QuickBooks Pro Desktop 2022 vs. Excel

Comprehensive course

Buy $130.00

Course curriculum

1. QuickBooks Pro Plus Desktop 2022 New Stuff
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. 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. 1049 Create Accounting Worksheet Part 9
10. 1052 Create Accounting Worksheet Part 10
11. 1055 Create Accounting Worksheet Part 11
1. 1020 Download & Open Sample File
2. 1080 Home Page Overview
3. 1100 Bank Feeds
4. 1120 Preferences
1. 1180 Bill Form
2. 1200 Pay Bills Form Check
3. 1260 Check Form
4. 1280 Void Check Prior Period 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.
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. 1300 Customer Section Customer Cycle
2. 1320 Customer Center
3. 1340 Invoice Form
4. 1360 Receive Payment Form
5. 1380 Deposit Form
6. 1400 Sales Receipts Form
7. 1405 Barter Sale Transaction
8. 1407 Barter Sale Transaction #2 Invoice & Bill
9. 1420 Credit Memo Refund Form & Bad Debt Expense
1. 1440 Banking Section, Company Section & Shortcuts
2. 1460 Customize Shortcuts & Home Page Icons
1. 1520 Pay Employees Form
2. 1522 Pay Employees Form Part 2
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. 2020 Balance Sheet Report Overview
2. 2040 Report Formatting Basics
3. 2045 Report Filters
4. 2060 Report Header & Footer Formatting
5. 2080 Report Fonts & Numbers Formatting
6. 2100 Comparative Balance Sheet Creation
7. 2120 Balance Sheet Vertical Analyses
8. 2140 Memorize Report Group Setup
9. 2160 Memorize Reports
10. 2180 Reports - Print, Save as PDF, Export to Excel Part 1
11. 2181 Export Balance Sheet to Excel
1. 3020 Profit & Loss, P&L, Income Statement Overview
2. 3040 Comparative Profit & Loss, P&L, Income Statement
3. 3060 Vertical Analysis Profit Loss, P&L, Income Statement
4. 3080 Memorize Profit & Loss, P&L, Income Statement Reports
5. 3100 Print, Save as PDF, & Export to Excel Profit & Loss or Income Statement Reports Part 1
6. 3105 Export to Excel Profit & Loss or Income Statement Reports Part 2
1. 4020 Statement of Cash Flows
2. 4040 Accounts Receivable Aging Reports
3. 4060 Accounts Payable Aging Reports
4. 4080 Sales by Customer & Income by Customer Reports
5. 4120 Form 1099 Report
6. 4140 Inventory Reports
7. 4160 Payroll & Employee Reports
8. 4180 Banking Reports
9. 4200 Transaction List by Date Report
10. 4220 Journal Report
11. 4240 Budget Reports
12. 4260 Accounts Receivable Graphs
13. 4280 Accounts Receivable Graphs Excel
14. 4300 Accounts Payable Graphs
15. 4305 Accounts Payable Graphs in Excel
16. 4360 Income & Expense by Month Graph
17. 4320 Sales by Customer, Account, & Item Graphs
18. 4380 Internal or External Report
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. 6010 Restore & Backup Data Files
2. 6040 Create a New Company File
3. 6060 Increase Size of Icons
1. 6300 Inventory & Inventory Subsidiary Ledger
1. 6080 Company Preferences Accounting
2. 6100 Company Preferences Bills, Calendar, & Checking
3. 6120 Company Preferences Desktop View, Finance Charge, & General
4. 6140 Company Preferences Integrated Application & Items & Inventory
5. 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
6. 6180 Company Preferences Reminders & Reports & Graphs
7. 6200 Company Preferences Sales & Customers & Sales Tax
8. 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
1. 6360 Accounts Payable & Subsidiary Ledger
2. 6340 Accounts Receivable & Subsidiary Ledger
3. 6362 Financial Statements
1. 6240 Options for Interring Items, Customers & Vendors
2. 6280 Inventory Tracking Options
3. 6260 Enter Service Items
4. 6300 Set Up Inventory Items
1. 6380 Add New Accounts & Opening Balances
2. 6383 Adjust Beginning Balances in Worksheet for Current Period Data Input
1. 6320 Sales Tax Set Up
2. 6340 New Customers Setup & Accounts Receivable Beginning Balances
3. 6360 New Vendors Setup & Accounts Payable Beginning Balances
1. 6400 Adjust Opening Balances
2. 6420 Set Up Manual Payroll
3. 6380 Add New Accounts & Opening Balances
4. 6440 Generate Reports After Entering Beginning Balances
1. 7020 Record Deposits from Owner and Loan
2. 7040 Purchase of Furniture & Investment Transactions
1. 7020 Deposits Owner Investment & Loan
2. 7040 Purchase of Furniture & Investment Transactions
1. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
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. 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. 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. 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. 7280 Pay Employees
2. 7300 Enter Billable Time & Add to Invoice
3. 7301 Enter Billable Expenses to Invoice
4. 7281 Pay Employees Part 2
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
1. 7320 Month One Financial Statements
1. 7320 Month One Report
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. 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. 8120 Sales Receipt & Deposit
2. 8122 Record Receipt of Inventory with Bill Linked to P.O.
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. 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. 8130 Populate Invoice Using Billable Item That was Created From P.O.
2. 8160 Apply Customer Deposit (Credit) to Invoice
3. 8140 Advanced Customer Payment or Unearned Revenue Method 1
4. 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. 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
2. 8322 Create Invoices Using Billable Time
1. 8342 Rental Income Customer Deposit
2. 8344 Rental Income Estimate & Invoice
1. 8340 Rental Income Set Up Items
2. 8342 Rental Income Customer Deposit
3. 8344 Rental Income Estimate & Invoice
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. 8365 Bills - Enter, Sort, & Pay
2. 8370 Pay Sales Tax
1. 8365 Bills - Enter, Sort, & Pay
2. 8370 Pay Sales Tax
1. 8380 Enter Payroll For Second Month Part 1
2. 8381 Enter Payroll For Second Month Part 2
3. 8385 Pay Payroll Taxes
1. 8380 Enter Payroll For Second Month
2. 8385 Pay Payroll Taxes
1. 8420 Create Reports After Second Month of Data Input YTD
2. 8421 Create Reports After Second Month of Data Month of February Only
1. 8420 Create Reports After Second Month of Data Input
1. 9040 Bank Reconciliation Month One Part 1
2. 9041 Bank Reconciliation Month One Part 2
3. 9042 Bank Reconciliation Month One Part 3
4. 9140 Bank Reconciliation Month Two Part 1
5. 9141 Bank Reconciliation Month Two Part 2
6. 9143 Bank Reconciliation Month Two Part 3
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. 10175 Adjust Worksheet for Adjusting Entries
2. 10180 Adjusting Entry Accrued Interest Part 1
3. 10182 Adjusting Entry Accrued Interest Part 2
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 Loan Payable Short Term and Long-Term Portion
12. 10467 Reversing Entry Loan Payable Short Term & Long-Term Portion
13. 10480 Financial Statements with Every Account
14. 10485 Balance Sheet Condensed Format
15. 10490 Income Statement Condensed Format
1. 10120 Adjusting Entries & Reversing Entries Introduction
2. 10180 Adjusting Entry Accrued Interest
3. 10220 Reversing Entry Accrued Interest
4. 10260 Adjusting Entry Accounts Receivable Sales
5. 10300 Reversing Entry Accounts Receivable Sales
6. 10340 Adjusting Entry Prepaid Insurance
7. 10380 Adjusting Entry Depreciation
8. 10400 Adjusting Entry Unearned Revenue Customer Deposit
9. 10460 Reversing Entry Unearned Revenue Customer Deposit
10. 10465 Adjusting Entry Loan Payable Short-Term and Long-Term Portions
11. 10467 Reversing Entry Loan Payable Short-Term and Long-Term Portions
12. 10480 Adjusting Entry & Reversing Entry Journal Reports

About this course

$130.00
246 lessons
66.5 hours of video content

2022 QuickBooks Pro Desktop Overview

Getting Started- QuickBooks Desktop 2022

Excel- Create Excel Worksheet

Open Practice File- Review Home Page & Accounting Cycles 2022

Excel- Vendor Cycle, Purchase Cycle, or Accounts Payable Cycle 2022

Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2022

Excel-Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022

Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2022

Other Home Page Items, Shortcuts & Customizing Shortcuts 2022

Excel- Employee Cycle, - Payroll Cycle 2022

Employee Cycle, - Payroll Cycle 2022

List- Chat of Accounts & Item List 2022

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

Balance Sheet Reports 2022

Income Statement, Profit & Loss Reports 2022

Statement of Cash Flows & Supplemental Reports 2022

Excel- Create Worksheet for New Company Accounting Transactions

Start a New Company File in QuickBooks Pro 2022

Excel- Adding Inventory Items & Related Inventory Account Balances

Company Preferences

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

Adding Service Items & Inventory Items

Excel- Add Opening Account Balances

Sales Tax Setup, Add Customers, & Add Vendors

Opening Balances, Adjustments to Equity, & Manual Payroll Setup

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

Month 1-Record Owner Investment, Purchased of Fixed Asset & Investment 2022

Excel- Month 1- Enter Transactions for Purchase Inventory

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

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

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

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

Month 1- Enter Invoice, Receive Payment Bill 2022

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

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

Excel- Month 1- Create Financial Statements

Month One Reports

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

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

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

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

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

Month 2- Invoices for Service Sales & Advanced Customer Deposit

Excel- Months 2- Transaction for Billable Time

Month 2- Invoicing for Hourly Service 2022

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

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

Excel- Month 2- Purchase & Finance Equipment

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

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

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

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

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

Excel- Month 2- Financial Statements

Month 2- Generate Month End Report & Review Work

Excel- Bank Reconciliations

Bank Reconciliations

Excel- Adjusting Entries

Adjusting & Reversing Entries 2022

About this course