QuickBooks Desktop vs. Excel

Learn journal entries and QuickBooks data entry side by side, comparing accounting theory to accounting practice in a practical way from a practicing CPA, CGMA, CPI, with B.S.Tax.

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Course curriculum

1. QuickBooks Desktop vs. Excel Thinkific
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1. Enter Data for First Month Section of Accounting & Excel Course
2. QuickBooks Download
3. QuickBooks - 7.05 Record Owner & Loan Deposit
4. Excel Download
5. Excel 7.05 Owner Deposit & Loan Deposit
6. QuickBooks - 7.10 Record Purchase Furniture & Investment
7. Excel Download
8. 7.10 Purchase Furniture & Record Investment
9. QuickBooks - 7.17 Purchase Order P.O.
10. QuickBooks - 7.20 Create an Invoice
11. Excel Download
12. Excel - 7.20 Part 1 Invoice Transaction
13. Excel - 7.20 Part Two Create on Invoice Transaction
14. QuickBooks - 7.25 Receive Payment
15. Excel Download
16. Excel - 7.25 Receive Payment Part 1
17. Excel Download
18. Excel - 7.25 Receive Payment Part 2
19. Excel Download
20. Excel - 7.25 Receive Payment Part 3
21. QuickBooks - 7.30 Create Sales Receipts
22. Excel Download
23. Excel - 7.30 Cash Sales Transaction Part 1
24. Excel Download
25. Excel 7.30 Part 2 Cash Sales Service
26. QuickBooks - 7.35 Record Deposit
27. Excel Download
28. Excel - 7.35 Deposit Part 1
29. Excel Download
30. Excel - 7.35 Deposit Part 2
31. QuickBooks - 7.40 Make Payment for Inventory linked To Purchase Order
32. Excel Download
33. Excel - 7.40 Part 1 Inventory Payment
34. Excel Download
35. Excel - 7.40 Part 2 Inventory Payment
36. Excel - 7.45 Invoice for Custom Order Linked To P.O. & Payment
37. Excel Download
38. 7.45 Invoice for Preordered Item Part 1
39. Excel Download
40. Excel - 7.45 Invoice for Preordered Item Part 2
41. QuickBooks - 7.50 Receive Payment & Make Deposit
42. Excel Download
43. Excel - 7.50 Receive Payment & Make Deposit
44. QuickBooks - 7.55 Write Checks for Expenses
45. Excel Download
46. Excel 7.55 Part 1 Write Check
47. Excel Download
48. Excel - 7.55 Part 2 Write Check Part 2
49. QuickBooks - 7.60 Pay Bill
50. Excel Download
51. Excel - 7.60 Pay Bills
52. QuickBooks - 7.65 Customer Jobs Add
53. Excel Download
54. Excel - 7.65 Customer Jobs
55. QuickBooks - 7.70 Pay Employees
56. Excel Download
57. Excel - 7.70 Payroll
58. QuickBooks - 7.75 Job Sales Receipt
59. Excel Download
60. Excel 7.75 Job Sales Receipt
61. QuickBooks - 7.80 Review Reports After Month of Data
62. Excel Download
63. QuickBooks - 7.80 Financial Statements & Reports
64. Excel Download
65. Excel - 7.90 Closing Process January
66. Excel Download
67. Excel - 7.92 Worksheet Month Two
1. Enter Data for Second Month Section of Accounting & Excel Course
2. QuickBooks Backup Download
3. QuickBooks - 8.05 Enter Loan Payments from Amortization Table
4. Excel Downlaod
5. Excel - 8.05 Make Loan Payments
6. QuickBooks - 8.10 Short Term Investment Matures
7. Excel Download
8. Excel - 8.10 Short Term Investment
9. QuickBooks - 8.15 Create Purchase Order With New Item
10. Excel Download
11. QuickBooks - 8.20 Receive Inventory With Bill
12. Excel Download
13. Excel - 8.20 Receive Inventory With Bill Part 2
14. QuickBooks - 8.25 Sales Receipt & Deposit
15. Excel Download
16. Excel - 8.25 Part 1 Sales Receipt & Deposit
17. Excel Download
18. Excel - 8.25 Part 2 Sales Receipt & Deposit
19. QuickBooks - 8.30 Advanced Payment From Customer
20. Excel Download
21. Excel - 8.30 Advanced Payment From Customer
22. QuickBooks - 8.35 Apply Credit To Invoice
23. Excel Download
24. Excel - 8.35 Apply Credit to Invoice
25. QuickBooks - 8.40 Record Sales on Account
26. Excel Download
27. Excel - 8.40 Record Sales on Account
28. QuickBook - 8.45 Advance Customer Deposit
29. Excel Download
30. Excel - 8.45 Advance Customer Payment
31. QuickBooks - 8.50 Bills Track & Pay
32. Excel Download
33. Excel - 8.50 Bills Track & Pay
34. QuickBooks - 8.55 Customer Payment on Account & Deposit
35. Excel Download
36. Excel - 8.55 Customer Payment on Account
37. QuickBooks - 8.60 Pay Sales Tax
38. Excel Download
39. Excel - 8.60 Pay Sales Tax
40. QuickBooks - 8.65 Pay Payroll Taxes
41. Excel Download
42. Excel -8.65 Pay Payroll Tax
43. QuickBooks - 8.70 Enter Bills & Pay Bills
44. Excel Download
45. Excel - 8.70 Enter Bills & Pay Bills
46. QuickBooks - 8.75 Enter Service Item & Invoices
47. Excel Download
48. Excel - 8.75 Service Item & Invoices
49. QuickBooks - 8.77 Purchase Equipment with Debt or Financing
50. Excel Download
51. Excel - 8.77 Purchase Equipment with Debt
52. QuickBooks - 8.80 Enter Payroll For Second Month
53. Excel Download
54. Excel - 8.80 Payroll
55. QuickBooks - 8.90 Record Rental Income
56. Excel Download
57. Excel - 8.90 Rental Income
58. QuickBooks - 8.95 Comparative Financial Statements
59. Excel - 8.95 Financial Statements
1. Bank Reconciliations Section of Accounting & Excel Course
2. QuickBooks Download Backup Files
3. QuickBooks - 9.10 Bank Reconciliation First One
4. Excel Download
5. Excel - 9.10 Bank Reconciliation January
6. Excel Download
7. Excel - 9.12 Bank Reconciliation Adjusting Entries January
8. QuickBooks - 9.15 Bank Reconciliation Second Month
9. Excel Download
10. Excel - 9.15 Bank Reconciliation February
11. Excel Download
12. Excel - 9.20 Bank Reconciliation Feb. Adjusting Entries
1. Adjusting Entries & Fianncial Statement Section of Accounting & Excel Course
2. QuickBooks Download Backup Files
3. QuickBooks - 10.10 Loan Payable Adjusting Entry Short Term Loan
4. Excel Download
5. Excel - 10.10 Loan Payable Adjusting Entry Part 1
6. QuickBooks - 10.15 Short Term Portion Installment Loan Adjusting Entry
7. Excel Download
8. Excel - 10.15 Loan Payable Adjusting Entry Part 2
9. QuickBooks - 10.20 Accrued Interest Adjusting Entry
10. Excel Download
11. Excel - 10.20 Accrued Interest Adjusting Entry
12. QuickBooks - 10.25 Invoice or Accounts Receivable Adjusting Entry
13. Excel Download
14. Excel - 10.25 Invoice Adjusting Entry
15. QuickBooks - 10.40 Prepaid Insurance Adjusting Entry
16. Excel Downlaod
17. Excel - 10.40 Prepaid Insurance Adjusting Journal Entry
18. QuickBooks - 10.45 Depreciation Adjusting Entry
19. Excel Download
20. Excel - 10.45 Depreciation Adjusting Entry
21. QuickBooks - 10.50 Unearned Revenue Adjusting Entry
22. Excel Download
23. Excel - 10.50 Unearned Revenue Adjusting Entry
24. QuickBooks - 10.30 Reversing Entry Accounts Receivable Entry
25. Excel Download
26. Excel - 10.300 Accrued Interest Reversing Entry
27. QuickBooks - 10.35 Reversing Entry Accrued Interest
28. Excel Download
29. Excel - 10.350 Accounts Receivable Reversing Entry
30. QuickBooks - 10.55 Reverse Unearned Revenue Adj. Entry
31. Excel Download
32. Excel - 10.550 Unearned Revenue Reversing Entry
33. QuickBooks - 10.60 Journal Report & Financial Statements
34. Excel Download
35. Excel - 10.60 Financial Statements
36. Excel Download
37. Excel - 10.65 Closing Process February

About this course

$49.99
205 lessons
38.5 hours of video content

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Description

Practical contentment combining accounting theory and accounting software, QuickBooks, in a way rarely found, but in a way highly useful.

Many accounting students get the feeling they are learning accounting theory without practical application, while many accounting practitioners and business professionals have the opposite problem, learning accounting software without understanding the theory that would allow them to be more confident and proficient.

This course will link theory and content by providing practical examples in a step by step, and side by side, process.

We will work through a comprehensive problem, a complete accounting cycle, including the entering of financial transactions, posting transactions to the general ledger, creating a trial balance, entering adjusting entries, creating financial statements, and processing the closing process.

The course will break each step in the accounting cycle into small digestible pieces and demonstrate each step as it is done with journal entries, accounting theory, and with data input, accounting software.

We will provide backup files and Excel worksheets for each step along the way, allowing learners to work through the content as we go and allowing learners to jump forward or rework any part of the course at any time.

Robert (Bob) Steele CPA CGMA CPI MStax

Instructor

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.

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