Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals

Understand the Fundamentals

4.56 (756 reviews)
Udemy
platform
English
language
Money Management Tools
category
instructor
Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals
5,739
students
5 hours
content
May 2023
last update
$124.99
regular price

What you will learn

The fundamentals of setting up, creating and operating QuickBooks™ Bookkeeping software.

Why take this course?

🌟 **Course Title:** Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals 🚀 **Headline:** 📚 Understand the Fundamentals with Our Comprehensive Course! 🎓 **Description:** Hello, aspiring bookkeepers and small business owners! Dive into the world of financial management with our **"Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals"** course. 🖥️✨ **What's Included?** - **FREE Access to QuickBooks™ Software** - Get hands-on experience with the industry-leading software during the course! **Course Outline:** 1. **Introduction to QuickBooks™** - Discover how QuickBooks™ records and stores information, and learn the steps to set up or restore data files effectively. 2. **Navigating QuickBooks™** - Master the layout of QuickBooks™, understand the functions and tools at your fingertips, and become proficient in moving around the software with ease. 3. **Handling Transactions & Payments** - Learn to create and record checks within QuickBooks™, understand the implications of mistakes, and know how to print checks accurately. 4. **Recording Sales** - From issuing Sales Receipts to creating and managing invoices, this section covers all aspects of recording sales transactions. 5. **Managing Expenses** - Get to grips with maintaining your Vendor List, entering and paying bills, and using various payment methods like debit or credit cards. 6. **Reconciliation Techniques** - Gain insights into the reconciliation process for different accounts, learn how to resolve discrepancies, and ensure your books are accurate. 7. **Understanding Reports** - Delve into the reporting features of QuickBooks™ and learn the differences between content and formatting to generate meaningful financial insights. 8. **"Additional Stuff" - Tie Everything Together** - Explore topics such as the differences between QB Online and Desktop, setting up additional users, understanding backups, using Journal Entries, and getting started with QuickBooks™ for your own business. **CPE (Continuing Professional Education) Credit:** Elevate your professional standing by earning CPE credits through our course. Stay current with the latest in bookkeeping and accounting practices. **Learning Objectives:** - **Understand QuickBooks™** - Gain a comprehensive understanding of what QuickBooks™ is, how it functions, and its role in recording transactions. - **Navigate QB Desktop** - Become adept at navigating the QB Desktop interface, finding essential features, and utilizing them to enhance your bookkeeping workflow. - **Record & Print Checks** - Learn the correct methods for recording and printing checks within QuickBooks™, ensuring accurate financial tracking. - **Sales Transactions** - Master various sales recording methods, from cash transactions to issuing Sales Receipts and invoicing credit customers. - **Manage Expenses** - Understand how to maintain a Vendor List and manage bills for seamless expense tracking. - **Reconciliation Skills** - Develop reconciliation skills for different types of accounts, enabling you to resolve errors and ensure the integrity of your financial data. - **Reporting Mastery** - Learn to create, customize, and interpret QuickBooks™ reports with a focus on both content and formatting. - **QB Desktop vs. QB Online** - Compare the features and functionalities of QuickBooks™ Desktop and Online to determine which best fits your business needs. - **Setting Up a Company File** - Learn how to create a new company file in QuickBooks™ Desktop from scratch, laying a solid foundation for your financial records. Embark on your bookkeeping journey with confidence using our **"Bookkeeping Basics #3: QuickBooks™ Desktop Fundamentals"** course! 🚀📈 Enroll now and take the first step towards mastering QuickBooks™ and enhancing your financial management skills. Let's make numbers work for you! 💼💡

Screenshots

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Our review

🏫 **Course Review for QuickBooks Essentials** **Overview:** The QuickBooks Essentials course has received an impressive global rating of 4.61, with all recent reviews being positive. The course is designed to introduce users to the basics of QuickBooks, suitable for beginners who are new to the software. It incorporates hands-on learning through trial versions and sample files, which has been a highlight for many learners. **Pros:** - **Beginner-Friendly:** The course starts at an appropriate level for those completely new to QuickBooks, ensuring a solid foundation is built before moving on to more complex topics. - **Clear Instruction:** Ron, the instructor, has been commended for his clear and understandable teaching style, making the flow of the course easy to follow. - **Real-World Application:** The course provides great insight into how the lessons learned will benefit users in their future bookkeeping endeavors. - **Practical Exercises:** Learners appreciate the opportunity to practice what they're learning, which aids in comprehension and retention of the material. - **Content Coverage:** A substantial amount of content is covered, ensuring users get a comprehensive understanding of QuickBooks. - **Layered Learning:** The course is broken into easily digestible segments, which is well-received by learners who prefer to consume information in manageable chunks. - **Instructor's Approach:** Ron's approach to teaching, using laymen's terms and maintaining a likeable demeanor, has been particularly effective and enjoyable for students. **Cons:** - **Software Version Discrepancy:** Some users have encountered confusion due to the course using a 2015 version of QuickBooks when the latest online version is more commonly used. This discrepancy may lead to visual differences that are difficult to reconcile. - **Technical Setup Issues:** A few learners experienced initial difficulty setting up QuickBooks and syncing with the lesson content, which required extra time to resolve. - **Compatibility with Online Versions:** The course's hands-on element is not fully compatible with users who are working with the online version of QuickBooks, which could limit the practical experience for some learners. - **Captioning Issues:** One reviewer pointed out that the closed captioning provided was abysmal, which may pose a challenge for those who rely on these features for accessibility. - **Sound Quality:** Another user noted that the sound quality during the course was poor, comparable to speaking through a tin can. - **Pricing and Accessibility:** Some users are auditing the course due to financial constraints or because they cannot afford to purchase QuickBooks, which may limit their ability to complete certain activities. **Additional Notes:** - The introductory section of the course is detailed and clear, setting expectations for what learners can anticipate throughout the course. - The course has been a turning point for many users who have been self-taught in QuickBooks Online, offering new insights and processes to streamline their work. - The analogy used to explain viewing information from different angles in QuickBooks was particularly effective and appreciated by learners. - The course is recommended for anyone interested in learning the basics of bookkeeping within QuickBooks, with a strong emphasis on understanding the software's features and functions. In conclusion, the QuickBooks Essentials course offers a robust educational experience with a few notable drawbacks related to version compatibility and technical aspects. Despite these issues, the overall positive feedback suggests that the course is highly effective for beginners looking to gain proficiency in QuickBooks.

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1208856
udemy ID
5/8/2017
course created date
6/6/2019
course indexed date
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