
Introduce setting up personal QuickBooks file, compare with a business file, cover chart of accounts, cash vs accrual, data entry, backup files, reconciliations, and scenarios like investments and home value.
Set up a personal QuickBooks file, enter the first month’s transactions, and generate a balance sheet and income statement by building a tailored chart of accounts and performing bank reconciliations.
Set up a new QuickBooks personal file for your finances, choosing the none industry and building a custom accounts list to track personal equity and spending.
Download, unzip, and organize QuickBooks backup files for business and personal data, then restore qb files to access the appropriate prior dataset for each practice section.
Learn to add a personal checking account in QuickBooks desktop and set the beginning balance in the register, then apply an equity entry to start tracking from a chosen date.
Enter personal deposits from January into a separate QuickBooks file, classifying W-2 income, tax refunds, Amazon book royalties, interest, and miscellaneous income; verify with the profit and loss.
Learn to record personal cash outflows in QuickBooks, transferring funds to a business account, and categorize expenses such as entertainment, restaurants, and charitable contributions while using vendors and reports.
Enter personal cash outflows in quickbooks, including credit card payments, college costs, and phone, from bank statements for accurate reconciliation and tax purposes.
learn to enter personal cash outflows in quickbooks desktop pro, including mortgage payments, medical costs, and ira payments, using electronic transfers and accurate balance sheet tracking.
Explore how to perform a January bank reconciliation in QuickBooks Desktop Pro for personal bookkeeping, entering the beginning balance, reconciling deposits and checks, and resolving data-entry differences.
Print January balance sheet and profit and loss from the personal QuickBooks file, save as PDA files, and compare with the business file to ensure proper deductions for business expenses.
Engage with accounting concepts through a comic break and apply QuickBooks Desktop Pro to personal bookkeeping tasks.
Set up a separate business QuickBooks file and enter the first month’s data to compare it with a personal QuickBooks file, exploring intercompany transfers and two checking accounts.
Set up a new QuickBooks business file separate from personal data, using quick setup, define a general product industry, and establish a starting balance for the checking account.
Click the link to access a page with downloadable QuickBooks files for your personal bookkeeping needs.
Set up a new checking account in QuickBooks Desktop Pro and enter the 2020 beginning balance manually to avoid opening balance equity, then verify via the balance sheet.
Enter January deposits from a bank statement into QuickBooks Desktop Pro using a cash-based system. Differentiate personal transfers with an owner investment equity account and track revenue deposits.
Enter January bank outflows in QuickBooks, recording electronic transfers and checks, set up vendors and expense accounts, and review the balance sheet and profit and loss.
Perform a January bank reconciliation in QuickBooks desktop, verify deposits and checks against the bank statement, adjust the beginning balance, and review the reconciliation reports.
Print the balance sheet and income statement from the business account for January, save as pdfs, and compare them to the personal file reports to analyze data.
Explore QuickBooks Desktop Pro basics for personal bookkeeping within accounting, presented as an engaging accounting comic break that simplifies core concepts.
Compare separate business and personal QuickBooks files for the first month, contrasting personal and business data, examining debits and credits, and tracking intercompany transactions to ensure equal, honest recording.
Access a page linked here to download QuickBooks backup files for personal bookkeeping and accounting.
Compare business and personal QuickBooks files for January using balance sheet and profit and loss reports, adjust entries, and reconcile owner investments to align records.
Learn QuickBooks Desktop Pro for personal bookkeeping and accounting, with an accounting comic break to reinforce key concepts in a concise, engaging format.
Enter data for second month in QuickBooks file, building on month one, and use repeated vendors, customers, and accounts to read balance sheets and income statements for budgeting and tax.
Access QuickBooks backup files on the linked page and download them to support personal bookkeeping and accounting in QuickBooks Desktop Pro.
Enter February deposits from a personal bank statement into a personal QuickBooks file using the register, recording W2 income and business-to-personal transfers while reconciling with balance sheet and reports.
Enter February cash outflows from bank statements into QuickBooks Desktop Pro bookkeeping file using the check register, electronic transfers, and vendor setup; review balance sheet and profit and loss reports.
Enter February personal cash outflows from the bank statement into QuickBooks Desktop Pro, detailing credit card payments, college costs, and phone bills via the check register and credit card statement.
Record personal cash outflows in QuickBooks Desktop Pro, entering mortgage, medical, and utilities from bank statements using the check register and banking options.
Perform a February bank reconciliation for a personal QuickBooks desktop account, verifying beginning and ending balances and matching bank statement transactions in a cash-based system.
Print and review balance sheet and profit and loss for January–February 2020 in QuickBooks Desktop Pro for personal bookkeeping, saving reports as PDFs and comparing month to month.
Enter a lighthearted accounting break in QuickBooks Desktop Pro personal bookkeeping, using an accounting comic to refresh focus and reinforce essential concepts.
Enter the second month’s data in a separate business QuickBooks file and compare it to personal records using balance sheets and profit and loss.
Access a page with QuickBooks backup files through the provided link and download the QuickBooks files for personal bookkeeping and accounting tasks.
Enter February deposits from the bank statement into QuickBooks using the register, recording them as sales under the cash basis. Review deposits in reports and compare February to January.
Enter February cash outflows from the bank statement into QuickBooks using a cash-basis method, including electronic transfers, draws, and vendor payments, while correcting dates and reconciling with reports.
Perform a February bank reconciliation in QuickBooks Desktop Pro using reconcile banking to match beginning balance, log the bank service charge, and verify the ending balance.
Print February balance sheet as of a point in time and February income statement from the business account, compare January–February data, and save the reports for cross-file QuickBooks comparison.
Explore accounting concepts using QuickBooks Desktop Pro for personal bookkeeping, presented as an engaging accounting comic break.
Compare separate business and personal Quick Books files for the second month, examining intercompany transactions and how payments between business and personal accounts are accounted in equal and opposite ways.
Access a page containing QuickBooks backup files and download them to secure your desktop bookkeeping data.
Compare two QuickBooks files for business and personal accounts, generate balance sheet and profit and loss for January through February 2020, and analyze intercompany transfers, equity, and draws.
Discover practical personal bookkeeping using QuickBooks Desktop Pro through an engaging accounting comic break that makes core accounting concepts accessible and easy to apply.
Shift from income statement entries to balance sheet items, valuing assets like home and car and liabilities to determine net worth, considering cost versus current value and depreciation.
Create two personal QuickBooks files, labeled q1 and q2, to explore balance sheet items across scenarios by copying and renaming the file, with backup files labeled q1 and q2.
Explore QuickBooks Desktop Pro for personal bookkeeping and accounting, followed by an accounting comic break.
Learn how to track personal investments in QuickBooks, including stocks and bonds, decide whether to record at cost or adjust with market changes, and test methods with copies.
Use the link to access downloadable QuickBooks backup files for desktop personal bookkeeping and accounting.
Learn how to use the QuickBooks file Q1 in this session, with backup files available if needed.
Record personal investments at cost in QuickBooks by creating separate investment current asset accounts for mutual funds, bonds, and IRAs, updating the balance sheet without affecting income statements.
Record investments at market value using one account per category in personal QuickBooks, set beginning balances, and track market value changes over time.
Record January investment activity in a personal QuickBooks account, update market values on the balance sheet, and reflect unrealized gains or losses to equity without affecting the income statement.
Record January investment activity in a personal QuickBooks account, update market values, and reclassify unrealized gains from equity to other income on the profit and loss, reflecting net income.
Record February investment activity by updating market values for investments, bonds, and IRA, recognizing increases as unrealized gains and losses in other income.
Practice using the QuickBooks file Q2 for personal bookkeeping, with backup files available if needed.
Record investments at cost and market value for December in the personal QuickBooks file, detailing mutual funds, bonds, and IRA. Set up cost and market value tracking with unrealized gains.
Record investments at cost and market value in QuickBooks for December, and break mutual funds into subaccounts for cost and unrealized gains/losses to show detailed portfolio value.
Record January investments at cost and market value using separate accounts for each investment, tracking unrealized gains or losses on the balance sheet and income statement.
Record investments at cost and market value for February in separate investment accounts within QuickBooks, update investment statements, and adjust unrealized gains or losses on the balance sheet.
Explore practical QuickBooks desktop pro techniques for personal bookkeeping and accounting through an engaging accounting comic break that clarifies essential concepts.
Explore how to value and track a home in a personal QuickBooks desktop file, weighing cost vs current value, and practice recording scenarios with backups.
Demonstrate using the Q1 QuickBooks file for personal bookkeeping with available backup files as a contingency.
Record the home purchase costs in the personal QuickBooks file as a fixed asset at cost, then update the balance sheet to reflect the home and its effect on equity.
Learn how to record a personal home value increase in QuickBooks, choosing between equity unrealized gains and income statement options to reflect changes on the balance sheet.
Use the QuickBooks file Q2 for personal bookkeeping, with backup files available if needed, for the next presentation.
Record the home at appraised value in QuickBooks Desktop Pro for personal bookkeeping; create two accounts—cost and unrealized gain or loss—to reflect appraisals on the balance sheet and equity.
Explore QuickBooks Desktop Pro personal bookkeeping and accounting concepts through an engaging comic break, simplifying practical bookkeeping tasks.
QuickBooks for personal bookkeeping, finance, and accounting. Enter personal financial data, create and analyze financial statements including personal balance sheet and income statements or profit & loss statement, & track important tax data.
The course will provide backup files that can be used to jump forward or to rework any component of the course. Backup files and the ability to use multiple QuickBooks files, in a similar way we use multiple Microsoft Word documents, is a HUGE benefit to learning QuickBooks and accounting that QuickBooks Desktop offers us. If our goal is to learn accounting concepts, bookkeeping, and or data input, we should take advantage of the use of backup files to improve our skills and gain new ones.
We will set up a new QuickBooks file explicitly designed for personal data entry and tracking, including a personalized chart of accounts.
The course will provide examples and practice problems to enter personal data into QuickBooks using a bank statement. We will provide example bank statements in PDF format that can be used to work the problem step by step along with instructional videos.
We will enter credit card data into QuickBooks from credit card statements. The course will provide PDF files of credit card statements.
The course will also set up a small QuickBooks business file as a comparison to the personal file, and to show how to account for intercompany or inter-QuickBooks file transactions. In other words, we will track transactions between the business and personal checking accounts in both the individual and business QuickBooks files.
We will track and record personal investments into QuickBooks, discussing various options and their pros and cons.
The course will discuss how to record and track home valuation in QuickBooks, as well as the tracking of home loans and the recording of payments that include both interest and principal.
We will cover the entering of W-2 wages into a personal QuickBooks file and the various methods we can use including breaking out the gross pay and the withholding amounts.
The course will discuss various methods for tracking and recording credit card payments and balances.
We will also discuss how to record and track the valuation of an automobile and how to enter and track prepayments like prepaid insurance