Course curriculum

  • 01

    QBO- OneNote Getting Started 2022

    • OneNote Resource

    • Documents to Download

    • 1005GettingAccesstoSoftwareForFree

    • 100730DayFreeTrial

    • 1009FreeTestDrive

    • 1011QuickBooksOnlinevsQuickBooksDesktop

    • 1012QuickBooksOnlineSoftwareOptions

    • 1013IncreaseScreenSizeandToggle

    • 1015NavigationOverview

    • 1017BankFeeds

    • 1018PreferencesAccountandSettings

    • 1080AccountingProcessandFormsOverview
  • 02

    QBO- Getting Started 2022

    • 1005 Getting Access to Software For Free

    • 1007 30–Day Free Trial

    • 1009 Free Test Drive

    • 1011 QuickBooks Online vs QuickBooks Desktop

    • 1013 Increase Screen Size and Toggle

    • 1012 QuickBooks Online Software Options

    • 1015 Navigation Overview

    • 1017 Bank Feeds

    • 1018 Preferences Account & Settings

    • 1080 Accounting Process & Forms Overview
  • 03

    QBD- OneNote- Getting Started 2022

    • QuickBooks Pro Plus Desktop 2022 New Stuff
  • 04

    QBD- Getting Started 2022

    • 1009QuickBooksDesktopOptions

    • 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website

    • 1015 Install QuickBooks Pro Plus Desktop

    • 1017 Increase Display Size
  • 05

    QBD-OneNote-Open Practice File-Review Home Page & Accounting Cycles 2022

    • OneNote Resource

    • 1020DownloadOpenSampleFile

    • 1080HomePageOverview

    • 1100BankFeeds

    • 1120 Preferences
  • 06

    QBD- Open Practice File- Review Home Page & Accounting Cycles 2022

    • Documents to Download

    • 1020 Download & Open Sample File

    • 1080 Home Page Overview

    • 1100 Bank Feeds

    • 1120 Preferences

  • 07

    QBD- OneNote- Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022

    • OneNote Resource

    • 1140VendorsSection

    • 1160VendorCenter

    • 1180BillForm

    • 1200PayBillsFormCheck

    • 1220PurchaseOrderFormPO

    • 1240ManageSalesTaxForm

    • 1260CheckForm

    • 1280VoidCheckMakeAdjustment
  • 08

    QBD- Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022

    • 1140 Vendors Section

    • 1160 Vendor Center

    • 1180 Bill Form

    • 1200 Pay Bills Form Check

    • 1220 Purchase Order Form

  • 09

    QBO- OneNote- Vendor, Accounts Payable, Expenses, or Purchases Cycle 2022

    • OneNote Resource

    • 1155VendorExpensePurchasesPayorAPCycle

    • 1160VendorExpensePurchasesorPayCenter

    • 1180BillForm

    • 1200PayBills
  • 10

    QBO- Vendor, Accounts Payable, Expenses, or Purchases Cycle 2022

    • 1155 Vendor, Expense, Purchases, Pay, or AP Cycle

    • 1160 Vendor, Expense, Purchases, or Pay Center

    • 1200 Pay Bills Form Check

    • 1220 Purchase Order Form - P.O.

    • 1240 Manage Sales Tax Form

    • 1180 Bill Form

    • 1260 Check & Expense Form

    • 1280 Void Check Prior Period Adjustment
  • 11

    QBD- OneNote- Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022

    • OneNote Resource

    • 1300 Customer Section Customer Cycle

    • 1320 Customer Center

    • 1340 Invoice Form

    • 1360 Receive Payment Form

    • 1380 Deposit Form

    • 1400 Sales Receipts Form

    • 1420 Credit Memo Refund Form & Bad Debt Expense

    • 1422 Credit Memo Form With Inventory
  • 12

    QBD- Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022

    • 1300 Customer Section Customer Cycle

    • 1320 Customer Center

    • 1340 Invoice Form

    • 1360 Receive Payment Form

    • 1380 Deposit Form

    • 1400 Sales Receipts Form

    • 1405 Barter Sale Transaction

    • 1407 Barter Sale Transaction #2 Invoice & Bill

    • 1420 Credit Memo Refund Form & Bad Debt Expense

  • 13

    QBD-OneNote- Other Home Page Items, Shortcuts, & Customizing Shortcuts 2022

    • 1440BankingSectionCompanySectionShortcuts

    • 1460CustomizeShortcutsHomePageIcons
  • 14

    QBD-OneNote- Other Home Page Items, Shortcuts, & Customizing Shortcuts 2022

    • OneNote Resource

    • 1440 Banking Section, Company Section & Shortcuts

    • 1460 Customize Shortcuts & Home Page Icons
  • 15

    QBO- Other Important Forms & Functions, Shortcuts & Employee Cycle 2022

    • OneNote Resource

    • 1440OtherSectionBankingorCompanySection

    • 1442TransferForm

    • 1444JournalEntry

    • 1446StatementForm

    • 1448InventoryQtyAdjustment

    • 1450PayDownCreditCardForm

    • 1460KeyboardShortcuts

    • 1480EmployeeSectionPayrollProcess

    • 1500PayrollCenterCycle
  • 16

    QBD- OneNote - Employee Cycle- Payroll Cycle 2022

    • OneNote Resource

    • 1480EmployeeSectionPayrollProcess

    • 1500EmployeeCenter

    • 1520 Pay Employees Form

    • 1540 Pay Payroll Liabilities Form

    • 1545 Process Payroll Forms
  • 17

    QBD- Employee Cycle- Payroll Cycle 2022

    • 1480 Employee Section Payroll Process

    • 1500 Employee Center

    • 1520 Pay Employees Form

    • 1540 Pay Payroll Liabilities Form

    • 1545 Process Payroll Forms

  • 18

    QBD- OneNote- Lists- Chart of Accounts Items List 2022

    • OneNote Resource

    • 1560 Lists

    • 1580 Chart of Accounts

    • 1600 Item Lists
  • 19

    QBD- Lists- Chart of Accounts Items List 2022

    • 1560 Lists

    • 1580 Chart of Accounts

    • 1600 Item Lists
  • 20

    QBO- List Chart of Accounts & Products & Services Lists 2022

    • 1560Lists

    • 1580ChartofAccounts

    • 1600ProductsandServicesList
  • 21

    QBD- OneNote- Help/Support, Reports Overview, & Backing Up Data File 2022

    • OneNote Resource

    • 1620 Help and Support

    • 1640 Reports Overview

    • 1660 Backup File
  • 22

    QBD- Help/Support, Reports Overview, & Backing Up Data File 2022

    • 1620 Help & Support Options

    • 1640 Reports Overview

    • 1660 Backup File
  • 23

    QBO- Help/Support & Reports Overview 2022

    • 1620 Help & Support Options

    • 1640Reports-220218-120357
  • 24

    QBD- OneNote- Balance Sheet Reports 2022

    • Documents to Download

    • 2020 Balance Sheet Report Overview

    • 2040 Report Formatting Basics

    • 2045 Report Filters

    • 2060 Report Header & Footer Formatting

    • 2080 Report Fonts & Numbers Formatting

    • 2100 Comparative Balance Sheet Creation

    • 2120BalanceSheetVerticalAnalyses

    • 2140MemorizeReportGroupSetup

    • 2160MemorizeReports

    • 2180ReportsPrintSaveasPDFExporttoExcelPart1

    • 2181ExportBalanceSheettoExcel
  • 25

    QBD- Balance Sheet Reports 2022

    • Documents to Download

    • 2020 Balance Sheet Report Overview

    • 2040 Report Formatting Basics

    • 2045ReportFilters

    • 2060 Report Header & Footer Formatting

    • 2080 Report Fonts & Numbers Formatting

    • 2100 Comparative Balance Sheet Creation

    • 2120 Balance Sheet Vertical Analyses

    • 2140 Memorize Report Group Setup

    • 2160MemorizeReports

    • 2180 Reports - Print, Save as PDF, Export to Excel Part 1

    • 2181 Export Balance Sheet to Excel
  • 26

    QBO- Balance Sheet Reports 2022

    • 2020BalanceSheetReport

    • 2040ReportFormattingBasics

    • 2045ReportCustomizationGeneralCategory

    • 2060ReportHeaderandFooterFormatting

    • 2080ReportFontsNumbersFormatting

    • 2100ComparativeBalanceSheetCreation

    • 2120BalanceSheetVerticalAnalyses

    • 2125SummeryBalanceSheet

    • 2140SaveCustomizationorMemorizeReport

    • 2160 Management Reports Customization

    • 2180PrintEmailandCreatePDFofReports-220219-092131

    • 2181ExportBalanceSheetReports-220219-092131
  • 27

    QBD- OneNote Income Statement- Profit & Loss Reports 2022

    • OneNote Resource

    • 3020ProfitandLossPandLIncomeStatementOverview

    • 3040ComparativeProfitandLossPandLIncomeStatement

    • 3060VerticalAnalysisProfitLossPLIncomeStatement

    • 3080MemorizeProfitLossPLIncomeStatementReports

    • 3100ProfitandLossPrintSaveasPDFandCreateManagementReport-220218-200307

    • 3105 Export to Excel Profit & Loss or Income Statement Reports Part 2
  • 28

    QBD- Income Statement- Profit & Loss Reports 2022

    • Documents to Download

    • 3020 Profit and Loss, P and L, Income Statement Overview

    • 3040 Comparative Profit and Loss, P and L, Income Statement

    • 3060 Vertical Analysis Profit Loss, P and L, Income Statement

    • 3100 Profit and Loss Print, Save as PDF, and Create Management Report

    • 3105 Profit and Loss
  • 29

    QBO- Profit & Loss/ Income Statement 2022

    • OneNote Resource

    • 3020ProfitLossPLIncomeStatementOverview

    • 3040ComparativeProfitLossPLIncomeStatement

    • 3060VerticalAnalysisProfitLossPandLIncomeStatement

    • 3080SaveCustomizationorMemorizeProfitandLossReports

    • 3100 Profit and Loss Print, Save as PDF, and Create Management Report

    • 3105ProfitandLoss
  • 30

    QBD- OneNote- Statement of Cash Flows of Supplemental Reports 2022

    • OneNote Resource

    • 4020StatementofCashFlows

    • 4040AccountsReceivableAgingReports

    • 4060AccountsPayableAgingReports

    • 4080SalesbyCustomerIncomebyCustomerReportS

    • 4120Form1099Report

    • 4140InventoryReports

    • 4180BankingReports

    • 4160PayrollEmployeeReports

    • 4180BankingReports

    • 4200TransactionListbyDateReport

    • 4220JournalReport

    • 4240BudgetReports

    • 4260 Accounts Receivable Graphs

    • 4280AccountsReceivableGraphsExcel

    • 4300AccountsPayableGraphs

    • 4305AccountsPayableGraphsinExcel

    • 4320SalesbyCustomerAccountItemGraphs

    • 4360IncomeExpensebyMonthGraph

    • 4380InternalorExternalReport
  • 31

    QBO- Statement of Cash Flows of Supplemental Reports 2022

    • Documents to Download

    • 4020StatementofCashFlows

    • 4040AccountsReceivableAgingReports

    • 4060AccountsPayableAgingReports

    • 4080SalesbyCustomerIncomebyCustomerReports

    • 4120Form1099Report

    • 4200TransactionListbyDateReport

    • 4220JournalReport

    • 4240BudgetReports

    • 4320SalesbyCustomerAccountItemGraphs

    • 4360SalesbyProductandServiceGraph

    • 4380InternalorExternalReport
  • 32

    QBD- Statement of Cash Flows of Supplemental Reports 2022

    • 4020StatementofCashFlows

    • 4040AccountsReceivableAgingReports

    • 4060AccountsPayableAgingReports

    • 4080SalesbyCustomerandIncomebyCustomerReports

    • 4120ExpenseandVendorsReports

    • 4140InventoryReports

    • 4160PayrollEmployeeReports

    • 4180BankingReports

    • 4200TransactionListbyDateReport

    • 4220JournalReport

    • 4240BudgetReports

    • 4240BudgetReports

    • 4260AccountsReceivableGraphs

    • 4280AccountsReceivableGraphsExcel

    • 4300AccountsPayableGraphs

    • 4305AccountsPayableGraphsinExcel

    • 4320SalesbyCustomerGraphs

    • 4360IncomeExpensebyMonthGraph

    • 4380InternalandExternalReports

Description

This course will compare QuickBooks Online & QuickBooks Desktop so we can compare the pros and cons of each accounting software. 

The course will discuss the fundamentals of QuickBooks 2022, the things you need to know to get up and running.

We will first talk about how to get access to QuickBooks.

We will then practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions.

We will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.

Thinking about the accounting process by cycle is much easier to visualize, the data input forms falling into place, the order and linking of many data input forms becoming much clearer.

This course will demonstrate the core financial statement reports, the balance sheet, and the income statement or profit and loss. We will then look at many other reports, considering how most will expand on, and provide more information to line items on the primary financial statement reports, the balance sheet, and income statement, or profit and loss.