Course curriculum

  • 01

    Getting Started - Getting Setup

  • 02

    Customer Cycle , Cycle, or Accounts Receivable Cycle

  • 03

    Vendor Cycle, Purchases Cycle, or Sales Cycle

    • 1.20 P1 Vendors Section Flow (1)

    • 1.20 P2 Vendors Section Bill Form

    • 1.22 Vendors Section Pay Bill Form

    • 1.23 Vendors Section Purchase Order

    • 1.24 Vendors Section Check

  • 04

    Employee Cycle and Other Core Features

    • 1.25 Employee Section

    • 1.28 Others Section

    • 1.30 Reports

    • 1.35 Lists

    • 1.40 Help Options

    • 1.45 Print & Export Reports to Excel

    • 1.50 Backup Options

  • 05

    Balance Sheet Reports

    • 2.10 Balance Sheet

    • 2.15 Balance Sheet Report Options

    • 2.20 Header Footer Options

    • 2.22 Formatting Options

    • 2.30 Comparative Balance Sheet

    • 2.40 Summary Balance Sheet

    • 2.50 Memorize Custom Report Group

  • 06

    Profit and Loss or Income Statement Reports

    • 3.10 Profit and Loss

    • 3.15 Income Statement Custom & Memorize

    • 3.20 Comparative Profit & Loss

    • 3.25 Vertical Analysis Profit & Loss

    • 3.30 % of Expense Profit & Los

  • 07

    Statement of Cash flows & Other Common Reports

    • 4.10 Statement of Cash Flows

    • 4.20 Sales By Customer Report

    • 4.25 Sales by Product Or Item Report

    • 4.30 Accounts Receivable Aging Report

    • 4.35 Accounts Payable Aging Report

    • 4.40 Sales Graphs

    • 4.45 AR & AP Graphs

  • 08

    Course Project Start - Set Up New Company File, Preferences, & Users

    • 6.05 Set up Company Information & Preferences Part 1

    • 6.07 Set up Company Information & Preferences Part 2

    • 6.08 Manage Users Custom Form Styles

  • 09

    Set Up Service & Inventory Items & Enter Inventory Beginning Balance

    • 6.09 Objective

    • 6.10 Items - Service Set Up Part 1

    • 6.11 Items - Service Set Up Part 2

    • 6.13 Items – Inventory Set Up Part 1

    • 6.14 1 Items – Inventory Set Up Part 2

    • 6.14 Items – Inventory Reports

  • 10

    Add Customers & Vendors - Enter AR and AP Beginning Balances

    • 6.15 Set Up Customers & Beginning Balances Part 1

    • 6.16 Set Up Customers & Beginning Balances Part 2

    • 6.20 Set Up Vendors & Beginning Balances

  • 11

    Add Accounts & Beginning Balances, Checking, Credit Card, Notes Payable, Equip.

    • 6.25 Add Bank Account

    • 6.26 Add Credit Card Account

    • 6.27 Add Notes Payable Account

    • 6.28 Add Equipment Account

  • 12

    Adjust Equity, Payroll Options, & Reports

    • 6.35 Payroll Options

    • 6.50 Adjust Beginning Account Balances

    • 6.55 Generate Transaction Detail Report

  • 13

    Month 1 - Deposits from Owner & Loan, Purchase Furniture, Sales Tax Set Up

    • 7.05 Record Owner & Loan Deposit

    • 7.10 Part 1 Record Purchase Furniture

    • 7.10 Part 2 Short Term Investment

    • 7.16 Sales Tax Set Up

  • 14

    Month 1 - Purchase Orders & Invoices

    • 7.17 Purchase Order Part 1

    • 7.18 Purchase Order & Add Inventory Item

    • 7.20 Create an Invoice with Inventory Part 1

    • 7.20 Create an Invoice with Inventory Part 2

  • 15

    Month 1 - Receive Payments Forms

    • 7.25 Part 1 Receive Payment

    • 7.25 Part 2 Receive Payment

  • 16

    Month 1 - Sales Receipt & Deposit

    • 7.30 Part 1 Sales Receipt Part 1

    • 7.30 Part 2 Sales Receipt Service Item

    • 7.35 Deposit Records Group Deposits

  • 17

    Month 1 - Receive Inventory & Link Expense Form to Purchase Order

    • 7.40 Inventory Payment Link to P.O. Part 1

    • 7.40 Inventory Payment Link to P.O. Part 2

  • 18

    Month 1 - Create Invoice From Linked Billable Expense & Make Deposit

    • 7.45 Invoice Created By Billable Expense Part 1

    • 7.46 Create Invoice From Billable Expense Part 2

    • 7.50 Receive Payment & Make Deposit

  • 19

    Month 1 – Enter Checks & Expenses & Pay Bills

    • 7.55 Enter Check & Expense Forms

    • 7.60 Pay Bills

  • 20

    Month 1 – Customer Jobs & Sub Customers, Projects, & Payroll

    • 7.65 Customer Jobs or Sub Customer

    • 7.70 Pay Employees Part 1

    • 7.71 Pay Employees Part 2

    • 7.75 Job or Sub Customer Sales Receipt

  • 21

    Month 1 – Reports & Review of Data Input

    • 7.80 Generate Report Export to Excel

  • 22

    Month 2 - Loan Payments & Short Term Investment Sale

    • 8.02 Consolidate Loans

    • 8.03 Loan Amortization Table

    • 8.05 Make Loan Payments

    • 8.10 Short Term Investment Deposit

  • 23

    Month 2–Purchase Order, Enter Bill for Inventory, Sales Receipt, & Deposit

    • 8.15 Purchase Order With New Inventory Item

    • 8.20 Receive Inventory Requested With P.O. Enter Bill

    • 8.25 Sales Receipts & Deposit

  • 24

    Month 2 – Advanced Payments & Apply Credit to Invoice

    • 8.30 Advanced Payment From Customer

    • 8.35 Apply Credit Or Advanced Payment to Invoice

    • 8.40 Record Sales on Account

    • 8.45 Advance Customer Payment or Deposit

  • 25

    Month 2 – Enter Bills, Pay Bills, Customer Payment, Pay Sales & Payroll Tax

    • 8.50 Bills Track & Pay

    • 8.55 Customer Payment & Deposit

    • 8.60 Pay Sales Tax

    • 8.65 Pay Payroll Tax

    • 8.70 Enter Bills & Pay Bills

  • 26

    Month 2 – New Service Items to Invoice, Finance Equipment, & Payroll

    • 8.75 Enter Service Items & Invoices

    • 8.77 Purchase Equipment with Debt

    • 8.80 Payroll

    • 8.90 Rental Income New Service Item New Income Account

  • 27

    Month 2 – Month End Reports

    • 8.95 Comparative Financial Statements

  • 28

    Bank Reconciliations

    • 9.02 Bank Reconciliation Objective

    • 9.10 Bank Reconciliation First Month Part 1 Deposits

    • 9.11 Bank Reconciliation First Month Part 2

    • 9.12 Bank Reconciliation First Month Part 3 Review Report

    • 9.14 Bank Reconciliation Second Month Part 1

    • 9.15 Bank Reconciliation Second Month Part 2

    • 9.17 Bank Reconciliation Second Month Part 3

  • 29

    Month End Adjusting Entries & Reversing Entries

    • 14 Adjusting Entries and Reversing Entries

    • 10.10 Short Term Loan Adjusting Entry

    • 10.11 Short Term Portion Of Loan Adjusting Entry

    • 10.15 Accrued Interest Adjusting Entry

    • 10.17 Reversing Entry Notes Payable

    • 10.25 Accrued Interest Reversing Entry

    • 10.25 Invoice & AR Adjusting Entry Part 1 The Problem

    • 10.26 Invoice & AR Adjusting Entry Part 2 Solution

    • 10.35 Accounts Receivable Reversing Entry

    • 10.40 Prepaid Insurance Adjusting Entry

    • 10.45 Depreciation Adjusting Entry

    • 10.45 Unearned Revenue Adjusting Entry (1)

    • 10.55 Unearned Revenue Reversing Entry

    • 10.57 Journal Report & Financial Statements

  • 30

    Budgeting

    • 11.10 Budgeted Profit and Loss-Data Input

    • 11.15 Budgeted Profit and Loss Report

Description

If we would like to:

• Learn QuickBooks Online accounting software to help run our business or

• Understand QuickBooks Online accounting software to advance our career or

• Use QuickBooks Online accounting software to better understand how accounting concepts apply to a real-world application by using this real-world software

This course is a course for us.

This is a comprehensive QuickBooks Online course.

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.

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.


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.