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2021-03-15 04:51:19
30-Day Money-Back Guarantee
Business Entrepreneurship QuickBooks Online

QuickBooks Online 2021 & 2020 Start to Finish

Learn QuickBooks Online 2021 in a comprehensive online course taught by a practicing CPA, CGMA, CPI, with BS tax
Rating: 4.3 out of 54.3 (2,582 ratings)
38,327 students
Created by Robert (Bob) Steele
Last updated 3/2021
English
English [Auto], French [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Set up QuickBooks Account
  • Navigate QuickBooks Software
  • Enter normal business transaction
  • Reconcile bank accounts
  • Generate reports including a balance sheet, and income statement, and supporting reports
  • Analyze Reports
  • Export Reports to Excel
Curated for the Udemy for Business collection

Requirements

  • QuickBooks Online accounting software is recommended
  • We recommend QuickBooks Online's free test drive for the first half of the course
  • We recommend QuickBooks Online's 30 - day trial period to get access to the software for the second half of the course

Description

QuickBooks Online 2021 updates are being prepared. The current course community will have access to the updates as we create them.

We will update this course each year at no additional cost, so the course community has access to the latest look and feel of QuickBooks Online and can also look back to see the changes that have been made.

We have received a lot of positive feedback and suggestions for improvements that we will put into place as we update.

We greatly appreciate the feedback and support we have received with this course and we look forward to continually improving it with your help.

The new material will provide learners with the most current look and format of QuickBooks Online.

We have listened to, and are grateful for, many reviews over the year and will implement many changes as we update the course including shortening unnecessary introductions, adding more ways for learners to work in a hands-on approach, and adding new content related to specific industries and circumstances including a cash basis business.

-----------------------------------------------------------------------------------------------------------------------------

This is a comprehensive QuickBooks Online course.

If you are a student at an accredited academic institution, you may be eligible for a free trial version of QuickBooks from Intuit, which is a great tool allowing you to maximize the use of this course. We may also utilize a free 30 trial often offered by Intuit, the owner of QuickBooks

This course will start at the basics, assuming you know nothing about the software or accounting.

We will start by comparing the different versions of QuickBooks. We will then go through the purchasing process, the downloading process, and the installation process.

The first half of the course will be dedicated to navigating the software, getting a feel for the major components of the software, and the primary accounting cycles such as the customer section or revenue cycle, the vendor section or payments cycle, and the employee section or payroll cycle.

Once we learn the primary sections or accounting cycles we will analyze the forms and transactions within each section, considering the impact each has on the financial statements.

The second half of the course will be in the format of a comprehensive problem, working through two months of data impute.

We will enter every standard type of transaction as we work through the comprehensive problem. The comprehensive problem format will provide context to the data entry process, so we understand how the data impute fits into the accounting workflow.

A comprehensive problem also allows us to do more than simple data entry, data entry generally being the easiest part of the accounting process. We will be able to see how to set up the system to make the data entry as easy as possible.

We will also be able to see the impact on the financial statements of every transaction we make and be able to check our work after each transaction.

Who this course is for:

  • Business owners
  • Accounting professionals
  • Accounting students
  • Anybody who wants to learn accounting software
  • Anybody who wants to learn accounting software

Course content

82 sections • 702 lectures • 144h 16m total length

  • Preview00:31

  • Preview06:13
  • Preview10:12
  • Preview15:42
  • Preview05:44
  • Preview17:48
  • Preview13:45
  • Preview10:13
  • Documents to Use For Reference
    00:01

  • Preview11:11
  • 1.17 Vendor Center Expenses or Vendor Tab
    11:00
  • 1.20 Bill Form
    16:49
  • 1.22 Pay Bills Form
    15:48
  • 1.24 Purchase Order Form - P.O.
    18:28
  • 1.28 Check & Expense Forms
    18:26
  • 1.29 Void Check Prior Period Adjustment
    22:45

  • Preview12:45
  • 1.32 Customer Center Or Sales Tab
    19:36
  • 1.34 Invoice Form
    26:09
  • 1.35 Receive Payment Form
    19:08
  • 1.38 Deposit Form
    22:50
  • 1.40 Sales Receipts Form
    19:51
  • 1.42 Credit Memo Refund Form & Bad Debt Expense
    27:41

  • Preview12:02
  • 1.53 Shortcuts
    05:27
  • 1.60 Employee Cycle Payroll Cycle
    09:18

  • 1.69 Lists
    08:17
  • 1.80 Chart of Accounts
    22:50
  • 1.84 Products & Services List Item List
    16:46

  • 1.90 Help & Support Options
    07:30
  • 1.92 Reports Overview
    23:19

  • 2.10 Balance Sheet Report Overview
    20:28
  • 2.15 Report Formatting Basics
    21:01
  • 2.20 Report Formatting Basics Part 2
    14:01
  • 2.35 Comparative Balance Sheet Creation
    17:48
  • 2.36 Print, Export to Excel, & Create PDF from Reports
    20:26
  • 2.38 Balance Sheet Vertical Analyses
    12:54
  • 2.40 Summary Balance Sheet
    14:57
  • 2.45 Memorize Report
    15:48

  • 3.10 Profit & Loss, P&L, Income Statement Overview
    19:44
  • 3.15 Custom Income Statement
    19:44
  • 3.20 Comparative Profit & Loss, P&L, Income Statement
    14:18
  • 3.25 Vertical Analysis Profit & Loss, P&L, Income Statement
    10:43

  • 4.05 Statement of Cash Flows
    17:57
  • 4.10 Accounts Receivable Aging Reports
    14:42
  • 4.16 Accounts Payable Aging Reports
    14:16
  • 4.20 Sales by Customer or Income by Customer Reports
    17:11
  • 4.25 Sales by Item Reports
    15:31
  • 4.30 Form 1099 & Expenses by Vendor Reports
    23:42
  • 4.35 Inventory Reports
    13:33
  • 4.40 Payroll & Employee Reports & Bank Reconciliation Reports
    16:06
  • 4.55 Transaction List by Date Report
    16:46
  • 4.60 Journal Report
    15:26
  • 4.82 Accounts Receivable Graphs Excel
    18:00
  • 4.85 Accounts Payable Graphs Excel
    13:34
  • 4.92 Sales by Customer Graphs Excel
    17:00
  • 4.93 Sales by Product or Service (Item) Graph Excel
    14:01

Instructor

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Robert (Bob) Steele
  • 4.4 Instructor Rating
  • 17,021 Reviews
  • 354,449 Students
  • 97 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.

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