13
  • OneNote- Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022
    • 8130 Populate Invoice Using Billable Item That was Created From P.O. - 8:21
    • 8140 Advanced Customer Payment or Unearned Revenue Method 1 - 10:03
    • 8160 Apply Customer Deposit (Credit) to Invoice - 10:07
    • 8200 Advanced Customer Payment or Unearned Revenue Method 2 - 13:05
  • Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022
    • 8130 Populate Invoice Using Billable Item That was Created From P.O. - 10:24
    • 8140 Advanced Customer Payment or Unearned Revenue Method 1 - 17:06
    • 8160 Apply Customer Deposit (Credit) to Invoice - 14:04
    • 8200 Advanced Customer Payment or Unearned Revenue Method 2 - 19:00
  • OneNote-Month 2- Invoicing for Hourly Service 2022
    • 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time - 5:19
    • 8322 Create Invoices Using Billable Time - 8:22
  • Month 2- Invoicing for Hourly Service 2022
    • 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time - 7:18
    • 8322 Create Invoices Using Billable Time - 10:15
  • OneNote- Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022
    • 8340 Rental Income Set Up Items - 6:49
    • 8342 Rental Income Customer Deposit - 6:10
    • 8344 Rental Income Estimate & Invoice - 10:36
  • Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022
    • 8340 Rental Income Set Up Items - 7:25
    • 8342 Rental Income Customer Deposit - 9:20
    • 8344 Rental Income Estimate & Invoice - 13:30
  • OneNote- Month 2- Purchase & Finance Equipment & Recategorize Fixed Assets 2022
    • 8360 Purchase Finance Equipment - 6:21
    • 8362 Subaccounts Categories For Fixed Assets - 8:49
  • Month 2- Purchase & Finance Equipment & Recategorize Fixed Assets 2022
    • 8360 Purchase & Finance Equipment - 12:55
    • 8362 Subaccounts Categories For Fixed Assets - 14:57
  • OneNote- Month 2- Enter & Pay Month End Bills & Pay Sales Tax 2022
    • 8365 Bills - Enter, Sort, & Pay - 13:35
    • 8370 Pay Sales Tax - 9:17
  • Month 2- Enter & Pay Month End Bills & Pay Sales Tax 2022
    • 8365 Bills - Enter, Sort, & Pay - 18:04
    • 8370 Pay Sales Tax - 14:12
  • OneNote- Month 2- Enter Payroll & Pay Payroll Tax for Prior Period 2022
    • 8380 Enter Payroll For Second Month - 11:16
    • 8385 Pay Payroll Taxes - 7:37
  • Month 2- Enter Payroll & Pay Payroll Tax for Prior Period 2022
    • 8380 Enter Payroll For Second Month - 22:01
    • 8385 Pay Payroll Taxes - 17:02
  • OneNote- Month 2- Generate Month End Report & Review Work
    • 8420 Create Reports After Second Month of Data Input - 6:46
  • Month 2- Generate Month End Report & Review Work
    • 8420 Create Reports After Second Month of Data Input - 19:43

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
18

QuickBooks Desktop 2022 #3 Bank Reconciliations

Gain Insights on Bank Reconciliations

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • OneNote-Bank Reconciliations 2022
    • 9020 Bank Reconciliation Myth Busting - 4:48
  • Bank Reconciliations 2022
    • 9020 Bank Reconciliation Myth Busting - 15:31
  • OneNote-Month One Bank Reconciliation
    • 9040 Bank Reconciliation Month One Overview - 7:05
    • 9060 Bank Reconciliation Month #1 Deposits - 6:24
    • 9080 Bank Reconciliation Month #1 Checks & Cash Decreases - 7:42
    • 9100 Bank Reconciliation Opening Balance Problem - 7:18
    • 9120 Bank Reconciliation Reports Month # 1 - 10:31
  • Month One Bank Reconciliation
    • 9040 Bank Reconciliation Month One Overview - 18:32
    • 9060 Bank Reconciliation Month #1 Deposits - 10:48
    • 9080 Bank Reconciliation Month #1 Checks & Cash Decreases - 14:48
    • 9100 Bank Reconciliation Opening Balance Problem - 10:49
    • 9120 Bank Reconciliation Reports Month # 1 - 13:38
  • OneNote-Month Two Bank Reconciliation
    • 9140 Bank Reconciliation Month #2 Deposits - 5:05
    • 9145 Bank Reconciliation Month #2 Checks & Account Decreases - 7:10
    • 9160 Bank Reconciliation Month #2 Reports - 9:02
  • Month Two Bank Reconciliation
    • 9140 Bank Reconciliation Month #2 Deposits - 9:01
    • 9145 Bank Reconciliation Month #2 Checks & Account Decreases - 12:10
    • 9160 Bank Reconciliation Month #2 Reports - 11:24

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
12

QuickBooks Desktop 2022 #4 Adjusting Entries & Reversing Entries

Facts About Adjusting Entries & Reversing Entries that You Should Know

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 10120 Adjusting Entries and Reversing Entries Introduction - 18:11
  • Accrued Interest Adjusting and Reversing Entries
    • 10180 Adjusting Entry Accrued Interest - 17:01
    • 10220 Reversing Entry Accrued Interest - 16:25
  • Accounts Receivable or Revenue Adjusting and Reversing Entries
    • 10260 Adjusting Entry Accounts Receivable-Sales - 23:59
    • 10300 Reversing Entry Accounts Receivable Sales - 22:45
  • Insurance Adjusting Entries
    • 10340 Adjusting Entry Prepaid Insurance - 10:38
  • Depreciation Adjusting Entry
    • 10380 Adjusting Entry Depreciation - 22:05
  • Unearned Revenue Adjusting & Reversing Entries
    • 10400 Adjusting Entry Unearned Revenue Customer Deposit - 15:05
    • 10460 Reversing Entry Unearned Revenue Customer Deposit - 11:18
  • Loan Short Term & Long Term Portion Adjusting & Reversing Entries
    • 10465 Adjusting Entry Loan Payable Short-Term and Long-Term Portions - 13:11
    • 10467 Reversing Entry Loan Payable Short-Term and Long-Term Portions - 8:02
  • Journal Reports
    • 10480 Adjusting Entry and Reversing Entry Journal Reports - 23:39

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8

QuickBooks Desktop 2022 #5 Budgeting

Introduction to the Budgeting Process & How QuickBooks Fit into it

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 11100 Budgeting Overview - 9:49
  • Budgeted Income Statement Export to Excel & Modify
    • 11120 Budgeted Income Statement Export to Excel & Modify Part 1 - 6:41
    • 11122 Budgeted Income Statement Export to Excel & Modify Part 2 - 15:52
  • Budgeted Income Statement Data Input & Reports
    • 11140 Budgeted Income Statement Data Input - 17:22
    • 11160 Budgeted Income Statement Reports - 8:29
  • Budgeted Balance Sheet Export to Excel
    • 11180 Budgeted Balance Sheet Export to Excel - 12:57
    • 11181 Budgeted Balance Sheet Export to Excel Part 2 - 14:52
  • Budgeted Balance Sheet Reports
    • 11220 Budgeted Balance Sheet Reports - 6:41

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8.0 hours
Lessons
35

QuickBooks Desktop 2022 #6 Bank Feeds

The Importance of Bank Feeds in the Accounting System

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 305 Setup New Bank Feed Test Company File - 12:58
    • 315 How do Bank Feeds Fit Into My Accounting System - 16:38
    • 320 Setting up Bank Feeds - 8:40
  • Bank Data - Download and Import Into QuickBooks
    • 360 Download Bank Feed Transactions From Bank - 11:06
    • 364 Import Bank Transactions Into QuickBooks - 8:42
    • 365 Bank Feed Center Navigation - 19:23
  • Add Bank Feed Transactions For Cash Decreases
    • 370 Add Normal Expenses To Books From Bank Feed Limbo & Make Rules - 23:23
    • 375 Enter Transaction Purchasing Equipment Using Bank Feeds - 17:28
    • 380 Enter Transaction Purchas of Inventory Using Bank Feeds Overview - 16:36
    • 381 Enter Transaction Purchas of Inventory Using Bank Feeds Perpetual System - 23:17
    • 385 Enter Transaction Purchasing Investments Using Bank Feeds - 20:05
    • 390 Enter Transaction For Owner Withdrawal or Personal Payment Using Bank Feeds - 13:45
  • Add Bank Feed Transactions For Cash Decreases
    • 395 Enter Transaction for Income Deposit For Online Cash-Basis Business Overview - 16:06
    • 396 Income From Bank Feeds & Income Categories - 16:21
    • 400 Enter Transaction for Owner Deposit or Loan Deposit Using Bank Feeds - 11:01
  • Payroll and Sales Tax Transactions
    • 403 Enter Transaction for Payroll Using Bank Feeds - 15:20
    • 405 Sales Tax & Bank Feeds - 21:34
  • Matching Bank Feed Deposits to Invoice, Sales Receipt, & Deposit
    • 440 Bank Feeds Matching Invoice to Deposit - 13:45
    • 445 Bank Feeds Matching Receive Payment Form - 14:22
    • 447 Bank Feeds Matching Deposit From Customer - 11:50
    • 449 Bank Feeds Matching Sales Receipt - 11:50
  • Credit Card Bank Feeds
    • 460 Bank Feeds Credit Card Data Setup - 9:52
    • 465 Credit Card Bank Feed Add Data - 7:38
    • 467 Bank Feed to Bank Feed Transaction - 11:46
    • 475 Credit Card Reconciliation Month One - 12:40
    • 480 Credit Card Reconciliation Month Two - 8:10
  • PayPal
    • 505 PayPal CSV File - 5:58
    • 515 Import PayPal Data - 3:43
  • Bank Rules
    • 520 PayPal Data Input & Transfers - 14:32
    • 660 Bank Rules – Same Customer Different Income Accounts - 17:18
    • 665 Bank Rules Same Vendor Filter by Amount - 9:48
    • 680 Bank Feeds Add Remaining Transactions & Bank Rules - 14:28
    • 685 Bank Reconciliation Bank Feeds First Month - 20:56
    • 690 Bank Reconciliation Bank Feeds After First Month - 12:25
  • Reports
    • 695 Financial Reports Generated From Bank Feeds - 18:29

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20.0 hours
Lessons
86

QuickBooks Online 2022 #1 Navigations, Forms & Reports

Navigate Through the Major Components of the QuickBooks Online Software

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • OneNote- Getting Started
    • 1005 Getting Access to Software For Free - 3:51
    • 1007 30–Day Free Trial - 8:34
    • 1009 Free Test Drive - 2:58
    • 1011 QuickBooks Online vs QuickBooks Desktop - 6:55
    • 1012 QuickBooks Online Software Options - 4:35
    • 1013 Increase Screen Size and Toggle - 3:35
    • 1015 Navigation Overview - 4:49
    • 1017 Bank Feeds - 5:26
    • 1018 Preferences - Account and Settings - 2:51
    • 1080 Accounting Process and Forms Overview - 3:40
  • 2022- Getting Started
    • 1005 Getting Access to Software For Free - 8:36
    • 1007 30–Day Free Trial - 20:11
    • 1009 Free Test Drive - 8:12
    • 1011 QuickBooks Online vs QuickBooks Desktop - 24:08
    • 1012 QuickBooks Online Software Options - 16:50
    • 1013 Increase Screen Size and Toggle - 12:13
    • 1015 Navigation Overview - 19:38
    • 1017 Bank Feeds - 12:22
    • 1018 Preferences Account & Settings - 8:05
    • 1080 Accounting Process & Forms Overview - 14:40
  • OneNote- Vendor, Accounts Payable, Expenses or Purchase Cycle 2022
    • 1155 Vendor, Expense, Purchases, Pay, or AP Cycle - 3:52
    • 1160 Vendor, Expense, Purchases, or Pay Center - 5:13
    • 1180 Bill Form - 23:54
    • 1200 Pay Bills - 16:53
  • Vendor, Accounts Payable, Expenses or Purchase Cycle 2022
    • 1155 Vendor, Expense, Purchases, Pay, or AP Cycle - 19:24
    • 1160 Vendor, Expense, Purchases, or Pay Center - 19:09
    • 1180 Bill Form - 16:23
    • 1200 Pay Bills Form Check - 16:15
    • 1220 Purchase Order Form - P.O. - 13:09
    • 1240 Manage Sales Tax Form - 14:15
    • 1260 Check & Expense Form - 14:10
    • 1280 Void Check Prior Period Adjustment - 17:29
  • Customer Cycle, Sales Cycle or Accounts Receivable 2022
    • 1300 Customer, Accounts Receivable, or Get Paid Cycle - 10:59
    • 1320 Customer, Accounts Receivable, or Get Paid Center - 10:16
    • 1340 Invoice Form - 18:05
    • 1360 Receive Payment Form - 15:02
    • 1380 Deposit Form - 16:39
    • 1400 Sales Receipts Form - 16:03
    • 1405 Barter or Trade Transaction - 23:02
    • 1420 Credit Memo Bad Debt Sales Returns - 32:22
    • 1422 Refund Receipt Form - 27:10
    • 1425 Delayed Charge - 13:46
    • 1425 Delayed Credit & Credit Memo - 26:10
    • 1427 Estimate - 9:57
  • Other Important Forms & Functions, Shortcuts, & Employee Cycle 2022
    • 1440 Other Section, Banking, or Company Section - 8:46
    • 1442 Transfer Form - 9:51
    • 1444 Journal Entry - 14:40
    • 1446 Statement Form - 12:24
    • 1448 Inventory Qty Adjustment - 8:11
    • 1450 Pay Down Credit Card Form - 12:19
    • 1460 Keyboard Shortcuts - 10:21
    • 1480 Employee Section Payroll Process - 13:14
    • 1500 Payroll Center & Cycle - 11:06
  • List Chart of Accounts & Products & Services Lists 2022
    • 1560 Lists - 9:44
    • 1580 Chart of Accounts - 25:05
    • 1600 Products and Services List - 19:09
  • Help/Support & Reports Overview 2022
    • 1620 Help and Support - 11:29
    • 1640 Reports - 23:23
  • Balance Sheet Reports 2022
    • 2020 Balance Sheet Report - 26:25
    • 2040 Report Formatting Basics - 22:13
    • 2045 Report Customization General Category - 8:27
    • 2060 Report Header and Footer Formatting - 11:28
    • 2080 Report Customization - 10:06
    • 2100 Comparative Balance Sheet Creation - 14:41
    • 2120 Balance Sheet Vertical Analyses - 12:18
    • 2125 Summery Balance Sheet - 9:54
    • 2140 Save Customization or Memorize Report - 16:06
    • 2160 Management Reports Customization - 17:47
    • 2180 Print, E-mail, and Create PDF of Reports - 17:26
    • 2181 Export Balance Sheet Reports - 19:54
  • Profit & Loss / Income Statement
    • 3020 Profit and Loss, P and L, Income Statement Overview - 21:02
    • 3040 Comparative Profit and Loss, P and L, Income Statement - 16:08
    • 3060 Vertical Analysis Profit Loss, P and L, Income Statement - 10:38
    • 3080 Save Customization or Memorize Profit and Loss Reports - 14:45
    • 3105 Profit and Loss - 17:42
  • Statement of Cash Flows & Supplemental Reports
    • 4020 Statement of Cash Flows - 21:48
    • 4040 Accounts Receivable Aging Reports - 14:31
    • 4060 Accounts Payable Aging Reports - 16:22
    • 4080 Sales by Customer and Income by Customer Reports - 14:29
    • 4120 Expense and Vendors Reports - 15:09
    • 4200 Transaction List by Date Report - 9:40
    • 4220 Journal Report - 10:38
    • 4240 Budget Reports - 13:00
    • 4320 Sales by Customer Graphs - 14:59
    • 4360 Sales by Product and Service Graph - 15:20
    • 4380 Internal and External Reports - 14:17

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19.0 hours
Lessons
60

QuickBooks Online 2022 #2 Create New Company File & Enter Two Months of Data

Analyze the Impact on the Financial Statement & Related Reports

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Start a New Company File in QuickBooks Pro 2022
    • 6010 Comprehensive Problem Introduction - 7:05
    • 6040 Free 30-Day Trial Set Up - 19:13
    • 6060 Account and Settings Company Tab - 11:48
  • Company Preferences
    • 6080 Account and Settings Billing and Subscription, Usage, and Sales Tabs - 20:26
    • 6100 Account and Settings Expenses, Payments, Time, and Advanced Tabs - 19:42
    • 6120 Manage Users - 14:21
    • 6140 QuickBooks Labs Dark Mode - 3:59
  • Adding Service Items & Inventory Items
    • 6240 Entering Beginning Balances, Customers, Vendors, and Items Overview - 14:33
    • 6260 Enter Service Items - 19:49
    • 6280 Inventory Tracking Options - 11:05
    • 6300 Set Up Inventory - 26:16
  • Sales Tax Setup, Add Customers, & Add Vendors
    • 6320 Sales Tax - 23:24
    • 6340 New Customers Setup and Accounts Receivable Beginning Balances - 27:40
    • 6360 New Vendors Setup and Accounts Payable Beginning Balances - 12:25
  • Opening Balances, Adjustments to Equity, & Manual Payroll Setup
    • 6380 Add New Accounts and Opening Balances - 31:06
    • 6400 Adjust Opening Balances - 17:40
    • 6420 Payroll Set up - 23:20
    • 6440 Generate Reports After Entering Beginning Balances - 21:58
  • Month 1- Record Owner Investment, Purchased of Fixed Asset & Investment 2022
    • 7020 Deposits Owner Investment and Loan - 17:43
    • 7040 Purchase of Furniture and Investment Transactions - 22:43
  • Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022
    • 7060 Enter Purchase Order P.O. - 21:12
    • 7080 Cash Payment for Inventory Linked to Purchase Order P.O. - 22:17
  • Month 1- Enter Invoice, Sales Receipt, & Deposits 2022
    • 7100 Invoice Selling Inventory - 26:34
    • 7120 Receive Payment Transaction and Form - 24:40
    • 7140 Sales Receipt Payment Received at Point of Sale - 20:59
    • 7160 Deposits From Payment to Deposit or Undeposited Funds - 15:30
  • Month 1- Enter Invoice, Receive Payment, Bill 2022
    • 7180 Invoice Created From Check Created From Purchase Order - 27:12
    • 7200 Receive Payment and Make - 18:55
    • 7220 Write Checks for Expenses and Prepaid Assets - 24:12
    • 7240 Bill Pay - 12:09
  • Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job
    • 7260 Jobs, Sub Customers, and Projects - 16:08
    • 7280 Pay Employees - 28:22
    • 7281 Payroll Adjustment - 12:45
    • 7300 Enter Billable Time and Add to Invoice for Job7300 Enter Billable Time and Add to Invoice for Job - 26:26
  • Month One- Reports
    • 7320 Month One Reports - 19:52
  • Month 2- Enter Loan Payments, Create Amortization Tables & Investment 2022
    • 8020 Make Amortization Table - 25:43
    • 8022 Make Loan Payments - 18:38
    • 8040 Short Term Investment Sales and Gains - 16:39
    • 8060 Change Account Categorization to Other Expense - 16:59
  • Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory
    • 8080 Purchase Order Adding New Items - 8:26
    • 8120 Sales Receipt and Deposit - 22:10
    • 8122 Record Receipt of Inventory with Bill Linked to P.O. - 15:49
  • Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022
    • 8130 Populate Invoice Using Billable Item That was Created From P.O. - 17:09
    • 8140 Advanced Customer Payment or Unearned Revenue Method 1 - 26:17
    • 8160 Apply Customer Deposit (Credit) to Invoice (New Title Intro) - 20:47
    • 8200 Advanced Customer Payment or Unearned Revenue Method 2 - 25:09
  • Month 2- Invoicing for Hourly Service 2022
    • 8320 Bill for Hourly Services of Staff Enter Billable Time - 9:23
    • 8322 Create Invoices Using Billable Time Receive Payment and Make Deposit - 20:33
  • Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022
    • 8340 Rental Income Set Up Service Items - 12:51
    • 8342 Rental Income Customer Deposit - 16:38
    • 8344 Rental Income Invoice, Receive Payment, and Deposit - 17:41
  • Month 2- Purchase & Financial Equipment & Recategorize Fixed Assets 2022
    • 8360 Purchase and Finance Equipment - 20:13
    • 8362 Subaccounts Categories For Fixed Assets - 24:11
  • Month 2 – Enter & Pay Month End Bills & Pay Sales Tax 2022
    • 8365 Bills - Enter, Sort, and Pay - 27:40
    • 8370 Pay Sales Tax - 21:21
  • Month 2 – Enter Payroll & Pay Payroll Tax for Prior Period 2022
    • 8380 Enter Payroll For Second Month - 22:41
    • 8381 Enter Payroll For Second Month Adjustment - 15:57
    • 8385 Pay Payroll Taxes - 18:50
  • Month 2 – Generate Month End Report & Review Work
    • 8420 Create Reports After Second Month of Data Input - 28:55
    • 8421 Reports Month Two Save as PDF and Export to Excel - 21:05

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2.0 hours
Lessons
9

QuickBooks Online 2022 #3 Bank Reconciliations

Construct Bank Reconciliation & Learn How QuickBooks Lay Out the Bank Reconciliation Process

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Bank Reconciliations 2022
    • 9020 Bank Reconciliation Myth Busting - 21:14
  • Month One- Bank Reconciliation
    • 9040 Bank Reconciliation Month One Overview - 17:17
    • 9060 Bank Reconciliation Month 1 Deposits - 13:42
    • 9080 Bank Reconciliation Month 1 Checks - 22:10
    • 9100 Bank Reconciliation Opening Balance Problem - 15:58
    • 9120 Bank Reconciliation Reports Month 1 - 19:37
  • Month Two- Bank Reconciliation
    • 9140 Bank Reconciliation Month 2 Deposits - 16:47
    • 9145 Bank Reconciliation Month 2 Checks and Account Decreases - 16:47
    • 9160 Bank Reconciliation Month 2 Reports - 1:25

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Content
4.0 hours
Lessons
12

QuickBooks Online 2022 #4 Adjusting Entries & Reversing Entries

Enter Period End, Typically Month or Year-End, Adjusting Entries

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 10120 Adjusting Entries and Reversing Entries Introduction - 23:16
  • Accrued Interest Adjusting and Reversing Entries
    • 10180 Adjusting Entry Accrued Interest - 25:25
    • 10220 Reversing Entry Accrued Interest - 20:23
  • Accounts Receivable or Revenue Adjusting and Reversing Entries
    • 10260 Adjusting Entry Accounts Receivable-Sales - 31:37
    • 10300 Reversing Entry Accounts Receivable Sales - 29:54
  • Insurance Adjusting Entries
    • 10340 Adjusting Entry Prepaid Insurance - 17:15
  • Depreciation Adjusting Entry
    • 10380 Adjusting Entry Depreciation - 26:16
  • Unearned Revenue Adjusting & Reversing Entries
    • 10400 Adjusting Entry Unearned Revenue Customer Deposit - 21:52
    • 10460 Reversing Entry Unearned Revenue Customer Deposit - 18:04
  • Loan Short Term & Long Term Portion Adjusting & Reversing Entries
    • 10465 Adjusting Entry Loan Payable Short-Term and Long-Term Portions - 21:30
    • 10467 Reversing Entry Loan Payable Short-Term and Long-Term Portions - 12:10
  • Journal Reports
    • 10480 Adjusting Entry and Reversing Entry Journal Reports - 17:29

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Content
1.0 hours
Lessons
5

QuickBooks Online 2022 #5 Budgeting

Generate Budget Repots, Including Reports That Compare Budgeted Data to Actual Data

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 11100 Budgeting Overview - 11:31
  • Budgeted Income Statement Export to Excel & Modify
    • 11120 Budgeted Income Statement Export to Excel and Modify - 12:06
    • 11122 Budgeted Income Statement Export to Excel and Modify Part 2 - 24:58
  • Budgeted Income Statement Data Input & Reports
    • 11140 Budgeted Income Statement Data Input - 19:42
    • 11160 Budgeted Income Statement Reports - 20:29

View Full Curriculum


Access
Lifetime
Content
12.0 hours
Lessons
38

QuickBooks Online 2022 #6 Bank Feeds

Generate Bank Rules to Make Data Input Process Faster as Time Passes

By Robert Steele | in Online Courses

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
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

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.

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

Course Outline

  • Introduction
    • 11100 Budgeting Overview - 11:31
  • Budgeted Income Statement Export to Excel & Modify
    • 11120 Budgeted Income Statement Export to Excel and Modify - 12:06
    • 11122 Budgeted Income Statement Export to Excel and Modify Part 2 - 24:58
  • Budgeted Income Statement Data Input & Reports
    • 11140 Budgeted Income Statement Data Input - 19:42
    • 11160 Budgeted Income Statement Reports - 20:29

View Full Curriculum



Terms

  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.