QuickBooks Pro Desktop 2019 & 2018 Start to Finish

QuickBooks Pro Desktop 2019 & 2018 Start to Finish

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

What you’ll learn

  • Build a QuickBooks 2019 & or 2018 company file, enter the accounting data needed for business, and process and interpret reports. Learners will understand not only the data entry process but the reasoning behind the data entry and the process that needs to be set up before data can be input. Learners will learn more than just how to generate and print reports. Learners will get an understand of what the reports mean and how Quickbooks 2018 is making them, what functions the software is using to process the data into reports. Learners will understand what is needed to manage the accounting data in a computerized data system.
  • QuickBooks components
  • QuickBooks Home Page
  • QuickBooks Data Imput
  • Setting Up New QuickBooks File
  • QuickBooks Invoice
  • QuickBooks Receive Payment
  • QuickBooks Make Deposit
  • QuickBooks Bills
  • QuickBooks Pay Bills
  • QuickBooks Payroll
  • QuickBooks Registers
  • QuickBooks Lists
  • QuickBooks Financial Statements
  • QuickBooks Forms
  • Export Reports From QuickBooks to Excel

Requirements

  • QuickBooks Pro Software would be best although we can review the content without the software

Description

This course will provide a comprehensive understanding of QuickBooks Pro 2019 & 2018 in a format that can be understood by beginners, but which also covers more than just data input. 

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

If you are a student at an accredited academic institution, you may be eligible for a free trial version of QuickBooks from Intuit, which is a great tool allowing you to maximize the use of this course.

To locate this option, try an internet search for “QuickBooks Free for Students.” Remember that we are looking for results from Intuit, the owner of QuickBooks.

Why choose this course?

1. Comprehensive, current video content

Although this course provides much more than just video lectures, it does include almost 30 hours of video content. The amount of video content will increase a lot but we plan on having 25 to 30 hours of content related to each release of software. In other words, there is around 25 to 30 hours related to QuickBooks Pro 2018 and we plan on having a similar amount for QuickBooks Pro 2019.

2. We also include:

  • PDF Printable Instructions – Printable documents allow us to have a hard copy reference we can always refer to. A PDF copy can be downloaded and used while not connected to the internet. The ability to work offline a huge benefit for the QuickBooks Pro 2018 software and PDF files help take advantage of this benefit.
  • Back-up files and data – back up files allow us to jump forward in the class content and still be able to follow along with the same set of date. Back-up files also allow us to rework a problem with the same data set. The ability to restore back-up files provides the capability to continue with a problem using the same set of data as the example even if we had made an error or two in the prior problem. Back-up files are another big advantage QuickBooks Pro 2018 has over other accounting software, including QuickBooks online. This course will utilize this advantage.

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

We will also provide backup files which give us much more flexibility to move around the course and correct mistakes as we learn. If we are new to QuickBooks we recommend working through the material from start to finish but if we have experience or are interested in a particular topic we can jump forward, using the backup file to restore the data to a point closer to the area we are working on.

If we make an error and our data is not matching up we can restore the backup file and rework the problem or restore the following data file to a later lecture and keep moving forward with our data matching the examples shown.

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

Getting Started & QuickBooks Pro overview

  • 1.10 Restore Backup File QuickBooks 2018

Business Transactions Involving Cash

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

Balance Sheet and Balance Sheet Options

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

Profit & Loss / Income Statement

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

Other Reports & Graphs

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

New Features QuickBooks 2018

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

Start a New Company File

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

Enter Data for the first month of operations

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

Enter Data for the second month of operation

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

Bank Reconciliations

  • 9.10 Bank Rec Jan
  • 9.15 Bank Rec Feb

Adjusting Entries and Reversing Entries

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

Budgeting

  • 11.10 Budgeted Profit and Loss
  • 11.15 Budgeted Balance Sheet

Please Join Use for QuickBooks Pro 2018 Course. It will be Great :)Who this course is for:

  • Business Owners
  • Accounting Professionals
  • Accounting Students
  • Anybody who wants to learn accounting software