This course is designed for those interested to learn the QuickBooks Desktop 2021 software in accounting, familiarize yourself in navigating through and get acquainted with forms and reports, from data entry to analysis.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Accountants
- Bookkeepers
- Business owners
What you’ll learn:Â
- Enter and analyze data
- Analyze and use financial reports
Software version used in the course:Â
- QuickBooks Desktop Pro 2021
This is the first in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.
This course will discuss purchasing options for the software including a free 30-day trial version often available from Intuit, the owner of QuickBooks. We will also discuss how to navigate through the software, detailing multiple ways to both enter and analyze data.
The course will demonstrate the major forms used to create financial transactions, analyze the impact on the financial statements of each, and how each form fits into an operating cycle. We will also learn how to download, print, and export to Excel major financial statement reports.
Learners will know how to analyze and use the financial reports and how each report relates to the major financial statement reports, the balance sheet and income statement, also known as the profit and loss.
Our Promise to You
By the end of this course, you will have learned how to navigate through QuickBooks Desktop 2021.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.Â
Get started today and learn more about using QuickBooks Desktop 2021.
Course Curriculum
| Section 1 - Introduction | |||
| Resource Using OneNote | 00:00:00 | ||
| QuickBooks Desktop 2021 New Features | 00:00:00 | ||
| Section 2 - Getting Started - Getting Setup With QuickBooks Pro 2021 | |||
| QuickBooks Desktop 2021 Vs QuickBooks Online | 00:00:00 | ||
| Data Files to Check Work | 00:00:00 | ||
| QuickBooks Desktop Options 2021 | 00:00:00 | ||
| Download Free Or Paid QuickBooks Pro 2021 | 00:00:00 | ||
| Install QuickBooks Pro 2021 | 00:00:00 | ||
| Increase Size Of Icons | 00:00:00 | ||
| Section 3 - Open Practice File And Review Home Page And Accounting Cycles | |||
| Set Up Project Folders | 00:00:00 | ||
| Open Sample File | 00:00:00 | ||
| Restore Backup File | 00:00:00 | ||
| Home Page Overview | 00:00:00 | ||
| Bank Feeds | 00:00:00 | ||
| Preferences | 00:00:00 | ||
| Section 4 - Vendor Cycle, Purchases Cycle, Or Accounts Payable Cycle | |||
| Vendors Section | 00:00:00 | ||
| Vendor Center | 00:00:00 | ||
| Bill Form | 00:00:00 | ||
| Pay Bills Form – Check | 00:00:00 | ||
| Purchase Order Form – P.O. | 00:00:00 | ||
| Manage Sales Tax Form | 00:00:00 | ||
| Check Form | 00:00:00 | ||
| Void Check Prior Period Adjustment | 00:00:00 | ||
| Section 5 - Customer Cycle, Sales Cycle, Or Accounts Receivable Cycle | |||
| Customer Section Customer Cycle | 00:00:00 | ||
| Customer Center | 00:00:00 | ||
| Invoice Form | 00:00:00 | ||
| Receive Payment Form | 00:00:00 | ||
| Deposit Form | 00:00:00 | ||
| Sales Receipts Form | 00:00:00 | ||
| Credit Memo Refund Form And Bad Debt Expense | 00:00:00 | ||
| Section 6 - Other Home Page Items, Shortcuts, And Customizing Shortcuts | |||
| Banking And Company Sections And Shortcuts | 00:00:00 | ||
| Customize Shortcuts And Home Page Icons | 00:00:00 | ||
| Section 7 - Employee Cycle - Payroll Cycle | |||
| Employee Section Payroll Process | 00:00:00 | ||
| Employee Center | 00:00:00 | ||
| Pay Employees Form | 00:00:00 | ||
| Pay Payroll Liabilities Form | 00:00:00 | ||
| Section 8 - Lists - Chart Of Accounts And Item List 2021 | |||
| Lists | 00:00:00 | ||
| Chart Of Accounts | 00:00:00 | ||
| Item Lists | 00:00:00 | ||
| Section 9 - Help/Support, Reports Overview, And Backing Up Data File | |||
| Help And Support Options | 00:00:00 | ||
| Reports Overview | 00:00:00 | ||
| Backup File | 00:00:00 | ||
| Section 10 - Balance Sheet Reports | |||
| Balance Sheet Report Overview | 00:00:00 | ||
| Report Formatting Basics | 00:00:00 | ||
| Report Header And Footer Formatting | 00:00:00 | ||
| Report Fonts And Numbers Formatting | 00:00:00 | ||
| Comparative Balance Sheet Creation | 00:00:00 | ||
| Balance Sheet Vertical Analyses | 00:00:00 | ||
| Memorize Report Group Setup | 00:00:00 | ||
| Memorize Reports | 00:00:00 | ||
| Reports – Print, Save As PDF, And Export To Excel | 00:00:00 | ||
| Section 11 - Income Statement - Profit And Loss Reports | |||
| Profit And Loss, PandL, Income Statement Overview | 00:00:00 | ||
| Comparative Profit And Loss, PandL, Income Statement | 00:00:00 | ||
| Vertical Analysis Profit And Loss, PandL, Income Statement | 00:00:00 | ||
| Memorize Profit And Loss, PandL, Income Statement Reports | 00:00:00 | ||
| Print, Save And PDF, And Export To Excel Profit And Loss, PandL, Income Statement Reports | 00:00:00 | ||
| Section 12- Statement Of Cash Flows And Supplemental Reports | |||
| Statement Of Cash Flows | 00:00:00 | ||
| Accounts Receivable Aging Reports | 00:00:00 | ||
| Accounts Payable Aging Reports | 00:00:00 | ||
| Sales By Customer And Income By Customer Reports | 00:00:00 | ||
| Sales By Item Reports | 00:00:00 | ||
| Form 1099 And Expenses By Vendor Reports | 00:00:00 | ||
| Inventory Reports | 00:00:00 | ||
| Payroll And Employee Reports | 00:00:00 | ||
| Bank Reconciliation Report | 00:00:00 | ||
| Transaction List By Date Report | 00:00:00 | ||
| Journal Report | 00:00:00 | ||
| Budget Reports | 00:00:00 | ||
| Accounts Receivable Graphs | 00:00:00 | ||
| Accounts Receivable Graphs Excel | 00:00:00 | ||
| Accounts Payable Graphs | 00:00:00 | ||
| Sales By Customer, Account, And Item Graphs | 00:00:00 | ||
| Sales By Customer, Account, And Item Graphs Excel | 00:00:00 | ||
| Expense Graphs Excel | 00:00:00 | ||
| Internal Or External Report | 00:00:00 | ||
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