Udemy

Platform

English

Language

Entrepreneurship

Category

QuickBooks Online vs. QuickBooks Desktop vs. Excel

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

4.20 (50 reviews)

1099

Students

54.5 hours

Content

Jun 2019

Last Update
$124.99
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

Add new employees

Generate reports

Export reports to Excel


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, QuickBooks Desktop & 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 concentrate on the accounting relationships and on using the fundamentals of Excel.
  • PDF files providing a reference to material as well as the ability to work part of the problem without internet connection
  • QuickBooks backup files allowing us to jump to future parts of the course of go back to prior components. 

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

Content

Introduction

Introduction

Start a New Company File

Start a New Company File Section Overview

PDF 6.05

Desktop 6.05 Set Up New Company & Preferences

Online - 6.05 Set Up New Company & Preferences

Excel Files 6.05

Excel 6.05 Set up New Company Worksheet

PDF 6.10

QuickBooks Backup File

Desktop 6.10 Setting Up Items

Online - 6.10 Part 1 Item - Service Set Up

Online - 6.10 Part 2 Item - Service Set Up

Excel Files 6.10

Excel 6.10 Set Up Inventory Items

PDF 6.15

Desktop 6.15 Customer Setup

Online - 6.15 Customer Balance Setup

Excel Files 6.15

Excel 6.15 Set Up Customer Balances

PDF 6.20

Desktop 6.20 Set up Vendors and Beginning Balances

Online - 6.20 Vendor - New Vendor & Opening Balance

Excel Files 6.20

Excel 6.20 Set Up Vendors Beginning Balances

PDF 6.25

QuickBooks Backup File

Desktop 6.25 Set up new account & Enter Opening Balances

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

Excel Files 6.25

Excel - 6.25 Enter Opening Account Balances

PDF 6.30

Desktop 6.30 Adjust New Account Balances

PDF 6.35

Desktop 6.35 Payroll Set Up

Online - 6.35 Payroll Options

PDF 6.40

Desktop 6.40 New Employee Setup

Online - 6.40 Set Up New Employees

Desktop 6.45 Export Transaction List By Date

Online - 6.45 Transaction List by Date

Accounting Comic Break

Accounting Concepts

Accounting Concepts Section Overview

Cash Method Vs Accrual Method

Revenue Recognition Principle

Financial Transaction Rules

Enter Data for the First Month of Operations

Enter Data for the First Month of Operations Section Overview

PDF 7.05

QuickBooks Backup File

Desktop 7.05 Record Deposit from Owner & Loan

Online - 7.05 Record Owner & Loan Deposit

Excel 7.05 Owner Deposit & Loan Deposit

PDF 7.10

Desktop 7.10 Record Transactions In Register Investment & Furniture

Online - 7.10 Part 1 Record Purchase Furniture

Online - 7.10 Part 2 Record Short-Term Investment

Excel 7.10 Purchase Furniture & Record Investment

Online - 7.16 Sales Tax u

PDF 7.17

Desktop 7.17 Purchase Order

Online - 7.17 Part 1 Purchase Order

Online - 7.17 Part 2 Purchase Order Add Inventory Item

PDF 7.20

Desktop 7.20 Create an Invoice

Online - 7.20 Part 1 Create Invoice with Inventory

Online - 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

Online - 7.23 Undeposited Funds Set Up

PDF 7.25

Desktop 7.25 Record Receipt of Payment

Online - 7.25 Part 1 Receive Payment f

Online - 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

PDF 7.30

QuickBooks Backup File

Desktop 7.30 Sales Receipts Cash Sales Transaction

Online - 7.30 Part 1 Sales Receipt f

Online - 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

Online - 7.32 Sales Receipt & Payment Correct

PDF 7.35

Desktop 7.35 Deposit

Online - 7.35 Deposit Record

Excel Files 7.35

Excel 7.35 Deposit Part 1

Excel 7.35 Deposit Part 2

Online - 7.37 Expense Billable Setting Turn On

PDF 7.40

Desktop 7.40 Write Check for Inventory from Purchase Order

Online - 7.40 Inventory Payment Tied to Purchase Order f

Online - 7.40 Part 2 Inventory Payment Tied to Purchase order f

Excel Files 7.40

Excel 7.40 Part 1 Inventory Payment

Excel 7.40 Part 2 Inventory Payment

Online - 7.42 Correct Check Add Billable Customer

PDF 7.45

Desktop 7.45 Invoice for Pre-Order Inventory P.O.

Online - 7.45 Part 1 Invoice Created by Billable Expense

Online - 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

PDF 7.50

Online - 7.50 Receive Payment & Make Deposit

Desktop 7.50 Receive Payment & Make Deposit

Excel Files 7.50

Excel 7.50 Receive Payment & Make Deposit

PDF 7.55

Desktop 7.55 Write Check for Expenses

Online - 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

PDF 7.60

Desktop 7.60 Pay Bills

Online - 7.60 Pay Bills

Excel Files 7.60

Excel 7.60 Pay Bills

PDF 7.65

Desktop 7.65 Set Up Customer Jobs

Online - 7.65 Customer Jobs or Sub Customers

Excel Files 7.65

Excel 7.65 Customer Jobs

PDF 7.70

Desktop 7.70 Payroll Process Check

Online - 7.70 Pay Employees

Excel Files 7.70

Excel - 7.70 Payroll

PDF 7.75

QuickBooks Backup File

Desktop 7.75 Job Sales Receipt

Online - 7.75 Job or Sub-Customer Sales Receipt

Excel Files 7.75

Excel 7.75 Job Sales Receipt

PDF 7.80

Desktop 7.80 Review Reports & Export to Excel

Online - 7.80 Generate Report & Export to Excel

Excel Files 7.80

Excel 7.80 Financial Statements & Reports

Excel Files 7.90

Excel 7.90 Closing Process January

Excel Files 7.92

Excel 7.92 Worksheet Month Two

Enter Data for the Second Month of Operation

Enter Data for the Second Month of Operation Section Overview

PDF 8.05

QuickBooks Backup File

Online - 8.05 Loan Payments

Desktop 8.05 Loan Payments, Interest, Principle

Excel Files 8.05

Excel 8.05 Make Loan Payments

PDF 8.10

Desktop 8.10 Deposit Investment & Interest

Online - 8.10 Short Term Investment Deposit

Excel Files 8.10

Excel 8.10 Short Term Investment

PDF 8.15

Online - 8.15 Purchase Order New Item Payment

Desktop 8.15 Purchase Order New Item & Customer

PDF 8.20

Desktop 8.20 Receive Inventory with Bill

Online - 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

PDF 8.25

Desktop 8.25 Sales Receipt & Deposit

Online - 8.25 Sales Receipt & Deposit

Excel Files 8.25

Excel 8.25 Sales Receipt & Deposit

Excel 8.25 Part 2 Sales Receipt & Deposit

PDF 8.30

Desktop 8.30 Advanced Payment From Customer

Online - 8.30 Advanced Payment From Customer

Excel Files 8.30

Excel 8.30 Advanced Payment From Customer

PDF 8.35

Desktop 8.35 Apply Credit to Invoice

Online - 8.35 Apply Credit to Invoice

Excel Files 8.35

Excel 8.35 Apply Credit to Invoice

PDF 8.40

Desktop 8.40 Record Sale on Account

Online - 8.40 Record Sale on Account

Excel Files 8.40

Excel 8.40 Record Sales on Account

PDF 8.45

Desktop 8.45 Advance Customer Payment

Online - 8.45 Advance Customer Payment

Excel Files 8.45

Excel 8.45 Advance Customer Payment

PDF 8.50

Desktop 8.50 Bills Track & Pay

Online - 8.50 Bills - Track & Pay

Excel Files 8.50

Excel 8.50 Bills Track & Pay

PDF 8.55

QuickBooks Backup File

Desktop 8.55 Customer Payment on Account & Deposit

Online - 8.55 Customer Payment on Account

Excel Files 8.55

Excel 8.55 Customer Payment on Account

PDF 8.60

Desktop 8.60 Pay Sales Tax

Online - 8.60 Pay Sales Tax

Excel Files 8.60

Excel 8.60 Pay Sales Tax

PDF 8.65

Desktop 8.65 Pay Payroll Taxes

Online - 8.65 Pay Payroll Taxes

Excel Files 8.65

Excel 8.65 Pay Payroll Tax

PDF 8.70

Desktop 8.70 Enter Bills & Pay Bills

Online - 8.70 Enter Bills & Pay Bills

Excel Files 8.70

Excel 8.70 Enter Bills & Pay Bills

PDF 8.75

Desktop 8.75 Enter Service Item & Invoices

Online - 8.75 Enter Service Item & Invoice

Excel Files 8.75

Excel 8.75 Service Item & Invoices

PDF 8.77

Desktop 8.77 Purchase Equipment with Debt

Online - 8.77 Purchase Music Equipment with loan

Excel Files 8.77

Excel 8.77 Purchase Equipment with Debt

PDF 8.80

Desktop 8.80 Enter Payroll

Online - 8.80 Payroll

Excel Files 8.80

Excel 8.80 Payroll

PDF 8.90

Desktop 8.90 Rental Income, New Account, New Item

Online - 8.90 Rental Income

Excel Files 8.90

Excel 8.90 Rental Income

PDF 8.95

Desktop 8.95 Comparative Balance Sheet & Income Statement

Online - 8.95 Comparative Financial Statements

Excel Files 8.95

Excel 8.95 Financial Statements

Bank Reconciliations

Bank Reconciliations Section Overview

PDF 9.10

Desktop 9.10 Bank Reconciliation First Bank Reconciliation

Excel Files 9.10

Excel 9.10 Bank Reconciliation January

Excel 9.12 Bank Reconciliation Adjusting Entries January

PDF 9.15

Desktop 9.15 Bank Reconciliation Second Bank Reconciliation

Excel Files 9.15

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

PDF 10.10

Desktop 10.10 Short term loan Adjusting Entry

Online - 10.10 Short Term Loan

Excel Files 10.10

Excel 10.10 Loan Payable Adjusting Entry Part 1

PDF 10.15

Desktop 10.15 Short term portion of loan Adjusting Entry

Online - 10.15 Short Term Loan #2

Excel Files 10.15

Excel 10.15 Loan Payable Adjusting Entry Part 2

PDF 10.20

Desktop 10.20 Accrued Interest Adjusting entry

Online - 10.20 Accrued Interest Adjusting Entry

Excel Files 10.20

Excel 10.20 Accrued Interest Adjusting Entry

PDF 10.25

Desktop 10.25 Invoice Adjusting Entry

Online - 10.25 Invoice Adjusting Entry

Excel Files 10.25

Excel 10.25 Invoice Adjusting Entry

PDF 10.40

Desktop 10.40 Prepaid Insurance Adjusting Entry

Online - 10.40 Prepaid Insurance Adjusting Entry

Excel Files 10.40

Excel 10.40 Prepaid Insurance Adjusting Journal Entry

PDF 10.45

Desktop 10.45 Depreciation Adjusting Journal Entry

Online - 10.45 Depreciation Adjusting Entry

Excel Files 10.45

Excel 10.45 Depreciation Adjusting Entry

PDF 10.50

Desktop 10.50 Unearned Revenue Adjusting Entry

Online - 10.50 Unearned Revenue Adjusting Entry

Excel Files 10.50

Excel 10.50 Unearned Revenue Adjusting Entry

Desktop 10.30 Reversing Entry Accrued Interest

Online - 10.30 Accrued Interest Reversing Entry

Excel Files 10.300

Excel 10.300 Accrued Interest Reversing Entry

PDF 10.35

Desktop 10.35 Reversing Entry Accounts Receivable

Online - 10.35 Accounts Receivable Reversing Entry

Excel Files 10.350

Excel 10.350 Accounts Receivable Reversing Entry

PDF 10.55

Desktop 10.55 Reverse Unearned Revenue Adjusting Entry

Online - 10.55 Reverse Unearned Revenue Adjusting Entry

Excel Files 10.550

Excel 10.550 Unearned Revenue Reversing Entry

PDF 10.60

Desktop 10.60 Journal Report & Financial Statements

Excel Files 10.60

Excel 10.60 Financial Statements

Online - 10.60 Journal Report & Financial Statements

Excel 10.65 Closing Process February



Reviews

P
Ping13 October 2020

With the comparison of manual excel bookkeeping, it makes easier to understand how quickbooks works. Great course. I am more confident with using the software after going through all videos. Thanks for the team.

F
Farhana29 April 2020

It was very good and thorough. Great for beginners or those that are new to using accounting software. It is also great for learning some accounting concepts again. Clearly explained how software features apply accounting concepts.

D
Dan2 September 2018

The course is very comprehensive covering a lot of information and reiterating procedures so you can really learn and understand the accounting procedures!



1531468

Udemy ID

1/29/2018

Course created date

7/18/2020

Course Indexed date
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