QuickBooks Online 2022 Start to Finish

Learn QuickBooks from a Certified Public Accountant (CPA) and experienced instructor

4.10 (3675 reviews)
Udemy
platform
English
language
Entrepreneurship
category
76,164
students
78 hours
content
Nov 2022
last update
$119.99
regular price

What you will learn

How to access QuickBooks, possibly for free

How to download and install the software

How to set up a company file

How to set up and use bank feeds including bank rules

How to enter common transactions in the customer, vendor, and employee cycle

How to analyze the major financial statement reports of the balance sheet and income statement or profit and loss

How most reports relate to and provide more detail about the major financial statement reports

How to enter period end adjusting entries

How to reconcile bank accounts and credit card accounts

How to enter a budget and use budget reports

How to use account numbers

How to customize forms

How to use class tracking

How and why to memorize transactions

How to track fixed assets

How to use multiple currencies

Description

Become an Expert at QuickBooks in 1 Hour. . .: STOP!!!

That’s A LOAD OF CRAP

OK, it takes a little longer to be an expert. Fortunately, this course is designed to be useful for both beginners and experts.

Our course starts at the basics, such as how to access the QuickBooks software, possibly for free, and then moves through an in-depth analysis of the software.

The course is designed so learners can go from start to finish but also have the option of jumping to the most relevant parts of the course, using the course as a reference guide to fall back on as needed, a dependable and up-to-date reference guide.

We have updated this course each year and plan on continuing to do so as long as learners find it useful.

Courses on how to use software become outdated fast unless instructors are committed to updating the material, as we are.

The first part of the course will demonstrate how to access the QuickBooks software, possibly for free, download it, and install it.

We will then use the sample file provided by QuickBooks to learn how to navigate the accounting software, locate the most commonly used areas, and understand the relationship between data input and the final product of financial statements and related reports.

The sample file is an excellent tool for learning how to navigate the software because it already has data in it, allowing us to deconstruct the process of data input by going to the end result of financial statements and drilling back to the source documents used to enter the data.

We will analyze transactions by accounting cycle: vendor cycle, customer cycle, and employee cycle. The vendor cycle may also be called the payment cycle, purchases cycle, account payable cycle, or expenses cycle. The customer cycle may also be called the revenue cycle, sales cycle, or accounts receivable cycle.

The course will break down the flow of data input forms in each cycle and the impact of each form on the financial statements and related reports.

In the next major section of the course, we will start a new company file, an essential process for learning how to set up the foundational accounting system components like the chart of accounts, service items, revenue items, and beginning balances.

Learners will enter two months of data input along with instructional videos, entering a wide variety of common transactions and analyzing the impact of each on the financial statements and related reports.

After entering two months of data input, learners will prepare bank reconciliations using demonstration bank statements, learning how to perform a bank reconciliation, why we reconcile, and what outstanding items are.

The course also has an extensive section on how to use bank feeds. Learners will learn how to connect to the bank, download bank feeds into QuickBooks, and add the necessary data to include the bank data into the accounting system to create financial transactions or verify transactions that have already been created. We will also cover how to use bank rules to make data input much faster and more efficient. The course will demonstrate data input using bank feeds for checking, credit card, and PayPal accounts.

Next, we will enter adjusting entries; entries used to adjust financial statement reports more closely to their accounting basis as of the end of the month or year. Common accounting basis includes accrual basis, cash basis, or tax basis.

Learners will also understand how budgets fit into the accounting process, what some best practices are to construct a budget, how to enter a budget into QuickBooks, and how to run budget reports.

The course also has information on more specialized topics like using account numbers, customizing forms, using class tracking, memorizing transactions, and multiple currencies.

Content

Introduction

Introduction Course Overview

2020 QuickBooks Online

2020 Introduction

2020 - Getting Started - Getting Setup

2 Getting Set Up
.05 Recommendations
.07 QuickBooks Desktop Vs QuickBooks Online
.10 Purchase With 30 Day Trial
.12 Bank Feeds
1.05 Navigation Overview

2020 - Customer Cycle , Cycle, or Accounts Receivable Cycle

3 Navigating Through QuickBooks
1.15 Customers Section Flow
1.16 Customers Section Invoice
1.17 Customers Section Receive Payment
1.18 Customers Section Deposit
1.19 Customers Section Sales Receipts

2020 Vendor Cycle, Purchases Cycle, or Sales Cycle

1.20 P1 Vendors Section Flow
1.20 P2 Vendors Section Bill Form
1.22 Vendors Section Pay Bill Form
1.23 Vendors Section Purchase Order
1.24 Vendors Section Check

2020 Employee Cycle and Other Core Features

1.25 Employee Section
1.28 Others Section
1.30 Reports
1.35 Lists
1.40 Help Options
1.45 Print & Export Reports to Excel
1.50 Backup Options

2020 Balance Sheet Reports

Data Files to Download
2.10 Balance Sheet
2.15 Balance Sheet Report Options
2.20 Header Footer Options
2.22 Formatting Options
2.30 Comparative Balance Sheet
2.40 Summary Balance Sheet
2.50 Memorize Custom Report Group

2020 Profit and Loss or Income Statement Reports

Data Files to Download
3.10 Profit and Loss
3.15 Income Statement Custom & Memorize
3.20 Comparative Profit & Loss
3.25 Vertical Analysis Profit & Loss
3.30 % of Expense Profit & Los

2020 Statement of Cash flows & Other Common Reports

Data Files to Download
4.10 Statement of Cash Flows
4.20 Sales By Customer Report
4.25 Sales by Product Or Item Report
4.30 Accounts Receivable Aging Report
4.35 Accounts Payable Aging Report

2020 Course Project Start - Set Up New Company File, Preferences, & Users

9 Start a New Company File
Data Files to Download
6.05 Set up Company Information & Preferences Part 1
6.07 Set up Company Information & Preferences Part 2
6.08 Manage Users Custom Form Styles

2020 Set Up Service & Inventory Items & Enter Inventory Beginning Balance

Data Files to Download
6.09 Objective
6.10 Items - Service Set Up Part 1
6.11 Items - Service Set Up Part 2
6.13 Items – Inventory Set Up Part 1
6.14 Items – Inventory Set Up Part 2
6.14 Items – Inventory Reports

2020 Add Customers & Vendors - Enter AR and AP Beginning Balances

Data Files to Download
6.15 Set Up Customers & Beginning Balances Part 1
6.16 Set Up Customers & Beginning Balances Part 2
6.20 Set Up Vendors & Beginning Balances

Add Accounts & Beginning Balances, Checking, Credit Card, Notes Payable, Equip.

Data Files to Download
6.25 Add Bank Account
6.26 Add Credit Card Account
6.27 Add Notes Payable Account
6.28 Add Equipment Account

2020 Adjust Equity, Payroll Options, & Reports

Data Files to Download
6.35 Payroll Options
6.50 Adjust Beginning Account Balances
6.55 Generate Transaction Detail Report

2020 Month 1 - Deposits from Owner & Loan, Purchase Furniture, Sales Tax Set Up

Data Files to Download
7.05 Record Owner & Loan Deposit
7.10 Record Purchase Furniture
7.10 Part 2 Short Term Investment
7.16 Sales Tax Set Up

2020 Month 1 - Purchase Orders & Invoices

Data Files to Download
7.17 Purchase Order Part 1
7.18 Purchase Order & Add Inventory Item
7.20 Create an Invoice with Inventory Part 1
7.20 Create an Invoice with Inventory Part 2

2020 Month 1 - Receive Payments Forms

Data Files to Download
7.25 Part 1 Receive Payment
7.25 Part 2 Receive Payment

2020 Month 1 - Sales Receipt & Deposit

Data Files to Download
7.30 Part 1 Sales Receipt Part 1
7.30 Part 2 Sales Receipt Service Item
7.35 Deposit Records Group Deposits

2020 Month 1 - Receive Inventory & Link Expense Form to Purchase Order

Data Files to Download
7.40 Inventory Payment Link to P.O. Part 1
7.40 Inventory Payment Link to P.O. Part 2

2020 Month 1 - Create Invoice From Linked Billable Expense & Make Deposit

Data Files to Download
7.45 Invoice Created By Billable Expense Part 1
7.46 Create Invoice From Billable Expense Part 2
7.50 Receive Payment & Make Deposit

2020 Month 1 – Enter Checks & Expenses & Pay Bills

Data Files to Download
7.55 Enter Check & Expense Forms
7.60 Pay Bills

2020 Month 1 – Customer Jobs & Sub Customers, Projects, & Payroll

Data Files to Download
7.65 Customer Jobs or Sub Customer
7.70 Pay Employees Part 1
7.71 Pay Employees Part 2
7.75 Job or Sub Customer Sales Receipt

2020 Month 1 – Reports & Review of Data Input

Data Files to Download
7.80 Generate Report Export to Excel

2020 Month 2 - Loan Payments & Short Term Investment Sale

Data Files to Download
8.02 Consolidate Loans
8.03 Loan Amortization Table
8.05 Make Loan Payments
8.10 Short Term Investment Deposit

2020 Month 2–Purchase Order, Enter Bill for Inventory, Sales Receipt, & Deposit

Data Files to Download
8.15 Purchase Order With New Inventory Item
8.20 Receive Inventory Requested With P.O. Enter Bill
8.25 Sales Receipts & Deposit

2020 Month 2 – Advanced Payments & Apply Credit to Invoice

Data Files to Download
8.30 Advanced Payment From Customer
8.35 Apply Credit Or Advanced Payment to Invoice
8.40 Record Sales on Account
8.45 Advance Customer Payment or Deposit

2020 Month 2 – Enter Bills, Pay Bills, Customer Payment, Pay Sales & Payroll Tax

Data Files to Download
8.50 Bills Track & Pay
8.55 Customer Payment & Deposit
8.60 Pay Sales Tax
8.65 Pay Payroll Tax
8.70 Enter Bills & Pay Bills

2020 Month 2 – New Service Items to Invoice, Finance Equipment, & Payroll

Data Files to Download
8.75 Enter Service Items & Invoices
8.77 Purchase Equipment with Debt
8.80 Payroll
8.90 Rental Income New Service Item New Income Account

2020 Month 2 – Month End Reports

Data Files to Download
8.95 Comparative Financial Statements

2020 Bank Reconciliations

13 Bank Reconciliation
Data Files to Download
9.02 Bank Reconciliation Objective
9.10 Bank Reconciliation First Month Part 1 Deposits
9.11 Bank Reconciliation First Month Part 2
9.12 Bank Reconciliation First Month Part 3 Review Report
9.14 Bank Reconciliation Second Month Part 1
9.15 ank Reconciliation Second Month Part 2
9.17 Bank Reconciliation Second Month Part 3

2020 Month End Adjusting Entries & Reversing Entries

14 Adjusting Entries and Reversing Entries
Data Files to Download
10.10 Short Term Loan Adjusting Entry
10.11 Short Term Portion Of Loan Adjusting Entry
10.15 Accrued Interest Adjusting Entry
10.17 Reversing Entry Notes Payable
10.25 Invoice & AR Adjusting Entry Part 1 The Problem
10.26 Invoice & AR Adjusting Entry Part 2 Solution
10.25 Accrued Interest Reversing Entry
10.35 Accounts Receivable Reversing Entry
10.40 Prepaid Insurance Adjusting Entry
10.45 Depreciation Adjusting Entry
10.45 Unearned Revenue Adjusting Entry
10.55 Unearned Revenue Reversing Entry
10.57 Journal Report & Financial Statements

2020 Budgeting

11.10 Budgeted Profit and Loss-Data Input
11.15 Budgeted Profit and Loss Report

2020 Bank Feeds

Data Files to Download
315 How Do Bank Feeds Fit Into My Accounting System
320 Project Outline
325 Set Up Bank Feeds
360 Download Transactions From Bank
365 Import Bank Data
370 Add Expense transactions
375 Add Capital Expenditures
380 Add Inventory Purchase
385 Add Amount Paid for Investment
390 Add Owner Withdraws
395 Add Bank Service Charge
395 Add Customer Deposits
400 Sales Tax
405 Deposit Loan
405 Deposit Owner
407 Bank Reconciliation
410 Compare Cash to Accrual
415 Upload Bank Transactions
420 Add Expenses
420 Add Insurance
425 Add Payroll Checks
430 Add Inventory
430 Add Loan Payments
435 Add Draw
440 Invoice & Bank Feeds
440 Receive Payments & Bank Feeds
445 Sales Receipt & Bank Feeds
450 Bank Reconciliation
455 Reports After Second Month
460 Credit Card Bank Feeds Upload
465 Add Credit Card Bank Feed Data
470 Reconcile Credit Card
470 Upload Bank Transactions
475 Bank Rules Deposit Same Customer Different Account
480 Bank Rules Amount Limit
485 Bank Rules Split Into Two Accounts
490 Bank Rules One Vendor Two Expense Accounts
495 Bank Rules More Rules & Techniques

Payroll

250 Paid Payroll QuickBooks Online New Company
255 Purchase Payroll Payroll Options
257 Payroll Set Up Process After Purchased
258 Add Checking Account to Chart of Accounts
260 Process Payroll Plain Payroll
261 Payroll Tax Forms & Payment Set Up
262 Payroll Forms After Plain Payroll Financials & 941
264 Add 401(K) Payroll Item
266 Process Payroll With 401(K) Plan
268 Payroll Forms After Payroll With 401(K) Plan
270 Process Payroll 401 K Employer Match
272 Payroll Forms After 401(K) With Employer Matching
274 Payroll Item Setup Dental Insurance Employee Paid After Tax
276 Process Payroll After Adding Dental Insurance Employee Paid After Tax
278 Reports After Payroll Item Setup Dental Insurance Employee Paid After Tax
280 Payroll Item Setup Vision Insurance Employee Paid Before Taxes
282 Process Payroll with Vision Insurance Employee Paid Before Taxes
284 Payroll Reports After Vision Insurance Employee Paid Before Taxes
285 New Employee Add
286 Payroll Item Setup Health Insurance Employer paid
288 Process Payroll With Health Insurance Employer paid
290 Payroll Reports With Health Insurance Employer Paid
298 Payroll Item Setup Health Savings Account
300 Process Payroll With Health Savings Account
302 Payroll Forms Health Savings Account
304 Payroll Items Setup Garnishments
306 Process Payroll With Garnishments
308 Payroll Forms With Garnishments
310 Payroll Item Setup Paid Sick Time Off
312 Process Payroll With Paid Sick Time Off
314 S-Corp Owner Payroll & S Corp Medical Insurance Item Setup
316 Process Payroll With S Corp Medical Insurance Item Setup
318 Payroll Forms With S Corp Medical Insurance Item Setup
320 Process Payroll That Includes A Bonus
322 Process Payroll Forms With Year End Bonus
328 Payroll Report Compared To Income Statement
330 Setup Owner Payroll Expense Account
335 Form W-3

2019 QuickBooks Online

2019 QuickBooks Online

2019 - Getting Started - Getting Setup

.05 Recommendations For Success QuickBooks Online 2019
.10 Sign Up 30 Day Free Trial QuickBooks Online 2019

2019 Navigating QuickBooks Core Components & Features

Accounting Comic Break
Navigating Through QuickBooks QuickBooks Online 2019
Documents
1.15 Customers Cycle-QuickBooks Online-QuickBooks Online 2019
1.20 Vendors Cycle-QuickBooks Online 2019
1.25 Employee Cycle-QuickBooks Online 2019
1.28 Other Items Used Often-QuickBooks Online 2019
1.35 Reports & Forms-QuickBooks Online 2019
1.36 Chart Of Accounts Products & Services-QuickBooks Online 2019
1.40 Help Options-QuickBooks Online 2019
1.45 Print & Export Reports to Excel-QuickBooks Online 2019
1.50 Backup Options-QuickBooks Online 2019
Accounting Comic Break

Double Entry Accounting System

Double Entry Accounting System Overview
Accounting Objectives
Accounting Equation
1600.10 Creating a Statement of Cash Flow-Indirect Method-Accounting, financial
Accounting Comic Break

2019 Balance Sheet & Report Options

Balance Sheet & Balance Sheet Options Section-QuickBooks Online 2019
Documents
2.10 Balance Sheet Overview-QuickBooks Online 2019
2.15 Balance Sheet Report Options-QuickBooks Online 2019
2.20 Balance Sheet Remove Date & Time-QuickBooks Online 2019
2.30 Comparative Balance Sheet-QuickBooks Online 2019
2.40 Summary Balance Sheet-QuickBooks Online 2019
2.50 Memorize Custom Report Group-QuickBooks Online 2019
Accounting Comic Break

Income Statement & Statement of Equity

Income Statement & Statement of Equity Overview
Income Statement
Statement of Owner's Equity
Balance Sheet & Income Statement Relationship
Accounting Comic Break

2019 Profit & Loss / Income Statement-QuickBooks Online 2019

Profit & Loss - Income Statement Overview-QuickBooks Online 2019
Documents
3.10 Profit and Loss-QuickBooks Online 2019
3.15 Income Statement Custom & Memorize-QuickBooks Online 2019
3.20 Comparative Profit & Loss-QuickBooks Online 2019
3.25 Vertical Analysis Profit & Loss-QuickBooks Online 2019
3.30 % of Expense Profit & Loss-QuickBooks Online 2019
Accounting Comic Break

2019 Other Important Reports-QuickBooks Online

Other Reports Overview Section-QuickBooks Online 2019
Documents
4.20 Sales By Customer Report-QuickBooks Online 2019
4.25 Sales by Product Or Item Report-QuickBooks Online 2019
4.30 Accounts Receivable Aging Report-QuickBooks Online 2019
4.35 Accounts Payable Aging Report-QuickBooks Online 2019
Accounting Comic Break

2019 New Company File Preferences, Accounts, & Beginning Balances-QuickBooks

Start a New Company File Overview
Documents
6.05 Set up New Company Information & Preferences-QuickBooks Online 2019
6.10 Items - Service Set Up-QuickBooks Online 2019
6.10 Items Inventory Set Up-QuickBooks Online 2019
6.15 Set Up Customers & Beginning Balances-QuickBooks Online 2019
6.20 Set Up Vendors & Beginning Balances-QuickBooks Online 2019
6.25 Add New Accounts & Account Balances To Chart Of Accounts-QuickBooks 2019
6.35 Payroll Options-QuickBooks Online 2019
6.40 Set Up New Employee-QuickBooks Online 2019
6.50 Adjust Beginning Account Balances-QuickBooks Online 2019
6.50 Generate Transaction Detail Report-QuickBooks Online 2019
Accounting Comic Break

Accounting Methods

Accounting Method Overview
Cash Method Vs Accrual Method
Revenue Recognition Principle
Financial Transaction Rules
Accounting Comic Break

2019 Enter Data for the First Month of Operations

Enter Data For the First Month of Operations
Documents
7.05 Record Owner & Loan Deposit
7.10 Record Purchase Furniture -QuickBooks Online 2019
7.16 Sales Tax Set Up-QuickBooks Online 2019
7.17 Purchase Order-QuickBooks Online 2019
7.18 Purchase Order & Add Inventory Item-QuickBooks Online 2019
7.20 Create an Invoice with Inventory Part 1-QuickBooks Online 2019
7.20 Create an Invoice with Inventory Part 2-QuickBooks Online 2019
7.25 Receive Payment Part 1-QuickBooks Online 2019
7.25 Receive Payment Part 2-QuickBooks Online 2019
7.30 Sales Receipt Part 1-QuickBooks Online 2019
7.30 Sales Receipt Service Item-QuickBooks Online 2019
7.35 Deposit Records Group Deposits-QuickBooks Online 2019
7.37 Expense Billable Setting Turn on-QuickBooks Online 2019
7.40 Inventory Payment Link to P.O. Part 1-QuickBooks Online 2019
7.40 Inventory Payment Link to P.O. Part 2-QuickBooks Online 2019
7.45 Invoice Created By Billable Expense Part 1-QuickBooks Online 2019
7.45 Invoice Created By Billable Expense Part 2-QuickBooks Online 2019
7.50 Receive Payment & Make Deposit-QuickBooks Online 2019
7.55 Write Check for Expenses-QuickBooks Online 2019
7.60 Pay Bills-QuickBooks Online 2019
7.65 Customer Jobs or Sub Customer-QuickBooks Online 2019
7.70 Pay Employees-QuickBooks Online 2019
7.75 Job or Sub Customer Sales Receipt-QuickBooks Online 2019
7.80 Generate Report Export to Excel-QuickBooks Online 2019
Accounting Comic Break

2019 Enter Data for the Second Month of Operation

Enter Data For the Second Month of Operations
8.05 Make Loan Payments Using Amortization Table
Documents
8.10 Short Term Investment Deposit
8.15 Purchase Order With New Inventory Item-QuickBooks Online 2019
8.20 Receive Inventory Requested With P.O. Enter Bill-QuickBooks Online 2019
8.25 Sales Receipts & Deposit-QuickBooks Online 2019
8.30 Advanced Payment From Customer-QuickBooks Online 2019
8.35 Apply Credit Or Advanced Payment to Invoice-QuickBooks Online 2019
8.40 Record Sales on Account-QuickBooks Online 2019
8.45 Advance Customer Payment or Deposit-QuickBooks Online 2019
8.50 Bills Track & Pay-QuickBooks Online 2019
8.55 Customer Payment & Deposit-QuickBooks Online 2019
8.60 Pay Sales Tax-QuickBooks Online 2019
8.65 Pay Payroll Taxes-QuickBooks Online 2019
8.70 Enter Bills & Pay Bills-QuickBooks Online 2019
8.75 Enter Service Items & Invoices-QuickBooks Online 2019
8.77 Purchase Equipment with Debt-QuickBooks Online 2019
8.80 Second Month-QuickBooks Online 2019
8.90 Rental Income New Service Item New Income Account-QuickBooks Online 2019
8.95 Comparative Financial Statements-QuickBooks Online 2019
Accounting Comic Break

2019 Bank Reconciliations

Banks Reconciliation Overview
Documents
9.10 Bank Reconciliation First Month Part 1-QuickBooks Online 2019
9.11 Bank Reconciliation First Month Part 2-QuickBooks Online 2019
9.12 Bank Reconciliation First Month Part 3 Review Report-QuickBooks Online 2019
9.15 Bank Reconciliation Second Month-QuickBooks Online 2019
Accounting Comic Break

2019 Adjusting Entries and Reversing Entries

Adjusting Entries & Reversing Entries
Documents
10.10 Short Term Loan Adjusting Entry-QuickBooks Online 2019
10.11 Short Term Portion Of Loan Adjusting Entry-QuickBooks Online 2019
10.20 Accrued Interest Adjusting Entry-QuickBooks Online 2019
10.25 Invoice & AR Adjusting Entry-QuickBooks Online 2019
10.30 Accrued Interest Reversing Entry-QuickBooks Online 2019
10.35 Accounts Receivable Reversing Entry-QuickBooks Online 2019
10.40 Prepaid Insurance Adjusting Entry-QuickBooks Online 2019
10.45 Depreciation Adjusting Entry-QuickBooks Online 2019
10.45 Unearned Revenue Adjusting Entry-QuickBooks Online 2019
10.55 Unearned Revenue Reversing Entry-QuickBooks Online 2019
10.57 Journal Report & Financial Statements-QuickBooks Online 2019
Accounting Comic Break

2019 Budgeting

Budgeting Overview
Documents
11.10 Budgeted Profit and Loss-Data Input-QuickBooks Online 2019
11.15 Budgeted Profit and Loss Report-QuickBooks Online 2019
Accounting Comic Break

Bank Feeds

1210 Bank Feed Introduction & Set Up
1220 Bank Feeds Screen Layout
1230 Bank Feeds Add Checks & Cash Outflows
1240 Bank Feeds Match Feature
1250 Bank Feeds Rules

2018 QuickBooks Online

2018 QuickBooks Online

2018 Getting Started - Getting Setup

QuickBooks Online Set Up

2018 Navigating Through QuickBooks

Navigating Through QuickBooks
1.10 Vendor Section.ENCODING
1.15 Customers Section
1.25 Employee Section
1.25 Other Section
1.35 Forms
1.35 Lists
1.40 Help Options
1.45 Pint & Export Reports
1.50 Backup Files

2018 Balance Sheet and Balance Sheet Options

Balance Sheet & Balance Sheet Options Section
2.10 Balance Sheet
2.15 Balance Sheet General Options
2.20 Balance Sheet Remove Date Time
2.30 Balance Sheet Header & Footer
2.30 Comparative Balance Sheet
2.40 Summary Balance Sheet
2.50 Memorize Report

Profit & Loss / Income Statement

Profit & Loss - Income Statement Overview
3.10 Profit & Loss
3.15 Income Statement Custom
3.20 Comparative Profit & Loss
3.25 Vertical Analysis Profit & Loss
3.30 Percent of Expense Profit & Loss

2018 Other Reports

Other Reports Overview Section
4.10 Sales Graph QuickBooks Pro 2018
4.25 Sales by Item Summary Report
4.30 AR Aging Summary
4.35 Accounts Payable Aging Report

2018 Start a New Company File

Start a New Company File Overview
6.05 Set Up New Company & Preferences (Copy)
6.10 Part 1 Item - Service Set Up
6.10 Part 2 Item - Service Set Up
6.15 Customer Balance Setup
6.20 Vendor - New Vendor & Opening Balance
6.25 Set up New Accounts & Export Trial Balance to Excel
6.35 Payroll Options
6.40 Set Up New Employees
6.45 Transaction List by Date
6.50 Adjusted Beginning Account Balances

2018 Enter Data for the First Month of Operations

Enter Data For the First Month of Operations
7.05 Record Owner & Loan Deposit
7.10 Part 1 Record Purchase Furniture
7.10 Part 2 Record Short-Term Investment
7.16 Sales Tax u
7.17 Part 1 Purchase Order
7.17 Part 2 Purchase Order Add Inventory Item
7.20 Part 1 Create Invoice with Inventory
7.20 Part 2 Invoice with Inventory
7.23 Undeposited Funds Set Up
7.25 Part 1 Receive Payment f
7.25 Part 2 Receive Payment
7.30 Part 1 Sales Receipt f
7.30 Part 2 Sales Receipt
7.32 Sales Receipt & Payment Correct
7.35 Deposit Record
7.37 Expense Billible Setting Turn On
7.40 Inventory Payment Tied to Purchase Order f
7.40 Part 2 Inventory Payment Tied to Purchase order f
7.42 Correct Check Add Billable Customer
7.45 Part 1 Invoice Created by Billable Expense
7.45 Part 2 Invoice Populated By Billable Expense
7.50 Receive Payment & Make Deposit
7.55 Write Checks for Expenses
7.60 Pay Bills
7.65 Customer Jobs or Sub Customers
7.70 Pay Employees
7.75 Job or Sub-Customer Sales Receipt
7.80 Generate Report & Export to Excel

2018 Enter Data for the Second Month of Operation

Enter Data For the Second Month of Operations
8.05 Loan Payments
8.10 Short Term Investment Deposit
8.15 Purchase Order New Item Payment
8.20 Receive Inventory With Bill
8.25 Sales Receipt & Deposit
8.30 Advanced Payment From Customer
8.35 Apply Credit to Invoice
8.40 Record Sale on Account
8.45 Advance Customer Payment
8.50 Bills - Track & Pay
8.55 Customer Payment on Account
8.60 Pay Sales Tax
8.65 Pay Payroll Taxes
8.70 Enter Bills & Pay Bills
8.75 Enter Service Item & Invoice
8.77 Purchase Music Equipment with loan
8.80 Payroll
8.90 Rental Income
8.95 Comparative Financial Statements

2018 Bank Reconciliations

Banks Reconciliation Overview
9.10 Bank Rec Jan
9.15 Bank Rec Feb

2018 Adjusting Entries and Reversing Entries

Adjusting Entries & Reversing Entries
10.10 Short Term Loan
10.15 Short Term Loan #2
10.20 Accrued Interest Adjusting Entry
10.25 Invoice Adjusting Entry
10.30 Accrued Interest Reversing Entry
10.35 Accounts Receivable Reversing Entry
10.40 Prepaid Insurance Adjusting Entry
10.45 Depreciation Adjusting Entry
10.45 Unearned Revenue Adjusting Entry
10.55 Reverse Unearned Revenue Adjusting Entry
10.55 Journal Report & Financial Statements

2018 Budgeting

Budgeting Overview
11.10 Budgeted Profit and Loss
QuickBooks For Students

Screenshots

QuickBooks Online 2022 Start to Finish - Screenshot_01QuickBooks Online 2022 Start to Finish - Screenshot_02QuickBooks Online 2022 Start to Finish - Screenshot_03QuickBooks Online 2022 Start to Finish - Screenshot_04

Reviews

Heather
November 3, 2022
There is quite a lot of repetition. For someone with an accounting background, it can be frustrating to listen to the terminology and accounting cycle explained in minutiae, when what is really needed is explanation of the software and an opportunity to get to using it.
Lori
October 9, 2022
I learned what I needed from the first of the course however the course re-peated itself for 2021 and 2020. The person teaching was knowledge however irritating after a while.
Ava
October 7, 2022
Too much material packed into these presentations. There seems to be an assumption that a background in accounting is needed by all the terminology used by the instructor. I believe some of the presentations could be a bit more simplified. Example: How to pay a bill in QBO? Then the steps to pay a bill! Or, how to set up vendors in QBO? Then the the steps to set up a vendor. Debits and credits could be explained early on. My brain understands debits and credits from a checking account point of view. This is somewhat different in accounting.
Amanda
September 28, 2022
Takes a long time to get through the material but has very extensive explanations on Quickbooks Online. I have never used Quickbooks(or done any bookkeeping before) and after this course I feel confident that I will be able to manage the books for our business.
Ololo
September 24, 2022
It's been OK. When we get into the aspect of using the software properly, I would love the course better. So far I love the facilitator, he facilitates like its a song and I can't help but follow through
Cherita
August 28, 2022
Super basic info and his weird way of speaking was distracting. The same IRRITATING intro made it seem like a school project thrown together to night before it was due.
Atiba
July 14, 2022
This is the 3rd teacher on this site I've signed up with on this course, I'm only a few chapters in and I am very amazed at the content. Not only do you show step by step what to do but you also have notes for us to download. This definitely sets this course apart from the others by far.
Angella
July 14, 2022
I'm not sure yet; I am just starting the course. However, the instructor speaks fast, so I'm not sure if this course will be a good fit for me.
Deb
June 14, 2022
each section repeats qb online...... talks way too fast, couldn't even understand half what said - like he announcing boxing match or something. - quit and finding a different course.
John
June 7, 2022
Luckily, technology has come a long way in providing small business owners with great tools they can use to extend the power of QuickBooks. Currently, QuickBooks does not allow customers to accept estimates online. As a workaround, many QuickBooks users ask customers to respond to the estimate email to give their approval.
Nguyen
May 27, 2022
It is really confusing about the teaching style. You don't know what to follow. The lecturer speaks too fast and the topics are messy. Find other course to learn.
Aeropro
April 29, 2022
The narrator needs to slow down while talking. It seemed like they are speed reading and it is hard to keep up at times, especially for someone who has never used this program before.
Paul
April 29, 2022
Elementary right now, creating a good foundation for more in-depth learning as the course progresses.
Kristie
April 28, 2022
I cant make the title screen go away so the videos will go full screen on the iPhone. I want full screen option. I dont need to stare at index all the time. .
Tracie
April 27, 2022
I feel it is being rushed, for someone new to this software I feel he should slow down to allow you to process the information.

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1517986
udemy ID
1/20/2018
course created date
8/6/2019
course indexed date
Bot
course submited by