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QuickBooks Pro Software would be best although we can review the content without the softwareCourse Duration: 1 Hours
Course Instructor: Brian McCarth
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 QuickBooks 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 AccountantCGMA – Chartered Global Management AccountantMaster of Science in TaxationCPS – Certifies Post-Secondary InstructorCurriculum 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 Section1.20 Home Page – Customer Section1.28 Home Page Employee Section1.30 Reports1.35 Forms1.37 Lists1.40 Help Options1.45 Print & Export1.50 Backup file
Balance Sheet and Balance Sheet Options
2.10 Balance Sheet2.15 Balance Sheet Display Options2.20 Remove Date Time From Reports2.25 Balance Sheet Fonts & Numbers2.30 Balance Sheet Header & Footer2.35 Comparative Balance Sheet2.40 Summary Balance Sheet2.45 Memorize Reports Group2.50 Memorize Report
Profit & Loss / Income Statement
3.10 Profit and Loss3.15 Income Statement Custom3.20 Comparative Profit & Loss3.25 Vertical Analysis Profit & Loss3.30 Percent of Expense Profit & Loss
Other QuickBooks Reports & Graphs
4.10 Sales Graph4.15 Income & Expense Graph4.20 Sales by Customer Report4.25 Sales by Item Report4.30 Accounts Receivable Aging Report4.35 Accounts Payable Aging Report4.40 Accounts Payable Graph4.50 Accounts Receivable Graph4.55 Custom Comparative Profit & Loss4.60 Export Balance Sheet to Excel
New Features QuickBooks 2018
10 Multi Monitor Support PowerPoint20 Cash Accrual Toggle PowerPoint30 Past due stamp invoice PowerPoint40 Search Chart of Accounts PowerPoint
Start a New Company File
6.05 Set up new company & Preferences6.10 Set up Item6.15 Customers Set up6.20 Set up Vendors and beginning balance6.25 Set up new accounts & Opening Balance6.30 Adjust New Accounts6.35 Payroll Set up6.40 New Employees6.45 Transaction List
Enter Data for the first month of operations
7.05 Record Deposits from Owner and Loan7.10 Record Transaction in Register Invest & Purchase Furniture7.17 Purchase Order7.20 Create Invoice7.25 Receive Payment PowerPoint – Copy7.30 Record Cash Sale PowerPoint – Copy7.35 Record Deposit PowerPoint – Copy7.40 Write check for inventory purchase order7.45 Invoice Preordered Inventory PowerPoint – Copy7.50 Receive Payment Make Deposit PowerPoint – Copy7.55 Write Check for expenses PowerPoint – Copy7.60 Pay Bill PowerPoint – Copy7.65 Set up custom Jobs PowerPoint – Copy7.70 Payroll PowerPoint – Copy7.75 Job Sales Receipt For job PowerPoint – Copy7.80 Review Reports & Export to Excel
Enter Data for the second month of operation
8.5 Loan Payments8.10 Deposit Short Term Investment Payment8.15 Purchase order New Item Payment8.20 Receive inventory with bill8.25 Sales Receipt & Deposit8.30 Advanced Payment from Customer8.35 Apply Credit to Invoice8.40 Record Sale on Account8.45 Advance Customer Payment8.50 Bills Track and Pay8.55 Customer Payment on Account8.60 Pay sales tax8.65 Pay Payroll Taxes tax8.70 Enter Bills & Pay Bills8.75 Enter Service Item & Invoice8.77 Purchase music equipment with debt8.80 Enter Payroll8.85 Payroll8.90 Rental Income8.95 Comparative financial Statements
9.10 Bank Rec Jan9.15 Bank Rec Feb
Adjusting Entries and Reversing Entries
10.10 Short term loan10.15 Short term portion10.20 Accrued Interest10.25 Invoice Adjusting Entry10.30 Reversing Entry Accrued Interest10.35 Reversing Entry Accounts Receivable10.40 Prepaid Insurance Adjusting Entry10.45 Depreciation Adjusting Entry10.50 Unearned Revenue10.55 Reverse Unearned Revenue10.60 Journal & Financial Statements
11.10 Budgeted Profit and Loss11.15 Budgeted Balance Sheet
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