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QuickBooks Cloud Accounting and Advance Excel Combo Pack
Rating: 4.4 out of 5(16 ratings)
1,054 students

QuickBooks Cloud Accounting and Advance Excel Combo Pack

QuickBooks Online Cloud & Advance Excel Course Bundle Offers Expert Knowledge of the two Most Powerful Software's
Created byAccountech Training & Solutions
Last updated 11/2022
English

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
  • 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
  • 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
  • Entering Contra Asset As Opening Balances3:03
  • Motor vehicles and Accumulated Depreciation Opening Balance1:42
  • Correcting and Editing Ledger Balances4:10
  • Editing and Deleting Existing COA With Balances7:26
  • Creating and Updating Bank Opening Balances2:16
  • Dealing With Accrued Expenses and Reconcilling Trial balance4:06
  • 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
  • Understanding the Difference Between Trading and Non Trading Activity1:58
  • Entering Journal Entry In QuickBooks Online3:48
  • 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
  • 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
  • Entering Credit Purchase Invoice Using New Vendor3:11
  • Entering Cash Sales In QuickBooks Online4:11
  • Dealing With Customer Advances In QuickBooks Online3:12
  • How to Record Sales Order In QuickBooks Online2:45
  • How to Record Credit Sales Invoice4:00
  • 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
  • Payment of Purchase Invoices2:59
  • Converting Sales Order to Sales Invoice in Qb Online2:32
  • Settle Customer Advance Against Invoice in Quickbooks5:15
  • Dealing With Purchase Returns In Quickbooks2:14
  • Dealing With Sales Return In Quickbooks Online1:47
  • Settle Customer Balances and Receive Payments1:44
  • Converting Purchase Order to Purchase Invoice1:24
  • Dealing With Loss of Inventory in Quickbooks3:14
  • Adjusting Prepaid Expenses Against Rent Expense2:57
  • Closing Trial Balance Report and Export as PDF3:11
  • 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
  • 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
  • Working With Dashboards in Quickbooks Online5:12
  • Access Quickbooks Online Sample Company3:02
  • Report Customization in Quickbooks Part 17:33
  • Thankyou Soo Much0:45

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

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