This comprehensive course will provide an understanding of QuickBooks Pro 2020, 2019 & 2018 in a format beneficial to both beginners & advanced users. This course will go far beyond simple data entry, explaining how the software works in a clear step by step format.
We continually update this course, making it a community and recourse you can regularly return to and learn from. Current students will have access to the updates as they are created.
New resources we are adding:
Accounting students and professionals will find much value in the course as we take theory concepts and apply them to the practical processes of using accounting software.
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.
To locate this option, try an internet search for “QuickBooks Free for Students.” Remember that we are looking for results from Intuit, the owner of QuickBooks.
Comprehensive, current video content
Although this course provides much more than just video lectures, it does include almost 30 hours of video content per QuickBooks release covered. In other words, there will be 25 to 30 hours related to QuickBooks Pro 2020.
We also include:
PDF Printable Instructions – Printable documents allow us to have a hard copy reference we can always refer to. A PDF copy can be downloaded and used while not connected to the internet. The ability to work offline a huge benefit for the QuickBooks Pro 2018 software and PDF files help take advantage of this benefit.
Back-up files and data – back up files allow us to jump forward in the class content and still be able to follow along with the same set of date. Back-up files also allow us to rework a problem with the same data set. The ability to restore back-up files provides the capability to continue with a problem using the same set of data as the example even if we had made an error or two in the prior problem. Back-up files are another big advantage QuickBooks Pro 2018 has over other accounting software, including QuickBooks online. This course will utilize this advantage.
PDF transcripts in Spanish
Audio files in Spanish that can be used along with instructional video
Transcripts in Microsoft Word
Who will we be learning from?
You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum.
You will be learning from somebody who is a:
CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant
Master of Science in Taxation
CPS – Certifies Post-Secondary Instructor
Curriculum Development Export
As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.
As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications.
The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also help in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.
How will we be Taught?
We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks is something best learned by doing, by applying skills to the QuickBooks application.
In addition to video instructions we will provide PDF files that can be downloaded and printed. The PDF files allow us a supplemental resource and can be used offline. The PDF files provide us with a hard copy reference to refer back to and something we can use to help explain concepts to others.
We will also provide backup files which give us much more flexibility to move around the course and correct mistakes as we learn. If we are new to QuickBooks we recommend working through the material from start to finish but if we have experience or are interested in a particular topic we can jump forward, using the backup file to restore the data to a point closer to the area we are working on.
If we make an error and our data is not matching up we can restore the backup file and rework the problem or restore the following data file to a later lecture and keep moving forward with our data matching the examples shown.
A partial list of topics covered is below. The number series may change, however.
Getting Started & QuickBooks Pro overview
Business Transactions Involving Cash
1.15 Home Page Vendors Section
1.20 Home Page – Customer Section
1.28 Home Page Employee Section
1.40 Help Options
1.45 Print & Export
1.50 Backup file
Balance Sheet and Balance Sheet Options
2.10 Balance Sheet
2.15 Balance Sheet Display Options
2.20 Remove Date Time From Reports
2.25 Balance Sheet Fonts & Numbers
2.30 Balance Sheet Header & Footer
2.35 Comparative Balance Sheet
2.40 Summary Balance Sheet
2.45 Memorize Reports Group
2.50 Memorize Report
Profit & Loss / Income Statement
3.10 Profit and Loss
3.15 Income Statement Custom
3.20 Comparative Profit & Loss
3.25 Vertical Analysis Profit & Loss
3.30 Percent of Expense Profit & Loss
Other Reports & Graphs
4.10 Sales Graph
4.15 Income & Expense Graph
4.20 Sales by Customer Report
4.25 Sales by Item Report
4.30 Accounts Receivable Aging Report
4.35 Accounts Payable Aging Report
4.40 Accounts Payable Graph
4.50 Accounts Receivable Graph
4.55 Custom Comparative Profit & Loss
4.60 Export Balance Sheet to Excel
New Features QuickBooks 2018
10 Multi Monitor Support PowerPoint
20 Cash Accrual Toggle PowerPoint
30 Past due stamp invoice PowerPoint
40 Search Chart of Accounts PowerPoint
Start a New Company File
6.05 Set up new company & Preferences
6.10 Set up Item
6.15 Customers Set up
6.20 Set up Vendors and beginning balance
6.25 Set up new accounts & Opening Balance
6.30 Adjust New Accounts
6.35 Payroll Set up
6.40 New Employees
6.45 Transaction List
Enter Data for the first month of operations
7.05 Record Deposits from Owner and Loan
7.10 Record Transaction in Register Invest & Purchase Furniture