QuickBooks Desktop Pro -Personal Bookkeeping-Accounting
4.2 (17 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
2,945 students enrolled

QuickBooks Desktop Pro -Personal Bookkeeping-Accounting

QuickBooks for personal bookkeeping, finance, and accounting. Enter personal financial data, financial Statements
4.2 (17 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
2,945 students enrolled
Last updated 4/2020
English
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
23 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 9.5 hours on-demand video
  • 11 articles
  • 18 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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
Course content
Expand all 110 lectures 09:25:51
+ Personal QuickBooks File-Set Up & Enter Data For First Month
13 lectures 02:03:03
QuickBooks Backup FIles
01:46
PDF - Credit Card Statement - January
00:02
525 Add Checking Account & Beginning Balance Personal QuickBooks
09:49
530 Enter Business Deposits From Personal Bank Statement January
16:17
PDF - Credit Card Statement - January
00:02
535 Enter Personal Cash Outflows Transfer to Business Checking, Entertainment, &
23:21
540 Enter Personal Cash Outflows Credit Cards, College Costs, & Phone January
22:21
545 Enter Personal Cash Outflows Mortgagee, Medical, & IRA January
22:09
550 Bank Reconciliation Personal Account January
12:40
555 Print Reports Personal Account January
04:53
Accounting Comic Break
00:14
+ Separate Business QuickBooks File-Set Up & Enter Data For First Month
10 lectures 51:52
3 Separate Business QuickBooks File-Set Up & Enter Data For First Month
02:01
420 Set Up New QuickBooks Business File
04:57
QuickBooks Backup File
00:05
PDF - Bank Statement Business Account - January
00:02
425 Add Checking Account & Beginning Balance
10:16
430 Enter Business Deposits From Business Bank Statement January
10:43
435 Enter Business Outflows From Business Bank Statement January
13:47
440 Bank Reconciliation Business Account January
06:17
445 Print Reports Business Account January
03:30
Accounting Comic Break
00:14
+ Compare Separate Business & Personal QuickBooks Files For First Month
4 lectures 17:52
4 Compare Separate Business & Personal QuickBooks Files For First Month
01:24
QuickBooks Backup Files
00:05
610 Compare Business & Personal January
16:09
Accounting Comic Break
00:14
+ Personal QuickBooks File-Enter Data For Second Month
11 lectures 50:23
5 Personal QuickBooks File-Enter Data For Second Month
01:21
QuickBooks Backup Files
00:05
PDF - Bank Statement - Personal Account - February
00:02
745 Enter Business Deposits From Personal Bank Statement February
12:46
PDF - Credit Card Statement - February
00:02
747 Enter Personal Cash Outflows Food, Personal Books, & Charity February
08:28
750 Enter Personal Cash Outflows Credit Cards, College Costs, & Phone February
08:57
757 Enter Personal Cash Outflows Mortgagee, Medical, & Utilities February
05:22
760 Bank Reconciliation Personal Account February
07:08
762 Print Reports Personal Account February
05:57
Accounting Comic Break
00:14
+ Separate Business QuickBooks File-Enter Data For Second Month
8 lectures 32:26
6 Separate Business QuickBooks File-Enter Data For Second Month
00:56
QuickBooks Backup Files
00:05
PDF - Bank Statement - Business Account - February
00:02
722 Enter Business Deposits From Business Bank Statement February
06:13
724 Enter Business Outflows From Business Bank Statement February
17:00
726 Bank Reconciliation Business Account February
04:10
728 Print Reports Business Account February
03:46
Accounting Comic Break
00:14
+ Compare Separate Business & Personal QuickBooks Files For Second Month
4 lectures 15:13
7 Compare Separate Business & Personal QuickBooks Files For Second Month
00:42
QuickBooks Backup Files
00:05
772 Compare Business & Personal February
14:13
Accounting Comic Break
00:13
+ Make Copy of Personal File
3 lectures 04:53
8 Make Copy of Personal File
02:26
Copy Personal QuickBooks File
02:14
Accounting Comic Break
00:13
+ Track Investments In Personal QuickBooks File
15 lectures 01:44:42
9 Track Investments In Personal QuickBooks File
01:00
QuickBooks Backup Files
00:05
PDF - Investment Statements
00:02
Use QuickBooks File Q1
00:09
Q1 842 Record Investment At Cost Using One Account Personal QuickBooks
16:36
Q1 844 Record Investments At Market Using One Account Personal QuickBooks
07:31
Q1 846 Record Investment Activity For January No Effect On Income Statement Pers
09:47
Q1 847 Record Investment Activity For January Increasing Other Income Personal Q
05:28
Q1 848 Record Investment Activity For February Increasing Other Income Personal
07:35
Use QuickBooks File Q2
00:09
Q2 852 Record Investments At Cost & Market Value December Personal QuickBo
16:46
Q2 853 Record Investments At Cost & Market Value December Separate Accounts Pers
16:11
Q2 854 Record Investments At Cost & Market Value January Separate Accounts Perso
12:52
Q2 856 Record Investments At Cost & Market Value February Separate Accounts Pers
10:17
Accounting Comic Break
00:14
+ Track Home Value In Personal QuickBooks File
8 lectures 26:09
10 Track Home Value In Personal QuickBooks File
01:24
QuickBooks Backup File
00:02
Use QuickBooks File Q1
00:09
Q1 882 Record Home At Cost Personal QuickBooks
09:20
Q1 884 Record Home Increase In Value Personal QuickBooks
05:42
Use QuickBooks File Q2
00:09
Q2 892 Record Home At Appraised Value Using Two Accounts Personal QuickBo
09:10
Accounting Comic Break
00:13