QuickBooks Pro Desktop 2023, 2022, & 2020
What you'll learn
- How to enter data related for a full accounting cycle in to QuickBooks Desktop
- Basics to advanced topics - Comprehensive course is a great tool for beginners, advanced users or to use as a reference tool to fall back on
- Learn how to navigate through QuickBooks
- Understand accounting cycles related to revenue, purchases, and payroll
- Learn by working an example problem setting up a new company and entering two month of data input
- Be able to backup files and restore backup data files. Backup data files will be provided that can also be used to jump forward in the example problem or to rework components of it
- Learn data input relate to invoices, bills, checks, deposits, purchase orders. . .
- Understand much more then data input as a CPA demonstrates how QuickBooks uses the data to construct reports
- Generate reports, read reports, format reports, and export reports to Excel
- Learn to enter bank reconciliation by using practice bank statements, a format of learning not often provided but very useful
- Create budgets in QuickBooks
- Understand how bank feeds are set up and how the work
- Learn both accounting terminology and Quickbooks terminology so we can communicate with QuickBooks users and accountants who do not use QuickBooks
- Enter period end adjusting entries into QuickBooks
- QuickBooks Pro Software would be best although we can review the content without the software
This is a comprehensive course covering QuickBooks Desktop 2023, 2022, 2021, & 2020.
This course is designed to meet the needs of both complete beginners and advanced users of QuickBooks Desktop.
You can choose to either complete this course from start to finish or jump to the course areas that meet your particular needs.
Purchasing this course is more of a long-term investment than spending money on most instructional material related to computer software, partly because it is comprehensive, and will continue to meet your needs as you grow in knowledge, and because we plan on continually updating the course so that it remains relevant even as QuickBooks Desktop changes over time.
Computer applications like QuickBooks Desktop change their appearance often, making a static course that does not change over time obsolete quickly. We plan on updating this course so that you can continue to use it as a reference even as QuickBooks Desktop evolves its software. We hope this course will be a useful, up-to-date tool you can use, at no added cost, for many years into the future.
People often have this first question when considering a QuickBooks Desktop course: How do I access the software?
Below are a few options to access QuickBooks Desktop. We will go over each option in more detail in the course.
QuickBooks often offers a free 30-day trial, perfect to practice with
They also often offer a student version, which may provide more extended access to the software, and this would be great considering we will be covering a comprehensive problem.
The first part of the course will discuss how to access QuickBooks Desktop, the accounting software options QuickBooks offers, and set up our QuickBooks file.
We will then practice navigating the accounting software, the free QuickBooks Sample file being our primary tool. When first learning QuickBooks, it is best to start with a file that already has data, attempting to deconstruct the data input done in the past, a method similar to an employee starting a new job.
In other words, when starting a new job, we work with an existing data file rather than setting up a new one. We then attempt to see what has been done in the past so the process can be replicated in future transactions, maintaining consistency.
In the second half of the course, we will create a new company file.
After learning how to deconstruct past financial transactions in the accounting system in the first half of the course, we are ready to build the QuickBooks Desktop data input from the ground up.
The comprehensive problem in the second half of the course will cover setting up a new company file, setting the preferences, adding beginning balances, entering two months of data input, completing bank reconciliations, entering adjusting entries, and budgeting.
We will then have a course section explicitly devoted to bank feeds. We will discuss how bank feeds will fit into different accounting systems, the application of the bank feeds tool differing as company needs differ. For example, the use of bank feeds will vary for a company that uses a cash-based method and a company that uses an accrual method.
The course will cover the use of bank feed rules and how they are used to automate more of the accounting system.
We will then have sections of the course that focus on more specialized areas.
Who this course is for:
- Business Owners
- Accounting Professionals
- Accounting Students
- Anybody who wants to learn accounting software
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.