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QuickBooks Online vs. QuickBooks Desktop vs. Excel

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Rating4.2
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QuickBooks Online vs. QuickBooks Desktop vs. Excel, available at $74.99, has an average rating of 4.2, with 648 lectures, based on 137 reviews, and has 18299 subscribers.

You will learn about Analyze the core functionalities of QuickBooks Online, QuickBooks Desktop, and Excel for accounting tasks. Evaluate the strengths and weaknesses of each platform in handling accounting transactions. Execute common accounting transactions in QuickBooks Online, QuickBooks Desktop, and Excel. Conduct transactional analysis in the vendor, customer, and employee accounting cycles across all three platforms. Create, manage, and interpret financial statements and related reports in QuickBooks Online, QuickBooks Desktop, and Excel. Perform bank reconciliation procedures in both QuickBooks versions and mimic the process in Excel. Apply adjusting entries at the month or year-end to align financial statement reports to their accounting basis across all three platforms. Examine the management of different accounting bases such as accrual, cash, or tax basis in QuickBooks Online, QuickBooks Desktop, and Excel. Compare and contrast the workflows in QuickBooks Online, QuickBooks Desktop, and Excel and decide on the best platform based on specific requirements. This course is ideal for individuals who are Current QuickBooks and Excel Users: If you're already using any of these tools and want to learn about the other platforms, this course will provide a detailed comparison and insights. or Accounting Professionals: Accountants, bookkeepers, auditors, or anyone in an accounting role will benefit from understanding the differences, strengths, and weaknesses of these platforms to serve their clients better. or Business Owners and Entrepreneurs: If you're considering which software to use for your business, this course will help you understand which platform suits your needs the best. or Accounting and Finance Students: This course will offer practical insights into the most popular accounting software platforms and Excel, providing an edge in the job market. or Freelancers and Self-Employed Individuals: If you manage your own finances and need to decide which tool is best for your business, this course will provide the necessary insights. or Finance Consultants and Advisors: Enhance your advisory services by gaining an in-depth understanding of QuickBooks Online, QuickBooks Desktop, and Excel as accounting tools. or Anyone considering QuickBooks or Excel for their accounting needs: Whether you're new to these tools or exploring new software options, this course provides a detailed comparative study. It is particularly useful for Current QuickBooks and Excel Users: If you're already using any of these tools and want to learn about the other platforms, this course will provide a detailed comparison and insights. or Accounting Professionals: Accountants, bookkeepers, auditors, or anyone in an accounting role will benefit from understanding the differences, strengths, and weaknesses of these platforms to serve their clients better. or Business Owners and Entrepreneurs: If you're considering which software to use for your business, this course will help you understand which platform suits your needs the best. or Accounting and Finance Students: This course will offer practical insights into the most popular accounting software platforms and Excel, providing an edge in the job market. or Freelancers and Self-Employed Individuals: If you manage your own finances and need to decide which tool is best for your business, this course will provide the necessary insights. or Finance Consultants and Advisors: Enhance your advisory services by gaining an in-depth understanding of QuickBooks Online, QuickBooks Desktop, and Excel as accounting tools. or Anyone considering QuickBooks or Excel for their accounting needs: Whether you're new to these tools or exploring new software options, this course provides a detailed comparative study.

Enroll now: QuickBooks Online vs. QuickBooks Desktop vs. Excel

Summary

Title: QuickBooks Online vs. QuickBooks Desktop vs. Excel

Price: $74.99

Average Rating: 4.2

Number of Lectures: 648

Number of Published Lectures: 648

Number of Curriculum Items: 648

Number of Published Curriculum Objects: 648

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

  • Analyze the core functionalities of QuickBooks Online, QuickBooks Desktop, and Excel for accounting tasks.
  • Evaluate the strengths and weaknesses of each platform in handling accounting transactions.
  • Execute common accounting transactions in QuickBooks Online, QuickBooks Desktop, and Excel.
  • Conduct transactional analysis in the vendor, customer, and employee accounting cycles across all three platforms.
  • Create, manage, and interpret financial statements and related reports in QuickBooks Online, QuickBooks Desktop, and Excel.
  • Perform bank reconciliation procedures in both QuickBooks versions and mimic the process in Excel.
  • Apply adjusting entries at the month or year-end to align financial statement reports to their accounting basis across all three platforms.
  • Examine the management of different accounting bases such as accrual, cash, or tax basis in QuickBooks Online, QuickBooks Desktop, and Excel.
  • Compare and contrast the workflows in QuickBooks Online, QuickBooks Desktop, and Excel and decide on the best platform based on specific requirements.

Who Should Attend

  • Current QuickBooks and Excel Users: If you're already using any of these tools and want to learn about the other platforms, this course will provide a detailed comparison and insights.
  • Accounting Professionals: Accountants, bookkeepers, auditors, or anyone in an accounting role will benefit from understanding the differences, strengths, and weaknesses of these platforms to serve their clients better.
  • Business Owners and Entrepreneurs: If you're considering which software to use for your business, this course will help you understand which platform suits your needs the best.
  • Accounting and Finance Students: This course will offer practical insights into the most popular accounting software platforms and Excel, providing an edge in the job market.
  • Freelancers and Self-Employed Individuals: If you manage your own finances and need to decide which tool is best for your business, this course will provide the necessary insights.
  • Finance Consultants and Advisors: Enhance your advisory services by gaining an in-depth understanding of QuickBooks Online, QuickBooks Desktop, and Excel as accounting tools.
  • Anyone considering QuickBooks or Excel for their accounting needs: Whether you're new to these tools or exploring new software options, this course provides a detailed comparative study.

Target Audiences

  • Current QuickBooks and Excel Users: If you're already using any of these tools and want to learn about the other platforms, this course will provide a detailed comparison and insights.
  • Accounting Professionals: Accountants, bookkeepers, auditors, or anyone in an accounting role will benefit from understanding the differences, strengths, and weaknesses of these platforms to serve their clients better.
  • Business Owners and Entrepreneurs: If you're considering which software to use for your business, this course will help you understand which platform suits your needs the best.
  • Accounting and Finance Students: This course will offer practical insights into the most popular accounting software platforms and Excel, providing an edge in the job market.
  • Freelancers and Self-Employed Individuals: If you manage your own finances and need to decide which tool is best for your business, this course will provide the necessary insights.
  • Finance Consultants and Advisors: Enhance your advisory services by gaining an in-depth understanding of QuickBooks Online, QuickBooks Desktop, and Excel as accounting tools.
  • Anyone considering QuickBooks or Excel for their accounting needs: Whether you're new to these tools or exploring new software options, this course provides a detailed comparative study.

Welcome to this comprehensive course designed to delve into a comparative study of QuickBooks Online, QuickBooks Desktop, and Microsoft Excel for accounting transactions. This course will provide a complete understanding of the three platforms, allowing you to evaluate their strengths, weaknesses, and best-fit scenarios based on your unique requirements.

Starting with an introduction to each platform, we’ll clarify their distinct functionalities, highlighting what makes each of them unique. We’ll explain the context in which one might be more beneficial over the other, considering factors such as cost, convenience, complexity, and capabilities.

The course will guide you to master the navigation of QuickBooks Online, QuickBooks Desktop, and Excel. You’ll learn to set up and organize data, understanding the interfaces, and identifying the relationships between data input and the resultant financial reports.

We use a transactional analysis approach, categorizing transactions into vendor, customer, and employee accounting cycles. You’ll gain an understanding of each cycle’s data input forms and their impact on financial statements and related reports in all three platforms.

A significant part of this course involves creating and managing a new company file. We will guide you through setting up foundational accounting components such as the chart of accounts, service items, revenue items, and starting balances in each platform.

We’ll demonstrate how to perform common transactions over a span of two months in QuickBooks Online, QuickBooks Desktop, and Excel, helping you understand the differences in workflows and impacts on financial statements and reports.

Bank reconciliation, a critical part of maintaining financial integrity, will also be covered. You’ll understand how to handle bank reconciliations in both QuickBooks versions and emulate the process in Excel.

We delve into the details of adjusting entries in each platform, used to align financial statement reports to their accounting basis at the month or year-end. We’ll explore the management of different accounting bases such as accrual, cash, or tax basis across QuickBooks Online, QuickBooks Desktop, and Excel.

By the end of this course, you will have gained a comprehensive understanding and developed a robust skillset to expertly navigate and utilize QuickBooks Online, QuickBooks Desktop, and Excel for all your accounting needs. You will be able to compare, contrast, and choose the best platform based on the specific requirements of your business or profession.

This course provides a thorough, in-depth exploration of QuickBooks Online, QuickBooks Desktop, and Excel as accounting tools, enabling you to understand their potential to enhance your accounting efficiency and make informed decisions. Whether you’re an accountant, a business owner, a student, or simply interested in learning about different accounting tools, this course is your one-stop solution.

Course Curriculum

Chapter 1: QBO-Getting Started 2023

Lecture 1: 1005 How to Access the Software

Lecture 2: 1011 QuickBooks Online vs QuickBooks Desktop

Lecture 3: 1013 Increase Screen Size, Duplicate Tabs, & Open Multiple Browsers

Lecture 4: 1015 Navigation Overview

Lecture 5: 1017 Bank Feeds & Your Accounting System

Lecture 6: 1080 Accounting Process & Forms Overview

Chapter 2: DT-Getting Started – QuickBooks Desktop 2023

Lecture 1: 1009 QuickBooks Desktop Options

Lecture 2: Documents to Download

Lecture 3: 1010 How To Download the Software

Lecture 4: 1012 30 Day Free Trial or Purchase Process

Lecture 5: 1015 Install QuickBooks Desktop

Lecture 6: 1017 Increase Display Size

Chapter 3: Excel – Setup Worksheet

Lecture 1: 1025 Create Accounting Worksheet Part 1

Lecture 2: 1028 Create Accounting Worksheet Part 2

Lecture 3: 1031 Create Accounting Worksheet Part 3

Lecture 4: 1034 Create Accounting Worksheet Part 4

Lecture 5: 1037 Create Accounting Worksheet Part 5

Lecture 6: 1040 Create Accounting Worksheet Part 6

Lecture 7: 1043 Create Accounting Worksheet Part 7

Lecture 8: 1046 Create Accounting Worksheet Part 8

Lecture 9: 1049 Create Accounting Worksheet Part 9

Lecture 10: 1052 Create Accounting Worksheet Part 10

Lecture 11: 1055 Create Accounting Worksheet Part 11

Chapter 4: QBO-Vendor, Accounts Payable, Expenses, or Purchases Cycle

Lecture 1: 1140 Vendor, Expense, Purchases, Pay, or AP Cycle

Lecture 2: 1160 Vendor Expense, Purchases, or Pay Center

Lecture 3: 1180 Bills Form

Lecture 4: 1200 Pay Bills Form

Lecture 5: 1220 Purchase Order Form – P.O.

Lecture 6: 1240 Manage Sales Tax Form

Lecture 7: 1260 Check & Expense Form

Lecture 8: 1280 Void Check Prior Period Adjustment

Chapter 5: DT-Open Practice File-Review Home Page & Accounting Cycles 2023

Lecture 1: 1020 Download & Open Sample File

Lecture 2: 1080 Home Page Overview

Lecture 3: 1100 Bank Feeds

Lecture 4: 1120 Preferences

Chapter 6: DT-Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2023

Lecture 1: 1140 Vendors Section

Lecture 2: 1160 Vendor Center

Lecture 3: 1180 Bill Form

Lecture 4: 1200 Pay Bills Form Check

Lecture 5: 1220 Purchase Order Form – P.O.

Lecture 6: 1222 Bill With Inventory Connected to P.O.

Lecture 7: 1227 Inventory Adjustment

Lecture 8: 1240 Manage Sales Tax Form

Lecture 9: 1260 Check Form

Lecture 10: 1280 Void Check Prior Period Adjustment

Chapter 7: Excel-Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle Transactions

Lecture 1: 1180 Bill Form

Lecture 2: 1200 Pay Bills Form Check

Lecture 3: 1260 Check Form

Lecture 4: 1280 Void Check Prior Period Adjustment

Chapter 8: QBO-Customer Cycle , Sales Cycle, or Accounts Receivable Cycle 2023

Lecture 1: 1300 Customer, Accounts Receivable, or Revenue Cycle

Lecture 2: 1320 Customer, Accounts Receivable, or Sales Center

Lecture 3: 1340 Invoice Form

Lecture 4: 1360 Receive Payment Form

Lecture 5: 1380 Deposit Form

Lecture 6: 1400 Sales Receipts Form

Chapter 9: DT-Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2023

Lecture 1: 1300 Customer Section Customer Cycle

Lecture 2: 1320 Customer Center

Lecture 3: 1340 Invoice Form

Lecture 4: 1360 Receive Payment Form

Lecture 5: 1380 Deposit Form

Lecture 6: 1400 Sales Receipts Form

Lecture 7: 1405 Barter Sale Transaction

Lecture 8: 1420 Credit Memo Refund Form & Bad Debt Expense

Lecture 9: 1423 Statement Charges

Lecture 10: 1426 Finance Charges

Lecture 11: 1429 Statements

Lecture 12: 1433 Estimate

Chapter 10: Excel-Customer Cycle, Sales Cycle, or Accounts Receivable Cycle Transactions

Lecture 1: 1340 Invoice Form

Lecture 2: 1360 Receive Payment Form

Lecture 3: 1380 Deposit Form

Lecture 4: 1400 Sales Receipts Form

Lecture 5: 1420 Credit Memo Refund Form & Bad Debt Expense Service Item

Lecture 6: 1488 Credit Memo with Inventory

Chapter 11: QBO- Other Important Forms & Functions, Shortcuts & & Employee Cycle 2023

Lecture 1: 1440 Other Forms

Lecture 2: 1442 Transfer Form

Lecture 3: 1444 Journal Entry

Lecture 4: 1446 Statement Form

Lecture 5: 1448 Inventory Qty Adjustment

Lecture 6: 1450 Pay Down Credit Card Form

Lecture 7: 1460 Keyboard Shortcuts

Lecture 8: 1480 Employee Section Payroll Process

Chapter 12: DT-Other Home Page Items, Shortcuts, & Customizing Shortcuts 2023

Lecture 1: 1440 Banking Section, Company Section & Shortcuts

Lecture 2: 1460 Customize Shortcuts & Home Page Icons

Chapter 13: DT-Employee Cycle – Payroll Cycle 2023

Lecture 1: 1480 Employee Section Payroll Process

Lecture 2: 1500 Employee Center

Lecture 3: 1520 Pay Employees Form

Lecture 4: 1540 Pay Payroll Liabilities Form

Instructors

Rating Distribution

  • 1 stars: 4 votes
  • 2 stars: 3 votes
  • 3 stars: 10 votes
  • 4 stars: 42 votes
  • 5 stars: 78 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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