QuickBooks Pro Desktop -Bookkeeping Business-Easy Way
QuickBooks Pro Desktop -Bookkeeping Business-Easy Way, available at $39.99, has an average rating of 4.35, with 128 lectures, based on 243 reviews, and has 38678 subscribers.
You will learn about How to outline a simple bookkeeping system for a small business using QuickBooks Pro Desktop 2019 or prior years How to network between the bookkeeper, business owner, and year-end tax accounting firm, CPA firm or tax preparer How to set up a simple Bookkeeping company file in QuickBooks Desktop Pro 2019 or prior year and store it on a computer How to use an easy method to enter financial data into QuickBooks Desktop Pro 2019 or prior year from the bank statement How to identify common problems when entering financial data and strategies for overcoming them How to reconcile the bank accounts in QuickBooks Desktop Pro 2019 or prior year How to analyses payroll options including the options to work with a third-party payroll company or to enter payroll into QuickBooks The basics of entering payroll into QuickBooks Pro Desktop 2019 or prior year How to enter equipment purchases into QuickBooks Pro Desktop 2019 or prior year How to enter loan payments into QuickBooks Pro Desktop 2019 or prior year How to enter insurance payments into QuickBooks Desktop Pro 2019 or prior year How to enter credit card charges into QuickBooks Desktop Pro 2019 or prior year How to format month-end and year-end reports Desktop Pro 2019 or prior year How to enter adjusting entries into QuickBooks Pro Desktop 2019 or prior year and work with accounting firms, CPA firms, or tax preparer to help with them This course is ideal for individuals who are Bookkeepers who want do design a bookkeeping business using QuickBooks Pro Desktop 2019 or prior or Small business owners who want a simple system to enter data into QuickBooks Pro Desktop 2019 or prior to help year-end tax preparation & regulatory needs or Small business owners who want to learn how best to work with a bookkeeper and or year-end accounting firm and tax preparer or Students who want to understand bookkeeping from a practical perspective It is particularly useful for Bookkeepers who want do design a bookkeeping business using QuickBooks Pro Desktop 2019 or prior or Small business owners who want a simple system to enter data into QuickBooks Pro Desktop 2019 or prior to help year-end tax preparation & regulatory needs or Small business owners who want to learn how best to work with a bookkeeper and or year-end accounting firm and tax preparer or Students who want to understand bookkeeping from a practical perspective.
Enroll now: QuickBooks Pro Desktop -Bookkeeping Business-Easy Way
Summary
Title: QuickBooks Pro Desktop -Bookkeeping Business-Easy Way
Price: $39.99
Average Rating: 4.35
Number of Lectures: 128
Number of Published Lectures: 128
Number of Curriculum Items: 128
Number of Published Curriculum Objects: 128
Original Price: $199.99
Quality Status: approved
Status: Live
What You Will Learn
- How to outline a simple bookkeeping system for a small business using QuickBooks Pro Desktop 2019 or prior years
- How to network between the bookkeeper, business owner, and year-end tax accounting firm, CPA firm or tax preparer
- How to set up a simple Bookkeeping company file in QuickBooks Desktop Pro 2019 or prior year and store it on a computer
- How to use an easy method to enter financial data into QuickBooks Desktop Pro 2019 or prior year from the bank statement
- How to identify common problems when entering financial data and strategies for overcoming them
- How to reconcile the bank accounts in QuickBooks Desktop Pro 2019 or prior year
- How to analyses payroll options including the options to work with a third-party payroll company or to enter payroll into QuickBooks
- The basics of entering payroll into QuickBooks Pro Desktop 2019 or prior year
- How to enter equipment purchases into QuickBooks Pro Desktop 2019 or prior year
- How to enter loan payments into QuickBooks Pro Desktop 2019 or prior year
- How to enter insurance payments into QuickBooks Desktop Pro 2019 or prior year
- How to enter credit card charges into QuickBooks Desktop Pro 2019 or prior year
- How to format month-end and year-end reports Desktop Pro 2019 or prior year
- How to enter adjusting entries into QuickBooks Pro Desktop 2019 or prior year and work with accounting firms, CPA firms, or tax preparer to help with them
Who Should Attend
- Bookkeepers who want do design a bookkeeping business using QuickBooks Pro Desktop 2019 or prior
- Small business owners who want a simple system to enter data into QuickBooks Pro Desktop 2019 or prior to help year-end tax preparation & regulatory needs
- Small business owners who want to learn how best to work with a bookkeeper and or year-end accounting firm and tax preparer
- Students who want to understand bookkeeping from a practical perspective
Target Audiences
- Bookkeepers who want do design a bookkeeping business using QuickBooks Pro Desktop 2019 or prior
- Small business owners who want a simple system to enter data into QuickBooks Pro Desktop 2019 or prior to help year-end tax preparation & regulatory needs
- Small business owners who want to learn how best to work with a bookkeeper and or year-end accounting firm and tax preparer
- Students who want to understand bookkeeping from a practical perspective
QuickBooks pro desktop bookkeeping business designed for small business clients or small businesses who want a simple cash basis format for entering data.
This course is designed for bookkeepers and is also useful for small business owners who want a simple system for entering financial data into QuickBooks for financial planning and year-end tax preparation.
The bookkeeping system we discuss will also describe the relationship between the bookkeeper, the business, and the year-end tax and financial statement preparers.
We will outline a cash basis bookkeeping system using QuickBooks, a system that will enter most transactions directly into the check register.
The course will discuss the responsibilities of a bookkeeper and the responsibilities of the business when a bookkeeping engagement in entered into.
We will work through a sample bookkeeping project in QuickBooks including the setting up of a new QuickBooks company file.
The course will practice entering data into the QuickBooks register directly from a bank statement. We will provide practice bank statements to use with the project as well as step by step instructional videos.
As we enter data directly into the check register from the bank statement, we will compare and contrast the cash basis system we are using to a full accounting cycle system. We will also review the financial statements periodically to see how QuickBooks is using the data to make reports.
After entering data into the QuickBooks check register from the bank statement, we will perform bank reconciliations. As we perform bank reconciliations, we will discuss what a bank reconciliation is and the benefits a bank reconciliation provides.
The course will then discuss options for entering specific accounting data into QuickBooks including payroll, equipment, loan payments, insurance, credit card payments, and invoices. We will provide practice QuickBooks files for different options related to the items listed above and explore the pros and cons of each option. The bookkeeping options will help tailor our system to our specific bookkeeping needs.
As we enter accounting data into the system we will discuss common questions we will have when entering the first few months of data and how to write down these questions, move forward with data input, and organize the financial data so that we can quickly go back to it once our client questions are answered.
This course will discuss, print, and export month end and year end reports, reports a bookkeeper may provide to clients monthly and reports the business will need at year-end for tax preparation.
We will discuss year-end adjusting entries. The bookkeeping system we propose will depend on an outside accounting firm, tax preparer, or CPA firm to help with the year-end adjusting entries. As bookkeepers we want to be aware of the adjusting entry process so we can work with any year-end accounting firm, tax preparer, or CPA firm. We will enter common adjusting entries into an adjusting entry Excel worksheet and into Quickbooks.
The course will then compare and contrast our different bookkeeping methods and show how those different bookkeeping decisions reconcile to the same numbers after the adjusting entry process.
Finally, we will discuss whether or not to enter the year-end adjusting entries into our QuickBooks bookkeeping system and different options to do so.
In addition to the instructional videos, this course will include downloadable
• QuickBooks Backup files
• Excel practice files
• Downloadable PDF Files
The QuickBooks backup files are a great tool that allows us to jump ahead in the material or to rework material if we choose.
Excel practice files will be preformatted and will generally have at least two tabs, one tab with the completed work and a second tab with a preformatted worksheet we can fill in as we watch the instructional videos.
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 clients of all levels.
As a CPA 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 benefit 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 Desktop.
Course Curriculum
Chapter 1: Introduction
Lecture 1: QuickBooks Pro Bookkeeping The Easy Way For Small Businesses Outline
Chapter 2: Bookkeeping Project Outline and Plan Using QuickBooks Pro Desktop 2019
Lecture 1: 2 Bookkeeping Project Outline and Plan
Lecture 2: Data Files and QuickBooks Backup Files
Lecture 3: PDF – 20 Outline Of Standard Client
Lecture 4: 20 Outline Of Standard Client
Lecture 5: PDF – 22 Outline Of Service We Provide
Lecture 6: 22 Outline Of Service We Provide
Lecture 7: PDF – 23 Network With Other Professionals
Lecture 8: 23 Network With Other Professionals
Lecture 9: PDF – 24 Bank Feeds
Lecture 10: 24 Bank Feeds Option
Lecture 11: Accounting Comic Break
Chapter 3: Engagement Letter and Questionnaire
Lecture 1: 3 Engagement Letter
Lecture 2: PDF – 26 Engagement Letter
Lecture 3: 26 Engagement Letter
Lecture 4: PDF – 28 New Client Engagement Questionnaire
Lecture 5: 28 New Client Engagement Questionnaire
Lecture 6: Accounting Comic Break
Chapter 4: Create New Company File & QuickBooks File Using QuickBooks Pro Desktop 2019
Lecture 1: 4 Create New Company File & QuickBooks File
Lecture 2: PDF – 30 Outline Sample Engagement
Lecture 3: 30 Outline Sample Engagement
Lecture 4: 60 New Company File
Lecture 5: 70 New Company File In QuickBooks
Lecture 6: Accounting Comic Break
Chapter 5: Enter Data From Bank Statement for Month One Into QuickBooks Desktop Pro 2019
Lecture 1: 5 Enter Data From Bank Statement for Month One
Lecture 2: 80 Bank Statement Overview
Lecture 3: 82 Enter Deposits Plan
Lecture 4: 85 Enter Deposits From Bank Statement First Month
Lecture 5: 87 Entering Cash Outflows Strategy
Lecture 6: 88 Entering Cash Outflows Strategy Part 1
Lecture 7: 88 Entering Cash Outflows Part 2
Lecture 8: 90 Review Reports After Data Entry For First Month
Lecture 9: Accounting Comic Break
Chapter 6: Bank Reconciliation For Month One In QuickBooks Desktop Pro 2019
Lecture 1: 6 Bank Reconciliation For Month One
Lecture 2: 92 Bank Reconciliation Overview
Lecture 3: 94 Bank Reconciliation First Month
Lecture 4: Accounting Comic Break
Chapter 7: Enter Data From Bank Statement for Month Two In QuickBooks Pro Desktop 2019
Lecture 1: 7 Enter Data From Bank Statement for Month Two
Lecture 2: 100 Enter Deposits Second Month Setup Process
Lecture 3: 102 Enter Deposits From Bank Statement Second Month
Lecture 4: 104 Enter Cash Outflows From Bank Statement Second Month Part 1
Lecture 5: 104 Enter Cash Outflows From Bank Statement Second Month Part 2
Lecture 6: 108 Review Reports After Entering Data From Bank Statement For Second Month
Lecture 7: Accounting Comic Break
Chapter 8: Bank Reconciliation For Month Two In QuickBooks Desktop Pro 2019
Lecture 1: 8 Bank Reconciliation For Month Two
Lecture 2: 110 Bank Reconciliation First Second
Lecture 3: Accounting Comic Break
Chapter 9: Outline Bookkeeping Options and Questions
Lecture 1: 9 Outline Bookkeeping Options and Questions
Lecture 2: 117 Adjust Open Items and Common Problems
Lecture 3: 115 Back Up QuickBooks File Copy QuickBooks File
Lecture 4: 116 Restore Backup File
Lecture 5: Accounting Comic Break
Chapter 10: Payroll Options and Entry Using QuickBooks Pro Desktop 2019
Lecture 1: 10 Payroll Options and Entry
Lecture 2: PDF – 120 Payroll Options
Lecture 3: 120 Payroll Options
Lecture 4: 122 Categorize Payroll Payments
Lecture 5: 123 Turn On Manual Payroll
Lecture 6: 125 Add Employees
Lecture 7: 127 Process Payroll
Lecture 8: Accounting Comic Break
Chapter 11: Equipment and Financing Options and Entry Using QuickBooks Desktop Pro 2019
Lecture 1: 11 Equipment and Financing Options and Entry
Lecture 2: PDF – 130 Equipment Financed Options
Lecture 3: 130 Equipment Financed Options
Lecture 4: 132 Equipment Financed Record Amount Paid
Lecture 5: 136 Equipment Financed Record Loan
Lecture 6: Accounting Comic Break
Chapter 12: Loan Payments Options and Entry Using QuickBooks Pro Desktop 2019
Lecture 1: 12 Loan Payments Options and Entry
Lecture 2: PDF – 140 Loan Payment Options
Lecture 3: 140 Loan Payment Options
Lecture 4: 142 Enter Loan Balance Record Payments as Reduction To Loan Balance
Lecture 5: 143 Loan Amortization Interest vs Principal
Lecture 6: 146 Enter Loan Balance & Break Out Interest & Principal Portion Of Loan Paymen
Lecture 7: Accounting Comic Break
Chapter 13: Insurance Payments Options and Entry Using QuickBooks Desktop Pro 2019
Lecture 1: 13 Insurance Payments Options and Entry
Lecture 2: PDF – 150 Insurance Options
Lecture 3: 150 Insurance Options
Lecture 4: 152 Enter All Insurance Payments As Insurance Expense & Let Accountant Adjust I
Lecture 5: 154 Enter All Insurance Payments As Prepaid Insurance & Let Accountant Make Ye
Lecture 6: Accounting Comic Break
Chapter 14: Credit Card Options and Entry Using QuickBooks Pro Desktop 2019
Lecture 1: 14 Credit Card Options and Entry
Lecture 2: PDF – 160 Credit Card Options
Lecture 3: 160 Credit Card Options
Lecture 4: 162 Enter Credit Card Payments To Credit Card Expense Account & Break Out Cate
Lecture 5: 164 Enter Credit Card Payments As They Clear Bank & Assign Expense Accounts Ba
Lecture 6: 166 Enter Credit Card Liability & Apply Payments To The Liability Account
Lecture 7: Accounting Comic Break
Instructors
-
Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Rating Distribution
- 1 stars: 6 votes
- 2 stars: 6 votes
- 3 stars: 24 votes
- 4 stars: 82 votes
- 5 stars: 125 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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