QuickBooks Desktop – Export Directly to Tax Software Lacerte

QuickBooks Desktop – Export Directly to Tax Software Lacerte, available at $54.99, has an average rating of 4.5, with 30 lectures, based on 34 reviews, and has 23856 subscribers.

You will learn about Options to get access to QuickBooks Desktop including a free 30 day trial How to setup tax line mapping in the chart of accounts for a sole proprietorship How to export data from QuickBooks Desktop to tax software for an S Corporation How to export data from QuickBooks Desktop to Excel For an S Corporation How to setup tax line mapping in the chart of accounts for an S Corporation How to export data from QuickBooks to tax software for an S Corporation How to export data from QuickBooks to Excel for an S Corporation How to enter adjusting entries and tax entries for an S Corporation This course is ideal for individuals who are Accounting Professionals or Bookkeepers or Tax Professionals It is particularly useful for Accounting Professionals or Bookkeepers or Tax Professionals.

Enroll now: QuickBooks Desktop – Export Directly to Tax Software Lacerte

Summary

Title: QuickBooks Desktop – Export Directly to Tax Software Lacerte

Price: $54.99

Average Rating: 4.5

Number of Lectures: 30

Number of Published Lectures: 30

Number of Curriculum Items: 30

Number of Published Curriculum Objects: 30

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

Options to get access to QuickBooks Desktop including a free 30 day trial
How to setup tax line mapping in the chart of accounts for a sole proprietorship
How to export data from QuickBooks Desktop to tax software for an S Corporation
How to export data from QuickBooks Desktop to Excel For an S Corporation
How to setup tax line mapping in the chart of accounts for an S Corporation
How to export data from QuickBooks to tax software for an S Corporation
How to export data from QuickBooks to Excel for an S Corporation
How to enter adjusting entries and tax entries for an S Corporation

Who Should Attend

Accounting Professionals
Bookkeepers
Tax Professionals

Target Audiences

Accounting Professionals
Bookkeepers
Tax Professionals

The course will discuss options for getting access to QuickBooks desktop software including a free 30-day test period offered by Intuit, the owners of QuickBooks Desktop.

Learners will know how to set up tax line mapping for a sole proprietorship and S Corporation, tax line mapping allowing users to export financial data from QuickBooks directly into tax software.

We will be using Lacerte tax software for our examples. Lacerte tax software is owned by Intuit and a 30-day free trial may be available to test out Lacerte tax software as well.

We will export financial data from QuickBooks to Lacerte tax for both a sole proprietorship and an S Corporation.

The course will also demonstrate how to export financial data to Excel and create supporting tax worksheets that show tax adjustments and reconcile financial statements for book purposes and financial statements for tax purposes.

Course Curriculum

Chapter 1: Overview

Lecture 1: .20 Download Free or Paid QuickBooks Pro 2021

Lecture 2: .30 Install QuickBooks Pro 2021

Lecture 3: .40 Increase Size of Icons

Lecture 4: 1205 Tax Line Mapping Overview

Chapter 2: Tax Line Mapping – Review Chart of Accounts for Sole Proprietorship

Lecture 1: 1210 Tax Line Mapping Examine Chart of Accounts After setting up New QuickBooks

Lecture 2: 1215 Tax Line Mapping Form 8829 Expenses for Business Use of Your Home

Chapter 3: Export From QuickBooks to Tax Software (Lacert) & Excel

Lecture 1: 1220 Tax Line Mapping Export to Tax Software (Lacerte)

Lecture 2: 1225 Tax Line Mapping Export Trial Balance to Excel

Lecture 3: 1230 Tax Line Mapping Format Trail Balance in Excel

Chapter 4: Adjustment for Business Use of Home, Meals, & Charitable Contributions

Lecture 1: 1235 Tax Line Mapping Tax Entry for Business Use of Home

Lecture 2: 1240 Tax Line Mapping Tax Entry for Meals

Lecture 3: 1245 Tax Line Mapping Charitable Contributions

Chapter 5: Tax Line Mapping For S Corporation Overview

Lecture 1: 1250 Tax Line Mapping Setup New QuickBooks File S Corporation

Chapter 6: Add Accounts, Tax Mapping, & Data to QuickBooks

Lecture 1: 1255 Tax Line Mapping Enter Accounts, Tax Mapping, & Data

Lecture 2: 1260 Tax Line Mapping Enter Account Balance Data

Chapter 7: Export From QuickBooks to Tax Software (Lacert) & Excel

Lecture 1: 1265 Tax Line Mapping Export Data From QuickBooks to Tax Software

Lecture 2: 1270 Tax Line Mapping Export Data From QuickBooks to Excel S Corp

Lecture 3: 1275 Tax Line Mapping Format Tax & Adjusting Entry Excel Worksheet

Chapter 8: Adjusting Entries for Depreciation

Lecture 1: 1280 Tax Line Mapping Adjusting Entry Depreciation Overview

Lecture 2: 1285 Tax Line Mapping Adjusting Entry Book Depreciation

Lecture 3: 1290 Tax Line Mapping Tax Entry Tax Depreciation

Chapter 9: Unassigned Accounts & Sch. K Adjustments

Lecture 1: 1295 Tax Line Mapping Map Unassigned Accounts in Tax Software

Lecture 2: 1305 Tax Line Mapping Schedule K Adjustment for Dividend & Interest Income

Lecture 3: 1310 Tax Line Mapping Schedule K Adjustment Charitable Contributions

Chapter 10: M-1 Adjustments, Balance Sheet, & Officer Compensation

Lecture 1: 1312 Tax Line Mapping Schedule M-1 Adjustment Meals

Lecture 2: 1315 Tax Line Mapping Schedule M-1 Reconciliation

Lecture 3: 1320 Tax Line Mapping Officer Compensation

Lecture 4: 1325 Tax Line Mapping Tax Balance Sheet Schedule L

Lecture 5: 1330 Tax Line Mapping Tax Exempt Interest Adjustment

Lecture 6: 1335 Tax Line Mapping Bad Debt M-1 Adjustment

Instructors

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI

Rating Distribution

1 stars: 0 votes
2 stars: 2 votes
3 stars: 2 votes
4 stars: 7 votes
5 stars: 23 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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