Course curriculum

    1. QuickBooks Pro 2019 Overview

      FREE PREVIEW

    1. 3 Getting Started Getting Setup

      FREE PREVIEW

    2. .10 QuickBooks Desktop Vs QuickBooks Online

      FREE PREVIEW

    3. .15 QuickBooks Desktop Options

      FREE PREVIEW

    4. .20 Purchase & Download QuickBooks Pro 2019

      FREE PREVIEW

    5. .30 Install QuickBooks 2019

      FREE PREVIEW

    6. QuickBooks Backup File Download

    7. Accounting Comic Break

    1. 4 Navigating Through QuickBooks

    2. PDF - 1.10 Restore Backup File QuickBooks 2018

    3. 1.10 Restore Backup File

    4. PDF - 1.15 Home Vendors

    5. 1.15 Home Page Vendors Section

    6. PDF - 1.20 Home Customer

    7. 1.20 Home Page Customer Section

    8. PDF - Ch. 1.25 Banking

    9. 1.25 Home Page Banking Section

    10. PDF - 1.28 Home Page Employee Section

    11. 1.28 Home Page Employee Section

    12. PDF - 1.30 Reports

    13. 1.30 Reports Center

    14. PDF - 1.35 Forms

    15. 1.35 Forms

    16. PDF - 1.37 Lists

    17. 1.37 Lists

    18. PDF - 1.40 Help Options

    19. 1.40 Help Options

    20. PDF - 1.45 Print & Export

    21. 1.45 Print & Export Reports

    22. PDF - 1.50 Backup file

    23. 1.50 Create Backup File

    24. Accounting Comic Break

    1. Accounting Objectives

    2. Accounting Equation

    3. Accounting Comic Break

    1. 6 Balance Sheet and Balance Sheet Options

    2. PDF - 2.10 Balance Sheet

    3. 2.10 Balance Sheet

    4. PDF - 2.15 Balance Sheet Display Options

    5. 2.15 Balance Sheet Display Options

    6. PDF - 2.20 Remove Date Time From Reports

    7. 2.20 Remove Date Time From Reports

    8. PDF - 2.25 Balance Sheet Fonts & Numbers

    9. 2.25 Fonts & Numbers Report Options

    10. PDF - 2.30 Balance Sheet Header & Footer

    11. 2.30 Header & Footer Report Options

    12. PDF - 2.35 Comparative Balance Sheet

    13. 2.35 Comparative Balance Sheet

    14. PDF - 2.40 Summary Balance Sheet

    15. 2.40 Summary Balance Sheet

    16. PDF - 2.45 Memorize Reports Group

    17. 2.45 Memorize Report Group

    18. PDF - 2.50 Memorize Report

    19. 2.50 Memorize Reports to a Custom Group

    20. Accounting Comic Break

    1. 130 Income Statement

    2. 131 Statement of Owner's Equity

    3. 132 Balance Sheet & Income Statement Relationship

    4. Accounting Comic Break

About this course

  • $59.99
  • 248 lessons
  • 30.5 hours of video content

Course Description

This course will provide a comprehensive understanding of QuickBooks Pro 2019 in a format that can be understood by beginners, but which also covers more than just data input. 

Accounting professionals can also learn a lot from the course as we take theory concepts and apply them to the processes of accounting software. 

Why choose this course?

1. Comprehensive, current video content

Although this course provides much more than just video lectures, it does include  more video content then most QuickBooks courses. 

2. We also include:

  • PDF Printable Instructions – Printable documents allow us to have a hard copy reference we can always refer to. A PDF copy can be downloaded and used while not connected to the internet. The ability to work offline a huge benefit for the QuickBooks Pro software and PDF files help take advantage of this benefit.

  • Back-up files and data – back up files allow us to jump forward in the class content and still be able to follow along with the same set of date. Back-up files also allow us to rework a problem with the same data set. The ability to restore back-up files provides the capability to continue with a problem using the same set of data as the example even if we had made an error or two in the prior problem. Back-up files are another big advantage QuickBooks Pro 2019 has over other accounting software, including QuickBooks online. This course will utilize this advantage.

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 Export

As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.

As a CPS 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 help 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.

In addition to video instructions we will provide PDF files that can be downloaded and printed. The PDF files allow us a supplemental resource and can be used offline. The PDF files provide us with a hard copy reference to refer back to and something we can use to help explain concepts to others.

We will also provide backup files which give us much more flexibility to move around the course and correct mistakes as we learn. If we are new to QuickBooks we recommend working through the material from start to finish but if we have experience or are interested in a particular topic we can jump forward, using the backup file to restore the data to a point closer to the area we are working on.

If we make an error and our data is not matching up we can restore the backup file and rework the problem or restore the following data file to a later lecture and keep moving forward with our data matching the examples shown.

A partial list of topics covered is below. The number series may change, however.

Getting Started & QuickBooks Pro overview

  • 1.10 Restore Backup File QuickBooks 2019

Business Transactions Involving Cash

  • 1.15 Home Page Vendors Section

  • 1.20 Home Page – Customer Section

  • 1.28 Home Page Employee Section

  • 1.30 Reports

  • 1.35 Forms

  • 1.37 Lists

  • 1.40 Help Options

  • 1.45 Print & Export

  • 1.50 Backup file

Balance Sheet and Balance Sheet Options

  • 2.10 Balance Sheet

  • 2.15 Balance Sheet Display Options

  • 2.20 Remove Date Time From Reports

  • 2.25 Balance Sheet Fonts & Numbers

  • 2.30 Balance Sheet Header & Footer

  • 2.35 Comparative Balance Sheet

  • 2.40 Summary Balance Sheet

  • 2.45 Memorize Reports Group

  • 2.50 Memorize Report

Profit & Loss / Income Statement

  • 3.10 Profit and 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 & Graphs

  • 4.10 Sales Graph

  • 4.15 Income & Expense Graph

  • 4.20 Sales by Customer Report

  • 4.25 Sales by Item Report

  • 4.30 Accounts Receivable Aging Report

  • 4.35 Accounts Payable Aging Report

  • 4.40 Accounts Payable Graph

  • 4.50 Accounts Receivable Graph

  • 4.55 Custom Comparative Profit & Loss

  • 4.60 Export Balance Sheet to Excel

Start a New Company File

  • 6.05 Set up new company & Preferences

  • 6.10 Set up Item

  • 6.15 Customers Set up

  • 6.20 Set up Vendors and beginning balance

  • 6.25 Set up new accounts & Opening Balance

  • 6.30 Adjust New Accounts

  • 6.35 Payroll Set up

  • 6.40 New Employees

  • 6.45 Transaction List

Enter Data for the first month of operations

  • 7.05 Record Deposits from Owner and Loan

  • 7.10 Record Transaction in Register Invest & Purchase Furniture

  • 7.17 Purchase Order

  • 7.20 Create Invoice

  • 7.25 Receive Payment PowerPoint – Copy

  • 7.30 Record Cash Sale PowerPoint – Copy

  • 7.35 Record Deposit PowerPoint – Copy

  • 7.40 Write check for inventory purchase order

  • 7.45 Invoice Pre-ordered Inventory PowerPoint – Copy

  • 7.50 Receive Payment Make Deposit PowerPoint – Copy

  • 7.55 Write Check for expenses PowerPoint – Copy

  • 7.60 Pay Bill PowerPoint – Copy

  • 7.65 Set up custom Jobs PowerPoint – Copy

  • 7.70 Payroll PowerPoint – Copy

  • 7.75 Job Sales Receipt For job PowerPoint – Copy

  • 7.80 Review Reports & Export to Excel

Enter Data for the second month of operation

  • 8.5 Loan Payments

  • 8.10 Deposit Short Term Investment Payment

  • 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 and Pay

  • 8.55 Customer Payment on Account

  • 8.60 Pay sales tax

  • 8.65 Pay Payroll Taxes tax

  • 8.70 Enter Bills & Pay Bills

  • 8.75 Enter Service Item & Invoice

  • 8.77 Purchase music equipment with debt

  • 8.80 Enter Payroll

  • 8.85 Payroll

  • 8.90 Rental Income

  • 8.95 Comparative financial Statements

Bank Reconciliations

  • 9.10 Bank Rec Jan

  • 9.15 Bank Rec Feb

Adjusting Entries and Reversing Entries

  • 10.10 Short term loan

  • 10.15 Short term portion

  • 10.20 Accrued Interest

  • 10.25 Invoice Adjusting Entry

  • 10.30 Reversing Entry Accrued Interest

  • 10.35 Reversing Entry Accounts Receivable

  • 10.40 Prepaid Insurance Adjusting Entry

  • 10.45 Depreciation Adjusting Entry

  • 10.50 Unearned Revenue

  • 10.55 Reverse Unearned Revenue

  • 10.60 Journal & Financial Statements

Budgeting

  • 11.10 Budgeted Profit and Loss

  • 11.15 Budgeted Balance Sheet

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


Who is the target audience?
  • Business Owners
  • Accounting Professionals
  • Accounting Students
  • Anybody who wants to learn accounting software

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.