About This Course

Who this course is for:

  • Accountants
  • Bookkeepers
  • Business owners

What you’ll learn: 

  • Set-up tax line mapping for sole proprietorship and S corporation
  • Export financial data from QuickBooks to Lacerte
  • Transfer financial data to Excel and create supporting tax worksheets

Software version used in the course: 

  • QuickBooks Desktop Pro 2021

The course will discuss options for getting access to QuickBooks desktop software including a free 30-day test period offered by Intuit, the owners of QuickBooks Desktop.

Learners will know how to set up tax line mapping for a sole proprietorship and S Corporation, tax line mapping allowing users to export financial data from QuickBooks directly into tax software.

We will be using Lacerte tax software for our examples. Lacerte tax software is owned by Intuit and a 30-day free trial may be available to test out Lacerte tax software as well.

We will export financial data from QuickBooks to Lacerte tax for both a sole proprietorship and an S Corporation.

The course will also demonstrate how to export financial data to Excel and create supporting tax worksheets that show tax adjustments and reconcile financial statements for book purposes and financial statements for tax purposes.

Our Promise to You

By the end of this course, you will have learned how to set-up tax line mapping in QuickBooks.

30 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.

Get started today and learn more about using QuickBooks Desktop 2021.

Course Curriculum

Section 1 - Overview
QuickBooks Desktop 2021 #13 Course Resources 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
Tax Line Mapping Overview 00:00:00
Section 2 - Tax Line Mapping - Review Chart Of Accounts For Sole Proprietorship
Tax Line Mapping Examine Chart Of Accounts After Setting Up New QuickBooks File 00:00:00
Tax Line Mapping Form 8829 Expenses For Business Use Of Your Home 00:00:00
Section 3 - Export From QuickBooks To Tax Software Lacerte And Excel
Tax Line Mapping Export To Tax Software Lacerte 00:00:00
Tax Line Mapping Export Trial Balance To Excel 00:00:00
Tax Line Mapping Format Trail Balance In Excel 00:00:00
Section 4 - Adjustment For Business Use Of Home, Meals, And Charitable Contributions
Tax Line Mapping Tax Entry For Business Use Of Home 00:00:00
Tax Line Mapping Tax Entry For Meals 00:00:00
Tax Line Mapping Charitable Contributions 00:00:00
Section 5 - Tax Line Mapping For S Corporation Overview
Tax Line Mapping Setup New Quickbooks File S Corporation 00:00:00
Section 6 - Add Accounts, Tax Mapping, And Data To Quickbooks
Tax Line Mapping Enter Accounts, Tax Mapping, And Data 00:00:00
Tax Line Mapping Enter Account Balance Data 00:00:00
Section 7 - Export From QuickBooks To Tax Software Lacerte And Excel
Tax Line Mapping Export Data From Quickbooks To Tax Software 00:00:00
Tax Line Mapping Export Data From Quickbooks To Excel S Corp 00:00:00
Tax Line Mapping Format Tax And Adjusting Entry Excel Worksheet 00:00:00
Section 8 - Adjusting Entries For Depreciation
Tax Line Mapping Adjusting Entry Depreciation Overview 00:00:00
Tax Line Mapping Adjusting Entry Book Depreciation 00:00:00
Tax Line Mapping Tax Entry Tax Depreciation 00:00:00
Section 9 - Unassigned Accounts And Sch. K Adjustments
Tax Line Mapping Map Unassigned Accounts In Tax Software 00:00:00
Tax Line Mapping Schedule K Adjustment For Dividend And Interest Income 00:00:00
Tax Line Mapping Schedule K Adjustment Charitable Contributions 00:00:00
Section 10 - M-1 Adjustments, Balance Sheet, And Officer Compensation
Tax Line Mapping Schedule M-1 Adjustment Meals 00:00:00
Tax Line Mapping Schedule M-1 Reconciliation 00:00:00
Tax Line Mapping Officer Compensation 00:00:00
Tax Line Mapping Tax Balance Sheet Schedule L 00:00:00
Tax Line Mapping Tax Exempt Interest Adjustment 00:00:00
Tax Line Mapping Bad Debt M-1 Adjustment 00:00:00
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