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Quickbooks Online & Microsoft Excel Combo Pack Course

Name: Quickbooks Online & Microsoft Excel Combo Pack Course
Rating: 4.5 (121 reviews)

Become a QuickBooks and MS Excel Most Essential Tools Expert and Grow Your Skills and Business to a Great Extent

Created bySaad Nadeem

Last updated 1/2025

English

English [Auto],

What you'll learn

How to create an online account in QuickBooks
Navigate and identify everything on the QuickBooks online screen
Enter/save any type of business transaction in QuickBooks Online
Use and customize the most important reports in QuickBooks Online
Find and resolve errors when entering data online in QuickBooks
Find out everything you've logged into your QuickBooks online account, who did it and when
Use problem solving and thinking skills to tackle real-life challenges "at work" when you use QuickBooks online

Course content

2 sections • 105 lectures • 9h 25m total length

Setting up Quickbooks Trial Version2:32
Learn how to set up the QuickBooks Online trial by registering with an email, choosing a version like plus, and starting a free 30-day trial to practice cloud-based accounting.
Company Creation and Interface Introduction3:32
Create a QuickBooks company from a trading business example, set industry details and chart of accounts, then explore the dashboard, banking, expenses, products and services, and customers.
FAQs1:03
Understanding Quickbooks Online Chart of Accounts2:49
Explore how QuickBooks Online auto-creates chart of accounts by industry, view ledgers, and understand control accounts such as accounts receivable, debtors, and inventory, with balances updating in the trial balance.
Entering Customer Balances and Linking to Control Accounts3:32
Create customers in QuickBooks Online, enter opening balances as of January 1, 2021, and link them to the accounts receivable control account to update the balances.
Change Date Format in Quickbooks Online1:38
Learn to change the date format in QuickBooks Online to date, month, year for UK, India, or Pakistan by adjusting settings and preferences, then save; switch currency to US dollars.
Entering Vendor Balances and Linking to Control Account2:04
Learn to enter vendor balances and link them to the accounts payable control account in QuickBooks Online, including adding suppliers with opening balances and reviewing account history.
Adding Ledger Opening Balance and Editing and Deleting Ledger4:04
Create and edit ledger opening balances in QuickBooks Online, add buildings as fixed assets, adjust balances, and understand reconciliation prompts before deleting a ledger.
Extracting Trial Balance Report and Equity Adjustment7:48
Learn to extract the trial balance report and perform equity adjustments by manual journal entries to correct opening balances and reflect accurate opening balance equity.
Entering Contra Asset As Opening Balances3:03
Create a new fixed asset ledger named accumulated depreciation in QuickBooks Online. Enter the opening balance and verify its effect on the chart of accounts and trial balance.
Motor vehicles and Accumulted Depreciation Opening Balance1:42
Record motor vehicles as fixed assets with original cost of 50,000 as of January 1, 2021, and enter accumulated depreciation of 72,000, then add machinery and its accumulated depletion balance.
Correcting and Editing Ledger Balances4:10
Navigate QuickBooks online to create machinery and accumulated depreciation accounts under fixed assets, then correct balances via a journal entry referencing the opening balance equity account.
Editing and Deleting Existing COA With Balances7:26
Learn to edit cash accounts in the QuickBooks chart of accounts, adjust balances, verify with trial balance and reports, and delete or deactivate accounts while tracking correct balances.
Creating and Updating Bank Opening Balances2:16
Add Standard Chartered Bank and United Bank Limited in the chart of accounts of QuickBooks Online and enter opening balances as of January 1, 2021.
Dealing With Accrued Expenses and Reconcilling Trial balance4:06
Learn how accrued expenses are recognized in the month they relate to, becoming current liabilities and impacting the profit and loss, with automatic balance updates in the chart of accounts.
Entering Inventory and Opening Balances in Quickbooks Online7:31
Learn to add inventory items in QuickBooks Online, assign car parts categories, enter initial quantities and opening balances, and see automatic updates to the inventory asset account and ledgers.
Reconcile Opening Trial Balance in Quickbooks Online3:27
Reconcile opening balances in QuickBooks Online by updating ledgers, customers, vendors, and inventory, then verify with the trial balance as of January 1, 2021.
Understanding the Diffrence Between Trading and Non Trading Activity1:58
Understand how trading activities, tied to inventory like car parts, differ from non-trading activities such as furniture purchases and rent, and how QuickBooks Online treats them separately.
Entering Journal Entry In Quickbooks Online3:48
Enter a cash purchase of furniture as a journal entry in QuickBooks Online, debiting furniture and crediting cash, with steps to add fixed assets and navigate journal entry creation.
How to Locate Existing Journal Entry and Customizations7:43
Learn to locate existing journal entries and apply customizations in QuickBooks Online, including prepaid rent handling as a current asset and converting advances to expense.
Security Deposit Paid By Cash4:05
Record a security deposit paid by cash for a shop lease totaling 30,000 in QuickBooks. Classify it as a non-current asset, specifically other assets, not a fixed or current asset.
How to Use Expenses Section to Enter Cash Expenses4:07
Learn to enter cash expenses using the expenses section, compare journal entry and expense entry for cash payments, and assign painting and renovation costs to repair and maintenance with narration.
Receiving Payment From Customers in Quickbooks Online2:29
Learn how to receive customer payments in QuickBooks Online by recording a full cash payment of 40000 from Mubarak, including date, reference, and viewing the transition journal.
How to Enter Item Related Purchase Invoice in Quickbooks6:32
Learn to enter an item related purchase invoice in QuickBooks, select vendor and terms, add inventory items, and record inventory debits with accounts payable credits.
Entering Credit Purchase Invoice Using New Vendor.3:11
Learn to enter a credit purchase invoice for a new vendor in QuickBooks Online by creating a bill with category and item details, then review the journal entry.
Entering Cash Sales In Quickbooks Online4:11
Learn to enter cash sales in QuickBooks Online using a sealed receipt for walk-in customers, and understand how cash, inventory, and cost of sales update.
Dealing With Customer Advances In Quickbooks Online3:12
Record cash received in advance as a liability in QuickBooks Online by creating a customer advances current liability account and depositing cash, then crediting customer advances in the journal entry.
How to Record Sales Order In Quickbooks Online2:45
Explore how to record a sales order in QuickBooks Online by using estimates as orders, set expiration, enter item quantities, and convert estimates to sealed invoices without affecting accounts.
How to Record Credit Sales Invoice4:00
Record a credit sales invoice in QuickBooks by selecting Bashir, entering the date and items, saving the invoice, and viewing the journal entries for cost of goods sold and inventory.
Dealing With Purchase Order in Quickbooks4:30
Develop and manage purchase orders in QuickBooks by enabling orders, setting custom numbers and fields, entering supplier items, reconciling totals, and avoiding common entry errors.
Dealing With Bad Debts in Quickbooks3:22
Explore handling bad debts in QuickBooks Online by creating a bad debt account, issuing a credit note, and confirming the customer ledger shows zero balance.
Entering Purchase of Services In Quickbooks4:07
learn to record a packing services purchase in QuickBooks by creating a service item and posting a bill with cost of sales as the expense account and accounts payable.
Payment of Purchase Invoices2:59
Learn to record a partial settlement of a purchase invoice in QuickBooks Online, paying 30,000 via Standard Chartered Bank on 18 January 2021, reducing accounts payable.
Converting Sales Order to Sales Invoice in Qb Online2:32
Convert a sealed sales order to a sealed invoice in QuickBooks Online by creating an invoice from an estimate for customer Abubakar and reviewing the transaction journal.
Settle Customer Advance Against Invoice in Quickbooks5:15
Learn how to settle customer advances against an invoice in QuickBooks by correcting advance entries, creating a customer advances item, recording a sales receipt, and posting a transition journal.
Dealing With Purchase Returns In Quickbooks2:14
Learn to process purchase returns in QuickBooks by recording a debit note, selecting the vendor, and posting a journal that debits accounts payable and credits inventory to reduce liabilities.
Dealing With Sales Return In Quickbooks Online1:47
Learn how to process a sales return in QuickBooks Online by issuing a customer credit, adjusting inventory, and posting a transaction journal entry that affects cost of goods sold.
Settle Customer Balances and Receive Payments1:44
Learn to settle a customer balance by recording a cash payment in QuickBooks, apply open invoices for Mr Bashir, deposit cash, and review the transaction journal.
Converting Purchase Order to Purchase Invoice1:24
Convert a purchase order into a purchase invoice in QuickBooks by creating a bill against the vendor and adding items, then confirm inventory debit and accounts payable credit.
Dealing With Loss of Inventory in Quickbooks3:14
Learn how to record inventory loss in QuickBooks Online by adjusting quantity, classifying the loss as an expense, and posting proper journal entries to reflect damaged goods.
Adjusting Prepaid Expenses Against Rent Expense2:57
Adjust prepaid rent against the current month’s rent expense in QuickBooks by transferring 5,000 from prepaid expenses to rent expense for January, leaving a 25,000 balance and enabling report review.
Closing Trial Balance Report and Export as PDF3:11
Generate the closing trial balance in QuickBooks, adjust period settings, and run the report. Export to PDF or Excel and reconcile balances, noting accrual as the typical method.
Individual Ledger Report for Reconcilliation4:57
Explore the transaction detail by account report to trace ledger movements, export and view periods, and reconcile trial balance discrepancies in QuickBooks Online.
Extracting Profit and Loss Report1:46
learn to extract a profit and loss report in QuickBooks Online, view gross profit, expenses, and net earnings for the January 1–31, 2021 period, and export to excel and PDAF.
Extracting Balance Sheet in Quickbooks Online1:42
Learn how to extract a balance sheet in QuickBooks Online by locating the report, marking it as a favorite, setting the period to all, and running the automated, linked report.
Closing Zain Traders1:07
Explore the upcoming frequently asked questions, dashboards, taxes, and employee reports in QuickBooks Online, while noting its limitations for manufacturing and bill of materials compared to desktop.
Working With Dashboards in Quickbooks Online5:12
Explore QuickBooks Online dashboards to view graphical summaries of company performance, including profit and loss, expenses breakdown by category, and period-based insights with customizable time frames.
Access Quickbooks Online Sample Company3:02
Access a QuickBooks Online sample company to practice with richer reports, by downloading the Great Britain sample file, exploring vendors, entering bills, and generating detailed monthly reports.
Report Customization in Quickbooks Part 17:33
Explore report customization in QuickBooks Online, including month-by-month profit and loss, cash vs accrual methods, and saving custom reports with notes, titles, and expanded ledgers for precise financial analysis.

Fill Series7:35
Explore Excel basics: read cell addresses, recognize patterns, and use autofill to generate series like odd/even numbers, months, and weekdays.
Editing Custom List3:20
Edit custom lists in Excel by creating or importing a list from an Excel sheet into memory, so the list works across new workbooks.
Excel Short keys & Golden Key4:22
Explore excel shortcuts and the golden key method to navigate with the keyboard, highlight data with ctrl+shift, color cells, align text, and apply borders via the ribbon.
Introduction to Absolute & Relative References (Fixed & Variable)5:16
Master absolute and relative references in Excel by learning how fixed and variable cell references affect formulas, how to auto fill across ranges, and how to use predefined formulas.
The Marksheet4:08
Create a mark sheet for five subjects and 50 students in Excel using moxie sheets, auto-generated student numbers, auto-adjusted columns, and a one-minute mock scores exercise between 30 and 90.
Random Number Generation2:21
Generate random numbers in Excel using the ran between formula within a defined range, such as 30 to 90, and quickly fill down results with a double-click.
Clearing Formula With Intact Values3:37
Learn how to prevent formula-driven changes when Excel recalculates with resizing or editing by converting formulas to values using paste special values, preserving the results while removing formulas.
Key Components of Marksheet4:28
Compute marks obtained and total marks in a marksheet, use percentage formula (obtained over total times 100), and employ auto sum, auto fill, and decimal place adjustments.
Introduction to IF-Then Conditions3:27
Learn to use if-then logic in Excel to determine pass or fail based on a 50 percent threshold, build the formula, and apply it across data.
Nested IF's (Looping Function)6:17
Learn to craft a nested if formula in Excel to automate grading from below 40% to above 80% and assign A, B, C, A-plus, B-plus.
Ranking Positions5:47
Learn how to assign rankings in Excel using the rank formula, compare student percentages across all peers, and lock references with absolute and relative fixing (F4) for accurate results.
Conditional Formatting & Data Bars7:27
Learn to use conditional formatting in Excel to automatically color-code scores with red and green, and to add data bars for visual comparison, using the Home tab.
Freeze Panes3:19
Learn how to use Freeze Panes in Excel to keep headings and the first column visible while scrolling, by selecting the intersection and choosing Freeze Panes under the View tab.
Table Formatting & Range Conversion4:52
Learn how to quickly format data as a table in Excel, choose predefined styles, specify headers, and convert the table to a range to preserve values.
Sort & Filters8:32
Master Excel sort and filter techniques, use format painter, insert and format columns, and isolate morning batches while exploring top 10 and between percentage ranges.
Max Min Average Countblank Count if and Much More12:39
Learn to compute subject-wise present and absent counts, and determine minimum, maximum, and average marks using simple excel formulas: count, count blank, max, min, and average, plus count if.
Prepare a Sales and Bonus Report With Manual Totalling8:28
Master manual totalling in Excel to prepare a three-month sales report by calculating units sold, sales amount, and profit, with a fixed price of 275 and monthly and grand totals.
Grouping and Auto totalling7:30
Group data and apply subtotals in Excel to generate February totals, March totals, and a grand total, with expand/collapse views for a concise summary report.
Hiding and Unhiding Rows Grouping and Auto Totalling5:42
Learn to build expandable summaries in Excel by grouping data, applying subtotals, and using plus/minus expand/collapse to show monthwise totals and a grand total, with switchable detail views.
Removing Duplicates and Sales Summary With Sum if Function5:12
Learn how to remove subtotals and duplicates in a spreadsheet, create a sales summary by salesperson, and apply the sum if function to total by criteria.
Understanding Absolute and Relative Refrencing9:10
Master absolute and relative referencing in Excel by learning how dollar signs fix column or row, and how to apply formulas across cells when dragging.
Applying Sumif With Absolute and Relative Refrencing5:20
Learn to apply sumif with absolute and relative references to automate totals in a sales dataset. Fix ranges and criteria, drag formulas across columns, and fill rows for dynamic results.
Sumif with External Sheet Refrences3:48
Learn to apply sumif with external sheet references by moving between bonus report and sales report, using absolute and relative references, and fixing ranges with F4 for cross-sheet data.
IF Conditions With Multiple Logics12:00
Learn to apply Excel IF with multiple logics to determine bonuses based on units sold and customer reach, using AND/OR conditions, fixed references, and nested IF statements.
Introduction to Aged Debtors Analysis5:27
Analyze aged debtors by evaluating receivables aging, due dates, and outstanding balances, using client reports and a policy-based current period from April 1, 2012 to May 30, 2013.
Arranging the data to get Started7:53
Learn to clean and arrange data in Excel by unmerging cells, removing blank columns, and using paste special to paste headings only while skipping blanks for aging analysis.
Automate Data Arrangement8:17
Learn how to automate data arrangement in Excel using macros, recording steps, and assigning a button to quickly reformat reports for QuickBooks Online and Excel.
Quick Trick Formatting3:15
Format a sheet by applying brown color, bold at size 10, highlight the second row, and add borders; use format painter and double-click for unlimited pasting.
Conditional formatting Advance8:31
Learn to create Excel conditional formatting formulas that highlight payments: green for cleared and red for unclear, applied to the whole table via headings.
Applying Advance Formatting Tricks6:59
Apply advanced conditional formatting to highlight headings across a data range, create named ranges, and customize colors, fonts, and borders using formula-based rules in Excel.
Formula Analysis for Aging19:40
Learn to automate aging analysis in Excel by extracting month and year from invoice dates, using if and iferror logic, and implementing six months aging.
Absolute , Relative Functions & Date values11:55
Explore how to build robust Excel formulas using absolute and relative references, drag formulas across rows and columns, and handle date values with date functions for accurate aging analysis.
Live Aging8:07
Create a life aging report in Excel that auto updates open balances using today’s date and due dates, categorizing days past into 0–30, 31–60, 61–90, 91–120, 121–150 and older.
Introduction to Vlookup8:59
Explore vlookup to search the leftmost column and return table data with exact or approximate matches, fixing ranges with F4 to retrieve part details like make, location, warranty, and price.
Using Named Ranges and IF ERROR3:01
Create and use named ranges in Excel, apply the if error function to return blanks, and build robust lookups with exact matches using absolute references.
Simplifying Even More With data Validation2:34
Learn to simplify data entry in Excel by creating a named list and applying data validation to restrict inputs to the list, enabling a dropdown and preventing spelling errors.
Using Combo Boxes6:15
Learn to create an auto-completing combo box in Excel using ActiveX controls, link it to a list, and toggle design mode to configure data validation and autocomplete features.
The Hlookup Function5:57
Learn to flip the data with transpose and apply hlookup to retrieve values across rows, fix references with F4, and use data validation to extract the bar number.
Lookup for Inverse Data10:15
Master lookup concepts by using an exact lookup vector and result vector, noting that values must be in the leftmost column with results on the right, and data should be alphabetically arranged.
Introduction To Index Match7:38
Quiz Assignment Remington Pharma Explanation2:21
Develop an automatic invoicing workflow for Remington pharmaceutical medicine, fetch details by name, calculate price and quantity, apply tiered discounts, and return the net total with lookup formulas.
Invoicing System Remington Pharmaceuticals12:20
Apply vlookup and the match function to identify column indexes and pull data for invoicing from a right-side data table. Name headings, use approximate matches for discounts, and calculate totals.
Sum If and IFS8:47
Explore sum if and ifs in excel to total sales by product and by sales representative, remove duplicates, and understand the drawbacks of sumifs that prompt using a different formula.
Forget filters - use DSUM Search Box4:31
Create a dynamic DSUM search box to sum sales data by criteria, using database headings and criteria cells; explore DMax and Average functions in the workbook.
Amazing Advance Filters & Macros20:05
Learn how to use Excel's advanced filters with macros to dynamically extract and refresh region-specific transactions from a named database, and automate the process with a button and VBA.
Introduction to Pivot tables8:24
Master pivot tables in Excel by creating a new pivot table, using the classic layout, and arranging regions, salespersons, and sales values to generate flexible regional and product analyses.
Grouping In Pivot Tables8:18
Learn to build a region and month-wise sales report in Excel with pivot tables: create a month field, group by month and year, and drill down for details.
Calculated Fields5:59
Pivot Charts9:11
Use pivot charts and pivot tables to analyze monthly sales with line, bar, and 100 percent stacked charts, revealing contributions.
Dashboard Reporting9:36
Create dashboards by combining pivot tables and charts to analyze monthly sales and overall company performance, using timelines and slicers to filter by month, region, sales rep, and product.
Automated Cheque Printing System (Using Mail Merge)13:29
Automates cheque printing by linking Excel data to a Word mail merge template, using macros and a vb module to convert amounts to words and print multiple checks efficiently.
Introduction to Hyperlinks4:45
Discover how to create and manage hyperlinks in Excel, linking internal sheet ranges with defined names, and connecting to external references or files to navigate data and reports.
Hyperlinks With External Sheet Refrences2:09
Learn to map data with hyperlinks to external references in excel, linking to data mapping file and bankbook reconciliation, while noting that renaming or moving files can break links.
Columns Seperation & Concatenation6:10
Split a full name into first and last names using Excel's text to columns with a delimited space. Combine them back with a space using concatenation.
Excel Flash Fill Saves The day4:03
Learn how Excel flash fill automatically combines first and last names into a full name, with auto-suggest, enter, and autofill options, plus using text to columns as an alternative.
Conclusion1:04
Celebrate completing the Quickbooks Online and Microsoft Excel combo course and apply the learned tools to your work or life. Share a review and ask questions in the Q&A.

Requirements

Basic Computer Knowledge

Description

This QuickBooks online video course will teach you everything you need to know about QuickBooks Online. No special software needs to be installed; We'll take advantage of the 30-day free trial that anyone who signs up in the US gets for free. You can also use the free version of Accountant if you are in the US

Absolutely clear step by step instructions show you how to navigate each section of QBO. We did the complete setup together. You will then learn about all the common types of transactions that can be entered in QuickBooks Online. You will learn how to manage and customize the most important reports in QBO. You can find and fix data entry errors, and even find everything you've ever entered into your QuickBooks Online account. Projects and tests emulate real-world challenges that show you how to master QuickBooks Online. Any industry-specific tasks you might need can be seen in this topic on QuickBooks Desktop Video. In this course, you can apply this specific topic to QuickBooks Online.

The transactions we learned are what businesses need when using QuickBooks Online. We collect customer invoices, receipts, and payments in QuickBooks online accounts. This training covers making deposits and banking transactions related to QuickBooks, as well as entering accounts payable and paying bills in QuickBooks Online. This online QuickBooks video training course even covers Petty Cash and other refund transactions. I constantly provide QuickBooks tips and QuickBooks tricks so students have complete control over all of their QuickBooks online entries. The main features of QuickBooks Online will help you become an expert at QuickBooks Online.

I'm here for you if you have questions or need support. I hope you study well and enjoy the course!

Want to learn Microsoft Excel and improve your data analysis skills, but don't know where to start?

OR Have you been using Microsoft Excel for a while but don't feel 100% secure?

There is so much information out there. What do you need to be successful at work?

I've selected the basic Excel skills data analyzers need and combined them in a structured course.

In fact, I've put together the most common Excel problems my clients face. I am adding to my 15 years of experience in finance and project management. I've included all the hidden tips and tricks I learned from Excel as an MVP and included EVERYTHING in THIS course. I've also made sure that it really covers Excel beginners.

This practical example will help you understand the full potential of each function. You'll learn how to use Excel for fast and painless data analysis.

There are many useful and time-saving formulas and functions in Excel. We tend to forget what they are when we don't use them. This Microsoft Excel Essentials course will give you the practice you need to best implement the solutions to your assignments. That way, you can achieve more in less time.

By the end of the course, you can be sure that you will showcase your new Excel skills on the job. So you can:

Enter data and navigate large tables

Apply hacks in Excel to get work done faster

Choose the right Excel formula to automate your data analysis (Excel VLOOKUP, IF function, ROUND, etc.).

Use Excel's hidden features to turn cluttered data into precise notes

Get answers from your data

Organize, clean and manage big data

Create attractive Excel reports following a number of spreadsheet design principles

Turn cluttered data into useful charts

Create interactive reports with Excel pivot tables, pivot charts, slicers, and timelines

Import and transform data using tools like Get & Transform (Power Query).

We'll start with the basics of Microsoft Excel to make sure we have the basics right. We move on to advanced topics like conditional formatting, Excel spreadsheets, and Power Query. We cover important formulas like VLOOKUP, SUMIFS, and nested IF functions.

As well as discussing the purpose of a feature or formula, I'll also cover how you can use it with practical examples.

There are challenges and exams along the way to test your new Excel skills.

Your Excel course download notes are available as PDF files. They discuss the most important points. Have it ready and refer to it when you need it.

Who this course is for:

Anyone who needs to use QuickBooks online to run their business
Anyone looking to get a great job in the office with QuickBooks online
Anyone with an accounting or accounting client that can be placed on QuickBooks online
Anyone who wants to become an expert at QuickBooks Online in no time

Quickbooks Online & Microsoft Excel Combo Pack Course

What you'll learn

Explore related topics

Course content

Master Qucikbooks Cloud Accounting49 lectures • 2hr 55min

Master Microsoft Excel Basic to Advance Training56 lectures • 6hr 31min

Requirements

Description

Who this course is for: