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The Complete QuickBooks Desktop 2021 Certification Bundle

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Content
17.0 hours
Lessons
71

QuickBooks Desktop 2021 #1 Navigation, Forms & Reports

A Comprehensive QuickBooks Course that is Well-Planned & Understandable

By Robert Steele | in Online Courses

This comprehensive course will provide an understanding of QuickBooks Pro Desktop 2021, 2020, 2019 & 2018 in a format beneficial to both beginners & advanced users. This course will start at the basics & go far beyond simple data entry, explaining how the software works in a clear, step-by-step format. The first half of the course will be dedicated to navigating the software, getting a feel for the software's major components, 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. The second half will be in the format of a comprehensive problem, working through two months of data impute.

  • Access 71 lectures & 17 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Your First Program
  • Getting Started - Getting Setup with QuickBooks Pro 2021
    • .10 QuickBooks Desktop 2021 Vs QuickBooks Online - 15:42
    • .15 QuickBooks Desktop Options 2021 - 13:09
    • .20 Download Free or Paid QuickBooks Pro 2021 - 13:04
    • .30 Install QuickBooks Pro 2021 - 11:33
    • .40 Increase Size of Icons - 2:50
  • Open Practice File & Review Home Page & Accounting Cycles
    • 1.03 Set Up Project Folders - 8:42
    • 1.05 Open Sample File - 8:31
    • 1.10 Restore Backup File - 12:09
    • 1.12 Home Page Overview - 11:10
    • 1.13 Bank Feeds - 10:52
    • 1.14 Preferences - 5:30
  • Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle
    • 1.15 Vendors Section - 13:06
    • 1.17 Vendor Center - 6:04
    • 1.20 Bill Form - 18:04
    • 1.22 Pay Bills Form – Check - 15:46
    • 1.26 Manage Sales Tax Form - 16:33
    • 1.24 Purchase Order Form - P.O. - 12:24
    • 1.28 Check Form - 18:26
    • 1.29 Void Check Prior Period Adjustment - 14:42
  • Customer Cycle , Sales Cycle, or Accounts Receivable Cycle
    • 1.30 Customer Section Customer Cycle - 17:06
    • 1.32 Customer Center - 8:18
    • 1.34 Invoice Form - 20:03
    • 1.36 Receive Payment Form - 21:50
    • 1.38 Deposit Form - 14:28
    • 1.40 Sales Receipts Form - 19:50
    • 1.42 Credit Memo Refund Form & Bad Debt Expense - 24:09
  • Other Home Page Items, Shortcuts, & Customizing Shortcuts
    • 1.50 Banking and Company Sections & Shortcuts - 17:29
    • 1.53 Customize Shortcuts & Home Page Icons - 17:22
  • Employee Cycle - Payroll Cycle
    • 1.60 Employee Section Payroll Process - 14:59
    • 1.62 Employee Center - 5:26
    • 1.64 Pay Employees Form - 17:33
    • 1.66 Pay Payroll Liabilities Form - 12:22
  • Lists - Chart of Accounts & Item List 2021
    • 1.69 Lists - 8:50
    • 1.80 Chart of Accounts - 18:17
    • 1.84 Item Lists - 15:10
  • Help/Support, Reports Overview, & Backing Up Data File
    • 1.90 Help & Support Options - 14:03
    • 1.92 Reports Overview - 32:12
    • 1.97 Backup File - 19:03
  • Balance Sheet Reports
    • 2.10 Balance Sheet Report Overview - 25:47
    • 2.15 Report Formatting Basics - 25:19
    • 2.20 Report Header & Footer Formatting - 9:43
    • 2.25 Report Fonts & Numbers Formatting - 9:58
    • 2.35 Comparative Balance Sheet Creation - 12:49
    • 2.38 Balance Sheet Vertical Analyses - 6:59
    • 2.45 Memorize Report Group Setup - 9:20
    • 2.50 Memorize Reports - 14:53
    • 2.60 Reports - Print, Save as PDF, & Export to Excel - 20:50
  • Income Statement - Profit and Loss Reports
    • 3.10 Profit & Loss, P&L, Income Statement Overview - 23:04
    • 3.20 Comparative Profit & Loss, P&L, Income Statement - 10:11
    • 3.25 Vertical Analysis Profit & Loss, P&L, Income Statement - 11:22
    • 3.35 Memorize Profit & Loss, P&L, Income Statement Reports - 13:50
    • 3.40 Print, Save & PDF, & Export to Excel Profit & Loss, P&L, Income Statement Reports - 13:52
  • Statement of Cash Flows & Supplemental Reports
    • 4.05 Statement of Cash Flows - 18:51
    • 4.10 Accounts Receivable Aging Reports - 11:17
    • 4.15 Accounts Payable Aging Reports - 8:16
    • 4.20 Sales by Customer & Income by Customer Reports - 12:59
    • 4.25 Sales by Item Reports - 10:30
    • 4.30 Form 1099 & Expenses by Vendor Reports - 27:21
    • 4.35 Inventory Reports - 12:10
    • 4.40 Payroll & Employee Reports - 21:38
    • 4.45 Bank Reconciliation Report - 17:31
    • 4.55 Transaction List by Date Report - 9:39
    • 4.60 Journal Report - 11:30
    • 4.65 Budget Reports - 9:27
    • 4.80 Accounts Receivable Graphs - 14:45
    • 4.82 Accounts Receivable Graphs Excel - 17:28
    • 4.85 Accounts Payable Graphs - 4:20
    • 4.90 Sales by Customer, Account, & Item Graphs - 14:57
    • 4.95 Expense Graphs Excel - 11:44
    • 4.92 Sales by Customer, Account, & Item Graphs Excel - 18:29
    • 4.97 Internal or External Report - 25:17

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Lifetime
Content
14.0 hours
Lessons
57

QuickBooks Desktop 2021 #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, populating forms, you learn how to analyze the financial statement's impact and related reports.

  • Access 57 lectures & 14 hours of content 24/7
  • Know how to create new company file & populate it with 2 months worth of data input
  • Learn about data inputs & their importance in your company file
  • Know how to 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Start a New Company File in QuickBooks Pro
    • 6.05 Set Up QuickBooks 2021 Work Folder - 5:41
    • 6.10 QuickBooks Desktop 2021 Set Up New Company File - 22:37
    • 6.12 Increase Size of Icons - 2:50
    • 6.15 Company Preferences Accounting - 7:28
    • 6.20 Company Preferences Bills, Calendar, & Checking - 9:58
    • 6.25 Company Preferences Desktop View, Finance Charge, & General - 14:05
    • 6.30 Company Preferences Integrated Application & Items & Inventory - 5:50
    • 6.35 Jobs & Estimates, Multiple Currencies, Payments, & Payroll - 11:38
    • 6.37 Company Preferences Reminders & Reports & Graphs - 14:22
    • 6.40 Company Preferences Sales & Customers & Sales Tax - 15:40
    • 6.43 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens - 16:51
    • 6.45 Options for Interring Items, Customers & Vendors - 15:47
    • 6.50 Enter Service Items - 17:40
    • 6.55 Inventory Tracking Options - 13:22
    • 6.60 Set Up Inventory Items - 24:29
    • 6.65 Sales Tax Set Up - 13:58
    • 6.70 New Customers Setup & Accounts Receivable Beginning Balances - 21:08
    • 6.75 New Vendors Setup & Accounts Payable Beginning Balances - 19:00
    • 6.80 Add New Accounts & Opening Balance - 30:28
    • 6.85 Adjust Opening Balances - 13:29
    • 6.87 Manual Payroll Set up - 27:05
  • Enter Data for the first month of operations - QuickBooks
    • 7.05 Deposits Owner Investment Loan - 17:15
    • 7.10 Purchase of Furniture & Investment Transactions - 19:41
    • 7.17 Purchase Order P.O. - 13:53
    • 7.18 Make Payment Linked to Purchase Order P.O. - 12:02
    • 7.20 Invoice Selling Inventory - 21:33
    • 7.25 Receive Payment Transaction & Form - 17:20
    • 7.30 Sales Receipt Payment Received at Point of Sale - 19:16
    • 7.35 Deposits From Undeposited Funds - 8:46
    • 7.45 Invoice Created From Check Created From Purchase Order - 12:39
    • 7.50 Receive Payment & Make Deposit - 10:10
    • 7.55 Receive Payment & Make Deposit - 26:14
    • 7.60 Bill Pay - 12:55
    • 7.65 Customer Jobs - 6:25
    • 7.70 Pay Employees Manual Payroll - 31:28
    • 7.75 Job Sales Receipt - 9:41
  • Enter Data for the second month of operation in QuickBooks
    • 8.05 Make Loan Payment & Amortization Schedule - 23:09
    • 8.10 Short Term Investmemt Sold - 13:18
    • 8.12 Change Account Categorization to Other Expense - 5:59
    • 8.15 Purchase Order Adding New Items - 6:57
    • 8.20 Record Receipt of Inventory with Bill Linked to P.O. - 9:27
    • 8.25 Sales Receipt & Deposit - 10:57
    • 8.30 Advanced Customer Payment - 16:32
    • 8.35 Apply Customer Deposit (Credit) to Invoice - 11:00
    • 8.40 Populate Invoice Using Billable Item Connected to Bill & P.O. - 10:33
    • 8.45 Advanced Customer Payment - 10:18
    • 8.50 Pay Bill for Inventory Purchase - 11:45
    • 8.55 Track & Pay Invoices From Customer Center - 16:33
    • 8.60 Pay Sales Tax - 14:39
    • 8.65 Pay Payroll Taxes - 20:18
    • 8.70 Bills - Enter, Sort, & Pay - 22:50
    • 8.75 Add Service Items & Enter Invoices In Service Job Cost System - 17:05
    • 8.77 Rental Income – Customer Deposit, Invoice, & Payment - 15:55
    • 8.79 Purchase & Finance Equipment - 18:19
    • 8.80 Enter Payroll For Second Month - 25:29
    • 8.82 Add Subaccounts - 16:20
    • 8.86 Create Reports After Second Month Including Comparative Financial Statements - 33:53

View Full Curriculum


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Lifetime
Content
2.0 hours
Lessons
9

QuickBooks 2021 Desktop #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 9 lectures & 2 hours of content 24/7
  • Observe each step of bank reconciliation process down to digestible components
  • Know about the unique problems that happens on 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 9.05 Bank Reconciliation Myth Busting - 16:08
  • Month One Bank Reconciliation
    • 9.07 Bank Reconciliation Month One Overview - 21:07
    • 9.10 Bank Reconciliation Month #1 Deposits - 16:33
    • 9.12 Bank Reconciliation Month #1 Checks & Cash Decreases - 15:24
    • 9.13 Bank Reconciliation Opening Balance Problem - 16:24
    • 9.14 Bank Reconciliation Month #1 Reports - 12:44
  • Month Two Bank Reconciliation
    • 9.15 Bank Reconciliation Month #2 Deposits - 13:42
    • 9.20 Bank Reconciliation Month #2 Checks & Decreases - 17:25
    • 9.25 Bank Reconciliation Month #2 Report - 18:26

View Full Curriculum


Access
Lifetime
Content
4.0 hours
Lessons
18

QuickBooks Desktop 2021 #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 2021 course, you will understand the process of adjusting entries as well as how and why adjusting entries are 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 smooth as possible. The course will cover the generation of reports, using the filtering options to show the adjusting and reversing entries.

  • Access 18 lectures & 4 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
  • Learn how to 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Introduction
    • 10.05 Adjusting Entries & Reversing Entries Introduction - 19:44
    • 10.07 Adjusting Entry Worksheet Creation - 18:18
  • Accrued Interest Adjusting and Reversing Entries
    • 10.10 Adjusting Entry Accrued Interest Excel - 12:07
    • 10.12 Adjusting Entry Accrued Interest - 8:01
    • 10.13 Reversing Entry Accrued Interest Excel - 15:37
    • 10.14 Reversing Entry Accrued Interest - 10:30
  • Accounts Receivable or Revenue Adjusting and Reversing Entries
    • 10.25 Adjusting Entry Accounts Receivable Sales Excel - 15:08
    • 10.27 Adjusting Entry Accounts Receivable Sales - 17:17
    • 10.30 Reversing Entry Accounts Receivable Sales Excel - 12:53
    • 10.32 Reversing Entry Accounts Receivable Sales - 21:15
  • Insurance Adjusting Entry
    • 10.40 Adjusting Entry Prepaid Insurance Excel - 14:09
    • 10.42 Adjusting Entry Prepaid Insurance - 6:39
  • Depreciation Adjusting Entry
    • 10.45 Adjusting Entry Depreciation Excel - 26:27
    • 10.47 Adjusting Entry Depreciation - 11:57
  • Unearned Revenue Adjusting and Reversing Entries
    • 10.50 Adjusting Entry Unearned Revenue Customer Deposit Excel - 12:10
    • 10.52 Adjusting Entry Unearned Revenue Customer Deposit - 8:05
    • 10.55 Reversing Entry Unearned Revenue Customer Deposit Excel - 6:38
    • 10.57 Reversing Entry Unearned Revenue Customer Deposit - 26:57

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Lifetime
Content
2.0 hours
Lessons
8

QuickBooks Desktop 2021 #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 a 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 & 2 hours 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 statemenst
  • 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 11.01 Budgeting Overview - 8:26
  • Budgeted Income Statement or Profit and Loss
    • 11.03 Budgeted Income Statement Excel - 24:15
    • 11.05 Budgeted Income Statement Data Input - 15:55
    • 11.07 Budgeted Income Statement Reports - 21:03
  • Budgeted Balance Sheet
    • 11.20 Budgeted Balance Sheet Excel - 29:05
    • 11.25 Budgeted Balance Sheet Data Input - 14:09
    • 11.30 Budgeted Balance Sheet Reports - 16:36
  • Cash Flow Projector
    • 11.40 Cash Flow Projector - 14:09

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Access
Lifetime
Content
7.0 hours
Lessons
30

QuickBooks Desktop 2021 #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 30 lectures & 7 hours of content 24/7
  • Know how bank feeds can fit into the accounting system
  • Know how to setup 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 experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Introduction
    • 305 Setup New Bank Feed Test Company File - 11:57
    • 315 How do Bank Feeds Fit Into My Accounting System - 22:29
    • 320 How To Setup Bank Feeds - 7:43
  • Bank Data - Download and Import Into QuickBooks
    • 360 Download Transactions From Bank - 6:01
    • 364 Import Bank Transactions Into QuickBooks - 7:08
    • 365 Bank Feed Center Navigation - 12:47
  • Add Bank Feed Transactions For Cash Decreases
    • 370 Add Normal Expenses To Books From Bank Feed Limbo - 24:34
    • 375 Enter Transaction Purchasing Equipment Using Bank Feeds - 16:01
    • 380 Enter Transaction Purchasing Inventory Using Bank Feeds - 21:17
    • 385 Enter Transaction Purchasing Investments Using Bank Feeds - 16:04
    • 390 Enter Transaction For Owner Withdrawal or Personal Payment Using Bank Feeds - 17:13
  • Add Bank Feed Transactions For Cash Decreases
    • 395 Enter Transaction for Income Deposit For Online Cash Basis Business - 34:53
    • 400 Enter Transaction for Owner Deposit or Loan Deposit Using Bank Feeds - 10:06
  • Payroll and Sales Tax Transactions
    • 403 Enter Transaction for Payroll Using Bank Feeds - 14:26
    • 405 Sales Tax & Bank Feed Overview - 28:22
  • Matching Bank Feed Deposits to Invoice, Sales Receipt, & Deposit
    • 440 Bank Feeds Matching Invoice to Deposit - 10:48
    • 445 Bank Feeds Matching Receive Payment to Deposit - 15:07
    • 446 Bank Feeds Matching Deposit From Customer - 16:41
    • 449 Bank Feeds Matching Sales Receipt - 18:40
  • Credit Card Bank Feeds
    • 460 Bank Feeds Credit Card Data Setup - 6:13
    • 465 Credit Card Bank Feed Add Data - 17:39
    • 467 Bank Feed to Bank Feed Transaction - 16:26
    • 475 Credit Card Reconciliation First Month - 12:42
    • 480 Credit Card Reconciliation After First Month - 7:05
  • Bank Rules
    • 540 Bank Rules – Same Customer Different Income Accounts - 16:49
    • 550 Bank Rules – Same Vendor Filter by Amount - 8:10
    • 580 Bank Feeds – Add Remaining Transactions & Bank Rules - 16:01
    • 590 Bank Reconciliation Bank Feeds First Month - 16:06
    • 592 Bank Reconciliation Bank Feeds After First Month - 11:47
    • 596 Financial Reports Generated From Bank Feeds - 19:36

View Full Curriculum


Access
Lifetime
Content
2.0 hours
Lessons
12

QuickBooks Desktop 2021 #7 Using Account Numbers

Learn about the Importance of Account Numbers in the Accounting System

By Robert Steele | in Online Courses

This course is specially designed to learn everything there is to know about the accounting system. Here, you will know the reason/s why account numbers are useful in an accounting system, how to add account numbers, and how to generate reports both with and without account numbers. This course will also discuss how to correct account number problems both within QuickBooks and by exporting the chart of account, adjusting them with the help of Excel, and importing the converted accounts and account numbers.

  • Access 12 lectures & 2 hours of content 24/7
  • Learn the basics of the accounting system
  • Know the reason/s why accounting numbers are useful in an accounting system
  • Know how to add account numbers & how to generate reports with or without account numbers
  • Understand correct account number problems within QuickBooks
  • Adjust account numbers with the help of Excel
  • Import the coverted accounts & account numbers
NOTE: Software NOT included
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 605 Setup QuickBooks Sample File - 4:58
    • 610 Account Numbers How to Turn On & Off - 6:19
    • 615 Why Use Account Numbers - 12:03
  • How the Chart of Accounts is Organized & Common Error Using Account Numbers
    • 620 How Accounts are Sorted Without Account Numbers - 15:17
    • 623 How Accounts are Sorted With Account Numbers - 9:53
    • 625 Common Errors with Account Numbers - 7:23
  • How to Setup Account Number & Fix Common Problems
    • 635 How to Setup Account Numbers - 15:00
    • 637 How to Change or “Fix” Account Numbers - 2:28
  • How to Use Excel and IIF File to Change Account Numbers
    • 640 Export Chart of Accounts as IIF File to Change Account Numbers - 5:37
    • 645 Change Account Numbers in IIF File - 23:09
    • 650 Import IIF File Back to QuickBooks to Change Account Numbers - 12:32
  • How to Generate Reports With and Without Account Numbers
    • 655 Generate Reports Without Account Numbers - 6:53

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Lifetime
Content
1.0 hours
Lessons
13

QuickBooks Desktop 2021 # 8 Invoice & Form Customization

Learn How QuickBooks Class Track Feature Works

By Robert Steele | in Online Courses

The course will discuss strategies for customizing forms, including building custom forms from a standard template, downloading a customized template, and customizing a downloaded template. You will also see customized data input forms that are often given to customers and clients. Also, this course will teach you how to make a custom invoice. You will gain knowledge on sales receipt form customization and estimates form and receive payment form customizations.

  • Access 13 lectures & 1 hour of content 24/7
  • Know strategies for customizing forms from a standard template
  • Download a customized templated
  • Know how to customize a downloaded template
  • Make custom invoices
  • Gain knowledge on sales receipt form customization
  • Understand estimates form & receive payment form customization
NOTE: Software NOT included
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 705 Setup Test File - 8:40
    • 710 Most Common Forms Customized - 5:49
    • 715 Methods to Customize Forms - 6:40
  • Customize Invoice
    • 720 Customize Invoice General Formatting - 10:56
    • 724 Customize Invoice Additional Customization Settings - 12:16
    • 725 Customize Invoice Layout Designer Setting - 9:24
    • 727 Customize Invoice Download & Edit Templates - 11:17
  • Make Custom Invoice The Default for & Export & Import Form Templates
    • 735 Make Custom Invoice Default Invoice - 3:21
    • 740 Export & Import Invoice & Form Templates - 3:41
  • Sales Receipt Form Customization
    • 745 Sales Receipt Customization - 12:26
    • 750 Sales Receipt Template Download & Customize - 9:07
  • Estimates Form & Receive Payment Form Customizations
    • 755 Estimates Form Customization - 11:45
    • 760 Receive Payment Form Customization - 10:19

View Full Curriculum


Access
Lifetime
Content
2.0 hours
Lessons
9

QuickBooks Desktop 2021 #9 Class Tracking Feature & Its Applications

Track Both Balance Sheet & Profit and Loss Activity for Multiple Companies

By Robert Steele | in Online Courses

In this course, you will learn how to generate and analyze both the balance sheet and income statement reports by class. You will also learn how the QuickBooks class tracking feature works, how to activate it, and common applications for the tool. The course will demonstrate how to enter data related to the expenses and purchasing cycle, organizing the data using the class tracking feature. We will then generate and analyze profit and loss reports and balance sheet reports by class.

  • Access 9 lectures & 2 hours of content 24/7
  • Know how to turn on the class tracking feature in QuickBooks Pro 2021
  • Learn how to enter financial data related to the expense & purchases cycle for multiple businesses and personal data
  • Generate & Organize a profit & loss report by class
  • Enter financial data related to the sales cycle for multiple businesses & personal data
NOTE: Software NOT included
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 805 Class Tracking What it is How to turn it on When to use it - 12:50
  • Class Tracking by Division
    • 810 Class Tracking by Division Setup Company File - 7:43
    • 815 Class Tracking by Division Setup Multiple Step Chart of Account - 21:19
    • 820 Class Tracking by Division Selling & Administrative Expenses - 15:45
    • 825 Class Tracking by Division or Profit Center - 23:02
  • Class Tracking by Location
    • 830 Class Tracking by Location Setup New QuickBooks File - 5:27
    • 835 Class Tracking by Location Enter Transactions by Class - 24:48
  • Class Tracking for Business & Personal Income and Expense
    • 840 Class Tracking Business & Personal Setup QuickBooks File - 9:23
    • 845 Class Tracking Business & Personal Data Input - 26:26

View Full Curriculum


Access
Lifetime
Content
1.0 hours
Lessons
7

QuickBooks Desktop 2021 #10 Memorizing Transactions

Reasons for Memorizing Transactions with Multiple Examples

By Robert Steele | in Online Courses

This course will start by giving you basic knowledge on what memorized transactions are and how to integrate them into QuickBooks. As you go along with the course, you will come across subjects such as memorize bill and check type transactions, memorize invoice and sales receipt form type transactions, and memorize adjusting entry transactions such as depreciation and prepaid insurance. At the end of this course, you will gain comprehensive knowledge on memorizing transactions and their importance.

  • Access 7 lectures & 1 hour of content 24/7
  • Gain basic knowledge on memorized transactions
  • Integrate memorized transactions into QuickBooks
  • Understand memorize bill & check type transactions, memorize invoice and more
  • Know more about memorize adjusting entry transactions like depreciation & prepaid insurance
NOTE: Software NOT included
Robert Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum 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
  • Certificate of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • QuickBooks Desktop

Course Outline

  • Overview
    • 905 Memorized Transactions Overview - 9:13
    • 910 Memorized Transactions Setup Practice QB File - 5:14
  • Memorize Bill & Check Type Transactions
    • 915 Memorized Transactions Bill Form - 18:19
    • 920 Memorized Transactions Check Form - 14:08
  • Memorize Invoice & Sales Receipt Form Type Transactions
    • 925 Memorized Transactions Invoice Form - 12:28
    • 930 Memorized Transactions Sales Receipt Form - 10:20
  • Memorize Adjusting Entry Transactions Like Depreciation & Prepaid Insurance
    • 935 Memorized Transactions Adjusting Journal Entries Like Depreciation - 14:56

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.