Udemy
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
Development
Web Development Data Science Mobile Development Programming Languages Game Development Database Design & Development Software Testing Software Engineering Software Development Tools No-Code Development
Business
Entrepreneurship Communication Management Sales Business Strategy Operations Project Management Business Law Business Analytics & Intelligence Human Resources Industry E-Commerce Media Real Estate Other Business
Finance & Accounting
Accounting & Bookkeeping Compliance Cryptocurrency & Blockchain Economics Finance Finance Cert & Exam Prep Financial Modeling & Analysis Investing & Trading Money Management Tools Taxes Other Finance & Accounting
IT & Software
IT Certifications Network & Security Hardware Operating Systems & Servers Other IT & Software
Office Productivity
Microsoft Apple Google SAP Oracle Other Office Productivity
Personal Development
Personal Transformation Personal Productivity Leadership Career Development Parenting & Relationships Happiness Esoteric Practices Religion & Spirituality Personal Brand Building Creativity Influence Self Esteem & Confidence Stress Management Memory & Study Skills Motivation Other Personal Development
Design
Web Design Graphic Design & Illustration Design Tools User Experience Design Game Design 3D & Animation Fashion Design Architectural Design Interior Design Other Design
Marketing
Digital Marketing Search Engine Optimization Social Media Marketing Branding Marketing Fundamentals Marketing Analytics & Automation Public Relations Paid Advertising Video & Mobile Marketing Content Marketing Growth Hacking Affiliate Marketing Product Marketing Other Marketing
Lifestyle
Arts & Crafts Beauty & Makeup Esoteric Practices Food & Beverage Gaming Home Improvement & Gardening Pet Care & Training Travel Other Lifestyle
Photography & Video
Digital Photography Photography Portrait Photography Photography Tools Commercial Photography Video Design Other Photography & Video
Health & Fitness
Fitness General Health Sports Nutrition & Diet Yoga Mental Health Martial Arts & Self Defense Safety & First Aid Dance Meditation Other Health & Fitness
Music
Instruments Music Production Music Fundamentals Vocal Music Techniques Music Software Other Music
Teaching & Academics
Engineering Humanities Math Science Online Education Social Science Language Learning Teacher Training Test Prep Other Teaching & Academics
Web Development JavaScript React Angular CSS Node.Js Typescript HTML5 PHP
AWS Certification Microsoft Certification AWS Certified Solutions Architect - Associate AWS Certified Cloud Practitioner CompTIA A+ Amazon AWS Cisco CCNA CompTIA Security+ Microsoft AZ-900
Microsoft Power BI SQL Tableau Data Modeling Business Analysis Data Analysis Data Warehouse Blockchain Business Intelligence
Unity Unreal Engine Game Development Fundamentals C# 3D Game Development C++ Unreal Engine Blueprints 2D Game Development Mobile Game Development
Google Flutter iOS Development Android Development Swift React Native Dart (programming language) Kotlin SwiftUI Mobile App Development
Graphic Design Photoshop Adobe Illustrator Drawing Canva Digital Painting InDesign Design Theory Procreate Digital Illustration App
Life Coach Training Neuro-Linguistic Programming Personal Development Personal Transformation Life Purpose Mindfulness Sound Therapy Emotional Intelligence Coaching
Business Fundamentals Entrepreneurship Fundamentals Freelancing Business Strategy Online Business Startup Business Plan Blogging Amazon Kindle Direct Publishing (KDP)
Digital Marketing Social Media Marketing Marketing Strategy Internet Marketing Copywriting Google Analytics Email Marketing Startup Advertising Strategy

Office ProductivityOther Office ProductivityQuickBooks

QuickBooks Desktop Pro -Personal Bookkeeping-Accounting

QuickBooks for personal bookkeeping, finance, and accounting. Enter personal financial data, financial Statements
Rating: 4.1 out of 54.1 (75 ratings)
16,853 students
Created by Robert (Bob) Steele
Last updated 4/2020
English
English [Auto]

What you'll learn

  • How to track personal bookkeeping, financial data, & tax information using QuickBooks
  • How to create and analyze personal financial statements from QuickBooks including a balance sheet and income statement or profit and loss
  • How to set up a personal QuickBooks file and enter the chart of accounts
  • How to enter personal data into QuickBooks, setting up new accounts as is needed, using a personal bank statement
  • How to track business financial data in a separate QuickBooks file and record intercompany transactions, those between a personal account and a business account
  • How to track and record personal investment data using QuickBooks
  • Hot to track personal home valuation using QuickBooks
  • How to record home loan balance and related payments of both interest and prinipal
  • How to enter W-2 wages into personal QuickBooks files, breaking out gross pay and withholding amounts
  • How to enter and track personal credit card payments and balances using QuickBooks
  • How to track auto valuation using QuickBooks
  • Methods for tracking prepaid amounts such as insurance using QuickBooks

Requirements

  • It would be best to have QuickBooks Desktop although this is not a requirement and many of the concepts will be applicable to QuickBooks Online and other accounting software.

Description

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

Who this course is for:

  • Anybody who wants to track personal financial data
  • Anybody who wants to organize tax data
  • Anybody who want to create personal budgets and financial plans
  • Anybody who want to understand their personal financial position better and how to create and analyze personal financial statements, including a balance sheet and income statement

Instructor

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Robert (Bob) Steele
  • 4.4 Instructor Rating
  • 30,278 Reviews
  • 595,850 Students
  • 127 Courses

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.   

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.    

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.   

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.    

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.   

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.    

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.

Top companies choose Udemy Business to build in-demand career skills.
NasdaqVolkswagenBoxNetAppEventbrite
  • Udemy Business
  • Teach on Udemy
  • Get the app
  • About us
  • Contact us
  • Careers
  • Blog
  • Help and Support
  • Affiliate
  • Investors
  • Terms
  • Privacy policy
  • Sitemap
  • Accessibility statement
Udemy
© 2022 Udemy, Inc.