Organize Your Money With Quicken - Basic & Advanced

Learn Step by step through Quicken basic & advanced technical parts - Understand how to use Quicken Home and Business

4.59 (106 reviews)
Udemy
platform
English
language
Money Management Tools
category
Organize Your Money With Quicken - Basic & Advanced
577
students
3.5 hours
content
Jan 2020
last update
$39.99
regular price

What you will learn

Using and Navigating Quicken

Working with Cash on Hand

Setting Up for Paypal

Categorizing Transactions

Part Business/Part Personal Transactions

Tracking Cash Purchases

Montoring Cash Position

Tracking Mileage

Securing Your Data

Working with PayPal fo Business

Understanding Financial Statements

Working with Uncategorized Transactions

The Difference Between Accounting and Tax Statements

Invoicing Clients

Accounging for Recievables

Working With Personal Funds

Crediting An Invoiced Client

Making Sales On An Affiliate Platform

Creating an Categories for An Affiliate Sale

Borrowing From Your Credit Card

Paying Back Your Credit Card

Outsourcing Expenses

Buying Items for Resale

Selling Items As Inventory

Tracking Your Bitcoin Value

Why take this course?


- How to use Quicken Home and Business

There really is a reason that large companies, publicly traded, privately held, start ups and long time business owners ALL rely on financial statements.

Whether you are just learning how to use financial software, or you'r an old pro, understanding how to use it to get organized is vital to help you to make the right decision for the right reason.

Think of what it would be like to look at something that you want to buy or something you need to invest in, and be confident as to what kind of impact it can and will have in your business. Once you understand the fundamentals of your financial statements, you can make solid decisions about everything you do in business.

In this course, you’ll find out how to use Quicken Home and Business to create easy to use financial statements.

Topics covered:

  • Using and Navigating Quicken

  • Working with Cash on Hand

  • Setting Up for Paypal

  • Categorizing Transactions

  • Part Business/Part Personal Transactions

  • Tracking Cash Purchases

  • Monitoring Cash Position

  • Tracking Mileage

  • Securing Your Data

  • Working with PayPal for Business

  • Understanding Financial Statements

  • Working with Uncategorized Transactions


- Quicken Advanced

If you’re like most people, you’re going to be super excited about what you’re about to learn about putting your own business financial system in order.


But, it’s possible that you also may be like most people in that the “boring detail” stuff slows you down. In fact, it makes some people give up altogether.

This video-course will take you step by step through the technical parts of understanding how to use Quicken Home and Business.

You will learn:

  • The Difference Between Accounting and Tax Statements

  • Invoicing Clients

  • Accounting for Receivables

  • Working With Personal Funds

  • Crediting An Invoiced Client

  • Making Sales On An Affiliate Platform

  • Creating an Categories for An Affiliate Sale

  • Borrowing From Your Credit Card

  • Paying Back Your Credit Card

  • Outsourcing Expenses

  • Buying Items for Resale

  • Selling Items As Inventory

  • Tracking Your Bitcoin Value



- Quicken Introduction -

Quicken is a personal finance management program created by Intuit, the makers of QuickBooks. Whereas QuickBooks was developed for businesses who wanted handle the bulk of their accounting in-house, Quicken was designed for the home-based or small business user who wants to manage their finances using a feature-rich, intuitive accounting program that's simple to use.

Quicken software gives you the power to do more than just log your finances and manage your bills. It can also be used to create a budget and better manage your money. If you're like the majority of the population and find yourself living paycheck to paycheck, you can use Quicken to track where your money is spent, then change your spending habits to allow more for savings. Quicken will show you, at a glance, where your money is going so you can better spend - and better save. What's more, it will also help you plan for the future by helping you manage investments.

Just as they are more than several ways that you can use Quicken to manage your money and finances, there are also several versions of Quicken that you can use. Each version is tailored to a specific user and ensures that Quicken is the exact program that you need. For example, someone who simply wants to manage their bank accounts and categorize transactions would do fine with the Starter Edition. However, someone who wants to track investments in addition to managing bank accounts would do better with Premier.

The version that you choose to purchase should be determined by your financial and accounting needs. Take a look at the screenshot below taken from the Intuit website. Each version of Quicken is listed, along with the features that each contains. You should choose the version that contains the features that you'll need as you use the program.


What's New in Quicken

All versions of Quicken come jam packed with new features and tools to give you more reasons to use the program - and more ways to benefit from it. Let's take a look at the major improvements included in the latest release.

These improvements include:


  1. The ability to snap pictures of receipts using your phone or tablet, then store and track them using Quicken. This makes tracking spending and tax deductions easier than ever.


  2. The Quicken mobile app makes it easy to check your finances right from your phone or tablet. Plus, you can get email and text alerts when unusual transactions occur. Simply download the mobile app from your phone's app store, then sign into your Intuit account to get started.


  3. The ability to view bills directly from the register. It makes it easy to track bills that are coming due and estimated future balances.

ref: universal class

Screenshots

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Our review

🏫 **Course Review for "Mastering Quicken for Small Business Owners"** ## Overview The course has received a high global rating of 4.59, with all recent reviews contributing to this positive assessment. It's important to note that while the course has its strengths, there are areas where it could be improved to better serve its audience. ### Pros: - **Effective Instruction**: The instructor is very good at explaining information, which has been positively received by learners. - **Accessibility Considerations**: The need for a blurred screen during certain parts of the course is understood and likely helps protect intellectual property. - **Basic Concepts Covered**: The course provides a solid foundation for users with no prior knowledge of Quicken or similar software. - **General User Satisfaction**: Many users find the course content to be clear and easy to follow, especially for small business owners. ### Cons: - **Outdated Content**: Some users have pointed out that the course features a version of Quicken (2017) that is not the latest, which may lead to discrepancies with the most current user experience. - **Incomplete Coverage**: The content seems outdated and focused on specific examples rather than general principles, making it inadequate for a broader range of business types, including labor services, physical product retail, and real estate, which are significant aspects of Quicken Home & Business. - **Misleading Course Description**: Some features advertised in the course description were not present in the actual course content. - **Lack of Advanced Features**: The course lacks advanced features and functionalities that are available within Quicken, potentially leaving users without a complete skill set. ### Additional Notes: - **Category List for Business Setup**: The course assumes that groups and categories in the Category List are already set up, which may confuse new users who expect guidance on this topic. - **Course Relevance**: While the course is useful, it does not cover all aspects of Quicken for business management, particularly for those who use Quicken for real estate. Users looking for comprehensive coverage of all Quicken features will find the course lacking in depth. ### Conclusion: The "Mastering Quicken for Small Business Owners" course is generally well-received with a strong emphasis on beginner-level instruction and clarity. However, users interested in advanced features or those requiring up-to-date content should look for additional resources or updates to the course material. The course's relevance for small business owners who use Quicken for a wide range of business types is somewhat limited due to its focus on specific examples and the version of Quicken used. Despite these shortcomings, the course remains a valuable resource for those looking for an introduction to Quicken's core functionalities for small business management.

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2617726
udemy ID
10/21/2019
course created date
10/30/2019
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