QuickBooks Online vs. Excel 2022

QuickBooks Online and Excel from a Certified Public Account.

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Course curriculum

1. 1005GettingAccesstoSoftwareForFree
2. 100730DayFreeTrial
3. 1009FreeTestDrive
4. 1011QuickBooksOnlinevsQuickBooksDesktop
5. 1012QuickBooksOnlineSoftwareOptions
6. 1013IncreaseScreenSizeandToggle
7. 1015NavigationOverview
8. 1017BankFeeds
9. 1018PreferencesAccountandSettings
10. 1080AccountingProcessandFormsOverview
1. 1005 Getting Access to Software For Free
2. 1007 30–Day Free Trial
3. 1009 Free Test Drive
4. 1011 QuickBooks Online vs QuickBooks Desktop
5. 1012 QuickBooks Online Software Options
6. 1013 Increase Screen Size and Toggle
7. 1015 Navigation Overview
8. 1017 Bank Feeds
9. 1018 Preferences Account & Settings
10. 1080 Accounting Process & Forms Overview
1. 1025 Create Accounting Worksheet Part 1
2. 1028 Create Accounting Worksheet Part 2
3. 1031 Create Accounting Worksheet Part 3
4. 1034 Create Accounting Worksheet Part 4
5. 1037 Create Accounting Worksheet Part 5
6. 1040 Create Accounting Worksheet Part 6
7. 1043 Create Accounting Worksheet Part 7
8. 1046 Create Accounting Worksheet Part 8
9. 1052 Create Accounting Worksheet Part 10
1. 1155VendorExpensePurchasesPayorAPCycle
2. 1160VendorExpensePurchasesorPayCenter
3. 1180BillForm
4. 1200PayBills
1. 1155 Vendor, Expense, Purchases, Pay, or AP Cycle
2. 1160VendorExpensePurchasesorPayCenter
3. 1160 Vendor, Expense, Purchases, or Pay Center
4. 1180 Bill Form
5. 1200 Pay Bills Form Check
6. 1220 Purchase Order Form - P.O.
7. 1240 Manage Sales Tax Form
8. 1260 Check & Expense Form
9. 1280 Void Check Prior Period Adjustment
1. 1180 Bill Form
2. 1200 Pay Bills Form Check
3. 1260 Check Form
4. 1280 Void Check Prior Period Adjustment
1. 1300 Customer, Accounts Receivable, or Get Paid Cycle
2. 1320 Customer, Accounts Receivable, or Get Paid Center
3. 1340 Invoice Form
4. 1360 Receive Payment Form
5. 1380 Deposit Form
6. 1400 Sales Receipts Form
7. 1405 Barter or Trade Transaction
8. 1420 Credit Memo Bad Debt Sales Returns
9. 1422 Refund Receipt Form
10. 1425 Delayed Credit & Credit Memo
11. 1427 Estimate
1. 1340 Invoice Form
2. 1360 Receive Payment Form
3. 1380 Deposit Form
4. 1400 Sales Receipts Form
5. 1420 Credit Memo Refund Form & Bad Debt Expense Service Item
6. 1488 Credit Memo with Inventory
1. 1400 Sales Receipts Form
2. 1405 Barter or Trade Transaction
3. 1420 Credit Memo Bad Debt Sales Returns
4. 1422 Refund Receipt Form
5. 1425 Delayed Credit & Credit Memo
6. 1427 Estimate
7. 1440OtherSectionBankingorCompanySection
8. 1442TransferForm
9. 1444JournalEntry
10. 1446StatementForm
11. 1448InventoryQtyAdjustment
12. 1450PayDownCreditCardForm
13. 1460KeyboardShortcuts
14. 1480EmployeeSectionPayrollProcess
15. 1500PayrollCenterCycle
1. 1520 Pay Employees Form
2. 1522 Pay Employees Form Part 2
1. 1560Lists
2. 1580ChartofAccounts
3. 1600ProductsandServicesList
1. 1620 Help and Support
2. 1640Reports
1. 2020BalanceSheetReport
2. 2040ReportFormattingBasics
3. 2045ReportCustomizationGeneralCategory
4. 2060ReportHeaderandFooterFormatting
5. 2080ReportCustomization
6. 2100ComparativeBalanceSheetCreation
7. 2120BalanceSheetVerticalAnalyses
8. 2125SummeryBalanceSheet
9. 2140SaveCustomizationorMemorizeReport
10. 2160ManagementReportsCustomization
11. 2180PrintEmailandCreatePDFofReports
12. 2181ExportBalanceSheetReports
1. 3020ProfitandLossPandLIncomeStatementOverview
2. 3060VerticalAnalysisProfitLossPandLIncomeStatement
3. 3040ComparativeProfitandLossPandLIncomeStatemen
4. 3080SaveCustomizationorMemorizeProfitandLossReports
5. 3100ProfitandLossPrintSaveasPDFandCreateManagementReport
6. 3105ProfitandLoss
1. 4020StatementofCashFlows
2. 4040AccountsReceivableAgingReports
3. 4060AccountsPayableAgingReports
4. 4080SalesbyCustomerandIncomebyCustomerReports
5. 4120ExpenseandVendorsReports
6. 4200TransactionListbyDateReport
7. 4220JournalReport
8. 4240BudgetReports
9. 4320SalesbyCustomerGraphs
10. 4360SalesbyProductandServiceGraph
11. 4380InternalandExternalReports
1. 6010ComprehensiveProblemIntroduction
2. 6040Free30DayTrialSetUp
3. 6060AccountandSettingsCompanyTab
1. 6080AccountandSettingsBillingandSubscriptionUsageandSalesTabs
2. 6100AccountandSettingsExpensesPaymentsTimeandAdvancedTabs
3. 6120ManageUsers
4. 6140QuickBooksLabsDarkMode
1. 6010 Set Up Excel Worksheet
2. 6012 Set Up Excel Worksheet #2
3. 6014 Set Up Excel Worksheet #3
4. 6016 Set Up Excel Worksheet #4
1. 6240EnteringBeginningBalancesCustomersVendorsandItemsOverview
2. 6260EnterServiceItems
3. 6280InventoryTrackingOptions
4. 6300SetUpInventory
1. 6300 Inventory & Inventory Subsidiary Ledger
1. 6320SalesTax
2. 6360NewVendorsSetupandAccountsPayableBeginningBalances
3. 6340NewCustomersSetupandAccountsReceivableBeginningBalances
1. 6340 Accounts Receivable & Subsidiary Ledger
2. 6360 Accounts Payable & Subsidiary Ledger
3. 6362 Financial Statements
1. 6380AddNewAccountsandOpeningBalances
2. 6400AdjustOpeningBalances
3. 6420PayrollSetup
4. 6440GenerateReportsAfterEnteringBeginningBalances
1. 6380 Add New Accounts & Opening Balances
2. 6383 Adjust Beginning Balances in Worksheet for Current Period Data Input
1. 7020DepositsOwnerInvestmentandLoan
2. 7040PurchaseofFurnitureandInvestmentTransactions
1. 7020 Record Deposits from Owner and Loan
2. 7040 Purchase of Furniture & Investment Transactions
1. 7060EnterPurchaseOrderPO
2. 7080CashPaymentforInventoryLinkedtoPurchaseOrderPO
1. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. 7100InvoiceSellingInventory
2. 7140 Sales Receipt Payment Received at Point of Sale
3. 7160 Deposits From Payment to Deposit or Undeposited Funds
4. 7120ReceivePaymentTransactionandForm
1. 7100 Invoice Selling Inventory
2. 7120 Receive Payment From Previous Invoice
3. 7140 Sales Receipt Payment Received at Point of Sale
4. 7160 Deposits From Undeposited Funds
1. 7180InvoiceCreatedFromCheckCreatedFromPurchaseOrder
2. 7200ReceivePaymentandMake
3. 7220WriteChecksforExpensesandPrepaidAssets
4. 7240BillPay
1. 7180 Invoice Created From Check Created From Purchase Order
2. 7200 Receive Payment & Make Deposit
3. 7220 Write Checks for Expenses & Prepaid Assets
4. 7240 Bill Pay
1. 7260JobsSubCustomersandProjects
2. 7280PayEmployees
3. 7281PayrollAdjustment
4. 7300EnterBillableTimeandAddtoInvoiceforJob
1. 7280 Pay Employees
2. 7281 Pay Employees Part 2
3. 7300 Enter Billable Time & Add to Invoice
4. 7301 Enter Billable Expenses to Invoice
1. 7320MonthOneReports
1. 7320 Month One Financial Statements
1. 8020MakeAmortizationTable1
2. 8022MakeLoanPayments
3. 8040ShortTermInvestmentSalesandGains
4. 8060ChangeAccountCategorizationtoOtherExpense
1. 8005 Format Worksheet for New Month
2. 8020 Make Amortization Table
3. 8022 Make Loan Payments
4. 8040 Short Term Investment Sales & Gains
1. 8080 Purchase Order Adding New Items
2. 8120SalesReceiptDeposit
3. 8122RecordReceiptofInventorywithBillLinkedtoPO
1. 8120SalesReceiptDeposit
2. 8122RecordReceiptofInventorywithBillLinkedtoPO
1. 8130PopulateInvoiceUsingBillableItemThatwasCreatedFromPO
2. 8140AdvancedCustomerPaymentorUnearnedRevenueMethod1
3. 8160ApplyCustomerDepositCredittoInvoiceNewTitleIntro
4. 8200AdvancedCustomerPaymentorUnearnedRevenueMethod2
1. 8130PopulateInvoiceUsingBillableItemThatwasCreatedFromPO
2. 8140AdvancedCustomerPaymentorUnearnedRevenueMethod1
3. 8160ApplyCustomerDepositCredittoInvoice
4. 8200AdvancedCustomerPaymentorUnearnedRevenueMethod2
1. 8320BillforHourlyServicesofStaffEnterBillableTime
2. 8322CreateInvoicesUsingBillableTimeReceivePaymentandMakeDeposit
1. 8320BillforHourlyServicesofStaffSetupItemsEnterBillableTime
2. 8322CreateInvoicesUsingBillableTime
1. 8340RentalIncomeSetUpServiceItems
2. 8342RentalIncomeCustomerDeposit
3. 8344RentalIncomeInvoiceReceivePaymentandDeposit
1. 8342RentalIncomeCustomerDeposit
2. 8344 Rental Income Estimate & Invoice
1. 8360PurchaseandFinanceEquipment
2. 8362SubaccountsCategoriesForFixedAssets
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. 8365BillsEnterSortandPay
2. 8370PaySalesTax
1. 8365BillsEnterSortPay
2. 8370PaySalesTax
1. 8380EnterPayrollForSecondMonth
2. 8381EnterPayrollForSecondMonthAdjustment
3. 8385PayPayrollTaxes
1. 8380EnterPayrollForSecondMonthPart1
2. 8381EnterPayrollForSecondMonthPart2
3. 8385PayPayrollTaxes
1. 8420CreateReportsAfterSecondMonthofDataInput
2. 8421ReportsMonthTwoSaveasPDFandExporttoExcel
1. 8420CreateReportsAfterSecondMonthofDataInputYTD
2. 8421CreateReportsAfterSecondMonthofDataMonthofFebruaryOnly
1. 9020BankReconciliationMythBusting
2. 9040BankReconciliationMonthOneOverview
3. 9060BankReconciliationMonth1Deposits
4. 9080BankReconciliationMonth1Checks
5. 9100BankReconciliationOpeningBalanceProblem
6. 9120BankReconciliationReportsMonth1
7. 9140BankReconciliationMonth2Deposits
8. 9145BankReconciliationMonth2ChecksandAccountDecreases
9. 9160BankReconciliationMonth2Reports
1. 9040 Bank Reconciliation Month One Overview
2. 9041BankReconciliationMonthOnePart2
3. 9042BankReconciliationMonthOnePart3
4. 9140 Bank Reconciliation Month #2 Deposits
5. 9141BankReconciliationMonthTwoPart2
6. 9143BankReconciliationMonthTwoPart3
1. 10120AdjustingEntriesandReversingEntriesIntroduction
2. 10180AdjustingEntryAccruedInterest
3. 10220ReversingEntryAccruedInterest
4. 10260AdjustingEntryAccountsReceivableSale
5. 10300ReversingEntryAccountsReceivableSale
6. 10340AdjustingEntryPrepaidInsuranc
7. 10380AdjustingEntryDepreciation
8. 10400AdjustingEntryUnearnedRevenueCustomerDeposit
9. 10460ReversingEntryUnearnedRevenueCustomerDeposit
10. 10465AdjustingEntryLoanPayableShortTermandLongTermPortions
11. 10467ReversingEntryLoanPayableShortTermandLongTermPortions
12. 10480AdjustingEntryandReversingEntryJournalReports
1. 10175AdjustWorksheetforAdjustingEntries-
2. 10180 Adjusting Entry Accrued Interest Part 1
3. 10182AdjustingEntryAccruedInterestPart2
4. 10220 Reversing Entry Accrued Interest
5. 10260AdjustingEntryAccountsReceivableSale
6. 10300ReversingEntryAccountsReceivableSales
7. 10340 Adjusting Entry Prepaid Insurance
8. 10380 Adjusting Entry Depreciation
9. 10400 Adjusting Entry Unearned Revenue Customer Deposit
10. 10460 Reversing Entry Unearned Revenue Customer Deposit
11. 10465 Adjusting Entry Loan Payable Short-Term and Long-Term Portions
12. 10467 Reversing Entry Loan Payable Short-Term and Long-Term Portions
13. 10480 Adjusting Entry & Reversing Entry Journal Reports
14. 10485BalanceSheetCondensedFormat
15. 10490IncomeStatementCondensedFormat

About this course

$130.00
265 lessons
76.5 hours of video content

OneNote - Getting Started 2022

2022 Getting Started

Excel- Setup Worksheet

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

Vendor, Accounts Payable, Expenses, or Purchases Cycle 2022

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

Customer Cycle, Sales Cycle or Accounts Receivable Cycle 2022

Excel- Customer Cycle, Sales Cycle or Accounts Receivable & Cycle Transactions

Other Important Forms & Functions, Shortcuts & Employee Cycle 2022

Excel- Employee Cycle- Payroll Cycle Transactions

List of Chart of Accounts Items List 2022

Help/Support & Reports Overview 2022

Balance Sheet Report 2022

Profit & Loss/ Income Statement 2022

Statement of Cash Flows & Supplemental Reports 2022

Start a New Company File in QuickBooks 2022

Company Preferences

Excel- Create Worksheet for New Company Accounting Transactions

Adding Service Items & Inventory Items

Excel- Adding Inventory Items & Related Inventory Account Balances

Sales Tax Setup, Add Customers, & Add Vendors

Excel- Add Customers, Add Vendors, & Accounts Receivable & Accounts Payable Balance

Opening Balances, Adjustments to Equity, & Manual Payroll Setup

Excel- Add Opening Account Balances

Month 1- Record Owner Investment, Purchase of Fix Asset & Investment 2022

Excel- Month 1- Record Owner Investment, Purchase of Fixed Assets & Inventory

Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022

Excel- Month 1 - Enter Transactions for Purchase of Inventory

Month 1- Enter Invoice, Sales Receipt & Deposits 2022

Excel- Month 1- Enter Transactions for Sale of Inventory and Deposits

Month 1-Enter Invoice, Receive Payment Bill 2022

Excel- Month 1- Enter Transaction for Sale of Inventory, Receive Payment & Bill

Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job

Excel- Month 1- Transactions for Payroll & Create Sales Receipt

Month One Reports

Excel- Month 1- Create Financial Statements

Month 2- Enter Loan Payments, Create Amortization Tables & Investment 2022

Excel- Month 2- Enter Loan Transaction, Create Amortization Table & Investment

Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory

Excel- Month 2- Sale, Cash Received at Same Time & Bill for Inventory

Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022

Excel- Month 2- Invoices for Service Sales & Advanced Customer Deposit

Month 2- Invoicing for Hourly Service 2022

Excel- Month 2- Transactions for Billable Time

Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022

Excel- Month 2- Rental Income Transaction & Advanced Customer Deposit

Month 2- Purchase & Finance Equipment & Recategorize Fixed Assets 2022

Excel- Month 2- Purchase & Finance Equipment

Month 2- Enter & Pay Month End Bills & Pay Sales Tax 2022

Excel- Month 2- Enter & Pay Month End Bills & Pay Sales Tax

Month 2- Enter Payroll & Pay Payroll Tax for Prior Period 2022

Excel- Month 2- Enter Payroll & Pay Payroll Tax for Prior Period

Month 2- Generate Month End Report & Review Work

Excel- Month 2 Financial Statements

Bank Reconciliations

Excel- Bank Reconciliations

Adjusting & Reversing Entries 2022

Excel- Adjusting Entries

About this course