QuickBooks Pro Desktop 2022

Comprehensive QuickBooks course that starts at the basics and moves forward in a well planned and understandable way

Buy $100.00

Course curriculum

1. QuickBooks Pro Plus Desktop 2022 New Stuff
1. OneNote Resource
2. 1009 QuickBooks Desktop Options
3. 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website
4. 1015 Install QuickBooks Pro Plus Desktop
5. 1017 Increase Display Size
1. 1009 QuickBooks Desktop Options
2. 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website
3. 1015 Install QuickBooks Pro Plus Desktop
4. 1017 Increase Display Size
1. OneNote Resource
2. 1020 Download & Open Sample File
3. 1080 Home Page Overview
4. 1100 Bank Feeds
5. 1120 Preferences
1. 1020 Download & Open Sample File
2. 1080 Home Page Overview
3. 1100 Bank Feeds
4. 1120 Preferences
1. OneNote Recourse
2. 1140 Vendors Section
3. 1160 Vendor 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 Form
9. 1280 Void Check & Make Adjustment
1. 1140 Vendors Section
2. 1160 Vendor Center
3. 1180 Bill Form
4. 1200 Pay Bills Form Check
5. 1220 Purchase Order Form - P.O.
6. 1240 Manage Sales Tax Form
7. 1260 Check Form
8. 1280 Void Check Prior Period Adjustment
1. OneNote Recourse
2. 1300 Customer Section Customer Cycle
3. 1320 Customer Center
4. 1360 Receive Payment Form
5. 1340 Invoice Form
6. 1400 Sales Receipts Form
7. 1380 Deposit Form
8. 1420 Credit Memo Refund Form & Bad Debt Expense
1. 1300 Customer Section Customer Cycle
2. 1320 Customer Center
3. 1360 Receive Payment Form
4. 1380 Deposit Form
5. 1340 Invoice Form
6. 1400 Sales Receipts Form
7. 1420 Credit Memo Refund Form & Bad Debt Expense
1. OneNote Resource
2. 1440 Banking Section, Company Section & Shortcuts
3. 1460 Customize Shortcuts & Home Page Icons
1. 1440 Banking Section, Company Section & Shortcuts
2. 1460 Customize Shortcuts & Home Page Icons
1. OneNote Resource
2. 1480 Employee Section Payroll Process
3. 1500 Employee Center
1. 1480 Employee Section Payroll Process
2. 1500 Employee Center
3. 1520 Pay Employees Form
4. 1540 Pay Payroll Liabilities Form
5. 1545 Process Payroll Forms
1. 1560 Lists
2. 1580 Chart of Accounts
3. 1600 Item Lists
1. 1620 Help & Support Options
2. 1640 Reports Overview
3. 1660 Backup File
1. OneNote Resource
2. 2020 Balance Sheet Report Overview
3. 2040 Report Formatting Basics
4. 2045 Report Filters
5. 2060 Report Header & Footer Formatting
6. 2080 Report Fonts & Numbers Formatting
7. 2100 Comparative Balance Sheet Creation
8. 2120 Balance Sheet Vertical Analyses
9. 2140 Memorize Report Group Setup
10. 2160 Memorize Reports
11. 2180 Reports - Print, Save as PDF, Export to Excel Part 1
12. 2181 Export Balance Sheet to Excel
1. Documents to download
2. 2020 Balance Sheet Report Overview
3. 2040 Report Formatting Basics
4. 2045 Report Filters
5. 2060 Report Header & Footer Formatting
6. 2080 Report Fonts & Numbers Formatting
7. 2100 Comparative Balance Sheet Creation
8. 2120 Balance Sheet Vertical Analyses
9. 2140 Memorize Report Group Setup
10. 2160 Memorize Reports
11. 2180 Reports - Print, Save as PDF, Export to Excel Part 1
12. 2181 Export Balance Sheet to Excel
1. OneNote Resource
2. 3020 Profit & Loss, P&L, Income Statement Overview
3. 3040 Comparative Profit & Loss, P&L, Income Statement
4. 3060 Vertical Analysis Profit Loss, P&L, Income Statement
5. 3080 Memorize Profit & Loss, P&L, Income Statement Reports
6. 3100 Print, Save as PDF, & Export to Excel Profit & Loss or Income Statement Reports Part 1
1. Documents to download
2. 3020 Profit & Loss, P&L, Income Statement Overview
3. 3040 Comparative Profit & Loss, P&L, Income Statement
4. 3060 Vertical Analysis Profit Loss, P&L, Income Statement
5. 3080 Memorize Profit & Loss, P&L, Income Statement Reports
6. 3100 Print, Save as PDF, & Export to Excel Profit & Loss or Income Statement Reports Part 1
7. 3105 Export to Excel Profit & Loss or Income Statement Reports Part 2
1. OneNote Resource
2. 4020 Statement of Cash Flows
3. 4040 Accounts Receivable Aging Reports
4. 4060 Accounts Payable Aging Reports
5. 4080 Sales by Customer & Income by Customer Reports
6. 4120 Form 1099 Report
7. 4140 Inventory Reports
8. 4160 Payroll & Employee Reports
9. 4180 Banking Reports
10. 4200 Transaction List by Date Report
11. 4220 Journal Report
12. 4240 Budget Reports
13. 4260 Accounts Receivable Graphs
14. 4360 Income & Expense by Month Graph
15. 4280 Accounts Receivable Graphs Excel
16. 4300 Accounts Payable Graphs
17. 4305 Accounts Payable Graphs in Excel
18. 4320 Sales by Customer, Account, & Item Graphs
19. 4380 Internal or External Report
1. Documents to download
2. 4020 Statement of Cash Flows
3. 4040 Accounts Receivable Aging Reports
4. 4060 Accounts Payable Aging Reports
5. 4080 Sales by Customer & Income by Customer Reports
6. 4120 Form 1099 Report
7. 4140 Inventory Reports
8. 4160 Payroll & Employee Reports
9. 4180 Banking Reports
10. 4200 Transaction List by Date Report
11. 4220 Journal Report
12. 4240 Budget Reports
13. 4260 Accounts Receivable Graphs
14. 4280 Accounts Receivable Graphs Excel
15. 4300 Accounts Payable Graphs
16. 4305 Accounts Payable Graphs in Excel
17. 4320 Sales by Customer, Account, & Item Graphs
18. 4360 Income & Expense by Month Graph
19. 4380 Internal or External Report
1. OneNote
2. 6010 Restore & Backup Data Files
3. 6040 Create a New Company File
4. 6060 Increase Size of Icons
1. 6010 Restore & Backup Data Files
2. 6040 Create a New Company File
3. 6060 Increase Size of Icons
1. OneNote Resource
2. 6080 Company Preferences Accounting
3. 6100 Company Preferences Bills, Calendar, & Checking
4. 6120 Company Preferences Desktop View, Finance Charge, & General
5. 6140 Company Preferences Integrated Application & Items & Inventory
6. 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
7. 6180 Company Preferences Reminders & Reports & Graphs
8. 6200 Company Preferences - Sales & Customers & Sales Tax
9. 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
1. Documents to download
2. 6080 Company Preferences Accounting
3. 6100 Company Preferences Bills, Calendar, & Checking
4. 6120 Company Preferences Desktop View, Finance Charge, & General
5. 6140 Company Preferences Integrated Application & Items & Inventory
6. 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
7. 6180 Company Preferences Reminders & Reports & Graphs
8. 6200 Company Preferences Sales & Customers & Sales Tax
9. 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
1. OneNote Resource
2. 6240 Options for Interring Items, Customers & Vendors
3. 6280 Inventory Tracking Options
4. 6260 Enter Service Items
5. 6300 Set Up Inventory Items
1. Documents to download
2. 6240 Options for Interring Items, Customers & Vendors
3. 6260 Enter Service Items
4. 6280 Inventory Tracking Options
5. 6300 Set Up Inventory Items
1. OneNote Resocure
2. 6320 Sales Tax Set Up
1. Documents to download
2. 6320 Sales Tax Set Up
3. 6340 New Customers Setup & Accounts Receivable Beginning Balances
4. 6360 New Vendors Setup & Accounts Payable Beginning Balances
1. OneNote Resource
2. 6380 Add New Accounts & Opening Balances
3. 6383 Adjust Beginning Balances in Worksheet for Current Period Data Input
1. Documents to download
2. 6380 Add New Accounts & Opening Balances
3. 6400 Adjust Opening Balances
4. 6420 Set Up Manual Payroll
5. 6440 Generate Reports After Entering Beginning Balances
1. OneNote Resource
2. 7020 Record Deposits from Owner and Loan
3. 7040 Purchase of Furniture & Investment Transactions
1. 7020 Deposits Owner Investment & Loan
2. 7040 Purchase of Furniture & Investment Transactions
3. Documents to download
1. OneNote Resource
2. 7060 Enter Purchase Order P.O.
3. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. Documents to download
2. 7060 Enter Purchase Order P.O.
3. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. 7100 Invoice Selling Inventory
2. 7120 Receive Payment Transaction & Form
3. 7140 Sales Receipt Payment Received at Point of Sale
4. 7160 Deposits From Undeposited Funds
1. Documents to download
2. 7100 Invoice Selling Inventory
3. 7120 Receive Payment Transaction & Form
4. 7140 Sales Receipt Payment Received at Point of Sale
5. 7160 Deposits From Undeposited Funds
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. Documents to download
2. 7180 Invoice Created From Check Created From Purchase Order
3. 7200 Receive Payment & Make Deposit
4. 7220 Write Checks for Expenses & Prepaid Assets
5. 7240 Bill Pay
1. 7260 Customer Jobs
2. 7280 Pay Employees
3. 7282 Change Payroll Item for Payroll Taxes
4. 7300 Enter Billable Time & Add to Invoice for Job
5. 7320 Month One Report
1. Documents to download
2. 7260 Customer Jobs
3. 7280 Pay Employees
4. 7282 Change Payroll Item for Payroll Taxes
5. 7300 Enter Billable Time & Add to Invoice for Job
1. 7320 Month One Report
1. Documents to download
2. 7320 Month One Report
1. 8020 Make Amortization Table
2. 8022 Make Loan Payments
3. 8040 Short Term Investment Sales & Gains
4. 8060 Change Account Categorization to Other Expense
1. Documents to download
2. 8020 Make Amortization Table
3. 8022 Make Loan Payments
4. 8040 Short Term Investment Sales & Gains
5. 8060 Change Account Categorization to Other Expense
1. 8080 Purchase Order Adding New Items
2. 8120 Sales Receipt & Deposit
3. 8122 Record Receipt of Inventory with Bill Linked to P.O.
1. Documents to download
2. 8080 Purchase Order Adding New Items
3. 8120 Sales Receipt & Deposit
4. 8122 Record Receipt of Inventory with Bill Linked to P.O.
1. 8130 Populate Invoice Using Billable Item That was Created From P.O.
2. 8140 Advanced Customer Payment or Unearned Revenue Method 1
3. 8160 Apply Customer Deposit (Credit) to Invoice
4. 8200 Advanced Customer Payment or Unearned Revenue Method 2
1. Documents to download
2. 8130 Populate Invoice Using Billable Item That was Created From P.O.
3. 8140 Advanced Customer Payment or Unearned Revenue Method 1
4. 8160 Apply Customer Deposit (Credit) to Invoice
5. 8200 Advanced Customer Payment or Unearned Revenue Method 2
1. 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
2. 8322 Create Invoices Using Billable Time
1. Documents to download
2. 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
3. 8322 Create Invoices Using Billable Time
1. 8340 Rental Income Set Up Items
2. 8342 Rental Income Customer Deposit
3. 8344 Rental Income Estimate & Invoice
1. Documents to download
2. 8340 Rental Income Set Up Items
3. 8342 Rental Income Customer Deposit
4. 8344 Rental Income Estimate & Invoice
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. Documents to download
2. 8360 Purchase & Finance Equipment
3. 8362 Subaccounts Categories For Fixed Assets
1. 8365 Bills - Enter, Sort, & Pay
2. 8370 Pay Sales Tax
1. Documents to download
2. 8365 Bills - Enter, Sort, & Pay
3. 8370 Pay Sales Tax
1. 8380 Enter Payroll For Second Month
2. 8385 Pay Payroll Taxes
1. Documents to download
2. 8380 Enter Payroll For Second Month
3. 8385 Pay Payroll Taxes
1. 8420 Create Reports After Second Month of Data Input
1. Documents to download
2. 8420 Create Reports After Second Month of Data Input
1. 9020 Bank Reconciliation Myth Busting
2. 9040 Bank Reconciliation Month One Overview
3. 9060 Bank Reconciliation Month #1 Deposits
4. 9080 Bank Reconciliation Month #1 Checks & Cash Decreases
5. 9100 Bank Reconciliation Opening Balance Problem
6. 9120 Bank Reconciliation Reports Month # 1
7. 9140 Bank Reconciliation Month #2 Deposits
8. 9145 Bank Reconciliation Month #2 Checks & Account Decreases
9. 9160 Bank Reconciliation Month #2 Reports
1. Documents to download
2. 9020 Bank Reconciliation Myth Busting
3. 9040 Bank Reconciliation Month One Overview
4. 9060 Bank Reconciliation Month #1 Deposits
5. 9080 Bank Reconciliation Month #1 Checks & Cash Decreases
6. 9100 Bank Reconciliation Opening Balance Problem
7. 9120 Bank Reconciliation Reports Month # 1
8. 9140 Bank Reconciliation Month #2 Deposits
9. 9145 Bank Reconciliation Month #2 Checks & Account Decreases
10. 9160 Bank Reconciliation Month #2 Reports
1. Documents to download
2. 10120 Adjusting Entries & Reversing Entries Introduction
3. 10180 Adjusting Entry Accrued Interest
4. 10220 Reversing Entry Accrued Interest
5. 10260 Adjusting Entry Accounts Receivable Sales
6. 10300 Reversing Entry Accounts Receivable Sales
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
1. Documents to download
2. 11120 Budgeted Income Statement Export to Excel & Modify Part 1
3. 11100 Budgeting Overview
4. 11122 Budgeted Income Statement Export to Excel & Modify Part 2
5. 11140 Budgeted Income Statement Data Input
6. 11220 Budgeted Balance Sheet Reports
7. 11160 Budgeted Income Statement Reports
8. 11180 Budgeted Balance Sheet Export to Excel
9. 11181 Budgeted Balance Sheet Export to Excel Part 2
10. 11220 Budgeted Balance Sheet Reports
1. 305 Setup New Bank Feed Test Company File
2. 315 How do Bank Feeds Fit Into My Accounting System
3. 320 Setting up Bank Feeds
4. 360 Download Bank Feed Transactions From Bank
5. 364 Import Bank Transactions Into QuickBooks
6. 365 Bank Feed Center Navigation
7. 370 Add Normal Expenses To Books From Bank Feed Limbo & Make Rules
8. 375 Enter Transaction Purchasing Equipment Using Bank Feeds
9. 380 Enter Transaction Purchas of Inventory Using Bank Feeds Overview
10. 381 Enter Transaction Purchas of Inventory Using Bank Feeds Perpetual System
11. 385 Enter Transaction Purchasing Investments Using Bank Feeds
12. 390 Enter Transaction For Owner Withdrawal or Personal Payment Using Bank Feeds
13. 395 Enter Transaction for Income Deposit For Online Cash-Basis Business Overview
14. 396 Income From Bank Feeds & Income Categories
15. 400 Enter Transaction for Owner Deposit or Loan Deposit Using Bank Feeds
16. 403 Enter Transaction for Payroll Using Bank Feeds
17. 405 Sales Tax & Bank Feeds
18. 440 Bank Feeds Matching Invoice to Deposit
19. 445 Bank Feeds Matching Receive Payment Form
20. 447 Bank Feeds Matching Deposit From Customer
21. 449 Bank Feeds Matching Sales Receipt
22. 460 Bank Feeds Credit Card Data Setup
23. 465 Credit Card Bank Feed Add Data
24. 467 Bank Feed to Bank Feed Transaction
25. 475 Credit Card Reconciliation Month One
26. 480 Credit Card Reconciliation Month Two
27. 505 PayPal CSV File
28. 515 Import PayPal Data
29. 520 PayPal Data Input & Transfers
30. 660 Bank Rules – Same Customer Different Income Accounts
31. 665 Bank Rules Same Vendor Filter by Amount
32. 680 Bank Feeds Add Remaining Transactions & Bank Rules
33. 685 Bank Reconciliation Bank Feeds First Month
34. 690 Bank Reconciliation Bank Feeds After First Month
35. 695 Financial Reports Generated From Bank Feeds

About this course

$100.00
369 lessons
64 hours of video content

Description

This course will start at the basics, assuming you know nothing about the software or accounting.

We will start by comparing the different versions of QuickBooks. We will then go through the purchasing process, the downloading process, and the installation process.

The first half of the course will be dedicated to navigating the software, getting a feel for the major components of the software, and the primary accounting cycles such as the customer section or revenue cycle, the vendor section or payments cycle, and the employee section or payroll cycle.

Once we learn the primary sections or accounting cycles we will analyze the forms and transactions within each section, considering the impact each has on the financial statements.

The second half of the course will be in the format of a comprehensive problem, working through two months of data impute.

We will enter every standard type of transaction as we work through the comprehensive problem. The comprehensive problem format will provide context to the data entry process, so we understand how the data impute fits into the accounting workflow.

A comprehensive problem also allows us to do more than simple data entry, data entry generally being the easiest part of the accounting process. We will be able to see how to set up the system to make the data entry as easy as possible.

We will also be able to see the impact on the financial statements of every transaction we make and be able to check our work after each transaction.

QuickBooks backup files will be provided. Backup files allow us to restore a data file and are very useful for learning. Backup files permit us to jump forward in a practice problem and have the data needed to work along with the step by step presentations, having the same data as is in the example presentation, in our system as we start the practice problem. Backup files also allow us to rework a problem or start over if we make an error.

If a course teaches in the form of a comprehensive problem, the best way to teach, and they do not provide backup files you will need to start the problem with no data and then follow the entire problem without any errors to line up with each step of the example problem being presented. Backup files allow you much more flexibility, being able to jump to future parts of the practice problem or rework any part of the problem.

2022 QuickBooks Pro Desktop Overview

OneNote Intro - Getting Started - QuickBooks Desktop 2022

Getting Started - QuickBooks Desktop 2022

OneNote Intro - Open Practice File - Review Home Page & Accounting Cycles 2022

Open Practice File - Review Home Page & Accounting Cycles 2022

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

Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022

One Note Intro- Vendor Cycle, Purchases Cycle or, Accounts Payable Cycle 2022

Customer Cycle, Sales Cycle, or Accounts Receivable Cycles 2022

OneNote Intro- Other Home Page Items, Shortcuts & Customizing Shortcuts 2022

Other Home Page Items, Shortcuts & Customizing Shortcuts 2022

OneNote Intro- Employee Circle - Payroll Circle 2022

Employee Circle - Payroll Circle 2022

List - Chat of Accounts & Item List 2022

Help/Support, Reports Overview, & Backing Up Data File 2022

OneNote Intro - Balance Sheet Reports 2022

Balance Sheet Reports 2022

OneNote Intro- Income Statement- Profit & Loss Reports 2022

Income Statement - Profit & Loss Reports 2022

OneNote Intro- Income Statement - Profit & Loss Reports 2022

Statement of Cash Flows & Supplemental Reports 2022

OneNote - Start a New Company File in QuickBooks Pro 2022

Start a New Company File in QuickBooks Pro 2022

OneNote- Company Preferences

Company Preferences

OneNote- Adding Service Items & Inventory Items

Adding Service Items & Inventory Items

OneNote- Sales Tax Setup, Add Customers, & Add Vendors

Sales Tax Setup, Add Customers, & Add Vendors

OneNote- Opening Balances, Adjustments to Equity, & Manual Payroll Setup

Opening Balances, Adjustments to Equity, & Manual Payroll Setup

OneNote - Month 1 - Record Owner Investment, Purchase of Fixed Asset & Investment

Month 1 - Record Owner Investment, Purchase of Fixed Asset & Investment

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

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

OneNote- Month 1- Enter Invoice, Sales Receipt, & Deposits 2022

Month 1- Enter Invoice, Sales Receipt, & Deposits 2022

OneNote- Month 1- Enter Invoice, Receive Payment, Bill 2022

Month 1- Enter Invoice, Receive Payment, Bill 2022

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

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

OneNote- Month One Reports

Month One Reports

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

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

OneNote- Month 2- Enter Purchase Order, Sales receipt, Bill for inventory

Month 2- Enter Purchase Order, Sales receipt, Bill for inventory

OneNote- Month 2- Invoice from Billable Item, Advance Customer Deposit 2022

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

OneNote- Month 2- Invoicing for Hourly Service 2022

Month 2- Invoicing for Hourly Service 2022

OneNote- Month 2- Invoicing for Rental Home with Advanced Customer Deposit 2022

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

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

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

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

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

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

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

OneNote- Month 2- Generate Month End Report & Review Work

Month 2- Generate Month End Report & Review Work

OneNote- Bank Reconciliation 2022

Bank Reconciliation 2022

Adjusting & Reversing Entries 2022

Budgeting 2022

Bank Feeds

About this course