QuickBooks Online 2022 & 2021 Start to Finish
Learn QuickBooks Online 2022 in a comprehensive online course taught by a practicing CPA, CGMA, CPI, with BS tax
What you will learn
Set up QuickBooks Account
Navigate QuickBooks Software
Enter normal business transaction
Reconcile bank accounts
Generate reports including a balance sheet, and income statement, and supporting reports
Export Reports to Excel
This is a comprehensive course covering QuickBooks Online 2022
This course is designed to meet the needs of both complete beginners and advanced users of QuickBooks Online.
You can choose to either complete this course from start to finish or jump to the course areas that meet your particular needs.
Purchasing this course is more of a long-term investment than spending money on most instructional material related to computer software, partly because it is comprehensive, and will continue to meet your needs as you grow in knowledge, and because we plan on continually updating the course so that it remains relevant even as QuickBooks Online changes over time.
Online computer applications like QuickBooks Online change their appearance rapidly, making a static course that does not change over time obsolete quickly. We plan on updating this course so that you can continue to use it as a reference even as QuickBooks Online evolves its software. We hope this course will be a useful, up-to-date tool you can use, at no added cost, for many years into the future.
People often have this first question when considering a QuickBooks Online course: How do I access the software? And how can I get access to a file where I can practice data input? In other words, you may have access to a company file through work or from your business, but you would like to have access to a test file so you can practice data input without risking your company data in the process.
Below are a few options to access QuickBooks Online. We will go over each option in more detail in the course.
QuickBooks often offers a free 30-day trial, perfect to practice with
They also often offer a student version, which may provide more extended access to the software, and this would be great considering we will be covering a comprehensive problem.
QuickBooks also provides a free test drive file.
The first part of the course will discuss how to access QuickBooks Online, the accounting software options QuickBooks offers, and set up our QuickBooks file.
We will then practice navigating the accounting software, the free QuickBooks Online Test Drive File being our primary tool. When first learning QuickBooks, it is best to start with a file that already has data, attempting to deconstruct the data input done in the past, a method similar to an employee starting a new job.
In other words, when starting a new job, we work with an existing data file rather than setting up a new one. We then attempt to see what has been done in the past so the process can be replicated in future transactions, maintaining consistency.
In the second half of the course, we will create a new company file, the free 30-day trial file being our primary tool at this point in the class.
After learning how to deconstruct past financial transactions in the accounting system in the first half of the course, we are ready to build the QuickBooks Online data input from the ground up.
The comprehensive problem in the second half of the course will cover setting up a new company file, setting the preferences, adding beginning balances, entering two months of data input, completing bank reconciliations, entering adjusting entries, and budgeting.
We will then have a course section explicitly devoted to bank feeds. We will discuss how bank feeds will fit into different accounting systems, the application of the bank feeds tool differing as company needs differ. For example, the use of bank feeds will vary for a company that uses a cash-based method and a company that uses an accrual method.
The course will cover the use of bank feed rules and how they are used to automate more of the accounting system.
We will then have sections of the course that focus on more specialized areas.
2020 QuickBooks Online
2020 - Getting Started - Getting Setup
2020 - Customer Cycle , Cycle, or Accounts Receivable Cycle
2020 Vendor Cycle, Purchases Cycle, or Sales Cycle
2020 Employee Cycle and Other Core Features
2020 Balance Sheet Reports
2020 Profit and Loss or Income Statement Reports
2020 Statement of Cash flows & Other Common Reports
2020 Course Project Start - Set Up New Company File, Preferences, & Users
2020 Set Up Service & Inventory Items & Enter Inventory Beginning Balance
2020 Add Customers & Vendors - Enter AR and AP Beginning Balances
Add Accounts & Beginning Balances, Checking, Credit Card, Notes Payable, Equip.
2020 Adjust Equity, Payroll Options, & Reports
2020 Month 1 - Deposits from Owner & Loan, Purchase Furniture, Sales Tax Set Up
2020 Month 1 - Purchase Orders & Invoices
2020 Month 1 - Receive Payments Forms
2020 Month 1 - Sales Receipt & Deposit
2020 Month 1 - Receive Inventory & Link Expense Form to Purchase Order
2020 Month 1 - Create Invoice From Linked Billable Expense & Make Deposit
2020 Month 1 – Enter Checks & Expenses & Pay Bills
2020 Month 1 – Customer Jobs & Sub Customers, Projects, & Payroll
2020 Month 1 – Reports & Review of Data Input
2020 Month 2 - Loan Payments & Short Term Investment Sale
2020 Month 2–Purchase Order, Enter Bill for Inventory, Sales Receipt, & Deposit
2020 Month 2 – Advanced Payments & Apply Credit to Invoice
2020 Month 2 – Enter Bills, Pay Bills, Customer Payment, Pay Sales & Payroll Tax
2020 Month 2 – New Service Items to Invoice, Finance Equipment, & Payroll
2020 Month 2 – Month End Reports
2020 Bank Reconciliations
2020 Month End Adjusting Entries & Reversing Entries
2020 Bank Feeds
2019 QuickBooks Online
2019 - Getting Started - Getting Setup
2019 Navigating QuickBooks Core Components & Features
Double Entry Accounting System
2019 Balance Sheet & Report Options
Income Statement & Statement of Equity
2019 Profit & Loss / Income Statement-QuickBooks Online 2019
2019 Other Important Reports-QuickBooks Online
2019 New Company File Preferences, Accounts, & Beginning Balances-QuickBooks
2019 Enter Data for the First Month of Operations
2019 Enter Data for the Second Month of Operation
2019 Bank Reconciliations
2019 Adjusting Entries and Reversing Entries
2018 QuickBooks Online
2018 Getting Started - Getting Setup
2018 Navigating Through QuickBooks
2018 Balance Sheet and Balance Sheet Options
Profit & Loss / Income Statement
2018 Other Reports
2018 Start a New Company File
2018 Enter Data for the First Month of Operations
2018 Enter Data for the Second Month of Operation
2018 Bank Reconciliations
2018 Adjusting Entries and Reversing Entries
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