QuickBooks Desktop vs. Excel

QuickBooks and Excel accounting cycle, reporting financial transaction to both QuickBooks and Excel compare and contrast

4.85 (197 reviews)
Money Management Tools
QuickBooks Desktop vs. Excel
128.5 hours
Jul 2023
last update
regular price

What you will learn

Explore the core functionalities of QuickBooks Desktop and Excel for a variety of accounting tasks.

Distinguish differences in data input and transaction handling between QuickBooks Desktop and Excel.

Reconcile bank accounts in QuickBooks

Implement theoretical knowledge to carry out two months of data input in QuickBooks Desktop and Excel.

Investigate the impacts of adjusting and closing entries in both QuickBooks Desktop and Excel.

Assess the bank reconciliation process in both QuickBooks Desktop and Excel, and its outcomes.

Design a streamlined workflow for managing accounting tasks across QuickBooks Desktop and Excel.

Integrate acquired knowledge to optimize the use of QuickBooks Desktop and Excel in real-world accounting scenarios

Showcase proficiency in QuickBooks Desktop and Excel by resolving complex accounting problems.

Devise strategies to maximize the advantages of both QuickBooks Desktop and Excel in accounting.

Construct a comprehensive understanding of the sales, expense, and payroll cycles in both platforms.

Evaluate the strengths and weaknesses of QuickBooks Desktop and Excel in diverse accounting scenarios.

Why take this course?

Master QuickBooks Desktop and Excel in Accounting: A Comprehensive Course 🧿

Welcome to Your Ultimate Guide!

Are you ready to elevate your understanding of accounting software and processes? Dive into the world where precision meets practicality with our QuickBooks Desktop vs. Excel course, designed to give you a masterful command over two of the most influential tools in accounting - QuickBooks Desktop and Excel!

Course Overview:

Section 1: Exploring QuickBooks Desktop

  • In-Depth Interface Tour: Navigate through the robust features of QuickBooks Desktop.
  • Accounting Cycles Decoded: Discover the sales, expense, and payroll cycles in an easy-to-understand manner.
  • Data Input Analysis: Compare and contrast how data is input into QuickBooks with Excel's journal entry format.

Section 2: Hands-On Application & Comparison

  • Real-World Problem Solving: Engage in a simulated two-month data entry exercise, recording transactions in both QuickBooks Desktop and Excel.
  • Mastering Transactions and Adjustments: Gain expertise in entering, adjusting, and closing entries to understand the financial lifecycle.
  • Bank Reconciliation Skills: Learn the critical task of bank reconciliations in both platforms for a comprehensive accounting skill set.

Course Highlights:

  • Practical Experience: Transition from theory to application with hands-on exercises.
  • Comparative Understanding: Learn to appreciate the strengths and nuances of both QuickBooks Desktop and Excel.
  • Real-World Application: Master the tools and processes used in actual business scenarios.
  • Expert Insights: Benefit from Robert (Bob) Steele's extensive expertise in accounting software and training.

What You Will Learn:

  • Understanding QuickBooks Desktop: Get familiar with the interface, features, and functionalities.
  • Comparing Data Input Methodologies: Compare the data handling capabilities of QuickBooks Desktop and Excel.
  • Accounting Cycles in Depth: Analyze each cycle's importance within the accounting process.
  • Practical Problem Solving: Apply your knowledge to solve complex accounting problems.
  • Excel Skills for Accountants: Learn how to use Excel as a powerful tool for financial data analysis and reporting.
  • Advanced QuickBooks Desktop Features: Discover advanced features that set QuickBooks apart from other accounting software.

Why Take This Course?

  • Skill Enhancement: Acquire a robust skill set that is highly valuable in the world of finance and accounting.
  • Flexibility Mastery: Understand when to use QuickBooks Desktop and when to leverage Excel's capabilities for maximum efficiency.
  • Real-World Readiness: Be equipped to manage financial transactions, reporting, and analysis using both platforms.
  • Career Advancement: Position yourself as a versatile accountant who can handle diverse accounting tasks with expertise.

Enroll Now to Embark on Your Accounting Software Mastery Journey! 💼✨

Ready to conquer the world of accounting software? Click enroll and start your journey today, unlocking a wealth of knowledge and hands-on experience that will set you apart in the field. Whether you're a beginner or looking to sharpen your skills, this course is tailored to take your accounting prowess to the next level! 📊🚀


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Our review

🌟 Overall Course Review 🌟 GroupLayout rating: 4.87/5

Based on the recent reviews, it's clear that QuickBooks Desktop vs. Excel has been a highly effective and enlightening course for its participants. The course, taught by Robert (Bob) Steele, CPA, CGMA, M.S. Tax, CPI, has been praised for its comprehensive and practical approach to teaching QuickBooks Desktop and Excel within the context of accounting.


  • Clear Explanation and Pacing: The lecturer's ability to explain lesson flow step by step at an appropriate speed allowed learners to grasp the subject materials with ease.
  • Integration of Excel Skills: Not only did students learn QuickBooks, but they also learned how to use Excel for recording business transactions and preparing financial statements.
  • Real-World Application: The course is designed to provide practical insights into the application of QuickBooks Desktop and Excel in real-world accounting scenarios.
  • Thorough Instruction: The instructor was recognized for providing a lot of helpful information on QuickBooks, ensuring that students left with a deep understanding of the software.
  • Useful Excel Worksheets: The Excel worksheets used throughout the course were instrumental in helping students understand how transactions are connected to financial statements.
  • Learning for Professionals and Beginners Alike: As evidenced by an accountant who learned a significant amount of knowledge and accounting terms, the course is suitable for professionals looking to enhance their skills as well as beginners.


  • None noted from the reviews provided. Each review pointed to positive aspects and lacked any significant drawbacks, suggesting the course is well-rounded and effective in its delivery.

Course Structure and Content: The course is structured into various sections covering a wide range of topics related to QuickBooks Desktop, Excel, and their application in accounting. The comparative analysis of both tools within the context of accounting makes this course stand out. The instructor's teaching philosophy, which emphasizes real-world scenarios, enhances the learning experience and provides an invaluable resource for anyone interested in improving their proficiency with these essential accounting tools.

Instructor's Teaching Style: Robert (Bob) Steele's teaching style was highlighted as a significant strength of the course. His approach to teaching QuickBooks Desktop and Excel, combined with his extensive experience as a CPA, CGMA, M.S. Tax, CPI, ensures that students not only learn the technical aspects but also understand how these tools are used in practical accounting scenarios.

In conclusion, this course is highly recommended for anyone looking to gain or enhance their skills in QuickBooks Desktop and Excel, with a strong foundation in accounting principles. The positive feedback from various professionals underscores its value as an educational tool in the field of accounting.



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