Course curriculum

  • 02
    Navigating Through QuickBooks
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    • Navigating Through QuickBooks
    • 1.15 Vendor Section. FREE PREVIEW
    • 1.20 Customers Section
    • 1.25 Other Section
    • 1.28 Employee Section
    • 1.35 Forms
    • 1.35 Lists
    • 1.40 Help Options
    • 1.45 Pint & Export Reports
    • 1.50 Backup Files
    • Accounting Comic Break
  • 03
    Balance Sheet and Balance Sheet Options
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    • Balance Sheet & Balance Sheet Options Section
    • 2.10 Balance Sheet FREE PREVIEW
    • 2.15 Balance Sheet General Options
    • 2.20 Balance Sheet Remove Date Time
    • 2.30 Balance Sheet Header & Footer
    • 2.30 Comparative Balance Sheet
    • 2.40 Summary Balance Sheet
    • 2.50 Memorize Report
    • Accounting Comic Break
  • 04
    Profit & Loss / Income Statement
    Show Content
    • Profit & Loss - Income Statement Overview
    • 3.10 Profit & Loss FREE PREVIEW
    • 3.15 Income Statement Custom
    • 3.20 Comparateve Profit & Loss
    • 3.25 Vertical Analysis Profit & Loss
    • 3.30 Percent of Expense Profit & Loss
    • Accounting Comic Break
  • 05
    Other Reports
    Show Content
  • 07
    Enter Data for the First Month of Operations
    Show Content
    • Enter Data For the First Month of Operations
    • 7.05 Record Owner & Loan Deposit FREE PREVIEW
    • 7.10 Part 1 Record Purchase Furniture
    • 7.10 Part 2 Record Short-Term Investment
    • 7.16 Sales Tax u
    • 7.17 Part 1 Purchase Order
    • 7.17 Part 2 Purchase Order Add Inventory Item
    • 7.20 Part 1 Create Invoice with Inventory
    • 7.20 Part 2 Invoice with Inventory
    • 7.23 Undeposited Funds Set Up
    • 7.25 Part 1 Receive Payment f
    • 7.25 Part 2 Receive Payment
    • 7.30 Part 1 Sales Receipt f
    • 7.30 Part 2 Sales Receipt
    • 7.32 Sales Receipt & Payment Correct
    • 7.35 Deposit Record
    • 7.37 Expense Billible Setting Turn On
    • 7.40 Inventory Payment Tied to Purchase Order f
    • 7.40 Part 2 Inventory Payment Tied to Purchase order f
    • 7.42 Correct Check Add Billable Customer
    • 7.45 Part 1 Invoice Created by Billable Expense
    • 7.45 Part 2 Invoice Populated By Billable Expense
    • 7.50 Receive Payment & Make Deposit
    • 7.55 Write Checks for Expenses
    • 7.60 Pay Bills
    • 7.65 Customer Jobs or Sub Customers
    • 7.70 Pay Employees
    • 7.75 Job or Sub-Customer Sales Receipt
    • 7.80 Generate Report & Export to Excel
    • Accounting Comic Break
  • 08
    Enter Data for the Second Month of Operations
    Show Content
    • Enter Data For the Second Month of Operations
    • 8.05 Make Loan Payments FREE PREVIEW
    • 8.10 Short Term Investment Deposit
    • 8.15 Purchase Order New Item
    • 8.20 Receive Inventory with Bill QuickBooks Pro 2018
    • 8.25 Sales Receipt & Deposit
    • 8.30 Advanced Payment From Customer
    • 8.35 Apply Credit to Invoice
    • 8.40 Record Sale on Account
    • 8.45 Advance Customer Payment
    • 8.45 Bills - Track & Pay
    • 8.55 Customer Payment On Account & Deposit
    • 8.60 Sale Tax Payment
    • 8.65 Payroll Tax Payments
    • 8.70 Enter Bills & Pay Bills
    • 8.75 Enter Service Items & Invoice
    • 8.77 Purchase Equipment with Debt
    • 8.80 Payroll
    • 8.90 Rental Income Recorded
    • 8.95 Comparative Financial Statements Feb
    • Accounting Comic Break
  • 09
    Bank Reconciliations
    Show Content
    • Banks Reconciliation Overview
    • 9.10 Bank Reconciliation First Month
    • 9.15 Bank Reconciliation Second Month
    • Accounting Comic Break
  • 10
    Adjusting Entries and Reversing Entries
    Show Content
    • Adjusting Entries & Reversing Entries
    • 10.10 Loan Payable Adjusting Entry #2 Short Term Portion
    • 10.15 Short Term Loan Payable Adjusting Entry
    • 10.20 Accrued Interest Adjusting Entry
    • 10.25 Invoice AR Adjusting Entry
    • 10.30 Accrued Interest Reversing Entry
    • 10.35 Accounts Receivable Reversing Entry
    • 10.40 Prepaid Insurance Adjusting Entry
    • 10.45 Depreciation Adjusting Entry
    • 10.45 Unearned Revenue Adjusting Entry
    • 10.55 Journal Report & Financial Statements
    • 10.55 Unearned Revenue Reversing Entry
    • Accounting Comic Break
  • 11
    Budgeting
    Show Content
    • Budgeting Overview
    • 11.10 Budgeted Profit & Loss
    • Accounting Comic Break
  • 12
    Bank Feeds
    Show Content
    • 1210 Bank Feed Introduction & Set Up
    • 1220 Bank Feeds Screen Layout
    • 1230 Bank Feeds Add Checks & Cash Outflows
    • 1240 Bank Feeds Match Feature
    • 1250 Bank Feeds Rules
    • Accounting Comic Break

Description

This is a comprehensive QuickBooks Pro 2018 course that can help to achieve these goals.

Why choose this course?

Comprehensive, current video content

Current video content means all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.

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 Expo

As a CPA 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 helped 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.

Getting Started & QuickBooks Online 2018 overview

  • QuickBooks Online Set Up

Navigating Through QuickBooks

  • 1.15 Customers Section

  • 1.20 Other Section

  • 1.25 Employee Section

  • 1.25 Other Section

  • 1.35 Forms

  • 1.35 Lists

  • 1.40 Help Options

  • 1.45 Pint & Export Reports

  • 1.50 Backup Files

Double Entry Accounting System

  • Double Entry Accounting System Overview

  • Accounting Objectives

  • Accounting Equation

Balance Sheet and Balance Sheet Options

  • Balance Sheet & Balance Sheet Options Section

  • 2.10 Balance Sheet

  • 2.15 Balance Sheet General Options

  • 2.20 Balance Sheet Remove Date Time

  • 2.30 Balance Sheet Header & Footer

  • 2.30 Comparative Balance Sheet

  • 2.40 Summary Balance Sheet

  • 2.50 Memorize Report

Income Statement & Statement of Equity

  • Income Statement & Statement of Equity

  • Statement of Owner's Equity

  • Balance Sheet & Income Statement Relationship

Profit & Loss / Income Statement

  • Profit & Loss - Income Statement Overview

  • 3.10 Profit & 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

  • Other Reports Overview Section

  • 4.10 Sales Graph QuickBooks Pro 2018

  • 4.25 Sales by Item Summary Report

  • 4.30 AR Aging Summary

  • 4.35 Accounts Payable Aging Report

Start a New Company File

  • Start a New Company File Overview

  • 6.05 Set Up New Company & Preferences

  • 6.10 Part 1 Item - Service Set Up

  • 6.10 Part 2 Item - Service Set Up

  • 6.15 Customer Balance Setup

  • 6.20 Vendor - New Vendor & Opening Balance

  • 6.25 Set up New Accounts & Export Trial Balance to Excel

  • 6.35 Payroll Options

  • 6.40 Set Up New Employees

  • 6.45 Transaction List by Date

  • 6.50 Adjusted Beginning Account Balances

Accounting Methods

  • Accounting Method Overview

  • Cash Method Vs Accrual Method

  • Revenue Recognition Principle

  • Financial Transaction Rules

Enter Data for the First Month of Operations

  • Enter Data For the First Month of Operations

  • 7.05 Record Owner & Loan Deposit

  • 7.10 Part 1 Record Purchase Furniture

  • 7.10 Part 2 Record Short-Term Investment

  • 7.16 Sales Tax u

  • 7.17 Part 1 Purchase Order

  • 7.17 Part 2 Purchase Order Add Inventory Item

  • 7.20 Part 1 Create Invoice with Inventory

  • 7.20 Part 2 Invoice with Inventory

  • 7.23 Undeposited Funds Set Up

  • 7.25 Part 1 Receive Payment f

  • 7.25 Part 2 Receive Payment

  • 7.30 Part 1 Sales Receipt f

  • 7.30 Part 2 Sales Receipt

  • 7.32 Sales Receipt & Payment Correct

  • 7.35 Deposit Record

  • 7.37 Expense Billable Setting Turn On

  • 7.40 Inventory Payment Tied to Purchase Order f

  • 7.40 Part 2 Inventory Payment Tied to Purchase order f

  • 7.42 Correct Check Add Billable Customer

  • 7.45 Part 1 Invoice Created by Billable Expense

  • 7.45 Part 2 Invoice Populated By Billable Expense

  • 7.50 Receive Payment & Make Deposit

  • 7.55 Write Checks for Expenses

  • 7.60 Pay Bills

  • 7.65 Customer Jobs or Sub Customers

  • 7.65 Customer Jobs or Sub Customers

  • 7.75 Job or Sub-Customer Sales Receipt

  • 7.80 Generate Report & Export to Excel

Enter Data for the Second Month of Operation

  • Enter Data For the Second Month of Operations

  • 8.05 Loan Payments

  • 8.10 Short Term Investment Deposit

  • 8.15 Purchase Order New Item Payment

  • 8.20 Receive Inventory with Bill

  • 8.25 Sales Receipt & Deposit

  • 8.30 Advanced Payment From Customer

  • 8.35 Apply Credit to Invoice

  • 8.40 Record Sale on Account

  • 8.45 Advance Customer Payment

  • 8.50 Bills - Track & Pay

  • 8.55 Customer Payment on Account

  • 8.60 Pay Sales Tax

  • 8.65 Pay Payroll Taxes

  • 8.70 Enter Bills & Pay Bills

  • 8.75 Enter Service Item & Invoice

  • 8.77 Purchase Music Equipment with loan

  • 8.80 Payroll

  • 8.90 Rental Income

  • 8.95 Comparative Financial Statements

Bank Reconciliations

  • Bank Reconciliations

  • 9.10 Bank Rec Jan

  • 9.15 Bank Rec Feb

Adjusting Entries and Reversing Entries

  • Adjusting Entries & Reversing Entries

  • 10.10 Short Term Loan

  • 10.15 Short Term Loan #2

  • 10.20 Accrued Interest Adjusting Entry

  • 10.25 Invoice Adjusting Entry

  • 10.30 Accrued Interest Reversing Entry

  • 10.35 Accounts Receivable Reversing Entry

  • 10.40 Prepaid Insurance Adjusting Entry

  • 10.45 Depreciation Adjusting Entry

  • 10.45 Unearned Revenue Adjusting Entry

  • 10.55 Reverse Unearned Revenue Adjusting Entry

  • 10.55 Journal Report & Financial Statements

Budgeting

  • 11.10 Budgeted Profit and Loss

Please Join Use for QuickBooks Pro 2018 Course. It will be Great

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.