Udemy

Platform

English

Language

Money Management Tools

Category

QuickBooks Online vs. Excel

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

4.05 (27 reviews)

2029

Students

38.5 hours

Content

Jun 2019

Last Update
$94.99
Regular Price


What you will learn

Enter normal business transactions in QuickBooks

Enter normal business transactions in Excel using debits and credits

Reconcile bank accounts in QuickBooks

Reconcile bank accounts in Excel

Generate Reports in QuickBooks

Make Reports in Excel

Analyze Reports


Description

Would we like to run our business better using accounting software?

Would we like to better understand accounting concepts, how they apply to accounting software, and work accounting problems MUCH faster?

Would we like to advance our career by increase our skills with business software?

This comprehensive QuickBooks Online & Excel course can help to achieve these goals

Why choose this course?

Current video content means all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.

This course also includes:

  • Excel worksheet that are formatted so that we can consentrate on the accounting relationships and on using the fundamentals of Excel.

Who will we be learning from?

You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum.

You will be learning from somebody who is a:

  • CPA – Certified Public Accountant
  • CGMA – Chartered Global Management Accountant
  • Master of Science in Taxation
  • CPS – Certifies Post-Secondary Instructor
  • Curriculum Development Export

As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.

As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications.

The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also help in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.

How will we be Taught?

We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks and Excel is something best learned by doing, by applying skills to the QuickBooks application.

A partial list of topics covered is below.

  • Start a New Company File
  • Accounting Methods
  • Enter Data for the First Month of Operations
  • Enter Data for the Second Month of Operation
  • Bank Reconciliations
  • Adjusting Entries and Reversing Entries

Please Join Use for QuickBooks Desktop 2018 vs. Excel Course. It will be Great


Screenshots

QuickBooks Online vs. Excel
QuickBooks Online vs. Excel
QuickBooks Online vs. Excel
QuickBooks Online vs. Excel

Content

Introduction

Introduction

Start a New Company File

1 Start A New Business

QuickBooks - 6.05 Set Up New Company & Preferences

Excel Files 6.05

Excel - 6.05 Set up New Company Worksheet

QuickBooks - 6.10 Part 1 Item - Service Set Up

QuickBooks - 6.10 Part 2 Items Inventory Set Up

Excel Files 6.10

Excel 6.10 Set Up Inventory Items

QuickBooks - 6.15 Customer Balance Setup

Excel Files 6.15

Excel 6.15 Set Up Customer Balances

QuickBooks - 6.20 Vendor - New Vendor & Opening Balance

Excel Files 6.20

Excel 6.20 Set Up Vendors Beginning Balances

QuickBooks - 6.25 Set up New Accounts & Export Trial Balance to Excel

Excel Files 6.25

Excel 6.25 Enter Opening Account Balances

QuickBooks - 6.35 Payroll Options

QuickBooks - 6.40 Set Up New Employees

QuickBooks - 6.45 Transaction List by Date

QuickBooks - 6.50 Adjusted Beginning Account Balances

Accounting Comic Break

Accounting Concepts

Accounting Concepts

Revenue Recognition Principle

Financial Transaction Rules

Enter Data for the first month of operations

Enter Data for the First Month of Operations

QuickBooks 7.05 Record Owner & Loan Deposit

Excel Files 7.05

Excel 7.05 Owner Deposit & Loan Deposit

QuickBooks 7.10 Part 1 Record Purchase Furniture

QuickBooks 7.10 Part 2 Record Short-Term Investment

Excel Files 7.10

Excel 7.10 Purchase Furniture & Record Investment

QuickBooks 7.16 Sales Tax u

QuickBooks 7.17 Part 1 Purchase Order

QuickBooks 7.17 Part 2 Purchase Order Add Inventory Item

QuickBooks 7.20 Part 1 Create Invoice with Inventory

QuickBooks 7.20 Part 2 Invoice with Inventory

Excel Files 7.20

Excel 7.20 Part 1 Invoice Transaction

Excel 7.20 Part Two Create on Invoice Transaction

QuickBooks 7.23 Undeposited Funds Set Up

QuickBooks 7.25 Part 1 Receive Payment f

QuickBooks 7.25 Part 2 Receive Payment

Excel Files 7.25

Excel 7.25 Receive Payment Part 1

Excel 7.25 Receive Payment Part 2

Excel 7.25 Receive Payment Part 3

QuickBooks 7.30 Part 1 Sales Receipt f

QuickBooks 7.30 Part 2 Sales Receipt

Excel Files 7.30

Excel 7.30 Cash Sales Transaction Part 1

Excel 7.30 Part 2 Cash Sales Service

QuickBooks 7.32 Sales Receipt & Payment Correct

QuickBooks 7.35 Deposit Record

Excel Files 7.35

Excel 7.35 Deposit Part 1

Excel 7.35 Deposit Part 2

QuickBooks 7.37 Expense Billable Setting Turn On

Excel Files 7.40

Excel 7.40 Part 1 Inventory Payment

Excel 7.40 Part 2 Inventory Payment

QuickBook 7.42 Correct Check Add Billable Customer

QuickBooks 7.45 Part 1 Invoice Created by Billable Expense

QuickBooks 7.45 Part 2 Invoice Populated By Billable Expense

Excel Files 7.45

Excel 7.45 Invoice for Preordered Item Part 1

Excel 7.45 Invoice for Preordered Item Part 2

QuickBooks 7.50 Receive Payment & Make Deposit

Excel Files 7.50

Excel 7.50 Receive Payment & Make Deposit

QuickBooks 7.55 Write Checks for Expenses

Excel Files 7.55

Excel 7.55 Part 1 Write Check

Excel 7.55 Part 2 Write Check Part 2

QuickBooks 7.60 Pay Bills

Excel Files 7.60

Excel 7.60 Pay Bills

QuickBooks 7.65 Customer Jobs or Sub Customers

Excel Files 7.65

Excel 7.65 Customer Jobs

QuickBooks 7.70 Pay Employees

Excel Files 7.70

Excel 7.70 Payroll

QuickBooks 7.75 Job or Sub-Customer Sales Receipt

Excel Files 7.75

Excel 7.75 Job Sales Receipt

QuickBooks 7.80 Generate Report & Export to Excel

Excel Files 7.80

Excel 7.80 Financial Statements & Reports

Excel 7.90 Closing Process January

Excel 7.92 Worksheet Month Two

Enter Data for the second month of operation

Enter Data for the Second Month of Operations

QuickBooks 8.05 Loan Payments, Interest, Principle

Excel Files 8.05

Excel 8.05 Make Loan Payments

QuickBooks 8.10 Short Term Investment Deposit

Excel Files 8.10

Excel 8.10 Short Term Investment

QuickBooks 8.15 Purchase Order New Item

QuickBooks 8.20 Receive Inventory With Bill

Excel Files 8.20

Excel 8.20 Receive Inventory With Bill Part 1

Excel 8.20 Receive Inventory With Bill Part 2

QuickBooks 8.25 Sales Receipt & Deposit

Excel Files 8.25

Excel 8.25 Part 1 Sales Receipt & Deposit

Excel 8.25 Part 2 Sales Receipt & Deposit

QuickBooks 8.30 Advanced Payment From Customer

Excel Files 8.30

Excel 8.30 Advanced Payment From Customer

QuickBooks 8.35 Apply Credit to Invoice

Excel Files 8.35

Excel 8.35 Apply Credit to Invoice

QuickBooks 8.40 Record Sale on Account

Excel Files 8.40

Excel 8.40 Record Sales on Account

QuickBooks 8.45 Advance Customer Payment

QuickBooks 8.45 Bills - Track & Pay

Excel Files 8.45

Excel 8.45 Advance Customer Payment

Excel Files 8.50

Excel 8.50 Bills Track & Pay

QuickBooks 8.55 Customer Payment On Account & Deposit

Excel Files 8.55

Excel 8.55 Customer Payment on Account

QuickBooks 8.60 Sale Tax Payment

Excel Files 8.60

Excel 8.60 Pay Sales Tax

QuickBooks 8.65 Payroll Tax Payments

Excel Files 8.65

Excel 8.65 Pay Payroll Tax

QuickBooks 8.70 Enter Bills & Pay Bills

Excel Files 8.70

Excel 8.70 Enter Bills & Pay Bills

QuickBooks 8.75 Enter Service Items & Invoice

Excel Files 8.75

Excel 8.75 Service Item & Invoices

QuickBooks 8.77 Purchase Equipment with Debt

Excel 8.77 Purchase Equipment with Debt

QuickBooks 8.80 Payroll

Excel Files 8.80

Excel 8.80 Payroll

QuickBooks 8.90 Rental Income Recorded

Excel Files 8.90

Excel 8.90 Rental Income

QuickBooks 8.95 Comparative Financial Statements Feb

Excel 8.95 Financial Statements

Bank Reconciliations

Adjusting Entries, Financial Statements, and Reversing Entries

Bank Reconciliations

QuickBooks 9.10 Bank Reconciliation First Month

Excel 9.10 Bank Reconciliation January

Excel 9.12 Bank Reconciliation Adjusting Entries January

QuickBooks 9.15 Bank Reconciliation Second Month

Excel 9.15 Bank Reconciliation February

Excel 9.20 Bank Reconciliation Feb. Adjusting Entries

Adjusting Entries, Financial Statements, Closing Entries, and Reversing Entries

Adjusting Entries, Financial Statements, Closing Entries, and Reversing Entries

QuickBooks 10.10 Short term loan Adjusting Entry

Excel Files 10.10

Excel 10.10 Loan Payable Adjusting Entry Part 1

QuickBooks 10.15 Short term portion of loan Adjusting Entry

Excel Files 10.15

Excel 10.15 Loan Payable Adjusting Entry Part 2

QuickBooks 10.20 Accrued Interest Adjusting entry

Excel Files 10.20

Excel 10.20 Accrued Interest Adjusting Entry

QuickBooks 10.25 Invoice Adjusting Entry

Excel Files 10.25

Excel 10.25 Invoice Adjusting Entry

QuickBooks 10.40 Prepaid Insurance Adjusting Entry

Excel Files 10.40

Excel 10.40 Prepaid Insurance Adjusting Journal Entry

QuickBooks 10.45 Depreciation Adjusting Journal Entry

Excel Files 10.45

Excel Files 10.45

QuickBooks 10.50 Unearned Revenue Adjusting Entry

Excel Files 10.50

Excel 10.50 Unearned Revenue Adjusting Entry

QuickBooks 10.30 Reversing Entry Accrued Interest

Excel Files 10.300

Excel 10.300 Accrued Interest Reversing Entry

QuickBooks 10.35 Reversing Entry Accounts Receivable

Excel Files 10.350

Excel 10.350 Accounts Receivable Reversing Entry

QuickBooks 10.55 Reverse Unearned Revenue Adjusting Entry

Excel Files 10.550

Excel 10.550 Unearned Revenue Reversing Entry

Excel Files 10.60

Excel 10.60 Financial Statements

Excel Files 10.65

Excel 10.65 Closing Process February



Reviews

D
David4 June 2020

I am able to follow the tutor's instructions on Quickbooks no problem. He explains the steps very well. This should be very helpful to me! However it takes him quite some time to reply to my queries and I usually have to send him reminders to get back to me.



Coupons

StatusDateDiscount
Expired9/20/2020100% OFF

1527896

Udemy ID

1/27/2018

Course created date

7/18/2020

Course Indexed date
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