QuickBooks Cloud Accounting and Advance Excel Combo Pack

Name: QuickBooks Cloud Accounting and Advance Excel Combo Pack
Rating: 4.4 (16 reviews)

QuickBooks Online Cloud & Advance Excel Course Bundle Offers Expert Knowledge of the two Most Powerful Software's

Created bySaad Nadeem

Last updated 11/2022

English

English [Auto],

What you'll learn

How to create a company file in QuickBooks Desktop
Work with QuickBooks Desktop settings to set it up for your business
Set up and use chart of accounts in QuickBooks Desktop
Creating and Sending invoices
Reconciling bank statements in QuickBooks
Generate reports for clients or your own business
Track your payables, inventory and receivables
Working with QuickBooks preferences
Working with customers and jobs and create estimates
Entering and paying bills in QuickBooks
Create and print invoices, receipts and statements
Learn to THINK like Excel and write powerful and dynamic Excel formulas from scratch
Automate, simplify and completely revolutionize your Excel workflow
Learn Unique tips and techniques guaranteed you won't find in ANY other course
Watch Fun, Interactive, and Highly Effective Demonstrations
Write conditional, text, date, and advanced functions like Vlookup , Hlookup , Macros , Pivot table, If Conditions , Dashboard Reporting and Much More
Unleash the True Power of Microsoft Excel

Course content

2 sections • 106 lectures • 9h 28m total length

Setting up QuickBooks Trial Version2:32
Set up a QuickBooks online 30-day free trial by registering with your email, choosing the plus plan, and preparing to set up your company.
Company Creation and Interface Introduction3:32
Set up a QuickBooks company for a trading business by choosing a name, industry such as retail trade or e-commerce, and years in business, then customize the interface.
Understanding QuickBooks Online Chart of Accounts2:49
Explore how QuickBooks Online auto-sets a chart of accounts by industry, and learn to view, edit, and create ledgers while managing control accounts for receivables, payables, and inventory.
Entering Customer Balances and Linking to Control Accounts3:32
Enter and manage customer balances in QuickBooks cloud accounting, linking opening balances to the accounts receivable control account and reviewing the resulting total and history.
Change Date Format in QuickBooks Online1:38
Configure QuickBooks Online to date month year for UK, India, or Pakistan, via settings—accounts—advanced—other preferences—edit and save—and switch the currency to USD.
Entering Vendor Balances and Linking to Control Account2:04
Enter vendors in quickbooks, set opening balances for each supplier, and link them to the accounts payable control account, then review the account history for the overall balance.
Adding Ledger Opening Balance and Editing and Deleting Ledger4:04
Learn to add and edit ledger opening balances in QuickBooks Online, including creating fixed asset ledgers for buildings and land, with origin cost, depreciation implications, and safe deletion.
Extracting Trial Balance Report and Equity Adjustment7:48
Learn how to extract the trial balance report, apply equity adjustment, and use manual journal entries to balance opening balances within double-entry accounting.
Entering Contra Asset As Opening Balances3:03
Enter accumulated depreciation as an opening balance in the chart of accounts as a contra asset in QuickBooks Online, then verify it in the trial balance and reports.
Motor vehicles and Accumulated Depreciation Opening Balance1:42
Enter motor vehicles as a fixed asset in chart of accounts with original cost 50,000 as of January 1, 2021, and record the opening balance of accumulated depreciation at 72,000.
Correcting and Editing Ledger Balances4:10
Create fixed asset accounts for machinery and equipment and its accumulated depreciation, set opening balances, and use journal entries to correct ledger balances in QuickBooks cloud accounting.
Editing and Deleting Existing COA With Balances7:26
Edit and delete an existing chart of accounts entry in QuickBooks Online. Adjust cash balances and opening balances, and verify changes in the trial balance and reports.
Creating and Updating Bank Opening Balances2:16
Create and update bank opening balances in QuickBooks Online by adding bank accounts under cash and cash equivalents and entering balances for Standard Chartered Bank and United Bank Ltd.
Dealing With Accrued Expenses and Reconcilling Trial balance4:06
Describe accruals by recording expenses in the month they relate as accrued liabilities in current liabilities, and review their impact on March profit and loss and balance updates.
Entering Inventory and Opening Balances in QuickBooks Online7:31
Create and enter inventory items in QuickBooks Online, assign categories and SKUs, set initial quantities and dates, and update opening balances that auto-reflect in the ledgers and chart of accounts.
Reconcile Opening Trial Balance in QuickBooks Online3:27
Learn to reconcile and verify opening trial balances in QuickBooks Online by updating ledgers, customers, vendors, and inventory, then run a trial balance report to ensure balances match.
Understanding the Difference Between Trading and Non Trading Activity1:58
Learn the difference between trading and non-trading activity in QuickBooks Online, with inventory trading examples and non-trading items like office expenses, and their separate treatments.
Entering Journal Entry In QuickBooks Online3:48
Learn how to enter a journal entry in QuickBooks Online for a cash purchase of furniture, recording the debit to fixed assets and the credit to cash, including opening balances.
How to Locate Existing Journal Entry and Customizations7:43
Locate existing journal entries in QuickBooks by using recent entries and the journal reports section, then create and save customized journal reports with period and column settings.
Security Deposit Paid By Cash4:05
Learn how to record a security deposit paid by cash in QuickBooks, classify it as a non-current asset, and manage journal entries, opening balances, and line insertion or deletion.
How to Use Expenses Section to Enter Cash Expenses4:07
Explore how to record cash expenses for non-trading activities using the expenses section or journal entry, including a cash payment entry for repair and maintenance.
Receiving Payment From Customers in QuickBooks Online2:29
Learn how to record customer payments in QuickBooks Online by applying a full cash payment of 40,000 to Mubarak, updating the accounts receivable, and reviewing the journal entries.
How to Enter Item Related Purchase Invoice in QuickBooks6:32
Learn to enter an item-related purchase invoice in QuickBooks by selecting a vendor, adding inventory lines (including new items), and recording the inventory debit with accounts payable credit.
Entering Credit Purchase Invoice Using New Vendor3:11
Learn to enter a credit purchase invoice in QuickBooks Online with a new vendor, using category and item details, and review the transaction journal.
Entering Cash Sales In QuickBooks Online4:11
Enter cash sales in QuickBooks Online by creating a walk-in cash sales customer, using a sealed receipt, and posting to cash, sales, inventory, and cost of sales.
Dealing With Customer Advances In QuickBooks Online3:12
Record cash in advance from Abubakar as a liability in QuickBooks Online by creating a 'customer advances' account and posting a deposit to debit cash and credit customer advances.
How to Record Sales Order In QuickBooks Online2:45
Learn to record a sales order in QuickBooks Online using the estimate feature as a workaround when no sealed order option exists, and convert the estimate to an invoice.
How to Record Credit Sales Invoice4:00
Record credit sales by creating a QuickBooks sales invoice with the customer and date, posting lines for receivable, inventory, sales, and cost of goods sold.
Dealing With Purchase Order in QuickBooks4:30
Enable purchase orders in QuickBooks, configure custom fields and numbers, then create a purchase order with supplier, date, and line items, ensuring totals reconcile.
Dealing With Bad Debts in QuickBooks3:22
Entering Purchase of Services In QuickBooks4:07
Create a vendor, record a packing charges service item, and post 45,000 to cost of sales with accounts payable for the purchase of packing services.
Payment of Purchase Invoices2:59
Record partial settlement of a 45,000 invoice by paying 30,000 in QuickBooks Online. View how Standard Chartered Bank payment reduces accounts payable and marks overdue status for 18 January 2021.
Converting Sales Order to Sales Invoice in Qb Online2:32
Learn how to convert a sales order to a sales invoice in QuickBooks Online, including opening the estimate and reviewing the journal for receivable to sales and cogs to inventory.
Settle Customer Advance Against Invoice in Quickbooks5:15
Learn to settle customer advances against an invoice in QuickBooks by creating a customer advances liability, recording a sales receipt, and adjusting the invoice balance.
Dealing With Purchase Returns In Quickbooks2:14
Learn to process purchase returns in QuickBooks by creating a debit note for Corolla Windscreen returns, and posting a journal that debits accounts payable and credits inventory.
Dealing With Sales Return In Quickbooks Online1:47
Learn how to process a sales return in QuickBooks Online by issuing a customer credit and recording journal entries that update receivables, inventories, and cost of goods sold.
Settle Customer Balances and Receive Payments1:44
Apply a cash payment to settle a customer's open invoices in QuickBooks and record the cash receipt in the transaction journal to reduce accounts receivable.
Converting Purchase Order to Purchase Invoice1:24
Convert a purchase order to a purchase invoice in QuickBooks by selecting the vendor, adding items to the bill, and saving the journal entry showing inventory debit and credit.
Dealing With Loss of Inventory in Quickbooks3:14
Adjust inventory for loss in QuickBooks Online by recording loss of inventory as an expense, updating quantity, and posting a debit to loss of inventory and a credit to inventory.
Adjusting Prepaid Expenses Against Rent Expense2:57
Learn how to adjust prepaid expenses against rent expense at month-end. The entry reduces prepaid expenses by 5000 and charges rent expense, illustrating the proper journal entry and asset-to-expense transfer.
Closing Trial Balance Report and Export as PDF3:11
Extract the closing trial balance in QuickBooks by adding it to favorites, adjust the period, run the report, and export the PDF for reconciliation using the accrual method.
Individual Ledger Report for Reconcilliation4:57
Explore the transaction detail by account ledger report to reconcile the trial balance, export to Excel, and match opening balances with the account receivable under accrual accounting.
Extracting Profit and Loss Report1:46
Extract a profit or loss in QuickBooks Online by running the simple profit or loss report for January 1–31, 2021, then export to Excel for reconciliation.
Extracting Balance Sheet in Quickbooks Online1:42
Learn to extract the balance sheet from QuickBooks Online, including locating the report, setting the period, and exporting it as a pdf for records.
Closing Zain Traders1:07
Preview the upcoming QuickBooks Online FAQ covering taxes, dashboards, reports, and employees, and note the desktop-online differences for manufacturing and bill of materials.
Working With Dashboards in Quickbooks Online5:12
Explore how QuickBooks Online dashboards visually summarize company performance with profit and loss, expenses, bank balances, and invoices, and generate reports across custom periods while protecting data for presentations.
Access Quickbooks Online Sample Company3:02
Access the QuickBooks Online sample company to practice with richer data, download the provided sample file, and explore vendors, entering bills, and detailed profit and loss reports across different periods.
Report Customization in Quickbooks Part 17:33
Learn to customize reports in QuickBooks Online, including month-by-month profit and loss, display columns by month, cash and accrual methods, save customizations, and change the title and company name.
Thankyou Soo Much0:45
Finish this QuickBooks Cloud Accounting and Advance Excel course with a sense of achievement, explore resources, subscribe to YouTube for tips to work smarter, and reach out with questions.

Fill Series7:35
Learn how to work with an Excel worksheet, read cell addresses, and use pattern-based autofill to generate odd or even number series, months, and other data.
Editing Custom List3:20
Learn to edit custom lists in Excel by recording or importing lists into Excel memory, enabling autofill in new workbooks via file options, general options, and create list for use.
Excel Short keys & Golden Key4:22
Unlock efficient Excel skills with keyboard shortcuts, highlighting with ctrl+shift+arrow, copying with ctrl+r and ctrl+d, and applying formatting via ctrl+b, ctrl+i, ctrl+u, plus the alt key to navigate the ribbon.
Introduction to Absolute & Relative References (Fixed & Variable)7:20
Explore absolute and relative references (fixed and variable) in Excel formulas to create dynamic calculations, and learn to sum ranges and drag formulas across cells.
The Marksheet4:08
Create a mock sheet for five subjects and 50 students in Excel, auto generate IDs, auto fit columns, and assign random marks between 30 and 90 in one minute.
Random Number Generation2:21
Generate random numbers in Excel using the ran between formula within defined limits, then quickly fill down by double-clicking, saving time as you populate results for all students.
Clearing Formula With Intact Values3:37
Learn to convert formulas to static values in Excel by selecting the range, copying, and using paste special values to remove formulas while preserving results, preventing automatic recalculation.
Key Components of Marksheet4:28
Explore key components of a marksheet in Excel, including building formulas with equals, auto fill and brackets, to calculate totals and percentages with decimal places and percent format.
Introduction to IF-Then Conditions3:27
Master if-then conditions to assign pass or fail status using a 50% threshold, implement the Excel formula, and propagate results across data.
Nested IF's (Looping Function)6:17
Explore nested ifs in Excel by building a single grading formula that assigns A, B, C, A-plus, and other grades based on score ranges, with brackets management.
Ranking Positions5:47
Master ranking positions in Excel by using the rank formula to compare student percentages, and learn to fix absolute references as you drag the formula across the entire range.
Conditional Formatting & Data Bars7:27
Learn how to apply conditional formatting in Excel to highlight failures in red and passes in green, using rules, data bars, and the home tab options for automatic coloring.
Freeze Panes3:19
Apply freeze panes in Excel to keep headings and names visible while scrolling. Select the intersection of rows and columns, then use the View tab to freeze as needed.
Table Formatting & Range Conversion4:52
Format a selected range as a table with predefined styles, has headers, then customize colors and design options; convert to range to remove formatting or copy values.
Sort & Filters8:32
Master sort and filter in Excel to view morning batches, copy formatting with Format Painter, and isolate students 70–85% using top 10 and between filters.
Max Min Average Count blank Count if and Much More12:39
Learn to calculate subject-wise attendance and absence counts, plus maximum, minimum, and average marks in Excel using count, countif, max, min, and average.
Prepare a Sales and Bonus Report With Manual Totaling8:28
Prepare a sales and bonus report in Excel, freezing unit price, calculating profit, sorting by months with a custom list, and totaling units sold, customer reach, sales amount, and profit.
Grouping and Auto totaling7:30
Master grouping and auto totaling in Excel to build expandable summary reports, use subtotals to calculate monthly and grand totals, and switch between detail and summary views for efficient analysis.
Hiding and Unhiding Rows Grouping and Auto Totaling5:42
Learn to create expandable summary reports in Excel by hiding and unhiding rows, grouping data, and applying subtotals to calculate monthly and grand totals for clear performance insights.
Removing Duplicates and Sales Summary With Sum if Function5:12
Remove subtotals and groupings, then generate a unique list of salespersons by removing duplicates. Use the sum if function to total units sold, sales amount, and profit by salesperson.
Understanding Absolute and Relative Referencing9:10
Master absolute and relative referencing in Excel by identifying fixed and movable parts, using dollar signs, and practicing drag-and-fill with F4 to fix references.
Applying Sum if With Absolute and Relative Referencing5:20
Learn to apply a mix of relative and absolute referencing in sumif formulas, lock ranges with absolute references, and drag formulas across rows and columns to auto calculate totals.
Sum if with External Sheet References3:48
Master sumif with external sheet references by using data from bonus report and sales report, applying absolute and relative references to fix cross-sheet sums for number of units sold.
IF Conditions With Multiple Logics12:00
Master if conditions with multiple logics in Excel to calculate sales bonuses using and/or criteria, absolute references, and dragging formulas, based on units sold and customer reach.
Introduction to Aged Debtors Analysis5:27
Explore aged debtors analysis by examining receivables and invoice aging from due dates, including overdue periods and practical client reports for current period accuracy.
Arranging the data to get Started7:53
Unmerge and clean exported accounting reports in Excel, resize and delete unnecessary columns, and paste headings with skip blanks to prepare data for aging analysis across thousands of transactions.
Automate data arrangement8:17
Enable the macro from the developer tab, record the steps to automatically arrange data, then attach the macro to a button to run auto adjust on fresh sheets.
Quick Trick Formatting3:15
Format a spreadsheet with bold brown headings, highlights, and borders, and remove underlines. Use the format painter to apply styles across rows, then learn about conditional formatting.
Conditional formatting Advance8:31
Apply custom conditional formatting in Excel with formulas to highlight entire rows based on status, using cleared or uncleared, with green and red formats and heading references.
Applying Advance Formatting Tricks6:59
Highlight headings using conditional formatting, name and select large ranges, and apply color, bold, and borders through formulas to expedite formatting tasks in Excel.
Formula Analysis for Aging19:40
Learn aging analysis in Excel by categorizing outstanding balances by month and year, extracting month and year from dates, and automating the aging report with error handling.
Absolute , Relative Functions & Date values11:55
Master absolute and relative references in Excel by dragging formulas that fix columns with dollar signs while rows move, enabling month and year comparisons and correct date handling.
Live Aging8:07
Implement life aging in Excel to analyze supplier invoices by days past due and dynamically update the aging report with system date changes, with 0–30, 31–60, 61–90, 91–120, 121–150 days.
Introduction to VLOOKUP8:59
Master vlookup for car-parts inventory lookups, returning part number, location, warranty, and price from a single table. Use exact and approximate match, and fix references with F4 for efficient dragging.
Using Named Ranges and IF ERROR3:01
Use named ranges in excel to simplify vlookup and make references absolute. Handle errors with iferror to display blanks, preventing range shifts and improving lookup reliability.
Simplifying Even More With data Validation2:34
Learn to simplify data entry with data validation by creating a named range, restricting inputs to a list, and using a dropdown to select car parts and prevent spelling errors.
Using Combo Boxes6:15
Assemble and configure Excel combo boxes with autocomplete, data validation, and a linked cell, using the developer tab and ActiveX controls to streamline data entry.
The Hlookup Function5:57
Contrast HLOOKUP with VLOOKUP by flipping the table with transpose to turn rows into columns, then fix references with F4 and use drag fill.
Lookup for Inverse Data10:15
Learn how to replace vlookup with lookup to search values when the leftmost column constraint applies, define lookup and result vectors, fix fixed and movable references, and arrange data alphabetically.
Introduction To Index Match7:38
Learn to use index and match to identify the vendor with the lowest bid, overcoming vlookup limits by locating the lowest price position and returning the corresponding vendor name.
Quiz Assignment Remington Pharma Explanation2:21
Build an automatic invoicing system for fremington pharmaceutical industries that retrieves medicine details, quantities, prices, applies tiered discounts, and calculates the net total with vlookup or index-match.
Invoicing System Remington Pharmaceuticals12:20
Learn to build an invoicing workflow in Excel using vlookup with fixed column indices, dynamic lookup via match, and named headings to pull medicine details, expiry dates, prices, and discounts.
Sum If and IFS8:47
Master sum if and ifs to calculate total sales by product and by sales representative across a period using multiple criteria in Excel, and learn the limitations of these functions.
Forget filters Use DSUM Search Box4:31
Build a dsum search box using a database formula to sum sales by criteria, dynamically updating totals as you type and matching criteria to the relevant headings.
Amazing Advance Filters & Macros20:05
learn to use advanced filters in excel to extract database results by criteria, build a search box, and automate refresh with macros and a button.
Introduction to Pivot tables8:24
Learn to create and customize pivot tables in Excel to generate regional and salesperson sales reports, using drag-and-drop fields and the classic layout.
Grouping In Pivot Tables8:18
Learn to build a month-by-region sales report using pivot tables, adding a month field, extracting months from dates, and grouping by month and year to summarize totals.
Calculated Fields5:59
Explore pivot tables in Excel to analyze product performance by calculating sales, cost of goods sold, and profit per product using a calculated field like gross profit.
Pivot Charts9:11
Explore how to apply pivot charts for trend analysis using line graphs, bar charts, and 100% stacked column charts across monthly data and multiple years, highlighting main contributors and percentages.
Dashboard Reporting9:36
Build dashboards in Excel by integrating charts, pivot tables, timeline, and slicers to analyze monthly sales, sales reps, and product contributions by percentage of total sales.
Automated Cheque Printing System (Using Mail Merge)13:29
Automate payroll check printing by linking Excel data to a Word mail merge template, using a VBA spell-number module to convert amounts to words and print in bulk.
Introduction to Hyperlinks4:45
Learn to create hyperlinks in Excel that connect to internal ranges and named ranges like expenses, link to external references such as websites or files, and adjust formatting.
Hyperlinks With External Sheet References2:09
Explore using hyperlinks to external references in Excel to quickly access common files, like bank book reconciliation, salaries, and employee loans, via a data mapping file while preserving file paths.
Columns Separation & Concatenation6:10
Split a full name column into first and last names using delimited data by space, then combine them into a full name with a space, and convert formulas to values.
Excel Flash Fill Saves The day4:03
Learn how Excel flash fill instantly combines first and last names, suggests autofill results, and separates names into first or last names, saving time.
Thankyou Soo Much0:45
Express gratitude to learners for their attention; invite them to explore resources, subscribe to other courses, and join YouTube for tips to work smarter.
Bonus Section0:55

Requirements

Basic Computer Knowledge
QuickBooks 2018 software installed on a PC or Mac.
This course is for the desktop version, not the online version.
The course was created on a Windows/PC. While the Mac version has similar features, there are some features that are different compared to the Windows version.
In order to participate in the hands-on portions of this course, you will need to have Microsoft Excel.
You will need a PC with Excel 2013 or Above Installed

Description

This QuickBooks Online and Advanced Excel Combo Course is a complete, practical training program designed to help you master cloud accounting, bookkeeping, data analysis, and financial reporting using industry-leading tools like QuickBooks Online and Microsoft Excel.

In today’s data-driven business environment, professionals are expected to not only manage accounts but also analyze data and generate insights. This course is specifically built to give you both accounting expertise and advanced Excel skills in one powerful combo.

You will begin by learning QuickBooks Online from scratch, including company setup, chart of accounts, managing customers and vendors, recording transactions, handling sales and purchase workflows, bank reconciliation, and generating financial reports such as Profit and Loss, Balance Sheet, and Cash Flow reports. You will also understand real-world accounting scenarios and how businesses manage their daily financial operations.

Alongside accounting, you will master Advanced Excel for data analysis and reporting. You will learn essential and advanced functions like VLOOKUP, XLOOKUP, IF, SUMIFS, INDEX-MATCH, along with data cleaning techniques, conditional formatting, and error handling. The course also covers Pivot Tables, interactive dashboards, and automation tools, helping you transform raw data into meaningful insights.

This course is ideal for accountants, finance professionals, data analysts, business owners, freelancers, and students who want to build job-ready skills in both accounting and Excel.

By the end of this course, you will confidently manage business accounts in QuickBooks Online and use Excel to perform financial analysis, reporting, and data-driven decision-making, making you highly valuable in today’s competitive job market.

Who this course is for:

Anyone Who Wants To be Expert in Both QuickBooks and Excel Manage Their Business

QuickBooks Cloud Accounting and Advance Excel Combo Pack

What you'll learn

Explore related topics

Course content

QuickBooks Online Training49 lectures • 2hr 55min

MS Advance Excel Training57 lectures • 6hr 33min

Requirements

Description

Who this course is for: